Midwest Financial Partners Investments, Inc.

CIK 0001968851 • 3 13F filings • Feb 6, 2026 – Jul 15, 2026

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Filer information

Filed by: Midwest Financial Partners Investments, Inc., Director of Operations
Address: 912 W. ST. GERMAIN STREET, SUITE 300, ST. CLOUD, MN, 56301
Phone: 320-339-2552
AUM: $180.0M

AUM over time

$260.1M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $260.1M80 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$893K	0.3%Prev: 0.3%	5,441 SH	Increased+622 SH
ABBVIE INC	COM	$258K	0.1%Prev: 0.1%	986 SH	Decreased-150 SH
ADVANCED MICRO DEVICES INC	COM	$302K	0.1%Prev: 0.1%	493 SH	Increased
ALPHABET INC	CAP STK CL A	$748K	0.3%Prev: 0.3%	2,175 SH	Decreased-142 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.5%	3,355 SH	Decreased-137 SH
AMAZON COM INC	COM	$547K	0.2%Prev: 0.2%	2,196 SH	Increased-29 SH
AMETEK INC	COM	$273K	0.1%Prev: 0.1%	1,100 SH	Increased
AMGEN INC	COM	$803K	0.3%Prev: 0.4%	1,906 SH	Decreased-440 SH
APPLE INC	COM	$7.4M	2.9%Prev: 2.8%	22,285 SH	Increased-1,139 SH
ARK ETF TR	BLOC FIN INN ETF	$8.6M	3.3%Prev: 3.1%	188,920 SH	Increased-612 SH
ARK ETF TR	GENOMIC REV ETF	$11.1M	4.3%Prev: 3.7%	205,204 SH	Increased-6,182 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$747K	0.3%Prev: 0.3%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$580K	0.2%	1,164 SH	New
BIO-TECHNE CORP	COM	$2.0M	0.8%Prev: 0.9%	27,291 SH	Decreased-2,060 SH
BOEING CO	COM	$386K	0.1%Prev: 0.2%	2,076 SH	Decreased+239 SH
BOSTON SCIENTIFIC CORP	COM	$343K	0.1%Prev: 0.1%	7,865 SH	Increased-5 SH
BROADCOM INC	COM	$583K	0.2%Prev: 0.3%	1,660 SH	Decreased-5 SH
CISCO SYS INC	COM	$241K	0.1%Prev: 0.1%	2,235 SH	Decreased-31 SH
CONOCOPHILLIPS	COM	$213K	0.1%	1,704 SH	New
DEERE & CO	COM	$637K	0.2%Prev: 0.3%	949 SH	Increased
ELI LILLY & CO	COM	$205K	0.1%Prev: 0.1%	177 SH	Decreased-7 SH
EXCHANGE TRADED CONCEPTS TRU	RANG NUCL RE ETF	$1.7M	0.7%Prev: 0.8%	28,254 SH	Decreased+513 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$307K	0.1%	1,888 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$13.2M	5.1%Prev: 5.6%	568,023 SH	Decreased+33,054 SH
GLOBAL X FDS	U S ELECT ETF	$1.8M	0.7%Prev: 0.8%	58,082 SH	Decreased+327 SH
HEICO CORP NEW	CL A	$785K	0.3%Prev: 0.4%	3,438 SH	Decreased
HEICO CORP NEW	COM	$1.1M	0.4%Prev: 0.5%	3,480 SH	Decreased
HONEYWELL AEROSPACE INC	COM	$453K	0.2%Prev: 0.3%	2,926 SH	Decreased-29 SH
HONEYWELL INTL INC	COM	$623K	0.2%Prev: 0.3%	2,955 SH	Decreased
ILLUMINA INC	COM	$999K	0.4%Prev: 0.3%	3,649 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$740K	0.3%Prev: 0.3%	1,000 SH	Increased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$409K	0.2%Prev: 0.1%	8,630 SH	Increased
ISHARES INC	CORE MSCI EMKT	$448K	0.2%Prev: 0.2%	5,515 SH	Decreased
ISHARES INC	ESG AWR MSCI EM	$2.1M	0.8%Prev: 0.9%	38,902 SH	Decreased-2,096 SH
ISHARES TR	0-3 MTH TREASURY	$5.5M	2.1%Prev: 1.2%	55,048 SH	Increased+27,223 SH
ISHARES TR	CORE MSCI EAFE	$409K	0.2%Prev: 0.2%	4,218 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$387K	0.1%Prev: 0.2%	5,379 SH	Increased+496 SH
ISHARES TR	CORE S&P SCP ETF	$224K	0.1%Prev: 0.2%	1,646 SH	Decreased-1,691 SH
ISHARES TR	ENERGY STRG & MA	$2.3M	0.9%Prev: 1.1%	55,856 SH	Decreased-765 SH
ISHARES TR	ESG AW MSCI EAFE	$4.3M	1.7%Prev: 1.8%	41,990 SH	Decreased-1,265 SH
ISHARES TR	ESG AWARE MSCI	$2.0M	0.8%Prev: 1.0%	38,238 SH	Decreased-4,135 SH
ISHARES TR	ESG AWR MSCI USA	$6.7M	2.6%Prev: 2.9%	40,427 SH	Decreased-1,973 SH
