Midwest Financial Partners Investments, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Midwest Financial Partners Investments, Inc. reported 80 stock positions worth $240.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 10.1% of the portfolio, followed by JPMorgan Intl BND ETF (JPIB, 9.7%) and iShares Treasury Floating Ra (TFLO, 7.8%). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 29 and reduced 20. The biggest buy was a new position in iShares Treasury Floating Ra (TFLO) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −17%).

Most Recent 13F
Q2 2026
Location
ST. CLOUD, MN
CIK
0001968851
Portfolio Value
$240.8M (Q2 2026)
SEC Filing
0001172661-26-002631 ↗ filed Jul 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $180.0M Q4 2025 Q1 2026: $188.6M Q1 2026 Q2 2026: $240.8M $240.8M Q2 2026

Holdings 80 stocks · $240.8M
VTV Vanguard Mrngstr Val ETF-Aui 10.10% 111,586 $24.3M Add +7.7%
JPIB JPMorgan Intl BND ETF 9.69% 482,644 $23.3M Add +5.9%
TFLO iShares Treasury Floating Ra 7.79% 370,480 $18.8M New
VWO Vanguard Ftse Emerging Marke 6.69% 269,821 $16.1M Add +7.4%
FTMN FR Minnesota Muni Inc. ETF 6.57% 1,775,111 $15.8M Add +22.1%
VOO Vanguard S&P 500 ETF 6.43% 22,535 $15.5M Add +11.2%
FLMI Franklin Dynamic Municipal B 5.59% 534,969 $13.5M Add +14.2%
ARKG ARK Genomic Revolution ETF 3.69% 211,386 $8.9M Add +0.9%
ARKF ARK Blockchain & Fintech Inn 3.11% 189,532 $7.5M Add +1.8%
VEA Vanguard Ftse Developed ETF 3.08% 104,132 $7.4M Add +27.3%
ESGU iShares ESG Aware MSCI USA 2.88% 42,400 $6.9M Reduce -0.3%
AAPL Apple Inc. 2.81% 23,424 $6.8M Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 1.95% 15,476 $4.7M Reduce -1.8%
MSFT Microsoft Corp. 1.85% 11,942 $4.5M Reduce -4.3%
ESGD iShares Trust iShares ESG Aw 1.85% 43,255 $4.4M Add +2.7%
VUG Vanguard Mrngstar GR ETF-Sui 1.77% 49,542 $4.3M Add +37.3%
VSS Vanguard Ftse All Wo X-US SC 1.46% 22,724 $3.5M Add +20.3%
NVDA Nvidia Corp. 1.42% 17,065 $3.4M Reduce -3.1%
CRBN Ish Low Car Opt Ms Ac ETF-US 1.25% 11,929 $3.0M Add +4.7%
SGOV iShares 0-3 Month Treasury B 1.16% 27,825 $2.8M Reduce -17.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.16% 34,646 $2.8M Add +41.3%
IBAT iShares Energy STRG Mats ETF 1.06% 56,621 $2.6M Add +2.9%
ESML iShares ESG Aware MSCI USA S 0.98% 42,373 $2.4M Reduce -3.4%
ESGE iShares Inc. iShares ESG Awar 0.93% 40,998 $2.2M Reduce -1.1%
TECH Bio-Techne Corp. 0.86% 29,351 $2.1M Reduce -22.0%
EAGG iShares ESG Aware US Aggrega 0.83% 42,278 $2.0M Add +1.6%
ZAP GX US Electrification ETF 0.83% 57,755 $2.0M Add +5.1%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.79% 27,741 $1.9M Add +5.8%
SUSC iShares ESG Aware Usd Corpor 0.59% 61,409 $1.4M Reduce -9.4%
HEI Heico Corp. 0.51% 3,480 $1.2M No change
GOOG Alphabet Inc. Class C 0.51% 3,492 $1.2M Reduce -16.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,503 $1.1M Add +1.8%
BGRN iShares Usd Green Bond ETF 0.37% 18,921 $898K Reduce -0.4%
HEI.A Heico Corp. Class A 0.37% 3,438 $887K No change
AMGN Amgen Inc. 0.35% 2,346 $850K No change
GOOGL Alphabet Inc. Class A 0.34% 2,317 $828K Reduce -6.1%
MMM 3M Co. 0.32% 4,819 $780K No change
BRK.A Berkshire Hathaway Inc. Class A 0.31% 1 $749K No change
QQQ Invesco QQQ Trust Series 1 0.31% 1,000 $736K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.28% 13,434 $679K Add +20.5%
HON Honeywell International Inc. 0.27% 2,955 $662K Reduce -0.3%
HONA Honeywell Aerospace Inc. 0.27% 2,955 $653K Reduce -0.3%
SUSB iShares ESG Aware 1-5 Year U 0.27% 26,084 $652K Add +29.0%
ILCG iShares Morningstar Growth E 0.27% 5,505 $644K No change
ILMN Illumina Inc. 0.27% 3,649 $642K No change
AVGO Broadcom Inc. 0.26% 1,665 $629K Add +1.0%
UNH Unitedhealth Group Inc. 0.25% 1,453 $604K Reduce -6.5%
DE Deere & Co. 0.25% 949 $602K No change
JPM JPMorgan Chase & Co. 0.25% 1,819 $595K Add +0.6%
AMZN Amazon.com Inc. 0.22% 2,225 $530K Reduce -0.8%
IJR iShares Core S&P Small-Cap E 0.21% 3,337 $495K Add +1.1%
IEMG iShares Core MSCI Emerging 0.19% 5,515 $457K Add +1.2%
AXP American Express Co. 0.18% 1,307 $442K No change
CASY Casey's General Stores Inc. 0.18% 555 $441K No change
NUE Nucor Corp. 0.18% 1,908 $425K No change
VGIT Vanguard Intermediate-Term T 0.17% 7,099 $419K Add +0.9%
IEFA iShares Core MSCI Eafe ETF 0.17% 4,218 $407K Add +0.7%
V Visa Inc. Class A 0.17% 1,164 $399K Reduce -0.3%
BA The Boeing Co. 0.17% 1,837 $398K No change
SBUX Starbucks Corp. 0.16% 3,879 $396K Add +65.6%
IJH iShares Core S&P Midcap ETF 0.16% 4,883 $377K Reduce -18.6%
BSX Boston Scientific Corp. 0.14% 7,870 $336K Add +11.2%
JNJ Johnson & Johnson 0.14% 1,293 $328K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.13% 6,270 $316K No change
BNDX Vanguard Total Intl Bond ETF 0.13% 6,446 $312K New
PEP Pepsico Inc. 0.13% 2,227 $302K No change
ORCL Oracle Corp. 0.12% 2,016 $295K No change
IBIT iShares Bitcoin Trust ETF 0.12% 8,630 $287K No change
AMD Advanced Micro Devices 0.12% 493 $286K New
ABBV Abbvie Inc. 0.12% 1,136 $286K New
TSM Taiwan Semiconductor-SP ADR 0.12% 587 $280K New
CSCO Cisco Systems Inc. 0.11% 2,266 $266K New
AME Ametek Inc. 0.11% 1,100 $266K No change
EEM iShares MSCI Emerging Market 0.11% 3,787 $259K No change
YUM Yum! Brands Inc. 0.11% 1,585 $253K No change
SCHA Schwab US Small-Cap ETF 0.10% 6,658 $241K New
LLY Eli Lilly & Co. 0.09% 184 $221K New
IVW iShares S&P 500 Growth ETF 0.09% 1,591 $219K Reduce -15.4%
XOM Exxon Mobil Corp. 0.09% 1,575 $215K No change
WMT Walmart Inc. 0.09% 1,834 $208K No change

