Midwest Financial Partners Investments, Inc. holds a focused book of 80 stocks worth $240.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Treasury Floating Ra and trimmed Ishares Esg Aware Msci USA. Their largest long position is Vanguard Value ETF at 10% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1968851/holdings"
Use Arkolith to show Midwest Financial Partners Investments, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $24.3M | 111.6K | 10.1% | ▲+7.6% Added · +8K sh | |
| 2 | J P Morgan Exchange Traded F INTL BD OPP ETF | $23.3M | 482.6K | 9.7% | ▲+5.8% Added · +27K sh | |
| 3 | Ishares TR TRS FLT RT BD | $18.8M | 370.5K | 7.8% | ▲New New position | |
| 4 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $16.1M | 269.8K | 6.7% | ▲+7.4% Added · +19K sh | |
| 5 | Putnam ETF Trust FRANK MINN ETF | $15.8M | 1.78M | 6.6% | ▲+22% Added · +322K sh | |
| 6 | Vanguard Index FDS S&P 500 ETF SHS | $15.5M | 22.5K | 6.4% | ▲+11% Added · +2K sh | |
| 7 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $13.5M | 535.0K | 5.6% | ▲+14% Added · +66K sh | |
| 8 | Ark ETF TR GENOMIC REV ETF | $8.9M | 211.4K | 3.7% | ▲+0.9% Added · +2K sh | |
| 9 | Ark ETF TR BLOC FIN INN ETF | $7.5M | 189.5K | 3.1% | ▲+1.8% Added · +3K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.4M | 104.1K | 3.1% | ▲+27% Added · +22K sh | |
| 11 | Ishares TR ESG AWR MSCI USA | $6.9M | 42.4K | 2.9% | ▼−0.3% Reduced · −144 sh | |
| 12 | Apple Inc COM | $6.8M | 23.4K | 2.8% | ▼−0.1% Reduced · −30 sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $4.7M | 15.5K | 1.9% | ▼−1.8% Reduced · −282 sh | |
| 14 | Microsoft Corp COM | $4.5M | 11.9K | 1.9% | ▼−4.3% Reduced · −534 sh | |
| 15 | Ishares TR ESG AW MSCI EAFE | $4.4M | 43.3K | 1.8% | ▲+2.7% Added · +1K sh | |
| 16 | Vanguard Index FDS GROWTH ETF | $4.3M | 49.5K | 1.8% | ▲+724% Added · +44K sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $3.5M | 22.7K | 1.5% | ▲+20% Added · +4K sh | |
| 18 | Nvidia Corporation COM | $3.4M | 17.1K | 1.4% | ▼−3.1% Reduced · −541 sh | |
| 19 | Ishares TR LOW CA OP MS ETF | $3.0M | 11.9K | 1.3% | ▲+4.7% Added · +535 sh | |
| 20 | Ishares TR 0-3 MTH TREASURY | $2.8M | 27.8K | 1.2% | ▼−17% Reduced · −6K sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $2.8M | 34.6K | 1.2% | ▲+465% Added · +29K sh | |
| 22 | Ishares TR ENERGY STRG & MA | $2.6M | 56.6K | 1.1% | ▲+2.9% Added · +2K sh | |
| 23 | Ishares TR ESG AWARE MSCI | $2.4M | 42.4K | 1.0% | ▼−3.4% Reduced · −2K sh | |
| 24 | Ishares Inc ESG AWR MSCI EM | $2.2M | 41.0K | 0.9% | ▼−1.0% Reduced · −434 sh | |
| 25 | Bio-Techne Corp COM | $2.1M | 29.4K | 0.9% | ▼−22% Reduced · −8K sh | |
| 26 | Ishares TR ESG AWR US AGRGT | $2.0M | 42.3K | 0.8% | ▲+1.6% Added · +682 sh | |
| 27 | Global X FDS U S ELECT ETF | $2.0M | 57.8K | 0.8% | ▲+5.1% Added · +3K sh | |
| 28 | Exchange Traded Concepts Tru RANG NUCL RE ETF | $1.9M | 27.7K | 0.8% | ▲+5.8% Added · +2K sh | |
| 29 | Ishares TR ESG AWRE USD ETF | $1.4M | 61.4K | 0.6% | ▼−9.4% Reduced · −6K sh | |
| 30 | Heico Corp New COM | $1.2M | 3.5K | 0.5% | —Held | |
| 31 | Alphabet Inc CAP STK CL C | $1.2M | 3.5K | 0.5% | ▼−16% Reduced · −664 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.5% | ▲+1.8% Added · +27 sh | |
| 33 | Ishares TR USD GRN BOND ETF | $898K | 18.9K | 0.4% | ▼−0.4% Reduced · −82 sh | |
| 34 | Heico Corp New CL A | $887K | 3.4K | 0.4% | —Held | |
| 35 | Amgen Inc COM | $850K | 2.3K | 0.4% | —Held | |
| 36 | Alphabet Inc CAP STK CL A | $828K | 2.3K | 0.3% | ▼−6.1% Reduced · −151 sh | |
| 37 | 3M Co COM | $780K | 4.8K | 0.3% | —Held | |
| 38 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.3% | —Held | |
| 39 | Invesco QQQ TR UNIT SER 1 | $736K | 1.0K | 0.3% | —Held | |
| 40 | Vanguard Mun BD FDS TAX EXEMPT BD | $679K | 13.4K | 0.3% | ▲+20% Added · +2K sh | |
| 41 | Honeywell Intl Inc COM | $662K | 3.0K | 0.3% | ▲New New position | |
| 42 | Honeywell Aerospace Inc COM | $653K | 3.0K | 0.3% | ▲New New position | |
| 43 | Ishares TR ESG AWRE 1 5 YR | $652K | 26.1K | 0.3% | ▲+29% Added · +6K sh | |
| 44 | Ishares TR MORNINGSTAR GRWT | $644K | 5.5K | 0.3% | —Held | |
| 45 | Illumina Inc COM | $642K | 3.6K | 0.3% | —Held | |
| 46 | Broadcom Inc COM | $629K | 1.7K | 0.3% | ▲+1.0% Added · +16 sh | |
| 47 | Unitedhealth Group Inc COM | $604K | 1.5K | 0.3% | ▼−6.5% Reduced · −101 sh | |
| 48 | Deere & Co COM | $602K | 949 | 0.3% | —Held | |
| 49 | JPMorgan Chase & Co COM | $595K | 1.8K | 0.2% | ▲+0.6% Added · +10 sh | |
| 50 | Amazon Com Inc COM | $530K | 2.2K | 0.2% | ▼−0.8% Reduced · −17 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.