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☆Midwest Financial Partners Investments, Inc.

CIK 0001968851 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.473
AUM ($M)
241
Positions
80
Turnover
0.11
Top-10 wt
63%
Herfindahl
0.050
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 86 positions · portfolio value $241M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTV funds › VANGUARD INDEX FDS ADD — 10.1% -0.7% 24.3 111,586 +7,927 2 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 9.7% -1.9% 23.3 482,644 +26,697 2 —
☆TFLO funds › ISHARES TR NEW — 7.8% +7.8% 18.8 370,480 +370,480 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 6.7% -0.5% 16.1 269,821 +18,652 2 —
☆FTMN funds › PUTNAM ETF TRUST ADD — 6.6% -0.2% 15.8 1,775,111 +321,775 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 6.4% +0.0% 15.5 22,535 +2,276 2 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR ADD — 5.6% -0.6% 13.5 534,969 +66,444 2 —
☆ARKG funds › ARK ETF TR ADD — 3.7% +0.8% 8.9 211,386 +1,970 2 —
☆ARKF funds › ARK ETF TR ADD — 3.1% -0.6% 7.5 189,532 +3,268 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 3.1% +0.3% 7.4 104,132 +22,303 2 —
☆ESGU funds › ISHARES TR TRIM — 2.9% -0.3% 6.9 42,400 -144 2 —
☆AAPL funds › APPLE INC TRIM — 2.8% -0.3% 6.8 23,424 -30 2 —
☆VB funds › VANGUARD INDEX FDS TRIM — 1.9% -0.2% 4.7 15,476 -282 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.9% -0.6% 4.5 11,942 -534 2 —
☆ESGD funds › ISHARES TR ADD — 1.8% -0.3% 4.4 43,255 +1,123 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.8% +0.4% 4.3 49,542 +43,526 2 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 1.5% -0.0% 3.5 22,724 +3,838 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.4% -0.2% 3.4 17,065 -541 2 —
☆CRBN funds › ISHARES TR ADD — 1.3% -0.1% 3.0 11,929 +535 2 —
☆SGOV funds › ISHARES TR TRIM — 1.2% -0.6% 2.8 27,825 -5,701 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.2% +0.2% 2.8 34,646 +28,514 2 —
☆IBAT funds › ISHARES TR ADD — 1.1% +0.1% 2.6 56,621 +1,596 2 —
☆ESML funds › ISHARES TR TRIM — 1.0% -0.1% 2.4 42,373 -1,508 2 —
☆ESGE funds › ISHARES INC TRIM — 0.9% -0.1% 2.2 40,998 -434 2 —
☆TECH funds › BIO-TECHNE CORP TRIM — 0.9% -0.2% 2.1 29,351 -8,262 2 —
☆EAGG funds › ISHARES TR ADD — 0.8% -0.2% 2.0 42,278 +682 2 —
☆ZAP funds › GLOBAL X FDS ADD — 0.8% -0.1% 2.0 57,755 +2,809 2 —
☆NUKZ funds › EXCHANGE TRADED CONCEPTS TRU ADD — 0.8% -0.1% 1.9 27,741 +1,530 2 —
☆SUSC funds › ISHARES TR TRIM — 0.6% -0.2% 1.4 61,409 -6,363 2 —
☆HEI funds › HEICO CORP NEW HOLD — 0.5% +0.0% 1.2 3,480 +0 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.5% -0.1% 1.2 3,492 -664 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.5% -0.0% 1.1 1,503 +27 2 —
☆BGRN funds › ISHARES TR TRIM — 0.4% -0.1% 0.9 18,921 -82 2 —
☆HEIA funds › HEICO CORP NEW HOLD — 0.4% -0.0% 0.9 3,438 +0 2 —
☆AMGN funds › AMGEN INC HOLD — 0.4% -0.1% 0.8 2,346 +0 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% -0.0% 0.8 2,317 -151 2 —
☆MMM funds › 3M CO HOLD — 0.3% -0.0% 0.8 4,819 +0 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.3% -0.1% 0.7 1 +0 2 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.3% -0.0% 0.7 1,000 +0 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.3% -0.0% 0.7 13,434 +2,284 2 —
