Midwest Financial Partners Investments, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Midwest Financial Partners Investments, Inc. reported 76 stock positions worth $188.6 million. Its top holding was JPMorgan Intl BND ETF (JPIB) at 11.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 10.8%) and Vanguard Ftse Emerging Marke (VWO, 7.2%). Compared with Q4 2025, it opened 9 new positions, sold out of 2, added to 33 and reduced 10. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +82%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F
Q2 2026
Location
ST. CLOUD, MN
CIK
0001968851
Portfolio Value
$188.6M (Q1 2026)
SEC Filing
0001172661-26-001527 ↗ filed Apr 23, 2026

Holdings Value

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

Holdings 76 stocks · $188.6M
JPIB JPMorgan Intl BND ETF 11.56% 455,947 $21.8M Add +6.8%
VTV Vanguard Mrngstr Val ETF-Aui 10.79% 103,659 $20.3M Add +4.8%
VWO Vanguard Ftse Emerging Marke 7.20% 251,169 $13.6M Add +7.3%
FTMN FR Minnesota Muni Inc. ETF 6.73% 1,453,336 $12.7M Add +8.0%
VOO Vanguard S&P 500 ETF 6.42% 20,259 $12.1M Add +19.2%
FLMI Franklin Dynamic Municipal B 6.16% 468,525 $11.6M Add +6.1%
ARKF ARK Blockchain & Fintech Inn 3.75% 186,264 $7.1M Add +0.7%
ESGU iShares ESG Aware MSCI USA 3.19% 42,544 $6.0M Add +5.9%
AAPL Apple Inc. 3.16% 23,454 $6.0M Reduce -6.1%
ARKG ARK Genomic Revolution ETF 2.93% 209,416 $5.5M Add +2.1%
VEA Vanguard Ftse Developed ETF 2.78% 81,829 $5.2M Add +38.4%
MSFT Microsoft Corp. 2.45% 12,476 $4.6M Reduce -1.3%
VB Vanguard Most SM-Cap ETF-Usd 2.19% 15,758 $4.1M Reduce -2.5%
ESGD iShares Trust iShares ESG Aw 2.14% 42,132 $4.0M Add +6.9%
SGOV iShares 0-3 Month Treasury B 1.79% 33,526 $3.4M Add +82.1%
NVDA Nvidia Corp. 1.63% 17,606 $3.1M Reduce -12.3%
VSS Vanguard Ftse All Wo X-US SC 1.46% 18,886 $2.8M Add +23.2%
VUG Vanguard Mrngstar GR ETF-Sui 1.39% 6,016 $2.6M Add +69.3%
CRBN Ish Low Car Opt Ms Ac ETF-US 1.35% 11,394 $2.5M Add +3.7%
ESML iShares ESG Aware MSCI USA S 1.09% 43,881 $2.1M Add +0.5%
EAGG iShares ESG Aware US Aggrega 1.05% 41,596 $2.0M Add +11.5%
TECH Bio-Techne Corp. 1.04% 37,613 $2.0M Reduce -5.8%
ESGE iShares Inc. iShares ESG Awar 1.00% 41,432 $1.9M Add +3.5%
IBAT iShares Energy STRG Mats ETF 1.00% 55,025 $1.9M Add +3.9%
ZAP GX US Electrification ETF 0.94% 54,946 $1.8M Add +4.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.93% 6,132 $1.8M Add +62.3%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.91% 26,211 $1.7M Add +8.8%
SUSC iShares ESG Aware Usd Corpor 0.83% 67,772 $1.6M Add +11.8%
HON Honeywell International Inc. 0.71% 5,931 $1.3M No change
GOOG Alphabet Inc. Class C 0.63% 4,156 $1.2M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 1,476 $960K Add +0.7%
HEI Heico Corp. 0.51% 3,480 $954K No change
BGRN iShares Usd Green Bond ETF 0.48% 19,003 $902K Add +7.8%
AMGN Amgen Inc. 0.44% 2,346 $825K No change
HEI.A Heico Corp. Class A 0.38% 3,438 $726K No change
BRK.A Berkshire Hathaway Inc. Class A 0.38% 1 $718K No change
GOOGL Alphabet Inc. Class A 0.38% 2,468 $710K Add +14.6%
MMM 3M Co. 0.37% 4,819 $700K No change
QQQ Invesco QQQ Trust Series 1 0.31% 1,000 $577K Add +9.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.29% 11,150 $556K Add +13.0%
DE Deere & Co. 0.28% 949 $535K Reduce -4.2%
JPM JPMorgan Chase & Co. 0.28% 1,809 $532K No change
ILCG iShares Morningstar Growth E 0.28% 5,505 $526K No change
AVGO Broadcom Inc. 0.27% 1,649 $510K No change
SUSB iShares ESG Aware 1-5 Year U 0.27% 20,220 $507K Add +11.6%
AMZN Amazon.com Inc. 0.25% 2,242 $467K Add +1.3%
ILMN Illumina Inc. 0.24% 3,649 $450K Reduce -0.3%
BSX Boston Scientific Corp. 0.24% 7,080 $444K Reduce -22.3%
UNH Unitedhealth Group Inc. 0.22% 1,554 $420K Add +13.1%
VGIT Vanguard Intermediate-Term T 0.22% 7,035 $419K Reduce -0.9%
IJR iShares Core S&P Small-Cap E 0.22% 3,302 $411K No change
IJH iShares Core S&P Midcap ETF 0.21% 5,997 $405K No change
CASY Casey's General Stores Inc. 0.21% 555 $404K New
AXP American Express Co. 0.21% 1,307 $395K Add +16.5%
IEMG iShares Core MSCI Emerging 0.20% 5,449 $380K No change
IEFA iShares Core MSCI Eafe ETF 0.20% 4,189 $379K No change
BA The Boeing Co. 0.19% 1,837 $366K No change
V Visa Inc. Class A 0.19% 1,167 $353K No change
PEP Pepsico Inc. 0.18% 2,227 $346K No change
SLV iShares Silver Trust 0.18% 4,950 $337K New
IBIT iShares Bitcoin Trust ETF 0.18% 8,630 $332K New
NUE Nucor Corp. 0.17% 1,908 $323K No change
JNJ Johnson & Johnson 0.17% 1,293 $316K No change
GLD SPDR Gold Shares 0.17% 730 $314K New
ORCL Oracle Corp. 0.16% 2,016 $297K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.15% 6,270 $286K No change
XOM Exxon Mobil Corp. 0.14% 1,575 $267K New
YUM Yum! Brands Inc. 0.13% 1,585 $246K No change
AME Ametek Inc. 0.13% 1,100 $236K No change
COP Conocophillips 0.12% 1,760 $232K New
WMT Walmart Inc. 0.12% 1,834 $228K Reduce -3.9%
SIL Global X Silver Miners ETF 0.12% 2,500 $225K New
EEM iShares MSCI Emerging Market 0.11% 3,787 $215K No change
IVW iShares S&P 500 Growth ETF 0.11% 1,880 $213K No change
SBUX Starbucks Corp. 0.11% 2,343 $210K New
TSLA Tesla Inc. 0.11% 562 $209K New