Portfolio Sells Q1 2026 → Q2 2026
SGOV iShares 0-3 Month Treasury B Reduce -17.0% 1.16% −0.63
MSFT Microsoft Corp. Reduce -4.3% 1.85% −0.60
HON Honeywell International Inc. Reduce -0.3% 0.27% −0.44
AAPL Apple Inc. Reduce -0.1% 2.81% −0.34
ESGU iShares ESG Aware MSCI USA Reduce -0.3% 2.88% −0.31
SUSC iShares ESG Aware Usd Corpor Reduce -9.4% 0.59% −0.24
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.8% 1.95% −0.24
NVDA Nvidia Corp. Reduce -3.1% 1.42% −0.21
TECH Bio-Techne Corp. Reduce -22.0% 0.86% −0.18
SLV iShares Silver Trust Sold out 0.00% −0.18
GLD SPDR Gold Shares Sold out 0.00% −0.17
COP Conocophillips Sold out 0.00% −0.12
GOOG Alphabet Inc. Class C Reduce -16.0% 0.51% −0.12
SIL Global X Silver Miners ETF Sold out 0.00% −0.12
TSLA Tesla Inc. Sold out 0.00% −0.11
ESML iShares ESG Aware MSCI USA S Reduce -3.4% 0.98% −0.11
BGRN iShares Usd Green Bond ETF Reduce -0.4% 0.37% −0.11
HONA Honeywell Aerospace Inc. Reduce -0.3% 0.27% −0.08
ESGE iShares Inc. iShares ESG Awar Reduce -1.1% 0.93% −0.07
IJH iShares Core S&P Midcap ETF Reduce -18.6% 0.16% −0.06
GOOGL Alphabet Inc. Class A Reduce -6.1% 0.34% −0.03
AMZN Amazon.com Inc. Reduce -0.8% 0.22% −0.03
IVW iShares S&P 500 Growth ETF Reduce -15.4% 0.09% −0.02
V Visa Inc. Class A Reduce -0.3% 0.17% −0.02
UNH Unitedhealth Group Inc. Reduce -6.5% 0.25% +0.03

