Midwest Trust Co
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 8,017,724
- Description
- Overland Park Kansas based advisory led wealth manager with an independent operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for planning centered advisory portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through manager selection governance and decision traceability.
- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 593 | 8,017,724 | 13F-HR | Midwest Trust Co |
| Q4 2025 | 2/4/2026 | 588 | 8,014,571 | 13F-HR | Midwest Trust Co |
| Q3 2025 | 11/6/2025 | 581 | 7,684,280 | 13F-HR | Midwest Trust Co |
| Q2 2025 | 8/7/2025 | 588 | 7,222,237 | 13F-HR | Midwest Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.995 M | 74.8% | 0 | 2.019 M | -2.019 M |
| ETFs | 2.022 M | 25.2% | 2.022 M | 0 | 2.022 M |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
8,017,724
Holdings
593
QoQ value change ($000)
3,153
(0.0%)
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.