Midwest Trust Co
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Midwest Trust Co reported 606 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Nvidia (NVDA, 3.9%) and Microsoft (MSFT, 3.4%). Compared with Q1 2026, it opened 37 new positions, sold out of 24, added to 176 and reduced 333. The biggest buy was Lam Research (LRCX, shares +16%) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q3 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002077080
- Portfolio Value
- $8.8B (Q2 2026)
- SEC Filing
- 0002077080-26-000012 ↗ filed Aug 5, 2026
Holdings Value
Holdings 606 stocks · $8.8B
| AAPL Apple Inc. | 4.70% | 1,432,536 | $414.5M | Reduce -1.1% |
| NVDA Nvidia Corp. | 3.91% | 1,727,000 | $345.6M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.42% | 808,387 | $301.5M | Add +3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.30% | 3,620,231 | $291.7M | Reduce -11.9% |
| GOOGL Alphabet Inc. Class A | 2.68% | 661,508 | $236.4M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 2.49% | 922,568 | $219.9M | Reduce -1.1% |
| AVGO Broadcom Inc. | 2.29% | 534,193 | $201.8M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.90% | 512,205 | $167.7M | Add +14.2% |
| CAT Caterpillar Inc. | 1.72% | 142,243 | $151.5M | Reduce -8.7% |
| GVI iShares Intermediate Governm | 1.62% | 1,350,277 | $143.3M | Add +7.0% |
| GOOG Alphabet Inc. Class C | 1.54% | 383,766 | $135.6M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 1.43% | 1,775,418 | $126.5M | Add +9.0% |
| ABBV Abbvie Inc. | 1.40% | 489,495 | $123.2M | Add +0.9% |
| CSCO Cisco Systems Inc. | 1.37% | 1,030,575 | $121.1M | Reduce -2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 224,463 | $112.3M | Add +14.9% |
| DFAS Dimensional US Small Cap ETF | 1.24% | 1,328,794 | $109.4M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 1.09% | 706,838 | $96.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.09% | 170,676 | $96.1M | Add +22.4% |
| MRK Merck & Co. Inc. | 1.07% | 738,473 | $94.9M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 1.05% | 135,179 | $92.8M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 123,646 | $92.3M | Reduce -1.4% |
| WMT Walmart Inc. | 1.03% | 806,574 | $91.4M | Reduce -1.5% |
| V Visa Inc. Class A | 1.01% | 260,271 | $89.3M | Add +1.6% |
| ETN Eaton Corp. PLC | 1.00% | 207,784 | $88.5M | Reduce -0.2% |
| RTX RTX Corp. | 0.97% | 453,609 | $86.1M | Reduce -1.1% |
| AVEM Avantis Emerging Markets Eq | 0.95% | 870,014 | $83.9M | Add +13.3% |
| LLY Eli Lilly & Co. | 0.93% | 68,243 | $81.9M | Add +4.8% |
| TSLA Tesla Inc. | 0.88% | 185,258 | $77.9M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.88% | 83,268 | $77.9M | Add +2.0% |
| UNP Union Pacific Corp. | 0.88% | 285,214 | $77.6M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.88% | 802,018 | $77.5M | Add +7.2% |
| IVV iShares Core S&P 500 ETF | 0.85% | 100,336 | $75.1M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.80% | 478,739 | $70.2M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.78% | 95,762 | $69.2M | Reduce -2.6% |
| WMB Williams Cos Inc. | 0.77% | 911,109 | $67.7M | Reduce -1.1% |
| CB Chubb Ltd. | 0.76% | 195,619 | $66.7M | Reduce -0.6% |
| HD Home Depot Inc. | 0.75% | 187,720 | $66.2M | Add +1.4% |
| PNC PNC Financial Services Group | 0.75% | 267,782 | $65.9M | Add +0.7% |
| MCD McDonald's Corp. | 0.73% | 237,515 | $64.2M | Add +4.4% |
| SCHO Schwab Short-Term US Treas | 0.69% | 2,533,641 | $61.2M | Add +37.2% |
| IWF iShares Russell 1000 Growth | 0.69% | 492,300 | $61.1M | Add +2.3% |
