SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Midwest Trust Co

CIK 0002077080 · 5901 COLLEGE BLVD, OVERLAND PARK, KS, 66211 · 9136630600

Reported Value
$7.2B
Q2 2025
Positions
588
Filings on Record
4
2019–present window
Filed
Aug 7, 2025
original filing

Summary

Midwest Trust Co reported $7.2B in U.S.-listed holdings across 588 positions for Q2 2025.

Its largest position, MSFT, represents 5.1% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $7.2BQ2 ’25Q3 ’25: $7.7BQ3 ’25Q4 ’25: $8.0BQ4 ’25Q1 ’26: $8.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 70.4%ETP: 24.6%Other: 3.1%REIT: 0.9%ADR: 0.8%Other: 0.1%
  • Common Stock · 70.4% · $5.1B
  • ETP · 24.6% · $1.8B
  • Other · 3.1% · $224M
  • REIT · 0.9% · $68M
  • ADR · 0.8% · $60M
  • Other · 0.1% · $9M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.0B593May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$8.0B588Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.7B581Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.2B588Aug 7, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.