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Midwest Financial Partners Investments, Inc.

Midwest Financial Partners Investments, Inc. is a Bank institutional filer with the SEC under CIK 1968851, reporting 80 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-08

Top 10 portfolio positions

The largest reported holdings in Midwest Financial Partners Investments, Inc.'s most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VTV)
  2. J P MORGAN EXCHANGE TRADED F (JPIB)
  3. ISHARES TR (TFLO)
  4. VANGUARD INDEX FDS (VOO)
  5. VANGUARD INTL EQUITY INDEX F (VWO)
  6. PUTNAM ETF TRUST (FTMN)
  7. FRANKLIN TEMPLETON ETF TR (FLMI)
  8. ARK ETF TR (ARKG)
  9. VANGUARD TAX-MANAGED FDS (VEA)
  10. ARK ETF TR (ARKF)
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