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Jessica Gauerke

Midwest Financial Partners Investments, Inc.

Assets Managed
$240.787M
Holdings
80
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
27.69%(2Q avg: 16.24%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwest Financial Partners Investments, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Midwest Financial Partners Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 240.787M in assets, with a quarterly growth rate of 27.69% and a 2-quarter average growth rate of 16.24%. The portfolio is managed by Jessica Gauerke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 7.65%
10.1%
$24.318M
111,586 shares@ $217.94 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 5.86%
9.7%
$23.336M
482,644 shares@ $48.36 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
New Position
7.8%
$18.757M
370,480 shares@ $50.64 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 7.43%
6.69%
$16.106M
269,821 shares@ $59.7 avg price
FTMN
Fr Minnesota Muni Inc Etf
Recent Activity
Increased 22.15%
6.58%
$15.828M
1.775M shares@ $8.92 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.24%
6.43%
$15.477M
22,535 shares@ $686.82 avg price
FLMI
Franklin Dynamic Municipal B
Recent Activity
Increased 14.19%
5.6%
$13.465M
534,969 shares@ $25.18 avg price
ARKG
Ark Genomic Revolution Etf
Recent Activity
Increased 0.95%
3.7%
$8.891M
211,386 shares@ $42.07 avg price
ARKF
Ark Fintech Innovation Etf
Recent Activity
Increased 1.76%
3.11%
$7.479M
189,532 shares@ $39.47 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 27.26%
3.09%
$7.419M
104,132 shares@ $71.25 avg price

1-10 of 80