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CIK 0001968851 • 3 13F filings • Feb 6, 2026 – Jul 15, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $772K | 0.4%Prev: 0.3% | 4,819 SH | Decreased-622 SH |
| ABBVIE INC | COM | $207K | 0.1%Prev: 0.1% | 904 SH | Decreased-82 SH |
| ALPHABET INC | CAP STK CL A | $674K | 0.4%Prev: 0.3% | 2,153 SH | Decreased-22 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.7%Prev: 0.4% | 4,123 SH | Increased+768 SH |
| AMAZON COM INC | COM | $511K | 0.3%Prev: 0.2% | 2,214 SH | Decreased+18 SH |
| AMERICAN EXPRESS CO | COM | $415K | 0.2% | 1,122 SH | New |
| AMETEK INC | COM | $226K | 0.1%Prev: 0.1% | 1,100 SH | Decreased |
| AMGEN INC | COM | $768K | 0.4%Prev: 0.3% | 2,346 SH | Decreased+440 SH |
| APPLE INC | COM | $6.8M | 3.8%Prev: 2.9% | 24,979 SH | Decreased+2,694 SH |
| ARK ETF TR | BLOCKCHAIN & FIN | $8.8M | 4.9% | 184,931 SH | New |
| ARK ETF TR | GENOMIC REV ETF | $5.9M | 3.3%Prev: 4.3% | 205,186 SH | Decreased-18 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.4%Prev: 0.3% | 1 SH | Increased |
| BIO-TECHNE CORP | COM | $2.3M | 1.3%Prev: 0.8% | 39,947 SH | Increased+12,656 SH |
| BOEING CO | COM | $399K | 0.2%Prev: 0.1% | 1,837 SH | Increased-239 SH |
| BOSTON SCIENTIFIC CORP | COM | $869K | 0.5%Prev: 0.1% | 9,116 SH | Increased+1,251 SH |
| BROADCOM INC | COM | $571K | 0.3%Prev: 0.2% | 1,649 SH | Decreased-11 SH |
| DEERE & CO | COM | $461K | 0.3%Prev: 0.2% | 991 SH | Decreased+42 SH |
| EXCHANGE TRADED CONCEPTS TRU | RANGE NUCLEAR RE | $1.5M | 0.8% | 24,089 SH | New |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $11.0M | 6.1%Prev: 5.1% | 441,555 SH | Decreased-126,468 SH |
| GLOBAL X FDS | U S ELECTRIFICAT | $1.5M | 0.8% | 52,489 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $510K | 0.3% | 7,462 SH | New |
| HEICO CORP NEW | CL A | $868K | 0.5%Prev: 0.3% | 3,438 SH | Increased |
| HEICO CORP NEW | COM | $1.1M | 0.6%Prev: 0.4% | 3,480 SH | Increased |
| HONEYWELL INTL INC | COM | $1.2M | 0.6%Prev: 0.2% | 5,931 SH | Increased+2,976 SH |
| ILLUMINA INC | COM | $480K | 0.3%Prev: 0.4% | 3,662 SH | Decreased+13 SH |
| INVESCO QQQ TR | UNIT SER 1 | $559K | 0.3%Prev: 0.3% | 910 SH | Decreased-90 SH |
| ISHARES INC | CORE MSCI EMKT | $366K | 0.2%Prev: 0.2% | 5,449 SH | Decreased-66 SH |
| ISHARES INC | ESG AWR MSCI EM | $1.8M | 1.0%Prev: 0.8% | 40,028 SH | Decreased+1,126 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $1.8M | 1.0% | 18,415 SH | New |
| ISHARES TR | CORE MSCI EAFE | $375K | 0.2%Prev: 0.2% | 4,189 SH | Decreased-29 SH |
| ISHARES TR | CORE S&P MCP ETF | $396K | 0.2%Prev: 0.1% | 5,997 SH | Increased+618 SH |
| ISHARES TR | CORE S&P SCP ETF | $397K | 0.2%Prev: 0.1% | 3,302 SH | Increased+1,656 SH |
| ISHARES TR | ENERGY STRG & MA | $1.5M | 0.8%Prev: 0.9% | 52,977 SH | Decreased-2,879 SH |
| ISHARES TR | ESG AW MSCI EAFE | $3.7M | 2.1%Prev: 1.7% | 39,399 SH | Decreased-2,591 SH |
| ISHARES TR | ESG AWARE MSCI | $2.0M | 1.1%Prev: 0.8% | 43,675 SH | Increased+5,437 SH |
