Midwest Trust Co

$8.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2077080 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$8.0B
ALL retained default holdings for this (filer, period), including NULL-value ones
593
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
35
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
30
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:13215 · issuer key iss:144 COMADD−$24.1M+7,610$392M$368M1,440,8071,448,417
position key pos:15642 · issuer key iss:1334 COMTRIM−$27.3M−32,682$334M$306M1,788,6941,756,012
position key pos:14055 · issuer key cusip6:922908 EETFADD+$3.2M+21,894$292M$295M1,005,8051,027,699
position key pos:11825 · issuer key iss:1225 COMADD−$69.4M+39,281$358M$289M740,195779,476
position key pos:15142 · issuer key iss:89 COMTRIM−$21.5M−10,954$226M$205M723,179712,225
position key pos:14175 · issuer key iss:95 COMTRIM−$24.1M−13,138$218M$194M945,890932,752
position key pos:12827 · issuer key iss:323 COMADD−$17.8M+5,196$183M$166M529,528534,724
position key pos:17791 · issuer key iss:1013 FETFADD+$7.9M+81,584$127M$135M1,180,1981,261,782
position key pos:18039 · issuer key iss:1025 COMADD−$10.4M+6,820$142M$132M441,521448,341
position key pos:14552 · issuer key iss:711 COMADD+$38.2M+26,411$82.4M$121M684,558710,969
position key pos:13432 · issuer key iss:411 COMTRIM+$17.4M−6,553$93.0M$110M162,359155,806
position key pos:17821 · issuer key iss:89 COMADD−$5.0M+16,976$115M$110M367,573384,549
position key pos:15499 · issuer key iss:23 COMADD−$4.6M+3,331$110M$106M481,949485,280
position key pos:17409 · issuer key cusip6:921943 IETFADD+$5.3M+43,602$99.1M$104M1,585,5641,629,166
position key pos:13490 · issuer key iss:1939 COMTRIM+$7.5M−26,997$94.3M$102M846,107819,110
position key sid:sec:prov:a67f063c13533191f28af8d0cb5c52cc · issuer key cusip6:25434V EETFTRIM+$1.4M−8,339$96.5M$97.9M1,384,9441,376,605
position key pos:11205 · issuer key iss:255 COMADD−$99.2K+8,920$93.7M$93.7M186,511195,431
position key pos:17751 · issuer key iss:1214 COMTRIM+$9.2M−19,353$80.7M$89.9M766,971747,618
position key pos:15626 · issuer key iss:1529 COMTRIM+$2.4M−10,734$86.1M$88.5M469,457458,723
position key pos:11944 · issuer key iss:454 COMADD+$810K+2,799$81.5M$82.3M1,058,4391,061,238
position key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 EETFTRIM−$13.8M−15,500$95.4M$81.6M152,130136,630
position key pos:11570 · issuer key iss:1599 EETFADD−$3.7M+364$85.3M$81.6M125,080125,444
position key pos:12030 · issuer key iss:525 COMADD+$15.4M+5,200$65.9M$81.4M76,46381,663
position key pos:11390 · issuer key iss:720 COMADD−$9.1M+4,771$88.9M$79.8M134,652139,423
position key pos:12848 · issuer key iss:1921 COMADD−$5.9M+18,554$83.3M$77.4M237,623256,177
position key pos:17839 · issuer key iss:2093 COMADD+$9.2M+3,394$65.3M$74.5M204,891208,285
position key pos:16096 · issuer key iss:1206 COMADD+$3.1M+6,334$67.6M$70.7M221,236227,570
position key pos:14191 · issuer key iss:1855 COMADD+$3.8M+2,594$65.8M$69.7M284,630287,224
position key pos:10357 · issuer key iss:1786 COMTRIM−$15.8M−2,727$85.5M$69.6M190,046187,319
position key pos:14992 · issuer key iss:1485 COMADD+$5.4M+33,608$64.0M$69.4M446,684480,292
position key sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6 · issuer key cusip6:46432F IETFADD+$5.6M+53,567$62.1M$67.7M694,326747,893
position key pos:15560 · issuer key iss:1973 COMTRIM+$9.7M−32,966$57.4M$67.1M954,365921,399
position key pos:10307 · issuer key iss:1012 EETFADD−$455K+4,027$66.6M$66.1M97,229101,256
position key pos:11267 · issuer key iss:2257 COMTRIM+$2.7M−39$61.5M$64.2M196,900196,861
position key sid:sec:prov:e67b261774c0e9784350215e4188de1c · issuer key cusip6:025072 IETFTRIM+$2.3M−5,873$59.6M$61.9M773,460767,587
position key pos:11717 · issuer key iss:440 COMTRIM+$15.5M−4,654$46.1M$61.6M302,324297,670
position key pos:10715 · issuer key iss:916 COMADD−$199K+7,602$61.1M$60.9M177,475185,077
position key pos:15863 · issuer key iss:1123 COMADD−$8.5M+1,518$68.4M$59.9M63,62165,139
position key pos:13833 · issuer key iss:1435 COMADD+$7.1M+17,816$52.4M$59.5M365,041382,857
position key pos:15035 · issuer key iss:505 COMADD+$18.0M+18,137$38.1M$56.1M406,535424,672
position key pos:16809 · issuer key iss:119 COMADD−$2.3M+7,037$57.7M$55.4M117,600124,637
position key pos:13363 · issuer key iss:1393 COMADD+$25.4M+122,399$29.9M$55.3M143,404265,803
position key pos:17143 · issuer key iss:1633 EETFADD−$5.2M+32,222$57.5M$52.3M1,763,8561,796,078
position key pos:17928 · issuer key iss:1322 COMADD+$9.1M+959$42.8M$51.9M75,07676,035
