Midwest Trust Co
CIK 0002077080 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.83B
2026 Q2
Positions
606
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
4.7%
NVDA
NVIDIA CORPORATION
3.9%
MSFT
MICROSOFT CORP
3.4%
VO
VANGUARD INDEX FDS
3.3%
GOOGL
ALPHABET INC
2.7%
AMZN
AMAZON COM INC
2.5%
AVGO
BROADCOM INC
2.3%
JPM
JPMORGAN CHASE & CO
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.