Portfolio Buys Q1 2026 → Q2 2026
TFLO iShares Treasury Floating Ra New 7.79% +7.79
ARKG ARK Genomic Revolution ETF Add +0.9% 3.69% +0.76
VUG Vanguard Mrngstar GR ETF-Sui Add +37.3% 1.77% +0.38
VEA Vanguard Ftse Developed ETF Add +27.3% 3.08% +0.30
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +41.3% 1.16% +0.23
BNDX Vanguard Total Intl Bond ETF New 0.13% +0.13
AMD Advanced Micro Devices New 0.12% +0.12
ABBV Abbvie Inc. New 0.12% +0.12
TSM Taiwan Semiconductor-SP ADR New 0.12% +0.12
CSCO Cisco Systems Inc. New 0.11% +0.11
SCHA Schwab US Small-Cap ETF New 0.10% +0.10
LLY Eli Lilly & Co. New 0.09% +0.09
IBAT iShares Energy STRG Mats ETF Add +2.9% 1.06% +0.06
SBUX Starbucks Corp. Add +65.6% 0.16% +0.05
VOO Vanguard S&P 500 ETF Add +11.2% 6.43% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +29.0% 0.27% +0.00
VSS Vanguard Ftse All Wo X-US SC Add +20.3% 1.46% −0.00
AVGO Broadcom Inc. Add +1.0% 0.26% −0.01
IEMG iShares Core MSCI Emerging Add +1.2% 0.19% −0.01
IJR iShares Core S&P Small-Cap E Add +1.1% 0.21% −0.01
VTEB Vanguard Tax-Exempt Bond ETF Add +20.5% 0.28% −0.01
IEFA iShares Core MSCI Eafe ETF Add +0.7% 0.17% −0.03
JPM JPMorgan Chase & Co. Add +0.6% 0.25% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 0.47% −0.04
VGIT Vanguard Intermediate-Term T Add +0.9% 0.17% −0.05
CRBN Ish Low Car Opt Ms Ac ETF-US Add +4.7% 1.25% −0.09
BSX Boston Scientific Corp. Add +11.2% 0.14% −0.10
ZAP GX US Electrification ETF Add +5.1% 0.83% −0.11
NUKZ Range Nuclear Renaissance Add +5.8% 0.79% −0.13
FTMN FR Minnesota Muni Inc. ETF Add +22.1% 6.57% −0.15
EAGG iShares ESG Aware US Aggrega Add +1.6% 0.83% −0.22
ESGD iShares Trust iShares ESG Aw Add +2.7% 1.85% −0.29
VWO Vanguard Ftse Emerging Marke Add +7.4% 6.69% −0.51
FLMI Franklin Dynamic Municipal B Add +14.2% 5.59% −0.57
ARKF ARK Blockchain & Fintech Inn Add +1.8% 3.11% −0.65
VTV Vanguard Mrngstr Val ETF-Aui Add +7.7% 10.10% −0.69
JPIB JPMorgan Intl BND ETF Add +5.9% 9.69% −1.87

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$240.8MVTV, JPIB, TFLO, VWO, FTMN
Q1 2026 76$188.6MJPIB, VTV, VWO, FTMN, VOO
Q4 2025 69$180.0MJPIB, VTV, VWO, FTMN, FLMI