13F filer

Midwest Trust

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 2077080 SEC filings ↗

13F Value

$8.99B

Positions

633

Top Position

AAPL5.4%

Top 5

19.9%

Latest filing changes

vs Jun 30, 2026

1 META Meta Platforms +21.2%+$26.2M

2 BRK.B Berkshire Hathaway Class B +13.0%+$14.5M

3 GEV GE Vernova +184.5%+$14.0M

4 MRVL Marvell Technology >999%+$13.9M

5 GOOG Alphabet Class C +8.2%+$10.7M

Holdings633

#							Trend (4Q)
1	AAPL Apple	5.4%	$484.5M	+1.6%	1.45M	4.7%		Common Stock
2	MSFT Microsoft	4.6%	$413.9M	-0.2%	807.0K	3.4%		Common Stock
3	NVDA NVIDIA	4.4%	$393.7M	-0.2%	1.72M	3.9%		Common Stock
4	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	3.1%	$275.6M	-2.9%	3.51M	3.3%		ETF
5	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 655,175 reported quantity $225,432,496 reported value	2.5%	$225.4M	-1.0%	655.2K	2.7%		Common Stock
6	AMZN Amazon	2.5%	$224.6M	-2.3%	901.3K	2.5%		Common Stock
7	AVGO Broadcom	1.9%	$174.6M	-6.9%	497.2K	2.3%		Common Stock
8	JPM JPMorgan Chase	1.9%	$168.6M	-0.5%	509.8K	1.9%		Common Stock
9	META Meta Platforms	1.7%	$150.0M	+21.2%	206.8K	1.1%		Common Stock
10	GVI iShares Intermediate Government/Credit Bond ETF	1.6%	$144.5M	+3.8%	1.40M	1.6%		ETF
11	GOOG Alphabet Class C	1.6%	$141.5M	+8.2%	415.1K	1.5%		Common Stock
12	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.4%	$130.0M	+3.7%	1.84M	1.4%		ETF
13	ABBV AbbVie	1.4%	$127.6M	-0.4%	487.7K	1.4%		Common Stock
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 253,589 reported quantity $126,274,643 reported value	1.4%	$126.3M	+13.0%	253.6K	1.3%		Common Stock
15	XOM ExxonMobil Filing details 30233Q108 Sep 30, 2026 702,408 reported quantity $114,316,902 reported value	1.3%	$114.3M	—	702.4K	1.1%	—	Common Stock
16	CAT Caterpillar	1.2%	$110.9M	-3.9%	136.7K	1.7%		Common Stock
17	DFAS Dimensional U.S. Small Cap ETF	1.1%	$102.4M	-0.5%	1.32M	1.2%		ETF
18	MRK Merck	1.1%	$101.4M	-5.5%	697.6K	1.1%		Common Stock
19	CSCO Cisco Systems	1.1%	$97.8M	-11.8%	909.0K	1.4%		Common Stock
20	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$95.7M	+1.0%	136.5K	1.1%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing26

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.