SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Midwest Trust Co

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

Reported Value
$8.0B
Q4 2025
Positions
588
Filings on Record
4
2019–present window
Filed
Feb 4, 2026
original filing

Summary

Midwest Trust Co reported $8.0B in U.S.-listed holdings across 588 positions for Q4 2025.

Its largest position, AAPL, represents 4.9% of the portfolio.

Compared with Q3 2025, the fund opened 24 new positions and exited 17.

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: 69.9%ETP: 25.7%Other: 2.9%REIT: 0.8%ADR: 0.6%Other: 0.1%
  • Common Stock · 69.9% · $5.6B
  • ETP · 25.7% · $2.1B
  • Other · 2.9% · $230M
  • REIT · 0.8% · $63M
  • ADR · 0.6% · $52M
  • Other · 0.1% · $9M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 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 ↗.