Midwest Financial Partners Investments, Inc.

Registered adviser

CIK

1968851

Location

ST. CLOUD, MN

Portfolio Value

Small $167,633,469

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,996 / 8,807 ▲ 630 · as of Jun 2026

Top Industry

Consumer Electronics 20.6%

Period ended 20 days ago

Filed Oct 8, 2026 · 12d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 173790

Roster of Oct 1, 2026

Regulatory AUM

$1,516,471,013

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,516,471,013	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$1,263,584,127	Individuals and high net worth (83%)
Feb 2024 to Feb 2025	$1,100,686,283	Individuals and high net worth (82%)
May 2023 to Jan 2024	$873,532,090	Individuals and high net worth (82%)
Apr 2023	$873,532,090	Individuals and high net worth (82%)
Apr 2022 to Mar 2023	$982,742,633	Individuals and high net worth (82%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.6% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 84.1%; sector active share 75.4% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

79 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

34.0%

+11.1 pts

Top 5

74.6%

+2.8 pts

Top 10

87.3%

−0.3 pts

HHI

1,664

Moderately concentrated+327

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.5%	$131,624,075	42
Technology	11.4%	$19,072,084	8
Healthcare	3.4%	$5,623,230	9
Industrials	3.0%	$5,106,015	8
Financial Services	1.4%	$2,339,396	4
Communication Services	1.1%	$1,891,556	2
Consumer Cyclical	0.5%	$767,281	2
Energy	0.5%	$763,837	3
Basic Materials	0.3%	$445,995	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TFLO	iShares Treasury Floating Rate Bond ETF	+50,517	420,997	$0
JPIB	JPMorgan International Bond Opportunities ETF	+34,914	517,558	$24,169,958
FLMI	Franklin Dynamic Municipal Bond ETF	+33,054	568,023	$13,246,296
VEA	Vanguard FTSE Developed Markets ETF	+29,883	134,015	$9,462,799
SGOV	iShares 0-3 Month Treasury Bond ETF	+27,223	55,048	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+17,992	287,813	$17,070,189
VUG	VANGUARD GROWTH INDEX FUND	+15,823	65,365	$5,890,040
VO	VANGUARD MID-CAP INDEX FUND	+12,478	47,124	$3,695,464
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+11,370	37,454	$0
VTV	VANGUARD VALUE INDEX FUND	+7,939	119,525	$25,826,962
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+6,163	48,441	$0
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+3,549	26,273	$4,078,883
BGRN	iShares USD Green Bond ETF	+2,698	21,619	$0
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+2,613	9,712	$550,281
BNDX	Vanguard Total International Bond ETF	+2,238	8,684	$407,019
VOO	VANGUARD 500 INDEX FUND	+2,151	24,686	$17,301,429
SUSC	iShares ESG Aware USD Corporate Bond ETF	+2,070	63,479	$0
MMM	3M Co	+622	5,441	$893,140
NUKZ	Range Nuclear Renaissance Index ETF	+513	28,254	$1,701,738
IJH	iShares Core S&P Mid-Cap ETF	+496	5,379	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+385	13,819	$654,467
CRBN	iShares Low Carbon Optimized MSCI ACWI ETF	+359	12,288	$0
ZAP	Global X U.S. Electrification ETF	+327	58,082	$0
XOM	ExxonMobil Holdings Corp	+313	1,888	$307,272
BA	Boeing Co	+239	2,076	$386,239
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−6,182	205,204	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−4,135	38,238	$0
ESGE	iShares Trust	−2,096	38,902	$0
TECH	BIO-TECHNE Corp	−2,060	27,291	$1,977,778
ESGU	iShares ESG Aware MSCI USA ETF	−1,973	40,427	$0
IJR	iShares Core S&P Small-Cap ETF	−1,691	1,646	$0
SBUX	Starbucks Corp	−1,536	2,343	$220,148
ESGD	iShares ESG Aware MSCI EAFE ETF	−1,265	41,990	$0
AAPL	Apple Inc.	−1,139	22,285	$7,421,350
IBAT	iShares Energy Storage & Materials ETF	−765	55,856	$0
—		−612	188,920	$0
VB	Vanguard Index Funds	−448	15,028	$4,275,315
AMGN	Amgen Inc	−440	1,906	$803,398
JNJ	Johnson & Johnson	−206	1,087	$287,772
ABBV	AbbVie Inc.	−150	986	$257,927
GOOGL	Alphabet Inc.	−142	2,175	$748,374
GOOG	Alphabet Inc.	−137	3,355	$1,143,182
MSFT	Microsoft Corp	−69	11,873	$6,089,661
CSCO	Cisco Systems, Inc.	−31	2,235	$240,553
HONA	Honeywell Aerospace Inc.	−29	2,926	$453,442
AMZN	Amazon Com Inc	−29	2,196	$547,133
NVDA	Nvidia Corp	−16	17,049	$3,893,650
V	Visa Inc.	−11	1,153	$414,307
JPM	Jpmorgan Chase & Co	−10	1,809	$598,471
LLY	ELI LILLY & Co	−7	177	$204,803
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,164	$579,613