position key pos:11528 · issuer key iss:1012 EETFADD−$3.6M+4,361$54.9M$51.3M116,001120,362
position key pos:13876 · issuer key iss:917 COMADD+$7.7M+5,451$40.6M$48.3M208,356213,807
position key pos:15198 · issuer key iss:1445 COMADD+$1.6M+1,555$44.1M$45.7M274,638276,193
position key pos:12291 · issuer key iss:1633 FETFADD+$12.6M+523,622$32.2M$44.8M1,322,6921,846,314
position key pos:15125 · issuer key iss:1798 COMADD−$7.9M+85$52.2M$44.3M90,06690,151
position key pos:13599 · issuer key iss:1035 COMTRIM+$2.5M−18,013$38.3M$40.8M184,904166,891
position key pos:17758 · issuer key iss:1605 EETFTRIM+$89.4K−1,276$39.2M$39.3M65,01563,739
position key pos:10854 · issuer key iss:300 COMADD−$8.6M+308$46.4M$37.7M8,6588,966
position key pos:14360 · issuer key iss:1327 COMTRIM+$2.6M−7,513$34.4M$37.0M249,741242,228
position key pos:12725 · issuer key iss:1615 COMADD−$13.4M+6,008$49.2M$35.8M185,767191,775
position key pos:12684 · issuer key iss:650 COMTRIM+$3.5M−12,369$31.9M$35.5M667,764655,395
position key pos:13088 · issuer key iss:1633 EETFADD+$2.2M+41,436$32.5M$34.7M1,096,7941,138,230
position key pos:16868 · issuer key iss:1012 EETFADD+$1.4M+9,209$32.9M$34.3M498,686507,895
position key pos:16716 · issuer key iss:633 COMADD+$1.1M+2,342$32.7M$33.7M124,387126,729
position key pos:14157 · issuer key iss:149 COMTRIM+$4.6M−14,558$29.0M$33.6M112,90198,343
position key pos:17700 · issuer key iss:1012 EETFADD+$2.7M+10,290$30.9M$33.6M146,816157,106
position key sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3 · issuer key cusip6:922908 AETFTRIM−$21.9M−248,450$55.2M$33.3M624,194375,744
position key pos:12944 · issuer key cusip6:922908 EETFADD+$1.7M+9,522$31.5M$33.2M94,012103,534
position key sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd · issuer key cusip6:921937 FETFTRIM−$3.2M−37,164$35.9M$32.7M461,461424,297
position key pos:14773 · issuer key iss:2228 COMADD−$2.2M+3,035$34.3M$32.1M150,710153,745
position key sid:sec:prov:042311a990478d818add7f68883b88aa · issuer key cusip6:45409F FETFTRIM−$687K−16,572$31.1M$30.4M1,277,8271,261,255
position key pos:10935 · issuer key iss:1902 COMADD+$6.5M+24,581$22.9M$29.4M561,221585,802
position key pos:11621 · issuer key iss:1253 COMADD+$323K+14,780$28.9M$29.2M162,743177,523
position key pos:17533 · issuer key iss:1509 COMADD−$9.3M+1,884$38.5M$29.2M224,893226,777
position key pos:12048 · issuer key iss:665 COMADD+$5.2M+734$23.8M$29.1M257,916258,650
position key pos:15622 · issuer key iss:282 COMADD−$702K+58,175$29.1M$28.4M188,801246,976
position key pos:11761 · issuer key iss:605 COMADD+$16.2M+168,823$11.8M$28.0M504,078672,901
position key pos:11671 · issuer key iss:122 COMADD+$2.3M+1,150$25.5M$27.8M77,76678,916
position key pos:11625 · issuer key iss:2284 COMTRIM+$2.3M−2,751$25.4M$27.7M23,69920,948
position key pos:17173 · issuer key iss:1138 COMTRIM+$3.2M−4,542$24.0M$27.2M49,60945,067
position key pos:16185 · issuer key iss:647 COMADD−$320K+245$27.5M$27.2M207,131207,376
position key pos:17400 · issuer key cusip6:46641Q AETFADD+$1.9M+38,268$24.8M$26.7M433,278471,546
position key pos:17859 · issuer key iss:931 COMADD−$402K+139,876$26.4M$26.0M1,523,9561,663,832
position key pos:10718 · issuer key iss:1311 COMTRIM+$2.8M−8,559$22.8M$25.6M284,512275,953
position key pos:12766 · issuer key iss:1817 COMTRIM−$281K−1,451$25.4M$25.1M87,49686,045
position key pos:14033 · issuer key iss:1012 EETFTRIM+$524K−2,539$24.4M$25.0M203,332200,793
position key pos:10493 · issuer key iss:471 COMADD+$2.8M+11,281$21.7M$24.5M310,812322,093
position key pos:16131 · issuer key iss:1632 COMTRIM−$1.7M−2,036$26.2M$24.5M262,378260,342
position key pos:15144 · issuer key iss:556 COMADD−$4.1M+3,460$27.9M$23.8M122,005125,465
position key pos:11472 · issuer key iss:581 COMADD+$3.4M+522$20.3M$23.7M130,923131,445
position key sid:sec:prov:4f8fd87cc3cd1e7b98dc8114239bd62e · issuer key cusip6:268961 IETFADD+$2.6M+66,958$20.2M$22.8M750,548817,506
position key pos:16439 · issuer key iss:520 COMTRIM+$5.2M−31,850$17.3M$22.5M197,678165,828
position key pos:15433 · issuer key iss:1290 COMTRIM+$124K−4,595$22.2M$22.3M236,835232,240
position key pos:13471 · issuer key iss:562 COMTRIM+$3.7M−285$18.6M$22.3M39,86939,584
position key pos:14916 · issuer key iss:1946 COMTRIM+$864K−517$21.4M$22.3M97,46396,946
position key pos:17976 · issuer key iss:547 COMTRIM+$3.8M−791$18.3M$22.1M33,16932,378
position key pos:13738 · issuer key iss:1698 COMADD+$2.2M+642$19.7M$21.8M225,703226,345
position key pos:13406 · issuer key iss:2156 COMADD−$318K+21,363$22.1M$21.8M230,482251,845
position key pos:14648 · issuer key iss:1012 IETFADD+$286K+468$21.0M$21.3M218,580219,048
