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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 | $780K | 0.3%Prev: 0.4% | 4,819 SH | Increased |
| ABBVIE INC | COM | $286K | 0.1% | 1,136 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $286K | 0.1% | 493 SH | New |
| ALPHABET INC | CAP STK CL A | $828K | 0.3%Prev: 0.4% | 2,317 SH | Increased-151 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.5%Prev: 0.6% | 3,492 SH | Increased-664 SH |
| AMAZON COM INC | COM | $530K | 0.2%Prev: 0.2% | 2,225 SH | Increased-17 SH |
| AMERICAN EXPRESS CO | COM | $442K | 0.2%Prev: 0.2% | 1,307 SH | Increased |
| AMETEK INC | COM | $266K | 0.1%Prev: 0.1% | 1,100 SH | Increased |
| AMGEN INC | COM | $850K | 0.4%Prev: 0.4% | 2,346 SH | Increased |
| APPLE INC | COM | $6.8M | 2.8%Prev: 3.2% | 23,424 SH | Increased-30 SH |
| ARK ETF TR | BLOC FIN INN ETF | $7.5M | 3.1% | 189,532 SH | New |
| ARK ETF TR | GENOMIC REV ETF | $8.9M | 3.7%Prev: 2.9% | 211,386 SH | Increased+1,970 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $749K | 0.3%Prev: 0.4% | 1 SH | Increased |
| BIO-TECHNE CORP | COM | $2.1M | 0.9%Prev: 1.0% | 29,351 SH | Increased-8,262 SH |
| BOEING CO | COM | $398K | 0.2%Prev: 0.2% | 1,837 SH | Increased |
| BOSTON SCIENTIFIC CORP | COM | $336K | 0.1%Prev: 0.2% | 7,870 SH | Decreased+790 SH |
| BROADCOM INC | COM | $629K | 0.3%Prev: 0.3% | 1,665 SH | Increased+16 SH |
| CASEYS GEN STORES INC | COM | $441K | 0.2%Prev: 0.2% | 555 SH | Increased |
| CISCO SYS INC | COM | $266K | 0.1% | 2,266 SH | New |
| DEERE & CO | COM | $602K | 0.3%Prev: 0.3% | 949 SH | Increased |
| ELI LILLY & CO | COM | $221K | 0.1% | 184 SH | New |
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | $1.9M | 0.8% | 27,741 SH | New |
| EXXON MOBIL CORP | COM | $215K | 0.1%Prev: 0.1% | 1,575 SH | Decreased |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $13.5M | 5.6%Prev: 6.2% | 534,969 SH | Increased+66,444 SH |
| GLOBAL X FDS | U S ELECT ETF | $2.0M | 0.8% | 57,755 SH | New |
| HEICO CORP NEW | CL A | $887K | 0.4%Prev: 0.4% | 3,438 SH | Increased |
| HEICO CORP NEW | COM | $1.2M | 0.5%Prev: 0.5% | 3,480 SH | Increased |
| HONEYWELL AEROSPACE INC | COM | $653K | 0.3% | 2,955 SH | New |
| HONEYWELL INTL INC | COM | $662K | 0.3%Prev: 0.7% | 2,955 SH | Decreased-2,976 SH |
| ILLUMINA INC | COM | $642K | 0.3%Prev: 0.2% | 3,649 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $736K | 0.3%Prev: 0.3% | 1,000 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $287K | 0.1%Prev: 0.2% | 8,630 SH | Decreased |
| ISHARES INC | CORE MSCI EMKT | $457K | 0.2%Prev: 0.2% | 5,515 SH | Increased+66 SH |
| ISHARES INC | ESG AWR MSCI EM | $2.2M | 0.9%Prev: 1.0% | 40,998 SH | Increased-434 SH |
| ISHARES TR | 0-3 MTH TREASURY | $2.8M | 1.2% | 27,825 SH | New |
| ISHARES TR | CORE MSCI EAFE | $407K | 0.2%Prev: 0.2% | 4,218 SH | Increased+29 SH |
| ISHARES TR | CORE S&P MCP ETF | $377K | 0.2%Prev: 0.2% | 4,883 SH | Decreased-1,114 SH |
| ISHARES TR | CORE S&P SCP ETF | $495K | 0.2%Prev: 0.2% | 3,337 SH | Increased+35 SH |
| ISHARES TR | ENERGY STRG & MA | $2.6M | 1.1%Prev: 1.0% | 56,621 SH | Increased+1,596 SH |
| ISHARES TR | ESG AW MSCI EAFE | $4.4M | 1.8%Prev: 2.1% | 43,255 SH | Increased+1,123 SH |
| ISHARES TR | ESG AWARE MSCI | $2.4M | 1.0%Prev: 1.1% | 42,373 SH | Increased-1,508 SH |
