Midwest Trust Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Midwest Trust Co reported 581 stock positions worth $7.7 billion. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Apple (AAPL, 4.8%) and Nvidia (NVDA, 4.3%). Compared with Q2 2025, it opened 28 new positions, sold out of 35, added to 213 and reduced 292. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002077080
- Portfolio Value
- $7.7B (Q3 2025)
- SEC Filing
- 0002077080-25-000006 ↗ filed Nov 6, 2025
Holdings Value
Holdings 581 stocks · $7.7B
| MSFT Microsoft Corp. | 4.93% | 732,004 | $379.1M | Reduce -0.2% |
| AAPL Apple Inc. | 4.78% | 1,441,861 | $367.1M | Reduce -0.0% |
| NVDA Nvidia Corp. | 4.35% | 1,791,160 | $334.2M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.68% | 961,865 | $282.5M | Add +1.5% |
| AMZN Amazon.com Inc. | 2.61% | 913,195 | $200.5M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 2.33% | 736,767 | $179.1M | Reduce -6.9% |
| AVGO Broadcom Inc. | 2.28% | 532,101 | $175.5M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.81% | 441,010 | $139.1M | Reduce -1.0% |
| GVI iShares Intermediate Governm | 1.46% | 1,047,728 | $112.6M | Add +4.0% |
| ABBV Abbvie Inc. | 1.45% | 480,096 | $111.2M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.25% | 130,691 | $96.0M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 186,715 | $93.9M | Add +2.9% |
| DFAS Dimensional US Small Cap ETF | 1.16% | 1,303,497 | $89.2M | Reduce -30.4% |
| VEA Vanguard Ftse Developed ETF | 1.15% | 1,480,914 | $88.7M | Add +1.8% |
| WMT Walmart Inc. | 1.14% | 846,462 | $87.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.13% | 357,799 | $87.1M | Reduce -7.8% |
| TSLA Tesla Inc. | 1.11% | 191,389 | $85.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.08% | 124,541 | $83.0M | Add +1.3% |
| CAT Caterpillar Inc. | 1.05% | 169,709 | $81.0M | Reduce -1.4% |
| V Visa Inc. Class A | 1.04% | 233,944 | $79.9M | Add +0.2% |
| RTX RTX Corp. | 1.03% | 471,747 | $78.9M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.99% | 202,586 | $75.8M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.98% | 667,896 | $75.3M | Add +4.6% |
| CSCO Cisco Systems Inc. | 0.97% | 1,087,857 | $74.4M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.91% | 75,190 | $69.6M | Reduce -0.4% |
| HD Home Depot Inc. | 0.90% | 171,569 | $69.5M | Add +15.7% |
| VOO Vanguard S&P 500 ETF | 0.89% | 111,188 | $68.1M | Add +3.5% |
| UNP Union Pacific Corp. | 0.86% | 281,036 | $66.4M | Add +2.8% |
| MCD McDonald's Corp. | 0.85% | 214,054 | $65.0M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.83% | 759,124 | $63.7M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.81% | 404,866 | $62.2M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.79% | 90,681 | $60.7M | Add +2.0% |
| WMB Williams Cos Inc. | 0.79% | 956,063 | $60.6M | Reduce -1.0% |
| AVEM Avantis Emerging Markets Eq | 0.73% | 749,453 | $56.3M | Add +7.7% |
| VNQ Vanguard Real Estate ETF | 0.73% | 612,214 | $56.0M | Add +2.6% |
| CB Chubb Ltd. | 0.72% | 195,048 | $55.1M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 627,366 | $54.8M | Add +0.8% |
| AMP Ameriprise Financial Inc. | 0.71% | 111,048 | $54.6M | Add +2.3% |
| PEP Pepsico Inc. | 0.69% | 377,190 | $53.0M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.69% | 112,477 | $52.7M | Add +0.4% |
| SCHG Schwab US Large-Cap Growth | 0.65% | 1,571,231 | $50.1M | Add +1.5% |