position key pos:15445 · issuer key iss:84 COMADD+$1.3M+6,809$19.9M$21.2M95,570102,379
position key pos:15134 · issuer key iss:1844 COMADD+$30.7K+10,722$20.8M$20.9M390,348401,070
position key pos:14039 · issuer key iss:112 COMADD+$2.0M+13,413$18.7M$20.7M106,336119,749
position key pos:13905 · issuer key iss:1016 IETFADD+$1.9M+17,647$18.7M$20.6M277,659295,306
position key pos:10892 · issuer key cusip6:81369Y COMTRIM−$1.8M−477$22.4M$20.6M155,449154,972
position key pos:18016 · issuer key iss:1012 EETFADD−$819K+4,297$21.3M$20.4M155,267159,564
position key pos:13969 · issuer key iss:408 COMTRIM+$4.5M−646$15.7M$20.1M28,32927,683

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 570 changes
Mark-to-market only (no share change) · 53

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key sid:sec:prov:d46c503ea2db52e3c0c068e9a05389da · issuer key cusip6:301505 EETFNO CHANGE+$233K0$5.4M$5.7M109,025109,025
position key pos:11020 · issuer key iss:255 COMNO CHANGE−$257K0$5.3M$5.0M77
position key pos:12876 · issuer key iss:1633 COMNO CHANGE+$63.5K0$2.2M$2.3M105,910105,910
position key sid:sec:prov:795d93bd698aef36d86c0911c9c03979 · issuer key cusip6:25434V EETFNO CHANGE−$77.8K0$1.8M$1.7M23,87423,874
position key pos:10235 · issuer key iss:1012 EETFNO CHANGE−$66.7K0$1.6M$1.5M4,1234,123
position key pos:17516 · issuer key iss:1012 COMNO CHANGE+$98.3K0$1.1M$1.2M3,5743,574
position key sid:sec:prov:1e6f07bffab058d990fc818109d271bc · issuer key cusip6:25434V EETFNO CHANGE+$43.0K0$1.1M$1.1M22,99922,999
position key sid:sec:prov:ec46aef002af82b45acef2233f68afee · issuer key cusip6:78468R FETFNO CHANGE−$12.7K0$947K$935K37,42037,420
position key sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6 · issuer key cusip6:921910 EETFNO CHANGE−$68.0K0$947K$879K7,8277,827
position key sid:sec:prov:303540766d2ecf333f46440f72a108ab · issuer key cusip6:92206C EETFNO CHANGE−$38.9K0$864K$825K2,7962,796
position key pos:14929 · issuer key iss:1967 COMNO CHANGE+$23.3K0$744K$768K31,42631,426
position key sid:sec:prov:1bbc84e521fae8081afd41a908654f69 · issuer key cusip6:67092P EETFNO CHANGE+$6.8K0$746K$753K16,70016,700
position key sid:sec:prov:359a00ea349fa38fd8b784c1239e9e00 · issuer key cusip6:25434V IETFNO CHANGE+$27.7K0$699K$727K21,47021,470
position key pos:10750 · issuer key iss:1012 COMNO CHANGE−$38.2K0$727K$689K6,0006,000
position key sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a · issuer key cusip6:92206C EETFNO CHANGE−$71.1K0$718K$647K5,8965,896
position key pos:11668 · issuer key iss:164 COMNO CHANGE−$76.0K0$696K$620K34,40134,401
position key pos:16793 · issuer key iss:1633 EETFNO CHANGE+$17.2K0$580K$598K19,30419,304
position key pos:15250 · issuer key iss:1602 COMNO CHANGE−$49.7K0$611K$562K2,2002,200
position key sid:sec:prov:a0867fb6ffdaaaa5da70f28327b1a5e6 · issuer key cusip6:921910 EETFNO CHANGE+$7760$505K$506K7,0507,050
position key sid:sec:prov:5a598625d369c85cf388412d5159335b · issuer key cusip6:46654Q FETFNO CHANGE−$5560$473K$473K9,2739,273
position key sid:sec:prov:562fba1b5020edb2d0b8d70706ee0532 · issuer key cusip6:921910 EETFNO CHANGE−$29.6K0$502K$473K2,0002,000
position key pos:17803 · issuer key iss:1012 COMNO CHANGE+$63.3K0$396K$459K11,67111,671
position key pos:11582 · issuer key iss:1267 COMNO CHANGE−$40.8K0$496K$455K3,1163,116
position key pos:10587 · issuer key iss:672 COMNO CHANGE−$91.1K0$535K$444K2,4672,467
position key pos:15147 · issuer key iss:604 COMNO CHANGE+$24.1K0$356K$380K1,8251,825
position key pos:13200 · issuer key iss:1012 COMNO CHANGE+$4460$370K$370K4,9644,964
position key sid:sec:prov:688b5ee5e157c93991dc1de13e74159c · issuer key cusip6:78468R FETFNO CHANGE−$5.5K0$361K$356K3,7163,716
position key pos:16381 · issuer key iss:1870 COMNO CHANGE+$24.2K0$309K$333K6,3796,379
position key sid:sec:prov:379ffeb6f59ef303d6f66f356baeff27 · issuer key cusip6:25434V FETFNO CHANGE−$1.7K0$332K$330K6,8826,882
position key sid:sec:prov:7786e8849173f0c102c2c3a418455589 · issuer key cusip6:00326L EETFNO CHANGE−$18.6K0$336K$318K34,49634,496
position key pos:17814 · issuer key iss:1981 EETFNO CHANGE+$1.9K0$302K$303K4,5144,514
position key pos:16180 · issuer key iss:1012 COMNO CHANGE−$16.9K0$317K$300K4,8754,875
position key sid:sec:prov:0af10c80af385ed93ee1aed97271e459 · issuer key cusip6:362397 EETFNO CHANGE−$30.1K0$326K$296K52,81052,810
position key pos:13782 · issuer key iss:1602 EETFNO CHANGE−$12.8K0$307K$295K3,7263,726
position key sid:sec:prov:77668419380bed17ea4491c88ed3126e · issuer key cusip6:78467V FETFNO CHANGE−$8.2K0$301K$292K7,2867,286
