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Jessica Gauerke

Midwest Financial Partners Investments, Inc.

Assets Managed
$188.573M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
4.79%(2Q avg: 2.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwest Financial Partners Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 188.573M in assets, with a quarterly growth rate of 4.79% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by Jessica Gauerke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 6.77%
11.57%
$21.803M
455,947 shares@ $47.83 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.83%
10.79%
$20.338M
103,659 shares@ $196.21 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 7.3%
7.2%
$13.576M
251,169 shares@ $54.06 avg price
FTMN
Fr Minnesota Muni Inc Etf
Recent Activity
Increased 8.04%
6.73%
$12.688M
1.453M shares@ $8.74 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 19.23%
6.42%
$12.106M
20,259 shares@ $597.56 avg price
FLMI
Franklin Dynamic Municipal B
Recent Activity
Increased 6.11%
6.16%
$11.615M
468,525 shares@ $24.8 avg price
ARKF
Ark Fintech Innovation Etf
Recent Activity
Increased 0.73%
3.76%
$7.08M
186,264 shares@ $38.02 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Increased 5.93%
3.2%
$6.017M
42,544 shares@ $141.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.1%
3.16%
$5.952M
23,454 shares@ $253.8 avg price
ARKG
Ark Genomic Revolution Etf
Recent Activity
Increased 2.07%
2.94%
$5.533M
209,416 shares@ $26.43 avg price

1-10 of 76