| SCHG Schwab US Large-Cap Growth | 0.68% | 1,761,252 | $59.6M | Reduce -1.9% |
| AMP Ameriprise Financial Inc. | 0.66% | 126,891 | $58.2M | Add +1.8% |
| PEP Pepsico Inc. | 0.59% | 384,601 | $52.1M | Add +0.5% |
| PM Philip Morris International | 0.56% | 274,753 | $49.7M | Reduce -0.5% |
| CVX Chevron Corp. | 0.54% | 289,816 | $48.0M | Reduce -2.6% |
| LRCX Lam Research Corp. | 0.53% | 108,182 | $46.9M | Add +16.1% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 91,340 | $45.8M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 0.50% | 62,409 | $43.9M | Reduce -2.1% |
| COP Conocophillips | 0.50% | 421,068 | $43.8M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.46% | 160,444 | $40.7M | Reduce -3.9% |
| BKNG Booking Holdings Inc. | 0.46% | 227,399 | $40.5M | Add +1.4% |
| QCOM Qualcomm Inc. | 0.46% | 218,205 | $40.3M | Reduce -3.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.46% | 20,244 | $40.3M | Reduce -3.4% |
| BIV Vanguard Intermediate-Term B | 0.45% | 523,378 | $40.1M | Add +23.4% |
| SCHV Schwab US Large-Cap Value | 0.44% | 1,122,636 | $39.1M | Reduce -1.4% |
| NOC Northrop Grumman Corp. | 0.44% | 76,459 | $38.9M | Add +0.6% |
| GLW Corning Inc. | 0.44% | 151,703 | $38.7M | Reduce -8.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 104,681 | $38.7M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 489,709 | $37.8M | Reduce -3.6% |
| IWD iShares Russell 1000 Value E | 0.43% | 155,710 | $37.7M | Reduce -0.9% |
| NVS Novartis AG-Sponsored ADR | 0.42% | 239,181 | $37.5M | Reduce -1.3% |
| MS Morgan Stanley | 0.42% | 177,944 | $37.2M | Add +0.2% |
| ECL Ecolab Inc. | 0.41% | 129,167 | $36.0M | Add +1.9% |
| ENB Enbridge Inc. | 0.39% | 639,579 | $34.7M | Reduce -2.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.38% | 1,393,510 | $33.9M | Add +10.5% |
| BX Blackstone Inc. | 0.36% | 272,977 | $32.1M | Add +10.5% |
| TEL Te Connectivity PLC | 0.36% | 155,526 | $31.4M | Add +1.2% |
| CRM Salesforce Inc. | 0.35% | 195,298 | $30.6M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 0.34% | 88,224 | $30.1M | Reduce -1.5% |
| HBAN Huntington Bancshares Inc. | 0.34% | 1,674,842 | $29.7M | Add +0.7% |
| EMR Emerson Electric Co. | 0.33% | 205,242 | $29.4M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.33% | 153,807 | $29.3M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 194,652 | $28.9M | Reduce -3.1% |
| ETR Entergy Corp. | 0.33% | 251,017 | $28.8M | Reduce -3.0% |
| TRV The Travelers Cos Inc. | 0.32% | 85,361 | $28.2M | Reduce -0.8% |
| INTC Intel Corp. | 0.32% | 201,620 | $28.2M | Add +18.2% |
| AMGN Amgen Inc. | 0.32% | 77,424 | $28.0M | Reduce -1.9% |
| DE Deere & Co. | 0.29% | 40,720 | $25.8M | Add +2.9% |
| KO The Coca-Cola Co. | 0.29% | 314,768 | $25.6M | Reduce -2.3% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 444,524 | $25.1M | Reduce -5.7% |
| VZ Verizon Communications Inc. | 0.28% | 586,306 | $24.8M | Add +0.1% |
| ALL Allstate Corp. | 0.28% | 103,102 | $24.5M | Add +0.7% |
| DHR Danaher Corp. | 0.27% | 127,167 | $24.2M | Add +1.4% |
| HON Honeywell International Inc. | 0.27% | 107,150 | $24.0M | Add +0.2% |
| SCHW Schwab (charles) Corp. | 0.27% | 259,689 | $24.0M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.27% | 288,757 | $23.9M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.27% | 271,157 | $23.8M | Reduce -1.7% |
| USB US Bancorp | 0.27% | 392,696 | $23.7M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.27% | 56,860 | $23.6M | Add +38.6% |
