Midwest Financial Partners Investments, Inc.
77 holdingsFiling period: 2026-03-31Current AUM: $206.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | 455.9K | $21.8M | $21.8M | 10.56% | +28.9K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 103.7K | $20.3M | $22.8M | 11.03% | +4.8K | 2026-03-31 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 251.2K | $13.6M | $14.8M | 7.14% | +17.1K | 2026-03-31 |
| 4 | FTMN | PUTNAM ETF TRUST | 1.45M | $12.7M | $12.7M | 6.13% | +108.1K | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 20.3K | $12.1M | $13.9M | 6.73% | +3.3K | 2026-03-31 |
| 6 | FLMI | FRANKLIN TEMPLETON ETF TR | 468.5K | $11.6M | $11.6M | 5.59% | +27.0K | 2026-03-31 |
| 7 | ARKF | ARK ETF TR | 186.3K | $7.1M | $7.4M | 3.57% | +1.3K | 2026-03-31 |
| 8 | ESGU | ISHARES TR | 42.5K | $6.0M | $7.0M | 3.37% | +2.4K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 23.5K | $6.0M | $7.2M | 3.50% | -1,525 | 2026-03-31 |
| 10 | ARKG | ARK ETF TR | 209.4K | $5.5M | $8.1M | 3.91% | +4.2K | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 81.8K | $5.2M | $5.8M | 2.80% | +22.7K | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 12.5K | $4.6M | $5.8M | 2.80% | -158 | 2026-03-31 |
| 13 | VB | VANGUARD INDEX FDS | 15.8K | $4.1M | $4.7M | 2.25% | -409 | 2026-03-31 |
| 14 | ESGD | ISHARES TR | 42.1K | $4.0M | $4.4M | 2.13% | +2.7K | 2026-03-31 |
| 15 | SGOV | ISHARES TR | 33.5K | $3.4M | $3.4M | 1.63% | +15.1K | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 17.6K | $3.1M | $3.5M | 1.71% | -2,477 | 2026-03-31 |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | 18.9K | $2.8M | $2.8M | 1.38% | +3.6K | 2026-03-31 |
| 18 | VUG | VANGUARD INDEX FDS | 6.0K | $2.6M | $3.1M | 1.49% | +2.5K | 2026-03-31 |
| 19 | CRBN | ISHARES TR | 11.4K | $2.5M | $2.9M | 1.39% | +405 | 2026-03-31 |
| 20 | ESML | ISHARES TR | 43.9K | $2.1M | $2.4M | 1.14% | +206 | 2026-03-31 |
| 21 | EAGG | ISHARES TR | 41.6K | $2.0M | $1.9M | 0.94% | +4.3K | 2026-03-31 |
| 22 | TECH | BIO-TECHNE CORP | 37.6K | $2.0M | $2.7M | 1.31% | -2,334 | 2026-03-31 |
| 23 | ESGE | ISHARES INC | 41.4K | $1.9M | $2.1M | 1.03% | +1.4K | 2026-03-31 |
| 24 | IBAT | ISHARES TR | 55.0K | $1.9M | $2.1M | 1.01% | +2.0K | 2026-03-31 |
| 25 | ZAP | GLOBAL X FDS | 54.9K | $1.8M | $1.8M | 0.86% | +2.5K | 2026-03-31 |
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