ISHARES TR	ESG AWR US AGRGT	$2.2M	0.8%Prev: 0.8%	48,441 SH	Increased+6,163 SH
ISHARES TR	ESG AWRE 1 5 YR	$915K	0.4%Prev: 0.3%	37,454 SH	Increased+11,370 SH
ISHARES TR	ESG AWRE USD ETF	$1.4M	0.5%Prev: 0.6%	63,479 SH	Decreased+2,070 SH
ISHARES TR	LOW CA OP MS ETF	$3.1M	1.2%Prev: 1.3%	12,288 SH	Increased+359 SH
ISHARES TR	MORNINGSTAR GRWT	$644K	0.2%Prev: 0.3%	5,505 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$253K	0.1%Prev: 0.1%	3,787 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$226K	0.1%Prev: 0.1%	1,591 SH	Increased
ISHARES TR	TRS FLT RT BD	$21.3M	8.2%Prev: 7.8%	420,997 SH	Increased+50,517 SH
ISHARES TR	USD GRN BOND ETF	$986K	0.4%Prev: 0.4%	21,619 SH	Increased+2,698 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$24.2M	9.3%Prev: 9.7%	517,558 SH	Increased+34,914 SH
JOHNSON & JOHNSON	COM	$288K	0.1%Prev: 0.1%	1,087 SH	Decreased-206 SH
JPMORGAN CHASE & CO	COM	$598K	0.2%Prev: 0.2%	1,809 SH	Increased-10 SH
MEDTRONIC PLC	SHS	$217K	0.1%	2,510 SH	New
MICROSOFT CORP	COM	$6.1M	2.3%Prev: 1.9%	11,873 SH	Increased-69 SH
NUCOR CORP	COM	$446K	0.2%Prev: 0.2%	1,908 SH	Increased
NVIDIA CORPORATION	COM	$3.9M	1.5%Prev: 1.4%	17,049 SH	Increased-16 SH
ORACLE CORP	COM	$277K	0.1%Prev: 0.1%	2,016 SH	Decreased
PHILLIPS 66	COM	$243K	0.1%	953 SH	New
PUTNAM ETF TRUST	FRANK MINN ETF	$15.7M	6.0%Prev: 6.6%	1,916,223 SH	Decreased+141,112 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$217K	0.1%Prev: 0.1%	6,658 SH	Decreased
SPDR INDEX SHS FDS	ST STR PO EX ETF	$315K	0.1%Prev: 0.1%	6,270 SH	Decreased
STARBUCKS CORP	COM	$220K	0.1%Prev: 0.2%	2,343 SH	Decreased-1,536 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	0.4%Prev: 0.5%	1,509 SH	Increased+6 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$266K	0.1%Prev: 0.1%	582 SH	Decreased-5 SH
UNITEDHEALTH GROUP INC	COM	$533K	0.2%Prev: 0.3%	1,452 SH	Decreased-1 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$407K	0.2%Prev: 0.1%	8,684 SH	Increased+2,238 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$5.9M	2.3%	65,365 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$3.7M	1.4%	47,124 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$4.3M	1.6%	15,028 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$25.8M	9.9%	119,525 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.3M	6.7%Prev: 6.4%	24,686 SH	Increased+2,151 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.1M	6.6%Prev: 6.7%	287,813 SH	Increased+17,992 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.1M	1.6%Prev: 1.5%	26,273 SH	Increased+3,549 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$654K	0.3%Prev: 0.3%	13,819 SH	Decreased+385 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$550K	0.2%Prev: 0.2%	9,712 SH	Increased+2,613 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.5M	3.6%Prev: 3.1%	134,015 SH	Increased+29,883 SH
VANGUARD WORLD FD	INF TECH ETF	$209K	0.1%	1,664 SH	New
VISA INC	COM CL A	$414K	0.2%Prev: 0.2%	1,153 SH	Increased-11 SH

Sold (vs prior filing)

AMERICAN EXPRESS CO — $442K
CASEYS GEN STORES INC — $441K
EXXON MOBIL CORP — $215K
PEPSICO INC — $302K
VANGUARD INDEX FDS — $4.3M
VANGUARD INDEX FDS — $2.8M
VANGUARD INDEX FDS — $4.7M
VANGUARD INDEX FDS — $24.3M
WALMART INC — $208K
YUM BRANDS INC — $253K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001172661-26-000523	$180.0M	View
Oct 8, 2026	Q3 2026	13F-HR	0001172661-26-004445	$260.1M	View
Jul 15, 2026