Midwest Financial Partners Investments
Midwest Financial Partners Investments reported 80 stocks worth $260M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VTV (9.9%), JPIB (9.3%) and TFLO (8.2%). Compared with Q2 2026, the fund opened new positions in BRK.B, XOM and PSX, added to VTV, JPIB and TFLO, trimmed ARKG, ARKF and AAPL and sold out of AXP, CASY and PEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $25.8M | 9.9% | 120K | +7,939 (+7%) | 4 of 4 | |
| 2 |  JPIB J P Morgan Exchange Traded F | $24.2M | 9.3% | 518K | +35K (+7%) | 4 of 4 | |
| 3 |  TFLO Ishares TR | $21.3M | 8.2% | 421K | +51K (+14%) | 2 of 4 | |
| 4 |  VOO Vanguard S&P 500 ETF | $17.3M | 6.7% | 25K | +2,151 (+10%) | 4 of 4 | |
| 5 |  VWO Vanguard Intl Equity Index F | $17.1M | 6.6% | 288K | +18K (+7%) | 4 of 4 | |
| 6 |  FTMN Putnam Franklin | $15.7M | 6.0% | 1.9M | +141K (+8%) | 4 of 4 | |
| 7 |  FLMI Franklin Templeton ETF TR | $13.2M | 5.1% | 568K | +33K (+6%) | 4 of 4 | |
| 8 |  ARKG ARK Genomic Revolution | $11.1M | 4.3% | 205K | −6,182 (−3%) | 4 of 4 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $9.5M | 3.6% | 134K | +30K (+29%) | 4 of 4 | |
| 10 |  ARKF ARK ETF TR | $8.6M | 3.3% | 189K | −612 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AXP American Express Co | $442K | 1,307 |
 CASY Caseys Genl | $441K | 555 |
 PEP Pepsico Inc | $302K | 2,227 |
 YUM Yum Brands Inc | $253K | 1,585 |
 XOM Exxon Mobil Corp | $215K | 1,575 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Midwest Financial Partners Investments 13F FAQ
What does Midwest Financial Partners Investments own?
Midwest Financial Partners Investments reported 80 stocks worth $260M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are VTV (9.9%), JPIB (9.3%) and TFLO (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Midwest Financial Partners Investments buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 26 added to, 26 trimmed and 6 sold out. New positions include BRK.B, XOM and PSX. It sold all of AXP, CASY and PEP.
When will Midwest Financial Partners Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Midwest Financial Partners Investments's portfolio worth?
The Q3 2026 filing reports $260M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.