StockDriftsStockDriftsTop 50 Midwest Financial Partners Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 9.93% | 119.5K | $25.8M | +7.11%(+7.94K) | $191.92(+15.78%) | 2026-09-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 9.29% | 517.6K | $24.2M | +7.23%(+34.91K) | $48.69(-3.90%) | 2026-09-30 | |
| TFLO | ISHARES TR | 8.2% | 421.0K | $21.3M | +13.64%(+50.52K) | $50.63(-0.02%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 6.65% | 24.7K | $17.3M | +9.55%(+2.15K) | $626.53(+12.46%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.56% | 287.8K | $17.1M | +6.67%(+17.99K) | $54.45(+6.58%) | 2026-09-30 | |
| FTMN | PUTNAM ETF TRUST | 6.03% | 1.92M | $15.7M | +7.95%(+141.11K) | $8.81(-5.57%) | 2026-09-30 | |
| FLMI | FRANKLIN TEMPLETON ETF TR | 5.09% | 568.0K | $13.2M | +6.18%(+33.05K) | $24.80(-4.76%) | 2026-09-30 | |
| ARKG | ARK ETF TR | 4.28% | 205.2K | $11.1M | -2.92%(-6.18K) | $28.40(+66.77%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.64% | 134.0K | $9.5M | +28.70%(+29.88K) | $64.62(+7.33%) | 2026-09-30 | |
| ARKF | ARK ETF TR | 3.31% | 188.9K | $8.6M | -0.32%(-612) | $51.90(-12.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.56% |
Midwest Financial Partners Investments INC reports $260.09M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are VTV (9.9%), JPIB (9.3%) and TFLO (8.2%). The top 20 holdings account for 82.94% of reported assets. Its disclosed equity book has returned +7.98% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Midwest Financial Partners Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1968851). View Midwest Financial Partners Investments INC’s 13F filings on SEC