DOSSIER · 13F-HR · Q3 2026

Midwest Trust Co

$9.0B in tracked AUM across 633 positions as of Q3 2026.

MT
CIK 0002077080 · last filed Sep 30, 2026
Total AUM
$9.0B
as of Q3 2026
Holdings
633
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$484M1.5M5.4%
02
MSFT
MICROSOFT CORP
$414M807K4.6%
03
NVDA
NVIDIA CORPORATION
$394M1.7M4.4%
04
VO
VANGUARD INDEX FDS
$276M3.5M3.1%
05
GOOGL
ALPHABET INC
$225M655K2.5%
06
AMZN
AMAZON COM INC
$225M901K2.5%
07
AVGO
BROADCOM INC
$175M497K1.9%
08
JPM
JPMORGAN CHASE & CO
$169M510K1.9%
09
META
META PLATFORMS INC
$150M207K1.7%
10
GVI
ISHARES TR
$144M1.4M1.6%

Filing history

2026Q3Sep 30
$9.0B▲ 1.8%
633 positionsView →
2026Q2Jun 30
$8.8B▲ 10.1%
606 positionsView →
2026Q1Mar 31
$8.0B▲ 0.0%
593 positionsView →
2025Q4Dec 31
$8.0B▲ 4.3%
588 positionsView →
2025Q3Sep 30
$7.7B▲ 6.4%
581 positionsLocked
2025Q2Jun 30
$7.2B—
588 positionsLocked