| ISHARES TR | ESG AWR MSCI USA | $6.9M | 2.9%Prev: 3.2% | 42,400 SH | Increased-144 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.0M | 0.8%Prev: 1.0% | 42,278 SH | Increased+682 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $652K | 0.3%Prev: 0.3% | 26,084 SH | Increased+5,864 SH |
| ISHARES TR | ESG AWRE USD ETF | $1.4M | 0.6%Prev: 0.8% | 61,409 SH | Decreased-6,363 SH |
| ISHARES TR | LOW CA OP MS ETF | $3.0M | 1.3% | 11,929 SH | New |
| ISHARES TR | MORNINGSTAR GRWT | $644K | 0.3%Prev: 0.3% | 5,505 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $259K | 0.1%Prev: 0.1% | 3,787 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $219K | 0.1%Prev: 0.1% | 1,591 SH | Increased-289 SH |
| ISHARES TR | TRS FLT RT BD | $18.8M | 7.8% | 370,480 SH | New |
| ISHARES TR | USD GRN BOND ETF | $898K | 0.4%Prev: 0.5% | 18,921 SH | Decreased-82 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $23.3M | 9.7%Prev: 11.6% | 482,644 SH | Increased+26,697 SH |
| JOHNSON & JOHNSON | COM | $328K | 0.1%Prev: 0.2% | 1,293 SH | Increased |
| JPMORGAN CHASE & CO | COM | $595K | 0.2%Prev: 0.3% | 1,819 SH | Increased+10 SH |
| MICROSOFT CORP | COM | $4.5M | 1.9%Prev: 2.4% | 11,942 SH | Decreased-534 SH |
| NUCOR CORP | COM | $425K | 0.2%Prev: 0.2% | 1,908 SH | Increased |
| NVIDIA CORPORATION | COM | $3.4M | 1.4%Prev: 1.6% | 17,065 SH | Increased-541 SH |
| ORACLE CORP | COM | $295K | 0.1%Prev: 0.2% | 2,016 SH | Decreased |
| PEPSICO INC | COM | $302K | 0.1%Prev: 0.2% | 2,227 SH | Decreased |
| PUTNAM ETF TRUST | FRANK MINN ETF | $15.8M | 6.6% | 1,775,111 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $241K | 0.1% | 6,658 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $316K | 0.1% | 6,270 SH | New |
| STARBUCKS CORP | COM | $396K | 0.2%Prev: 0.1% | 3,879 SH | Increased+1,536 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.1M | 0.5%Prev: 0.5% | 1,503 SH | Increased+27 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $280K | 0.1% | 587 SH | New |
| UNITEDHEALTH GROUP INC | COM | $604K | 0.3%Prev: 0.2% | 1,453 SH | Increased-101 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $312K | 0.1% | 6,446 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $4.3M | 1.8%Prev: 1.4% | 49,542 SH | Increased+43,526 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.8M | 1.2%Prev: 0.9% | 34,646 SH | Increased+28,514 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.5M | 6.4%Prev: 6.4% | 22,535 SH | Increased+2,276 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.7M | 1.9%Prev: 2.2% | 15,476 SH | Increased-282 SH |
| VANGUARD INDEX FDS | VALUE ETF | $24.3M | 10.1%Prev: 10.8% | 111,586 SH | Increased+7,927 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $16.1M | 6.7%Prev: 7.2% | 269,821 SH | Increased+18,652 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.5M | 1.5%Prev: 1.5% | 22,724 SH | Increased+3,838 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $679K | 0.3%Prev: 0.3% | 13,434 SH | Increased+2,284 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $419K | 0.2%Prev: 0.2% | 7,099 SH | Decreased+64 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.4M | 3.1%Prev: 2.8% | 104,132 SH | Increased+22,303 SH |
| VISA INC | COM CL A | $399K | 0.2%Prev: 0.2% | 1,164 SH | Increased-3 SH |
| WALMART INC | COM | $208K | 0.1%Prev: 0.1% | 1,834 SH | Decreased |
| YUM BRANDS INC | COM | $253K | 0.1%Prev: 0.1% | 1,585 SH | Increased |
| Q2 2026 |
| 13F-HR |
| 0001172661-26-002631 |
| $240.8M |
| View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001527 | $188.6M | View |