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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 | $700K | 0.4% | 4,819 SH | |
| ALPHABET INC | CAP STK CL A | $710K | 0.4% | 2,468 SH | |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.6% | 4,156 SH | |
| AMAZON COM INC | COM | $467K | 0.2% | 2,242 SH | |
| AMERICAN EXPRESS CO | COM | $395K | 0.2% | 1,307 SH | |
| AMETEK INC | COM | $236K | 0.1% | 1,100 SH | |
| AMGEN INC | COM | $825K | 0.4% | 2,346 SH | |
| APPLE INC | COM | $6.0M | 3.2% | 23,454 SH | |
| ARK ETF TR | BLOCKCHAIN & FIN | $7.1M | 3.8% | 186,264 SH | |
| ARK ETF TR | GENOMIC REV ETF | $5.5M | 2.9% | 209,416 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $718K | 0.4% | 1 SH | |
| BIO-TECHNE CORP | COM | $2.0M | 1.0% | 37,613 SH | |
| BOEING CO | COM | $366K | 0.2% | 1,837 SH | |
| BOSTON SCIENTIFIC CORP | COM | $444K | 0.2% | 7,080 SH | |
| BROADCOM INC | COM | $510K | 0.3% | 1,649 SH | |
| CASEYS GEN STORES INC | COM | $404K | 0.2% | 555 SH | |
| CONOCOPHILLIPS | COM | $232K | 0.1% | 1,760 SH | |
| DEERE & CO | COM | $535K | 0.3% | 949 SH | |
| EXCHANGE TRADED CONCEPTS TRU | RANGE NUCLEAR RE | $1.7M | 0.9% | 26,211 SH | |
| EXXON MOBIL CORP | COM | $267K | 0.1% | 1,575 SH | |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $11.6M | 6.2% | 468,525 SH | |
| GLOBAL X FDS | GLOBAL X SILVER | $225K | 0.1% | 2,500 SH | |
| GLOBAL X FDS | U S ELECTRIFICAT | $1.8M | 0.9% | 54,946 SH | |
| HEICO CORP NEW | CL A | $726K | 0.4% | 3,438 SH | |
| HEICO CORP NEW | COM | $954K | 0.5% | 3,480 SH | |
| HONEYWELL INTL INC | COM | $1.3M | 0.7% | 5,931 SH | |
| ILLUMINA INC | COM | $450K | 0.2% | 3,649 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $577K | 0.3% | 1,000 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $332K | 0.2% | 8,630 SH | |
| ISHARES INC | CORE MSCI EMKT | $380K | 0.2% | 5,449 SH | |
| ISHARES INC | ESG AWR MSCI EM | $1.9M | 1.0% | 41,432 SH | |
| ISHARES SILVER TR | ISHARES | $337K | 0.2% | 4,950 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $3.4M | 1.8% | 33,526 SH | |
| ISHARES TR | CORE MSCI EAFE | $379K | 0.2% | 4,189 SH | |
| ISHARES TR | CORE S&P MCP ETF | $405K | 0.2% | 5,997 SH | |
| ISHARES TR | CORE S&P SCP ETF | $411K | 0.2% | 3,302 SH | |
| ISHARES TR | ENERGY STRG & MA | $1.9M | 1.0% | 55,025 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $4.0M | 2.1% | 42,132 SH | |
| ISHARES TR | ESG AWARE MSCI | $2.1M | 1.1% | 43,881 SH | |
| ISHARES TR | ESG AWR MSCI USA | $6.0M | 3.2% | 42,544 SH | |
| ISHARES TR | ESG AWR US AGRGT | $2.0M | 1.0% | 41,596 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $507K | 0.3% | 20,220 SH | |
| ISHARES TR | ESG AWRE USD ETF | $1.6M | 0.8% | 67,772 SH | |
| ISHARES TR | LOW CARBON OPTIM | $2.5M | 1.3% | 11,394 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $526K | 0.3% | 5,505 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $215K | 0.1% | 3,787 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $213K | 0.1% | 1,880 SH | |
| ISHARES TR | USD GRN BOND ETF | $902K | 0.5% | 19,003 SH | |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $21.8M | 11.6% | 455,947 SH | |
| JOHNSON & JOHNSON | COM | $316K | 0.2% | 1,293 SH | |
| JPMORGAN CHASE & CO | COM | $532K | 0.3% | 1,809 SH | |
| MICROSOFT CORP | COM | $4.6M | 2.4% | 12,476 SH | |
| NUCOR CORP | COM | $323K | 0.2% | 1,908 SH | |
| NVIDIA CORPORATION | COM | $3.1M | 1.6% | 17,606 SH | |
| ORACLE CORP | COM | $297K | 0.2% | 2,016 SH | |
| PEPSICO INC | COM | $346K | 0.2% | 2,227 SH | |
| PUTNAM ETF TRUST | FRANKLIN MINNESO | $12.7M | 6.7% | 1,453,336 SH | |
| SPDR GOLD TR | GOLD SHS | $314K | 0.2% | 730 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $286K | 0.2% | 6,270 SH | |
| STARBUCKS CORP | COM | $210K | 0.1% | 2,343 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $960K | 0.5% | 1,476 SH | |
| TESLA INC | COM | $209K | 0.1% | 562 SH | |
| UNITEDHEALTH GROUP INC | COM | $420K | 0.2% | 1,554 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.6M | 1.4% | 6,016 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.8M | 0.9% | 6,132 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.1M | 6.4% | 20,259 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.1M | 2.2% | 15,758 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $20.3M | 10.8% | 103,659 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13.6M | 7.2% | 251,169 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.8M | 1.5% | 18,886 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $556K | 0.3% | 11,150 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $419K | 0.2% | 7,035 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.2M | 2.8% | 81,829 SH | |
| VISA INC | COM CL A | $353K | 0.2% | 1,167 SH | |
| WALMART INC | COM | $228K | 0.1% | 1,834 SH | |
| YUM BRANDS INC | COM | $246K | 0.1% | 1,585 SH |
| Q2 2026 |
| 13F-HR |
| 0001172661-26-002631 |
| $240.8M |
| View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001527 | $188.6M | View |