| CVX Chevron Corp. | 0.63% | 310,643 | $48.2M | Add +9.4% |
| BKNG Booking Holdings Inc. | 0.60% | 8,561 | $46.2M | Reduce -0.7% |
| NOC Northrop Grumman Corp. | 0.59% | 73,832 | $45.0M | Add +0.3% |
| PM Philip Morris International | 0.58% | 273,712 | $44.4M | Reduce -6.0% |
| CRM Salesforce Inc. | 0.58% | 187,071 | $44.3M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 89,198 | $43.3M | Add +4.1% |
| HON Honeywell International Inc. | 0.53% | 193,924 | $40.8M | Add +3.8% |
| MDY State Street SPDR S&P Midcap | 0.51% | 66,230 | $39.5M | Add +3.1% |
| COP Conocophillips | 0.51% | 414,644 | $39.2M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.50% | 50,157 | $38.3M | Add +1.9% |
| QCOM Qualcomm Inc. | 0.49% | 227,693 | $37.9M | Add +0.1% |
| JNJ Johnson & Johnson | 0.45% | 184,561 | $34.2M | Reduce -0.1% |
| ENB Enbridge Inc. | 0.44% | 669,721 | $33.8M | Reduce -1.3% |
| ECL Ecolab Inc. | 0.44% | 122,301 | $33.5M | Add +0.6% |
| TEL Te Connectivity PLC | 0.43% | 151,687 | $33.3M | Reduce -9.8% |
| NVS Novartis AG-Sponsored ADR | 0.42% | 252,352 | $32.4M | Reduce -5.5% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 489,018 | $31.9M | Reduce -6.6% |
| BX Blackstone Inc. | 0.40% | 180,011 | $30.8M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 0.40% | 457,527 | $30.7M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 91,836 | $30.1M | Add +1.0% |
| SCHO Schwab Short-Term US Treas | 0.38% | 1,210,932 | $29.5M | Add +0.7% |
| PNC PNC Financial Services Group | 0.37% | 141,412 | $28.4M | Add +0.8% |
| NFLX Netflix Inc. | 0.36% | 23,356 | $28.0M | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 0.36% | 135,753 | $27.6M | Add +3.7% |
| EMR Emerson Electric Co. | 0.36% | 209,731 | $27.5M | Reduce -2.6% |
| SCHV Schwab US Large-Cap Value | 0.35% | 922,118 | $26.8M | Reduce -2.5% |
| BIV Vanguard Intermediate-Term B | 0.34% | 337,895 | $26.4M | Reduce -0.4% |
| HBAN Huntington Bancshares Inc. | 0.34% | 1,510,977 | $26.1M | Add +12.7% |
| MS Morgan Stanley | 0.34% | 162,699 | $25.9M | Add +18.3% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 214,214 | $25.5M | Reduce -7.5% |
| SCHW Schwab (charles) Corp. | 0.33% | 265,157 | $25.3M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.33% | 575,462 | $25.3M | Reduce -0.3% |
| TRV The Travelers Cos Inc. | 0.32% | 88,685 | $24.8M | Reduce -1.6% |
| ETR Entergy Corp. | 0.32% | 261,946 | $24.4M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.31% | 47,975 | $23.9M | Add +0.9% |
| DHR Danaher Corp. | 0.31% | 120,670 | $23.9M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.31% | 115,912 | $23.7M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 413,805 | $23.6M | Add +2.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 23,857 | $23.1M | Add +0.1% |
| ADBE Adobe Inc. | 0.29% | 63,941 | $22.6M | Add +1.7% |
| SCHR Schwab Intermediate-Term US | 0.29% | 894,378 | $22.5M | Add +1.3% |
| AMGN Amgen Inc. | 0.29% | 78,937 | $22.3M | Reduce -0.2% |
| IWP iShares Russell Mid-Cap Grow | 0.28% | 153,503 | $21.9M | Add +18.9% |
| MDT Medtronic PLC | 0.28% | 228,799 | $21.8M | Reduce -0.3% |
| AMT American Tower Corp. | 0.28% | 113,082 | $21.7M | Add +0.5% |
| XLK SS Technology Select Sector | 0.28% | 77,026 | $21.7M | Reduce -4.5% |
| DLR Digital Realty Trust Inc. | 0.28% | 124,623 | $21.5M | Reduce -0.9% |
