Institutional Fund
Midwest Financial Partners Investments, Inc.
St. Cloud, MNCIK 19688512 filings on record
Portfolio Value
$188.57M
Q1 2026
Holdings
76
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+4.8%
from $179.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F11.6%
- Vanguard Index Fds10.8%
- Vanguard Intl Equity Index F7.2%
- Putnam ETF Trust6.7%
- Vanguard Index Fds6.4%
- Franklin Templeton ETF Tr6.2%
- Other51.1%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 455.9K | $21.80M | 11.6% | +28.9K | Added |
| 2 | Vanguard Index Fds | 103.7K | $20.34M | 10.8% | +4.8K | Added |
| 3 | Vanguard Intl Equity Index F | 251.2K | $13.58M | 7.2% | +17.1K | Added |
| 4 | Putnam ETF Trust | 1.45M | $12.69M | 6.7% | +108.1K | Added |
| 5 | Vanguard Index Fds | 20.3K | $12.11M | 6.4% | +3.3K | Added |
| 6 | Franklin Templeton ETF Tr | 468.5K | $11.61M | 6.2% | +27.0K | Added |
| 7 | Ark ETF Tr | 186.3K | $7.08M | 3.8% | +1.3K | Added |
| 8 | Ishares Tr | 42.5K | $6.02M | 3.2% | +2.4K | Added |
| 9 | Apple Inc | 23.5K | $5.95M | 3.2% | −1.5K | Reduced |
| 10 | Ark ETF Tr | 209.4K | $5.53M | 2.9% | +4.2K | Added |
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