Midwest Financial Partners Investments, Inc. holds a focused book of 80 stocks worth $240.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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.
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
Other tracked managers holding the same core names as Midwest Financial Partners Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 79 / 80 | $12.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $144.8B |
| NewEdge Advisors, LLC | 78 / 80 | $10.1B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $6.5B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $165.2B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $89.8B |
| Cetera Investment Advisers | 77 / 80 | $22.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Midwest Financial Partners Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.