PSX	Phillips 66	953	$243,310
MDT	Medtronic plc	2,510	$216,587
COP	Conocophillips	1,704	$213,255
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	1,664	$209,114
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AXP	American Express Co	1,307	$442,092
CASY	Caseys General Stores Inc	555	$441,108
PEP	Pepsico Inc	2,227	$301,535
YUM	Yum Brands Inc	1,585	$253,378
WMT	Walmart Inc.	1,834	$207,718
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $167,633,469 total · filing declares 80 positions · $260,094,055 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	119,525	+7,939	$25,826,962	+6.2%	15.41%
JPIB	JPMorgan International Bond Opportunities ETF	Added	517,558	+34,914	$24,169,958	+3.6%	14.42%
VOO	VANGUARD 500 INDEX FUND	Added	24,686	+2,151	$17,301,429	+11.8%	10.32%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	287,813	+17,992	$17,070,189	+6.0%	10.18%
FLMI	Franklin Dynamic Municipal Bond ETF	Added	568,023	+33,054	$13,246,296	−1.6%	7.90%
VEA	Vanguard FTSE Developed Markets ETF	Added	134,015	+29,883	$9,462,799	+27.5%	5.64%
AAPL	Apple Inc. Technology	Reduced	22,285	-1,139	$7,421,350	+9.5%	4.43%
MSFT	Microsoft Corp Technology	Reduced	11,873	-69	$6,089,661	+36.7%	3.63%
VUG	VANGUARD GROWTH INDEX FUND	Added	65,365	+15,823	$5,890,040	+38.0%	3.51%
VB	Vanguard Index Funds	Reduced	15,028	-448	$4,275,315	−8.9%	2.55%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	26,273	+3,549	$4,078,883	+16.3%	2.43%
NVDA	Nvidia Corp Technology	Reduced	17,049	-16	$3,893,650	+14.0%	2.32%
VO	VANGUARD MID-CAP INDEX FUND	Added	47,124	+12,478	$3,695,464	+32.4%	2.20%
TECH	BIO-TECHNE Corp Healthcare	Reduced	27,291	-2,060	$1,977,778	−4.6%	1.18%
NUKZ	Range Nuclear Renaissance Index ETF	Added	28,254	+513	$1,701,738	−10.0%	1.02%
SPY	Spdr S&P 500 ETF Trust	Added	1,509	+6	$1,150,808	+2.5%	0.69%
GOOG	Alphabet Inc. Communication Services	Reduced	3,355	-137	$1,143,182	−7.3%	0.68%
HEI	Heico Corp Industrials	Held	3,480	0	$1,055,066	−14.9%	0.63%
ILMN	Illumina, Inc. Healthcare	Held	3,649	0	$998,658	+55.7%	0.60%
MMM	3M Co Industrials	Added	5,441	+622	$893,140	+14.5%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	1,906	-440	$803,398	−5.4%	0.48%
HEI-A	Heico Corp Industrials	Held	3,438	0	$784,998	−11.5%	0.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,175	-142	$748,374	−9.6%	0.45%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	1	0	$747,005	−0.2%	0.45%
QQQ	Invesco Qqq Trust, Series 1	Held	1,000	0	$739,770	+0.5%	0.44%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	13,819	+385	$654,467	−3.7%	0.39%
DE	Deere & Co Industrials	Held	949	0	$637,300	+5.9%	0.38%
HON	Honeywell International Inc Industrials	Held	2,955	0	$623,327	−5.8%	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,809	-10	$598,471	+0.5%	0.36%
AVGO	Broadcom Inc. Technology	Reduced	1,660	-5	$582,975	−7.3%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,164	NEW	$579,613	NEW	0.35%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	9,712	+2,613	$550,281	+31.4%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,196	-29	$547,133	+3.2%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,452	-1	$533,000	−11.7%	0.32%
HONA	Honeywell Aerospace Inc. Industrials	Reduced	2,926	-29	$453,442	−30.6%	0.27%
NUE	Nucor Corp Basic Materials	Held	1,908	0	$445,995	+4.9%	0.27%
V	Visa Inc. Financial Services	Reduced	1,153	-11	$414,307	+3.7%	0.25%
IBIT	iShares Bitcoin Trust ETF	Held	8,630	0	$408,544	+42.2%	0.24%
BNDX	Vanguard Total International Bond ETF	Added	8,684	+2,238	$407,019	+30.4%	0.24%
BA	Boeing Co Industrials	Added	2,076	+239	$386,239	−2.9%	0.23%
BSX	Boston Scientific Corp Healthcare	Reduced	7,865	-5	$343,307	+2.2%	0.20%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Held	6,270	0	$314,816	−0.4%	0.19%
XOM	ExxonMobil Holdings Corp Energy	Added	1,888	+313	$307,272	+42.7%	0.18%
AMD	Advanced Micro Devices Inc Technology	Held	493	0	$301,597	+5.3%	0.18%
JNJ	Johnson & Johnson Healthcare	Reduced	1,087	-206	$287,772	−12.4%	0.17%
ORCL	Oracle Corp Technology	Held	2,016	0	$276,796	−6.3%	0.17%
AME	Ametek Inc/ Industrials	Held	1,100	0	$272,503	+2.4%	0.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	582	-5	$265,502	−5.3%	0.16%
ABBV	AbbVie Inc. Healthcare	Reduced	986	-150	$257,927	−9.8%	0.15%
EEM	iShares MSCI Emerging Markets ETF	Held	3,787	0	$252,933	−2.4%	0.15%

Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.