| SO The Southern Co. | 0.28% | 223,306 | $21.2M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.27% | 275,492 | $20.8M | Add +22.6% |
| KO The Coca-Cola Co. | 0.27% | 311,728 | $20.7M | Add +2.9% |
| GLW Corning Inc. | 0.27% | 250,507 | $20.5M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 0.27% | 218,198 | $20.4M | Add +2.5% |
| NOW ServiceNow Inc. | 0.26% | 21,985 | $20.2M | Reduce -2.9% |
| ALL Allstate Corp. | 0.26% | 94,132 | $20.2M | Add +1.8% |
| WM Waste Management Inc. | 0.26% | 90,845 | $20.1M | Reduce -0.8% |
| TIIV Aam Todd Itnl IV ETF | 0.26% | 748,518 | $19.7M | New |
| IEMG iShares Core MSCI Emerging | 0.25% | 297,007 | $19.6M | Add +2.8% |
| USB US Bancorp | 0.25% | 398,638 | $19.3M | Reduce -2.2% |
| CW Curtiss-Wright Corp. | 0.25% | 35,226 | $19.1M | Reduce -26.2% |
Portfolio Sells Q2 2025 → Q3 2025
| DFAS Dimensional US Small Cap ETF | Reduce -30.4% | 1.16% | −0.49 |
| PM Philip Morris International | Reduce -6.0% | 0.58% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.91% | −0.13 |
| DOW Dow Inc. | Reduce -26.6% | 0.19% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.93% | −0.12 |
| BTI British American Tob-SP ADR | Reduce -95.7% | 0.01% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 1.25% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -1.5% | 0.97% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -0.7% | 0.60% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -31.5% | 0.21% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -18.2% | 0.09% | −0.08 |
| TTD Trade Desk Inc./the Class A | Reduce -91.5% | 0.00% | −0.07 |
| CB Chubb Ltd. | Reduce -1.0% | 0.72% | −0.07 |
| CW Curtiss-Wright Corp. | Reduce -26.2% | 0.25% | −0.07 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.36% | −0.07 |
| HRL Hormel Foods Corp. | Reduce -21.7% | 0.10% | −0.06 |
| HAS Hasbro Inc. | Reduce -39.7% | 0.08% | −0.06 |
| NOW ServiceNow Inc. | Reduce -2.9% | 0.26% | −0.06 |
| PGR Progressive Corp. | Reduce -20.7% | 0.13% | −0.06 |
| WMB Williams Cos Inc. | Reduce -1.0% | 0.79% | −0.05 |
| DE Deere & Co. | Reduce -1.1% | 0.25% | −0.05 |
| ZTS Zoetis Inc. | Reduce -6.0% | 0.21% | −0.04 |
| EMR Emerson Electric Co. | Reduce -2.6% | 0.36% | −0.04 |
| RAL Ralliant Corp. | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -3.0% | 0.12% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -7.2% | 0.23% | −0.04 |
| DIS The Walt Disney Co. | Reduce -3.3% | 0.20% | −0.04 |
| SNPS Synopsys Inc. | Reduce -6.8% | 0.20% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.6% | 0.42% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -1.1% | 0.10% | −0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -18.8% | 0.13% | −0.03 |
| CBSH Commerce Bancshares Inc. | Reduce -12.9% | 0.12% | −0.03 |
| CTAS Cintas Corp. | Reduce -1.1% | 0.18% | −0.03 |
| WM Waste Management Inc. | Reduce -0.8% | 0.26% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -1.5% | 0.22% | −0.03 |
| ACEL Accel Entertainment Inc. | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Reduce -0.0% | 0.16% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -5.5% | 0.42% | −0.03 |
| HES Hess Corp. | Sold out | 0.00% | −0.03 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 0.17% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -0.9% | 0.28% | −0.02 |