position key sid:sec:prov:a96b3cafceb77fa20b7438df87fd3ccc · issuer key cusip6:46138J FETFNO CHANGE−$6730$293K$292K14,95614,956
position key sid:sec:prov:157e765e027bcd1a38568d30becf283d · issuer key cusip6:315912 EETFNO CHANGE−$21.9K0$309K$287K3,3823,382
position key sid:sec:prov:2e8ea4dfad91693247c3944f4886e768 · issuer key cusip6:46138J FETFNO CHANGE−$1.6K0$279K$278K14,14214,142
position key sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85 · issuer key cusip6:92204A COMNO CHANGE−$20.7K0$291K$270K1,5021,502
position key sid:sec:prov:8792951d2b021f8d632248f11cf9c34c · issuer key cusip6:46132X FETFNO CHANGE+$5.6K0$258K$264K43,00943,009
position key sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93 · issuer key cusip6:92206C EETFNO CHANGE+$3.9K0$252K$256K2,7352,735
position key sid:sec:prov:49a45377778bd6d152e29c0a0468d04f · issuer key cusip6:92204A COMNO CHANGE+$11.3K0$244K$256K819819
position key sid:sec:prov:7202fea486129d5c8347b02887ba22e3 · issuer key cusip6:92206C FETFNO CHANGE−$3.8K0$254K$250K3,3483,348
position key pos:17529 · issuer key iss:1602 COMNO CHANGE+$10.1K0$238K$248K2,3002,300
position key pos:17988 · issuer key iss:1012 EETFNO CHANGE+$16.2K0$227K$243K2,0922,092
position key pos:17128 · issuer key iss:385 COMNO CHANGE+$9.1K0$230K$239K2,3262,326
position key sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253 · issuer key cusip6:46429B IETFNO CHANGE−$35.1K0$263K$228K4,8684,868
position key sid:sec:prov:3a4fe7c30bdf8b8bd43bf5a8cf07a2be · issuer key cusip6:46654Q EETFNO CHANGE−$8.8K0$233K$224K3,5003,500
position key pos:12735 · issuer key iss:209 COMNO CHANGE−$74.6K0$296K$221K521521
position key sid:sec:prov:86a05bece61da25468cede151e19b06f · issuer key cusip6:464286 IETFNO CHANGE−$5.1K0$223K$218K3,4793,479
position key sid:sec:prov:2ebaaa42ac21ece1774b2d90b0541929 · issuer key cusip6:85207H COMNO CHANGE+$14.8K0$202K$217K6,1106,110
position key sid:sec:prov:f8bb1cb4f5a7a947b85dac0f2eebaa82 · issuer key cusip6:02072L EETFNO CHANGE−$7.1K0$216K$209K14,18514,185
position key sid:sec:prov:417e2030107bfd1c8a5fcfb2857b891e · issuer key cusip6:64440N COMNO CHANGE−$20.6K0$59.4K$38.8K20,00020,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 427 issuers · $8.0B disclosed value over 593 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions Midwest Trust Co reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
—VANGUARD INDEX FDS
13 positions · 13 reported rows
Rows Midwest Trust Co reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · EETF CUSIP — $295M1,027,699
VANGUARD INDEX FDS · EETF CUSIP 922908363 $81.6M136,630
VANGUARD INDEX FDS · AETF CUSIP 922908553 $33.3M375,744
VANGUARD INDEX FDS · EETF CUSIP — $33.2M103,534
VANGUARD INDEX FDS · EETF CUSIP — $16.0M36,628
VANGUARD INDEX FDS · EETF CUSIP — $14.5M73,995
VANGUARD INDEX FDS · EETF CUSIP 922908538 $12.0M46,473
VANGUARD INDEX FDS · EETF CUSIP 922908512 $10.6M57,682
VANGUARD INDEX FDS · EETF CUSIP — $8.5M32,580
VANGUARD INDEX FDS · EETF CUSIP — $5.4M25,066
VANGUARD INDEX FDS · EETF CUSIP 922908595 $3.4M11,129
VANGUARD INDEX FDS · EETF CUSIP — $1.5M4,919
VANGUARD INDEX FDS · EETF CUSIP — $712K3,459
ticker not yet mapped
$516M1,935,5386.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$368M1,448,4174.6%
—ISHARES TR
42 positions · 42 reported rows
Rows Midwest Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · EETF CUSIP — $66.1M101,256
ISHARES TR · EETF CUSIP — $51.3M120,362
ISHARES TR · EETF CUSIP — $34.3M507,895
ISHARES TR · EETF CUSIP — $33.6M157,106
ISHARES TR · EETF CUSIP — $25.0M200,793
ISHARES TR · IETF CUSIP — $21.3M219,048
ISHARES TR · EETF CUSIP — $20.4M159,564
ISHARES TR · EETF CUSIP — $10.0M102,419
ISHARES TR · EETF CUSIP — $7.9M31,859
ISHARES TR · EETF CUSIP — $5.7M50,567
ISHARES TR · EETF CUSIP — $5.5M37,945
ISHARES TR · EETF CUSIP — $4.8M13,581
ISHARES TR · FETF CUSIP — $4.1M41,675
ISHARES TR · EETF CUSIP — $4.0M25,836
ISHARES TR · EETF CUSIP — $4.0M29,895
ISHARES TR · COM CUSIP — $3.5M19,377
ISHARES TR · EETF CUSIP — $3.4M33,868
ISHARES TR · EETF CUSIP — $3.4M15,901
ISHARES TR · EETF CUSIP — $3.3M10,432
ISHARES TR · EETF CUSIP — $3.1M16,405
ISHARES TR · EETF CUSIP — $2.8M18,305
ISHARES TR · EETF CUSIP — $2.8M23,389
ISHARES TR · IETF CUSIP — $2.7M47,275
ISHARES TR · EETF CUSIP — $2.2M15,710
ISHARES TR · FETF CUSIP — $2.2M22,649
ISHARES TR · FETF CUSIP — $2.0M24,649
ISHARES TR · EETF CUSIP — $1.5M4,123
ISHARES TR · EETF CUSIP — $1.3M8,649
ISHARES TR · COM CUSIP — $1.2M3,574
ISHARES TR · COM CUSIP — $826K4,894
ISHARES TR · FETF CUSIP — $751K8,659
ISHARES TR · COM CUSIP — $689K6,000
ISHARES TR · FETF CUSIP — $478K4,383