| CW Curtiss-Wright Corp. | 0.27% | 31,175 | $23.6M | Reduce -3.7% |
| EFA iShares MSCI Eafe ETF | 0.27% | 227,292 | $23.6M | Add +3.8% |
| HONA Honeywell Aerospace Inc. | 0.27% | 106,772 | $23.6M | Reduce -0.1% |
| TIIV Aam Todd Itnl IV ETF | 0.27% | 808,538 | $23.6M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 160,932 | $23.6M | Add +0.9% |
| DLR Digital Realty Trust Inc. | 0.26% | 130,072 | $23.4M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.25% | 42,923 | $21.9M | Reduce -4.8% |
| WM Waste Management Inc. | 0.25% | 98,061 | $21.9M | Add +1.1% |
| SBUX Starbucks Corp. | 0.24% | 209,767 | $21.4M | Reduce -2.2% |
| CASY Casey's General Stores Inc. | 0.24% | 26,945 | $21.4M | Reduce -2.7% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.6% | 1.09% | −0.41 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.9% | 3.30% | −0.38 |
| DOW Dow Inc. | Reduce -92.0% | 0.02% | −0.33 |
| VNQ Vanguard Real Estate ETF | Reduce -76.3% | 0.10% | −0.32 |
| WMT Walmart Inc. | Reduce -1.5% | 1.03% | −0.23 |
| CVX Chevron Corp. | Reduce -2.6% | 0.54% | −0.22 |
| PYPL PayPal Holdings Inc. | Reduce -84.8% | 0.03% | −0.21 |
| COP Conocophillips | Reduce -0.8% | 0.50% | −0.20 |
| SCHR Schwab Intermediate-Term US | Reduce -95.3% | 0.01% | −0.15 |
| RTX RTX Corp. | Reduce -1.1% | 0.97% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -4.8% | 0.25% | −0.09 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -76.3% | 0.02% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.80% | −0.07 |
| WMB Williams Cos Inc. | Reduce -1.1% | 0.77% | −0.07 |
| INTU Intuit Inc. | Reduce -73.9% | 0.01% | −0.06 |
| SPOT Spotify Technology SA | Reduce -87.7% | 0.01% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 0.27% | −0.05 |
| ENB Enbridge Inc. | Reduce -2.4% | 0.39% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.7% | 0.28% | −0.05 |
| JNJ Johnson & Johnson | Reduce -3.9% | 0.46% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 1.07% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.14% | −0.05 |
| CB Chubb Ltd. | Reduce -0.6% | 0.76% | −0.05 |
| SLB SLB Ltd. | Reduce -1.7% | 0.18% | −0.04 |
| IAU iShares Gold Trust | Reduce -1.9% | 0.13% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.3% | 0.42% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Reduce -0.0% | 0.09% | −0.04 |
| ETR Entergy Corp. | Reduce -3.0% | 0.33% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -0.3% | 0.27% | −0.03 |
| DLR Digital Realty Trust Inc. | Reduce -1.0% | 0.26% | −0.03 |
| SO The Southern Co. | Reduce -1.4% | 0.24% | −0.03 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.32% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -0.1% | 0.27% | −0.03 |
| AFL Aflac Inc. | Reduce -9.4% | 0.20% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Reduce -35.9% | 0.07% | −0.03 |
| SYK Stryker Corp. | Reduce -2.6% | 0.14% | −0.02 |
| NEM Newmont Corp. | Reduce -2.5% | 0.07% | −0.02 |
| SPGI S&P Global Inc. | Reduce -49.6% | 0.02% | −0.02 |
| AVY Avery Dennison Corp. | Reduce -0.8% | 0.11% | −0.02 |
| HAS Hasbro Inc. | Reduce -0.6% | 0.08% | −0.02 |
| ACLC American Century Large Cap E | Reduce -80.7% | 0.00% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -0.6% | 0.11% | −0.02 |
| NOW ServiceNow Inc. | Reduce -1.6% | 0.11% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -1.9% | 0.14% | −0.02 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.06% | −0.02 |
| T AT&T Inc. | Reduce -21.0% | 0.02% | −0.02 |
| PLD Prologis Inc. | Reduce -1.1% | 0.21% | −0.02 |
