Midwest Financial Partners Investments, Inc.

CIK 0001968851 · ST. CLOUD, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

Midwest Financial Partners Investments, Inc. reported 80 positions worth $240.8M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VTV (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$240.8M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.7%
Est. Net Flow (Q)
2026 Q2
10 / 80 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$24.3M10.10%111,586
2JPIBJ P MORGAN EXCHANGE TRADED FSH$23.3M9.69%482,644
3TFLOISHARES TRSH$18.8M7.79%370,480
4VWOVANGUARD INTL EQUITY INDEX FSH$16.1M6.69%269,821
5FTMNPUTNAM ETF TRUSTSH$15.8M6.57%1,775,111
6VOOVANGUARD INDEX FDSSH$15.5M6.43%22,535
7FLMIFRANKLIN TEMPLETON ETF TRSH$13.5M5.59%534,969
8ARKGARK ETF TRSH$8.9M3.69%211,386
9ARKFARK ETF TRSH$7.5M3.11%189,532
10VEAVANGUARD TAX-MANAGED FDSSH$7.4M3.08%104,132

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Midwest Financial Partners Investments, Inc. hold as of Q2 2026?

Midwest Financial Partners Investments, Inc. reported 80 positions worth $240.8M in its Q2 2026 13F filing. Largest positions: VTV (10.1%), JPIB (9.7%), TFLO (7.8%), VWO (6.7%) and FTMN (6.6%).

What did Midwest Financial Partners Investments, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Midwest Financial Partners Investments, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.