Midwest Financial Partners Investments, Inc. - Portfolio overview

Midwest Financial Partners Investments, Inc. has 76 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. JPIB - J P MORGAN EXCHANGE TRADED F, 11.56%
2. VTV - VANGUARD INDEX FDS, 10.79%
3. VWO - VANGUARD INTL EQUITY INDEX F, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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