Midwest Trust Co
CIK: 0002077080Latest portfolio: $8.0B · Q4 2025
Holdings
588
Total Value
$8.0B
New Positions
583
Closed Positions
0
Top Holdings
View All 588 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 1,440,807 | $391.7M | 4.89% | NEW | |
| 2 | MSFTMICROSOFT CORP | 740,195 | $358.0M | 4.47% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 1,788,694 | $333.6M | 4.16% | NEW | |
| 4 | VOVANGUARD INDEX FDS | 1,005,805 | $291.9M | 3.64% | NEW | |
| 5 | GOOGLALPHABET INC | 723,179 | $226.4M | 2.82% | NEW | |
| 6 | AMZNAMAZON COM INC | 945,890 | $218.3M | 2.72% | NEW | |
| 7 | AVGOBROADCOM INC | 529,528 | $183.3M | 2.29% | NEW | |
| 8 | JPMJPMORGAN CHASE & CO. | 441,521 | $142.3M | 1.78% | NEW | |
| 9 | GVIISHARES TR | 1,180,198 | $126.7M | 1.58% | NEW | |
| 10 | GOOGALPHABET INC | 367,573 | $115.3M | 1.44% | NEW | |
| 11 | ABBVABBVIE INC | 481,949 | $110.1M | 1.37% | NEW | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 1,585,564 | $99.0M | 1.24% | NEW | |
| 13 | DFASDIMENSIONAL ETF TRUST | 1,384,944 | $96.5M | 1.20% | NEW | |
| 14 | VOOVANGUARD INDEX FDS | 152,130 | $95.4M | 1.19% | NEW | |
| 15 | WMTWALMART INC | 846,107 | $94.3M | 1.18% | NEW | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 186,511 | $93.7M | 1.17% | NEW | |
| 17 | CATCATERPILLAR INC | 162,359 | $93.0M | 1.16% | NEW | |
| 18 | METAMETA PLATFORMS INC | 134,652 | $88.9M | 1.11% | NEW | |
| 19 | RTXRTX CORPORATION | 469,457 | $86.1M | 1.07% | NEW | |
| 20 | TSLATESLA INC | 190,046 | $85.5M | 1.07% | NEW | |
| 21 | SPYSPDR S&P 500 ETF TR | 125,080 | $85.3M | 1.06% | NEW | |
| 22 | VVISA INC | 237,623 | $83.3M | 1.04% | NEW | |
| 23 | XOMEXXON MOBIL CORP | 684,558 | $82.4M | 1.03% | NEW | |
| 24 | CSCOCISCO SYS INC | 1,058,439 | $81.5M | 1.02% | NEW | |
| 25 | MRKMERCK & CO INC | 766,971 | $80.7M | 1.01% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.916973579733336e+227T)
Industrials0.0% ($9.301086098658406e+187T)
Healthcare0.0% ($1.1012080731683725e+147T)
Unknown0.0% ($9.374962114576634e+133T)
Consumer Cyclical0.0% ($2.1833085467676166e+129T)
Consumer Defensive0.0% ($9.426465937640146e+85T)
Utilities0.0% ($2.3839228401968117e+76T)
Energy0.0% ($8.237957366460774e+69T)
Basic Materials0.0% ($3.2654117851127983e+62T)
Communication Services0.0% ($2.2635411534488883e+46T)
Real Estate0.0% ($18669180173726848.0T)
Filing History
Fund Information
Midwest Trust Co is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $8.0B across 588 holdings. The largest position is APPLE INC (AAPL), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 588 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.