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -1.3% 2.45% −0.95
AAPL Apple Inc. Reduce -6.1% 3.16% −0.62
NVDA Nvidia Corp. Reduce -12.3% 1.63% −0.45
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.28
TECH Bio-Techne Corp. Reduce -5.8% 1.04% −0.26
BSX Boston Scientific Corp. Reduce -22.3% 0.24% −0.25
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.5% 2.19% −0.13
ABBV Abbvie Inc. Sold out 0.00% −0.11
ILMN Illumina Inc. Reduce -0.3% 0.24% −0.03
VGIT Vanguard Intermediate-Term T Reduce -0.9% 0.22% −0.01
WMT Walmart Inc. Reduce -3.9% 0.12% +0.00
DE Deere & Co. Reduce -4.2% 0.28% +0.03

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +82.1% 1.79% +0.76
VEA Vanguard Ftse Developed ETF Add +38.4% 2.78% +0.73
VOO Vanguard S&P 500 ETF Add +19.2% 6.42% +0.50
VUG Vanguard Mrngstar GR ETF-Sui Add +69.3% 1.39% +0.43
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +62.3% 0.93% +0.32
VTV Vanguard Mrngstr Val ETF-Aui Add +4.8% 10.79% +0.29
VSS Vanguard Ftse All Wo X-US SC Add +23.2% 1.46% +0.24
CASY Casey's General Stores Inc. New 0.21% +0.21
VWO Vanguard Ftse Emerging Marke Add +7.3% 7.20% +0.21
SLV iShares Silver Trust New 0.18% +0.18
IBIT iShares Bitcoin Trust ETF New 0.18% +0.18
GLD SPDR Gold Shares New 0.17% +0.17
IBAT iShares Energy STRG Mats ETF Add +3.9% 1.00% +0.15
XOM Exxon Mobil Corp. New 0.14% +0.14
COP Conocophillips New 0.12% +0.12
FTMN FR Minnesota Muni Inc. ETF Add +8.0% 6.73% +0.12
SIL Global X Silver Miners ETF New 0.12% +0.12
SBUX Starbucks Corp. New 0.11% +0.11
TSLA Tesla Inc. New 0.11% +0.11
ZAP GX US Electrification ETF Add +4.7% 0.94% +0.09
NUKZ Range Nuclear Renaissance Add +8.8% 0.91% +0.06
EAGG iShares ESG Aware US Aggrega Add +11.5% 1.05% +0.06
FLMI Franklin Dynamic Municipal B Add +6.1% 6.16% +0.06
ESGD iShares Trust iShares ESG Aw Add +6.9% 2.14% +0.05
SUSC iShares ESG Aware Usd Corpor Add +11.8% 0.83% +0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +13.0% 0.29% +0.02
ESGE iShares Inc. iShares ESG Awar Add +3.5% 1.00% +0.02
SUSB iShares ESG Aware 1-5 Year U Add +11.6% 0.27% +0.01
BGRN iShares Usd Green Bond ETF Add +7.8% 0.48% +0.01
JPIB JPMorgan Intl BND ETF Add +6.8% 11.56% +0.01
GOOGL Alphabet Inc. Class A Add +14.6% 0.38% +0.00
QQQ Invesco QQQ Trust Series 1 Add +9.9% 0.31% −0.00
AXP American Express Co. Add +16.5% 0.21% −0.02
ESML iShares ESG Aware MSCI USA S Add +0.5% 1.09% −0.02
UNH Unitedhealth Group Inc. Add +13.1% 0.22% −0.03
AMZN Amazon.com Inc. Add +1.3% 0.25% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.7% 0.51% −0.05
CRBN Ish Low Car Opt Ms Ac ETF-US Add +3.7% 1.35% −0.06
GOOG Alphabet Inc. Class C Add +0.8% 0.63% −0.09
ESGU iShares ESG Aware MSCI USA Add +5.9% 3.19% −0.13
ARKG ARK Genomic Revolution ETF Add +2.1% 2.93% −0.37
ARKF ARK Blockchain & Fintech Inn Add +0.7% 3.75% −1.14

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