ISHARES TR · COM CUSIP — $459K11,671
ISHARES TR · EETF CUSIP — $377K4,707
ISHARES TR · EETF CUSIP — $375K1,178
ISHARES TR · COM CUSIP — $370K4,964
ISHARES TR · FETF CUSIP — $356K3,224
ISHARES TR · COM CUSIP — $300K4,875
ISHARES TR · COM CUSIP — $258K2,660
ISHARES TR · EETF CUSIP — $243K2,092
ISHARES TR · AETF CUSIP — $238K3,851
ticker not yet mapped
$339M2,127,2654.2%
—ALPHABET INC
2 positions · 2 reported rows
Rows Midwest Trust Co reported for ALPHABET INC, as it reported them
ALPHABET INC · COM CUSIP — $205M712,225
ALPHABET INC · COM CUSIP — $110M384,549
ticker not yet mapped
$315M1,096,7743.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVIDIA CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$306M1,756,0123.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MICROSOFT CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$289M779,4763.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMAZON COM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$194M932,7522.4%
—SCHWAB STRATEGIC TR
11 positions · 11 reported rows
Rows Midwest Trust Co reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · EETF CUSIP — $52.3M1,796,078
SCHWAB STRATEGIC TR · FETF CUSIP — $44.8M1,846,314
SCHWAB STRATEGIC TR · EETF CUSIP — $34.7M1,138,230
SCHWAB STRATEGIC TR · EETF CUSIP — $14.5M473,275
SCHWAB STRATEGIC TR · FETF CUSIP — $12.4M499,367
SCHWAB STRATEGIC TR · EETF CUSIP — $9.5M327,824
SCHWAB STRATEGIC TR · EETF CUSIP — $2.8M108,999
SCHWAB STRATEGIC TR · COM CUSIP — $2.3M105,910
SCHWAB STRATEGIC TR · EETF CUSIP — $598K19,304
SCHWAB STRATEGIC TR · EETF CUSIP — $518K18,604
SCHWAB STRATEGIC TR · EETF CUSIP — $298K11,888
ticker not yet mapped
$175M6,345,7932.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BROADCOM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$166M534,7242.1%
—ISHARES TR
17 positions · 17 reported rows
Rows Midwest Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · FETF CUSIP — $135M1,261,782
ISHARES TR · FETF CUSIP — $5.5M51,668
ISHARES TR · FETF CUSIP — $2.3M24,146
ISHARES TR · IETF CUSIP — $2.3M53,141
ISHARES TR · IETF CUSIP — $1.7M15,450
ISHARES TR · IETF CUSIP — $1.7M21,091
ISHARES TR · AETF CUSIP — $1.7M54,467
ISHARES TR · FETF CUSIP — $1.3M12,317
ISHARES TR · FETF CUSIP — $1.3M15,802
ISHARES TR · FETF CUSIP — $1.1M20,058
ISHARES TR · EETF CUSIP — $1.1M7,950
ISHARES TR · IETF CUSIP — $790K11,531
ISHARES TR · EETF CUSIP — $753K6,214
ISHARES TR · COM CUSIP — $703K3,213
ISHARES TR · IETF CUSIP — $577K7,766
ISHARES TR · FETF CUSIP — $560K4,718
ISHARES TR · FETF CUSIP — $372K6,985
ticker not yet mapped
$158M1,578,2992.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JPMORGAN CHASE & CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$132M448,3411.6%
—DIMENSIONAL ETF TRUST
14 positions · 14 reported rows
Rows Midwest Trust Co reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V500 $97.9M1,376,605
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V732 $10.7M311,106
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V708 $6.3M161,210
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V609 $2.3M37,235
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V781 $1.9M47,680
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V401 $1.7M23,874
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V880 $1.2M35,343
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V724 $1.1M22,999
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V807 $818K15,492
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V302 $727K21,470
DIMENSIONAL ETF TRUST · IETF CUSIP 25434V682 $363K8,557
DIMENSIONAL ETF TRUST · EETF CUSIP 25434V104 $352K7,800
DIMENSIONAL ETF TRUST · FETF CUSIP 25434V849 $330K6,882
DIMENSIONAL ETF TRUST · FETF CUSIP 25434V864 $223K4,660
ticker not yet mapped
$126M2,080,9131.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EXXON MOBIL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$121M710,9691.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CATERPILLAR INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$110M155,8061.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ABBVIE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$106M485,2801.3%
—VANGUARD TAX-MANAGED FDS · IETF CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$104M1,629,1661.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WALMART INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$102M819,1101.3%
—BERKSHIRE HATHAWAY INC DEL
2 positions · 2 reported rows
Rows Midwest Trust Co reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · COM CUSIP — $93.7M195,431
