Midwest Financial Partners Investments, Inc.
CIK: 0001968851SEC EDGAR →
Portfolio Value
$180.0M
Holdings
69
As of
Q4 2025
New Positions
69
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 427,065 | $20.8M | 11.56% |
| 2 | VANGUARD INDEX FDS | 98,887 | $18.9M | 10.49% |
| 3 | VANGUARD INTL EQUITY INDEX F | 234,082 | $12.6M | 6.99% |
| 4 | PUTNAM ETF TRUST | 1,345,273 | $11.9M | 6.61% |
| 5 | FRANKLIN TEMPLETON ETF TR | 441,555 | $11.0M | 6.10% |
| 6 | ARK ETF TR | 184,931 | $8.8M | 4.89% |
| 7 | APPLE INC | 24,979 | $6.8M | 3.77% |
| 8 | MICROSOFT CORP | 12,634 | $6.1M | 3.40% |
| 9 | ISHARES TR | 40,165 | $6.0M | 3.32% |
| 10 | ARK ETF TR | 205,186 | $5.9M | 3.30% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $123.6M | 73.0% |
| Technology | 6 | $18.1M | 10.7% |
| Unknown | 4 | $13.6M | 8.0% |
| Healthcare | 7 | $5.4M | 3.2% |
| Industrials | 7 | $5.0M | 3.0% |
| Communication Services | 2 | $2.0M | 1.2% |
| Consumer Cyclical | 2 | $750K | 0.4% |
| Consumer Defensive | 2 | $531K | 0.3% |
| Basic Materials | 1 | $311K | 0.2% |