☆HON funds › HONEYWELL INTL INC NEW — 0.3% +0.3% 0.7 2,955 +2,955 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.3% +0.3% 0.7 2,955 +2,955 1 —
☆SUSB funds › ISHARES TR ADD — 0.3% +0.0% 0.7 26,084 +5,864 2 —
☆ILCG funds › ISHARES TR HOLD — 0.3% -0.0% 0.6 5,505 +0 2 —
☆ILMN funds › ILLUMINA INC HOLD — 0.3% +0.0% 0.6 3,649 +0 2 —
☆AVGO funds › BROADCOM INC ADD — 0.3% -0.0% 0.6 1,665 +16 2 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.3% +0.0% 0.6 1,453 -101 2 —
☆DE funds › DEERE & CO HOLD — 0.3% -0.0% 0.6 949 +0 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% -0.0% 0.6 1,819 +10 2 —
☆AMZN funds › AMAZON COM INC TRIM — 0.2% -0.0% 0.5 2,225 -17 2 —
☆IJR funds › ISHARES TR ADD — 0.2% -0.0% 0.5 3,337 +35 2 —
☆IEMG funds › ISHARES INC ADD — 0.2% -0.0% 0.5 5,515 +66 2 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.2% -0.0% 0.4 1,307 +0 2 —
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.2% -0.0% 0.4 555 +0 2 —
☆NUE funds › NUCOR CORP HOLD — 0.2% +0.0% 0.4 1,908 +0 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 0.4 7,099 +64 2 —
☆IEFA funds › ISHARES TR ADD — 0.2% -0.0% 0.4 4,218 +29 2 —
☆V funds › VISA INC TRIM — 0.2% -0.0% 0.4 1,164 -3 2 —
☆BA funds › BOEING CO HOLD — 0.2% -0.0% 0.4 1,837 +0 2 —
☆SBUX funds › STARBUCKS CORP ADD — 0.2% +0.1% 0.4 3,879 +1,536 2 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.1% 0.4 4,883 -1,114 2 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.1% -0.1% 0.3 7,870 +790 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.1% -0.0% 0.3 1,293 +0 2 —
☆SPDW funds › SPDR INDEX SHS FDS HOLD — 0.1% -0.0% 0.3 6,270 +0 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.1% +0.1% 0.3 6,446 +6,446 1 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.1% 0.3 2,227 +0 2 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% -0.0% 0.3 2,016 +0 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.1% -0.1% 0.3 8,630 +0 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.3 493 +493 1 —
☆ABBV funds › ABBVIE INC NEW — 0.1% +0.1% 0.3 1,136 +1,136 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.3 587 +587 1 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.3 2,266 +2,266 1 —
☆AME funds › AMETEK INC HOLD — 0.1% -0.0% 0.3 1,100 +0 2 —
☆EEM funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 3,787 +0 2 —
☆YUM funds › YUM BRANDS INC HOLD — 0.1% -0.0% 0.3 1,585 +0 2 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 6,658 +6,658 1 —
☆LLY funds › ELI LILLY & CO NEW — 0.1% +0.1% 0.2 184 +184 1 —
☆IVW funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 1,591 -289 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.1% -0.1% 0.2 1,575 +0 2 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.2 1,834 +0 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.7% 0.0 0 -5,931 0 —
☆COP funds › CONOCOPHILLIPS EXIT — 0.0% -0.1% 0.0 0 -1,760 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.2% 0.0 0 -730 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -0.2% 0.0 0 -4,950 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.1% 0.0 0 -562 0 —
☆SIL funds › GLOBAL X FDS EXIT — 0.0% -0.1% 0.0 0 -2,500 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 241 80 0.11 63% 0.050 0.472 — in
2026Q1 189 76 0.06 62% 0.052 0.545 — entered
2025Q4 180 69 0.00 63% 0.052 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status