BERKSHIRE HATHAWAY INC DEL · COM CUSIP — $5.0M7
ticker not yet mapped
$98.7M195,4381.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MERCK & CO INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$89.9M747,6181.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)RTX CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$88.5M458,7231.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CISCO SYS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$82.3M1,061,2381.0%
—STATE STR SPDR S&P 500 ETF T · EETF CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$81.6M125,4441.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COSTCO WHOLESALE CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$81.4M81,6631.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)META PLATFORMS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$79.8M139,4231.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VISA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$77.4M256,1771.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EATON CORP PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$74.5M208,2850.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MCDONALDS CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$70.7M227,5700.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)UNION PAC CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$69.7M287,2240.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TESLA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$69.6M187,3190.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PROCTER & GAMBLE CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$69.4M480,2920.9%
—ISHARES TR
3 positions · 3 reported rows
Rows Midwest Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · IETF CUSIP 46432F842 $67.7M747,893
ISHARES TR · EETF CUSIP 46432F339 $779K4,061
ISHARES TR · EETF CUSIP 46432F396 $324K1,348
ticker not yet mapped
$68.8M753,3020.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WILLIAMS COS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$67.1M921,3990.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHUBB LTD SWITZ · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$64.2M196,8610.8%
—AMERICAN CENTY ETF TR
2 positions · 2 reported rows
Rows Midwest Trust Co reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · IETF CUSIP 025072604 $61.9M767,587
AMERICAN CENTY ETF TR · EETF CUSIP 025072752 $2.0M26,458
ticker not yet mapped
$63.8M794,0450.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHEVRON CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$61.6M297,6700.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HOME DEPOT INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$60.9M185,0770.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ELI LILLY & CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$59.9M65,1390.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PEPSICO INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$59.5M382,8570.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CONOCOPHILLIPS · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$56.1M424,6720.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMERIPRISE FINL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$55.4M124,6370.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PNC FINL SVCS GROUP INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$55.3M265,8030.7%
—SELECT SECTOR SPDR TR
11 positions · 11 reported rows
Rows Midwest Trust Co reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · COM CUSIP — $20.6M154,972
SELECT SECTOR SPDR TR · COM CUSIP 81369Y704 $6.1M37,451
SELECT SECTOR SPDR TR · COM CUSIP 81369Y209 $5.0M34,096
SELECT SECTOR SPDR TR · COM CUSIP 81369Y407 $5.0M45,641
SELECT SECTOR SPDR TR · COM CUSIP 81369Y605 $4.9M99,089
SELECT SECTOR SPDR TR · COM CUSIP 81369Y506 $3.2M51,460
SELECT SECTOR SPDR TR · COM CUSIP — $2.8M33,615
SELECT SECTOR SPDR TR · COM CUSIP 81369Y100 $2.7M54,274
SELECT SECTOR SPDR TR · COM CUSIP — $1.3M28,559
SELECT SECTOR SPDR TR · COM CUSIP 81369Y852 $636K5,733
SELECT SECTOR SPDR TR · COM CUSIP 81369Y860 $307K7,517
ticker not yet mapped
$52.4M552,4070.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NORTHROP GRUMMAN CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$51.9M76,0350.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HONEYWELL INTL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$48.3M213,8070.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PHILIP MORRIS INTL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$45.7M276,1930.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)THERMO FISHER SCIENTIFIC INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$44.3M90,1510.6%
