Midwest Financial Partners Investments, Inc.
•CIK: 1968851•Filing: Q4 2025
**Midwest Financial Partners Investments, Inc.** manages $180M across a diversified portfolio of 69 positions. The fund exhibits significant allocations to income-generating and broad market exposure, notably holding JPIB at $20.8M and VTV at $18.9M. Further diversification is evident with substantial positions in international equities via VWO ($12.6M) and domestic large-cap exposure through VOO ($10.7M). The top ten holdings represent a strategic mix across sectors, including technology leaders like AAPL ($6.8M) and MSFT ($6.1M).
Total AUM
$180.0M
QoQ Performance
N/A
Positions
45
Top 10 Concentration
63.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JPIB
VTV
VWO
FTMN
FLMI
VOO
JPIB11.6%
VTV10.5%
VWO7.0%
FTMN6.6%
FLMI6.1%
VOO5.9%
ARKF4.9%
AAPL3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other78.2%
Technology10.9%
ETF6.5%
Industrial1.5%
Financial1.2%
Healthcare0.9%
Consumer0.4%
Consumer Staples0.2%