| DIS The Walt Disney Co. | Reduce -2.2% | 0.14% | −0.02 |
| TIIV Aam Todd Itnl IV ETF | Reduce -1.1% | 0.27% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| LRCX Lam Research Corp. | Add +16.1% | 0.53% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +14.2% | 1.90% | +0.25 |
| INTC Intel Corp. | Add +18.2% | 0.32% | +0.23 |
| LLY Eli Lilly & Co. | Add +4.8% | 0.93% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +13.3% | 0.95% | +0.18 |
| SCHO Schwab Short-Term US Treas | Add +37.2% | 0.69% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +9.0% | 1.43% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +38.6% | 0.27% | +0.13 |
| ARM Arm Holdings PLC-ADR | Add +47.8% | 0.18% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.9% | 1.27% | +0.10 |
| META Meta Platforms Inc. Class A | Add +22.4% | 1.09% | +0.09 |
| AMD Advanced Micro Devices | Add +130.4% | 0.10% | +0.08 |
| ABBV Abbvie Inc. | Add +0.9% | 1.40% | +0.08 |
| HOOD Robinhood Markets Inc. Class A | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +116.5% | 0.18% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.6% | 0.21% | +0.06 |
| PNC PNC Financial Services Group | Add +0.7% | 0.75% | +0.06 |
| MS Morgan Stanley | Add +0.2% | 0.42% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +2.3% | 0.69% | +0.05 |
| FTI Technipfmc PLC | New | 0.05% | +0.05 |
| BIV Vanguard Intermediate-Term B | Add +23.4% | 0.45% | +0.05 |
| V Visa Inc. Class A | Add +1.6% | 1.01% | +0.05 |
| COF Capital One Financial Corp. | Add +87.6% | 0.09% | +0.04 |
| CMI Cummins Inc. | Add +33.6% | 0.11% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.6% | 0.24% | +0.04 |
| TDS Telephone and Data Systems | New | 0.04% | +0.04 |
| NUE Nucor Corp. | Add +1162.8% | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +65.6% | 0.10% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.2% | 0.88% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +386.6% | 0.04% | +0.03 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | Add +7.9% | 0.12% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +11.1% | 0.16% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 0.44% | +0.02 |
| MNST Monster Beverage Corp. | Add +3.0% | 0.12% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +292.6% | 0.03% | +0.02 |
| KLAC KLA Corp. | Add +0.2% | 0.04% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.08% | +0.02 |
| CHD Church & Dwight Co. Inc. | Add +17.3% | 0.18% | +0.02 |
| MU Micron Technology Inc. | Add +44.8% | 0.02% | +0.02 |
| DE Deere & Co. | Add +2.9% | 0.29% | +0.01 |
| ALL Allstate Corp. | Add +0.7% | 0.28% | +0.01 |
| VMI Valmont Industries | Add +0.4% | 0.05% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.9% | 0.27% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +24.3% | 0.10% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +0.7% | 0.34% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +28.0% | 0.04% | +0.01 |
| RF Regions Financial Corp. | Add +0.2% | 0.21% | +0.01 |
| UTL Unitil Corp. | Add +276.9% | 0.01% | +0.01 |
| BX Blackstone Inc. | Add +10.5% | 0.36% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 11,470 | $80before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 633 | $9.0B | AAPL, MSFT, NVDA, VO, GOOGL |
| Q2 2026 | 606 | $8.8B | AAPL, NVDA, MSFT, VO, GOOGL |
| Q1 2026 | 592 | $8.0B | AAPL, NVDA, VO, MSFT, GOOGL |
| Q4 2025 | 588 | $8.0B | AAPL, MSFT, NVDA, VO, GOOGL |
| Q3 2025 | 581 | $7.7B | MSFT, AAPL, NVDA, VO, AMZN |
| Q2 2025 | 588 | $7.2B | MSFT, AAPL, NVDA, VO, AMZN |