—SPDR SERIES TRUST
16 positions · 16 reported rows
Rows Midwest Trust Co reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · EETF CUSIP — $16.2M111,237
SPDR SERIES TRUST · FETF CUSIP — $7.4M247,310
SPDR SERIES TRUST · EETF CUSIP — $5.6M73,275
SPDR SERIES TRUST · EETF CUSIP — $5.1M53,793
SPDR SERIES TRUST · AETF CUSIP — $3.4M110,928
SPDR SERIES TRUST · FETF CUSIP — $1.3M37,275
SPDR SERIES TRUST · EETF CUSIP — $837K8,667
SPDR SERIES TRUST · EETF CUSIP — $679K6,937
SPDR SERIES TRUST · FETF CUSIP — $624K6,815
SPDR SERIES TRUST · COM CUSIP — $562K2,200
SPDR SERIES TRUST · EETF CUSIP — $541K9,553
SPDR SERIES TRUST · EETF CUSIP — $372K5,713
SPDR SERIES TRUST · AETF CUSIP — $345K3,418
SPDR SERIES TRUST · EETF CUSIP — $295K3,726
SPDR SERIES TRUST · COM CUSIP — $248K2,300
SPDR SERIES TRUST · COM CUSIP — $206K1,614
ticker not yet mapped
$43.7M684,7610.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JOHNSON & JOHNSON · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$40.8M166,8910.5%
—STATE STR SPDR S&P MIDCAP 40 · EETF CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$39.3M63,7390.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BOOKING HOLDINGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$37.7M8,9660.5%
—NOVARTIS AG · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$37.0M242,2280.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SALESFORCE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$35.8M191,7750.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ENBRIDGE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$35.5M655,3950.4%
—VANGUARD BD INDEX FDS
3 positions · 3 reported rows
Rows Midwest Trust Co reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · FETF CUSIP 921937819 $32.7M424,297
VANGUARD BD INDEX FDS · FETF CUSIP — $1.5M19,930
VANGUARD BD INDEX FDS · FETF CUSIP — $396K5,049
ticker not yet mapped
$34.6M449,2760.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ECOLAB INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$33.7M126,7290.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLIED MATLS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$33.6M98,3430.4%
—TE CONNECTIVITY PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$32.1M153,7450.4%
—NEW YORK LIFE INVTS ACTIVE E · FETF CUSIP 45409F827
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$30.4M1,261,2550.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VERIZON COMMUNICATIONS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$29.4M585,8020.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MORGAN STANLEY · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$29.2M177,5230.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)QUALCOMM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$29.2M226,7770.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ENTERGY CORP NEW · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$29.1M258,6500.4%
—J P MORGAN EXCHANGE TRADED F
5 positions · 5 reported rows
Rows Midwest Trust Co reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · AETF CUSIP — $26.7M471,546
J P MORGAN EXCHANGE TRADED F · FETF CUSIP 46641Q837 $963K19,032
J P MORGAN EXCHANGE TRADED F · EETF CUSIP 46641Q779 $427K6,286
J P MORGAN EXCHANGE TRADED F · EETF CUSIP 46641Q761 $345K5,626
J P MORGAN EXCHANGE TRADED F · EETF CUSIP 46641Q407 $267K2,047
ticker not yet mapped
$28.7M504,5370.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BLACKSTONE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$28.4M246,9760.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DOW HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$28.0M672,9010.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMGEN INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$27.8M78,9160.3%
—ASML HLDG NV · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$27.7M20,9480.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LOCKHEED MARTIN CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$27.2M45,0670.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EMERSON ELEC CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$27.2M207,3760.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HUNTINGTON BANCSHARES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$26.0M1,663,8320.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NEXTERA ENERGY INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$25.6M275,9530.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TRAVELERS COMPANIES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$25.1M86,0450.3%
