Long-term investor

Midwest Financial Partners Investments, Inc. @midwestfinancialpartners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001968851).

Record

  • Tracked since 2025-12-31 (261 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VTV · 10.1% · long · since 2025-12-31
  • JPIB · 9.7% · long · since 2025-12-31
  • TFLO · 7.8% · long · since 2026-06-30
  • VWO · 6.7% · long · since 2025-12-31
  • FTMN · 6.6% · long · since 2025-12-31
  • VOO · 6.4% · long · since 2025-12-31
  • FLMI · 5.6% · long · since 2025-12-31
  • ARKG · 3.7% · long · since 2025-12-31
  • ARKF · 3.1% · long · since 2025-12-31
  • VEA · 3.1% · long · since 2025-12-31
  • ESGU · 2.9% · long · since 2025-12-31
  • AAPL · 2.8% · long · since 2025-12-31

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