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Midwest Financial Partners Investments, Inc. - Portfolio Stock Holdings

Midwest Financial Partners Investments, Inc. disclosed 84 stock positions in a recent SEC 13F filing. $239,472,356 of stock holdings were filed, with the largest holdings including VTV, JPIB, and TFLO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,516,471,013 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

84

Est. Stock Holding Value:

$239,472,356

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Midwest Financial Partners Investments, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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