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Portfolio (Quarterly) Guide ↗

Midwest Financial Partners Investments, Inc.

· CIK 0001968851
13F Portfolio $241M AUM 80 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 29 Added 14 Reduced 6 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 111,586.0 $24.3M 10.10% +8K +7.7% $217.93 +3.9%
2 JPIB J P MORGAN EXCHANGE TRADED F 482,644.0 $23.3M 9.69% +27K +5.9% $48.35 -1.5%
3 VWO VANGUARD INTL EQUITY INDEX F 269,821.0 $16.1M 6.69% +19K +7.4% $59.69 +2.9%
4 PUTNAM ETF TRUST 1,775,111.0 $15.8M 6.57% +322K +22.1% $8.92
5 VOO VANGUARD INDEX FDS 22,535.0 $15.5M 6.43% +2K +11.2% $686.81 +3.1%
6 FLMI FRANKLIN TEMPLETON ETF TR 534,969.0 $13.5M 5.59% +66K +14.2% $25.17 -3.8%
7 ARKG ARK ETF TR 211,386.0 $8.9M 3.69% +2K +0.9% $42.06 +12.1%
8 ARKF ARK ETF TR 189,532.0 $7.5M 3.11% +3K +1.8% $39.46 +19.4%
9 VEA VANGUARD TAX-MANAGED FDS 104,132.0 $7.4M 3.08% +22K +27.3% $71.25 +3.5%
10 ESGD ISHARES TR 43,255.0 $4.4M 1.85% +1K +2.7% $102.81 +4.4%
11 VUG VANGUARD INDEX FDS 49,542.0 $4.3M 1.77% +44K +723.5% $86.14 +2.7%
12 VSS VANGUARD INTL EQUITY INDEX F 22,724.0 $3.5M 1.46% +4K +20.3% $154.29 +4.6%
13 CRBN ISHARES TR 11,929.0 $3.0M 1.25% +535.0 +4.7% $252.97 +2.9%
14 VO VANGUARD INDEX FDS 34,646.0 $2.8M 1.16% +29K +465.0% $80.57 +2.1%
15 IBAT ISHARES TR 56,621.0 $2.6M 1.06% +2K +2.9% $45.06 -8.4%
16 EAGG ISHARES TR 42,278.0 $2.0M 0.83% +682.0 +1.6% $47.41 -2.0%
17 ZAP GLOBAL X FDS 57,755.0 $2.0M 0.83% +3K +5.1% $34.61 -7.9%
18 NUKZ EXCHANGE TRADED CONCEPTS TRU 27,741.0 $1.9M 0.79% +2K +5.8% $68.16 -3.6%
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,503.0 $1.1M 0.47% +27.0 +1.8% $746.77 +3.1%
20 VTEB VANGUARD MUN BD FDS 13,434.0 $679K 0.28% +2K +20.5% $50.58 -3.4%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.9%
Healthcare 16.6%
Financial Services 11.1%
Industrials 10.2%
Consumer Cyclical 5.0%
Communication Services 2.6%
Consumer Defensive 1.6%
Basic Materials 1.3%
Energy 0.7%