| WING Wingstop Inc. | Reduce -0.5% | 0.05% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -2.0% | 0.17% | −0.02 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -28.6% | 0.06% | −0.02 |
| WMT Walmart Inc. | Reduce -0.8% | 1.14% | −0.02 |
| SPOT Spotify Technology SA | Reduce -1.0% | 0.11% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -0.4% | 0.34% | −0.02 |
| HRB H&R Block Inc. | Reduce -1.4% | 0.11% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.5% | 0.33% | −0.02 |
| SIXL Etc 6 Meridian Low Beta Equi | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +0.4% | 2.28% | +0.26 |
| TIIV Aam Todd Itnl IV ETF | New | 0.26% | +0.26 |
| ABBV Abbvie Inc. | Add +0.1% | 1.45% | +0.21 |
| HD Home Depot Inc. | Add +15.7% | 0.90% | +0.15 |
| IDXX Idexx Laboratories Inc. | Add +760.2% | 0.11% | +0.10 |
| SNA Snap-on Inc. | Add +1351.7% | 0.10% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +4.1% | 0.56% | +0.08 |
| NOC Northrop Grumman Corp. | Add +0.3% | 0.59% | +0.08 |
| AVEM Avantis Emerging Markets Eq | Add +7.7% | 0.73% | +0.07 |
| MS Morgan Stanley | Add +18.3% | 0.34% | +0.07 |
| CVX Chevron Corp. | Add +9.4% | 0.63% | +0.06 |
| NEE Nextera Energy Inc. | Add +22.6% | 0.27% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +27.8% | 0.11% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.89% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +18.9% | 0.28% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 0.30% | +0.04 |
| BX Blackstone Inc. | Add +2.1% | 0.40% | +0.04 |
| HBAN Huntington Bancshares Inc. | Add +12.7% | 0.34% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 1.08% | +0.03 |
| APH Amphenol Corp. Class A | Add +0.6% | 0.18% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.4% | 0.69% | +0.03 |
| XOM Exxon Mobil Corp. | Add +4.6% | 0.98% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +1.5% | 0.65% | +0.03 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.03% | +0.03 |
| CAVA Cava Group Inc. | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 0.79% | +0.03 |
| ORCL Oracle Corp. | Add +7.2% | 0.11% | +0.02 |
| MRK Merck & Co. Inc. | Add +3.4% | 0.83% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +6.4% | 0.25% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.4% | 0.31% | +0.02 |
| BDX Becton Dickinson and Co. | Add +14.0% | 0.13% | +0.02 |
| TFC Truist Financial Corp. | Add +11.1% | 0.17% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +26.0% | 0.07% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.8% | 0.25% | +0.01 |
| MMIT Nylim Mackay Muni Intermedia | Add +11.8% | 0.21% | +0.01 |
| PLD Prologis Inc. | Add +4.3% | 0.21% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +29.7% | 0.05% | +0.01 |
| FITB Fifth Third Bancorp | Add +6.0% | 0.17% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.0% | 0.11% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +24.7% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.1% | 0.06% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +3.1% | 0.51% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +36.5% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.39% | +0.01 |
| TJX TJX Companies Inc. | Add +7.5% | 0.06% | +0.01 |
| TRP TC Energy Corp. | Add +0.5% | 0.18% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.6% | 0.10% | +0.01 |
| VKTX Viking Therapeutics Inc. | Add +52.8% | 0.03% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +3.7% | 0.36% | +0.01 |