Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $24.3M | 10.1% | +7.6% |
| JPIBJ P Morgan Exchange Traded F | $23.3M | 9.7% | +5.9% |
| TFLOIshares Tr | $18.8M | 7.8% | New |
| VWOVanguard Intl Equity Index F | $16.1M | 6.7% | +7.4% |
| FTMNPutnam Etf Trust | $15.8M | 6.6% | +22.1% |
| VOOVanguard Index Fds | $15.5M | 6.4% | +11.2% |
| FLMIFranklin Templeton Etf Tr | $13.5M | 5.6% | +14.2% |
| ARKGArk Etf Tr | $8.9M | 3.7% | |
| ARKFArk Etf Tr | $7.5M | 3.1% | +1.8% |
| VEAVanguard Tax-managed Fds | $7.4M | 3.1% | +27.3% |
| ESGUIshares Tr | $6.9M | 2.9% | |
| AAPLApple Inc | $6.8M | 2.8% | |
| VBVanguard Index Fds | $4.7M | 1.9% | −1.8% |
| MSFTMicrosoft Corp | $4.5M | 1.9% | −4.3% |
| ESGDIshares Tr | $4.4M | 1.8% | +2.7% |
| VUGVanguard Index Fds | $4.3M | 1.8% | +37.3% |
| VSSVanguard Intl Equity Index F | $3.5M | 1.5% | +20.3% |
| NVDANvidia Corporation | $3.4M | 1.4% | −3.1% |
| CRBNIshares Tr | $3.0M | 1.3% | +4.7% |
| SGOVIshares Tr | $2.8M | 1.2% | −17.0% |
| VOVanguard Index Fds | $2.8M | 1.2% | +41.3% |
| IBATIshares Tr | $2.6M | 1.1% | +2.9% |
| ESMLIshares Tr | $2.4M | 1.0% | −3.4% |
| ESGEIshares Inc | $2.2M | 0.9% | −1.0% |
| TECHBio-techne Corp | $2.1M | 0.9% | −22.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IBATIshares Tr | December 31, 2025 | +57.1% | $2.6M |
| ARKGArk Etf Tr | December 31, 2025 | +45.2% | $8.9M |
| ESGEIshares Inc | December 31, 2025 | +23.8% | $2.2M |
| ESMLIshares Tr | December 31, 2025 | +21.6% | $2.4M |
| TECHBio-techne Corp | December 31, 2025 | +20.1% | $2.1M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $736K |
| ZAPGlobal X Fds | December 31, 2025 | +19.1% | $2.0M |
| VBVanguard Index Fds | December 31, 2025 | +17.5% | $4.7M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $828K |
| VTVVanguard Index Fds | December 31, 2025 | +14.1% | $24.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- SLVIshares Silver Tr was $337K
- GLDSpdr Gold Tr was $314K
- COPConocophillips was $232K
- SILGlobal X Fds was $225K
- TSLATesla Inc was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Midwest Financial Partners Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1968851&type=13F-HR&dateb=&owner=include&count=40CIK 1968851
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1968851/000117266126002631/Filed July 15, 2026 · accession 0001172661-26-002631