—VANGUARD INTL EQUITY INDEX F
4 positions · 4 reported rows
Rows Midwest Trust Co reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · IETF CUSIP 922042858 $20.1M371,857
VANGUARD INTL EQUITY INDEX F · IETF CUSIP — $2.4M31,921
VANGUARD INTL EQUITY INDEX F · IETF CUSIP — $1.6M11,731
VANGUARD INTL EQUITY INDEX F · IETF CUSIP 922042718 $527K3,615
ticker not yet mapped
$24.6M419,1240.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COCA COLA CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$24.5M322,0930.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SCHWAB CHARLES CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$24.5M260,3420.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DANAHER CORP DEL · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$23.8M125,4650.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DIGITAL RLTY TR INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$23.7M131,4450.3%
—ETF SER SOLUTIONS · IETF CUSIP 268961802
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$22.8M817,5060.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CORNING INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$22.5M165,8280.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NETFLIX INC. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$22.3M232,2400.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DEERE & CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$22.3M39,5840.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WASTE MGMT INC DEL · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$22.3M96,9460.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CURTISS WRIGHT CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$22.1M32,3780.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SOUTHERN CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$21.8M226,3450.3%
—MEDTRONIC PLC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$21.8M251,8450.3%
—ISHARES INC
3 positions · 3 reported rows
Rows Midwest Trust Co reported for ISHARES INC, as it reported them
ISHARES INC · IETF CUSIP — $20.6M295,306
ISHARES INC · IETF CUSIP — $607K7,191
ISHARES INC · IETF CUSIP — $457K10,055
ticker not yet mapped
$21.7M312,5520.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALLSTATE CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$21.2M102,3790.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)US BANCORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$20.9M401,0700.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMERICAN TOWER CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$20.7M119,7490.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CASEYS GEN STORES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$20.1M27,6830.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LAM RESEARCH CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$19.9M93,2220.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PINNACLE WEST CAP CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$19.8M196,8490.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PAYPAL HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$19.3M427,0250.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)STARBUCKS CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$19.2M214,3980.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)QUEST DIAGNOSTICS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$18.7M95,2000.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PROLOGIS INC. · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$18.4M139,2500.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AFLAC INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$17.9M162,9750.2%
—SLB LIMITED · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$17.4M339,5110.2%
—DUKE ENERGY CORP NEW · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$17.4M132,7490.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)INTUITIVE SURGICAL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$16.6M35,9290.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

1–100 of 427 issuers · page 1 of 5
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
44.8%below median 80.0%
Concentration index
128 bpsbelow median 446 bps
Positions with value
593 / 593median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 44.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 128 · QoQ moves: 623

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Midwest Trust Co's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).