DOSSIER · 13F-HR · Q1 2026

Midwest Trust Co

$8.0B in tracked AUM across 593 positions as of Q1 2026.

MT
CIK 0002077080 · last filed Mar 31, 2026
Total AUM
$8.0B
as of Q1 2026
Holdings
593
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Midwest Trust Co reported $8.0B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AAPL, NVDA, VO. Notable moves this quarter: MSFT INCREASED ($-69.4M); XOM INCREASED (+$38.2M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

Midwest Trust Co entered 2026-03-31 with $8.0B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$368M1.4M4.6%
02
NVDA
NVIDIA CORPORATION
$306M1.8M3.8%
03
VO
VANGUARD INDEX FDS
$295M1.0M3.7%
04
MSFT
MICROSOFT CORP
$289M779K3.6%
05
GOOGL
ALPHABET INC
$205M712K2.6%
06
AMZN
AMAZON COM INC
$194M933K2.4%
07
AVGO
BROADCOM INC
$166M535K2.1%
08
GVI
ISHARES TR
$135M1.3M1.7%
09
JPM
JPMORGAN CHASE & CO
$132M448K1.6%
10
XOM
EXXON MOBIL CORP
$121M711K1.5%

Filing history

2026Q1Mar 31
$8.0B 0.0%
593 positionsView →
2025Q4Dec 31
$8.0B 4.3%
588 positionsView →
2025Q3Sep 30
$7.7B 6.4%
581 positionsView →
2025Q2Jun 30
$7.2B
588 positionsLocked