Midwest Professional Planners, LTD.
All 13F Filings
- Location
- Wausau, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 510,299
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 131 | 510,299 | 13F-HR | Midwest Professional Planners, LTD. |
| Q1 2026 | 5/5/2026 | 137 | 424,529 | 13F-HR | Midwest Professional Planners, LTD. |
| Q4 2025 | 2/6/2026 | 142 | 422,151 | 13F-HR | Midwest Professional Planners, LTD. |
| Q3 2025 | 11/4/2025 | 148 | 409,891 | 13F-HR | Midwest Professional Planners, LTD. |
| Q2 2025 | 8/11/2025 | 149 | 379,778 | 13F-HR | Midwest Professional Planners, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 322.2 K | 63.1% | 66.03 K | 0 | 66.03 K |
| ETFs | 166.2 K | 32.6% | 16.52 K | 0 | 16.52 K |
| Debt | 21.85 K | 4.3% | 3.224 K | 0 | 3.224 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
510,299
Holdings
131
QoQ value change ($000)
85,770
(20.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.