| ISHARES TR | ESG AWR MSCI USA | $6.0M | 3.3%Prev: 2.6% | 40,165 SH | Decreased-262 SH |
| ISHARES TR | ESG AWR US AGRGT | $1.8M | 1.0%Prev: 0.8% | 37,292 SH | Decreased-11,149 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $457K | 0.3%Prev: 0.4% | 18,114 SH | Decreased-19,340 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.4M | 0.8%Prev: 0.5% | 60,622 SH | Increased-2,857 SH |
| ISHARES TR | LOW CARBON OPTIM | $2.5M | 1.4% | 10,989 SH | New |
| ISHARES TR | MORNINGSTAR GRWT | $573K | 0.3%Prev: 0.2% | 5,505 SH | Decreased |
| ISHARES TR | MSCI EMG MKT ETF | $207K | 0.1%Prev: 0.1% | 3,787 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $232K | 0.1%Prev: 0.1% | 1,880 SH | Increased+289 SH |
| ISHARES TR | USD GRN BOND ETF | $845K | 0.5%Prev: 0.4% | 17,632 SH | Decreased-3,987 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $20.8M | 11.6%Prev: 9.3% | 427,065 SH | Decreased-90,493 SH |
| JOHNSON & JOHNSON | COM | $268K | 0.1%Prev: 0.1% | 1,293 SH | Decreased+206 SH |
| JPMORGAN CHASE & CO. | COM | $583K | 0.3% | 1,809 SH | New |
| MICROSOFT CORP | COM | $6.1M | 3.4%Prev: 2.3% | 12,634 SH | Increased+761 SH |
| NUCOR CORP | COM | $311K | 0.2%Prev: 0.2% | 1,908 SH | Decreased |
| NVIDIA CORPORATION | COM | $3.7M | 2.1%Prev: 1.5% | 20,083 SH | Decreased+3,034 SH |
| ORACLE CORP | COM | $393K | 0.2%Prev: 0.1% | 2,016 SH | Increased |
| PEPSICO INC | COM | $320K | 0.2% | 2,227 SH | New |
| PUTNAM ETF TRUST | FRANKLIN MINNESO | $11.9M | 6.6% | 1,345,273 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $278K | 0.2% | 6,270 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1000K | 0.6% | 1,466 SH | New |
| UNITEDHEALTH GROUP INC | COM | $454K | 0.3%Prev: 0.2% | 1,374 SH | Decreased-78 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 1.0% | 3,553 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.6% | 3,779 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.7M | 5.9%Prev: 6.7% | 16,992 SH | Decreased-7,694 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.2M | 2.3% | 16,167 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $18.9M | 10.5% | 98,887 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.6M | 7.0%Prev: 6.6% | 234,082 SH | Decreased-53,731 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.2M | 1.2%Prev: 1.6% | 15,327 SH | Decreased-10,946 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $496K | 0.3%Prev: 0.3% | 9,864 SH | Decreased-3,955 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $426K | 0.2%Prev: 0.2% | 7,101 SH | Decreased-2,611 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.7M | 2.1%Prev: 3.6% | 59,135 SH | Decreased-74,880 SH |
| VISA INC | COM CL A | $409K | 0.2%Prev: 0.2% | 1,167 SH | Decreased+14 SH |
| WALMART INC | COM | $213K | 0.1% | 1,909 SH | New |
| YUM BRANDS INC | COM | $240K | 0.1% | 1,585 SH | New |
| Q2 2026 |
| 13F-HR |
| 0001172661-26-002631 |
| $240.8M |
| View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001527 | $188.6M | View |