DOSSIER · 13F-HR · Q2 2026

Midwest Trust Co

$8.8B in tracked AUM across 606 positions as of Q2 2026.

MT
CIK 0002077080 · last filed Jun 30, 2026
Total AUM
$8.8B
as of Q2 2026
Holdings
606
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$415M1.4M4.7%
02
NVDA
NVIDIA CORPORATION
$346M1.7M3.9%
03
MSFT
MICROSOFT CORP
$302M808K3.4%
04
VO
VANGUARD INDEX FDS
$292M3.6M3.3%
05
GOOGL
ALPHABET INC
$236M662K2.7%
06
AMZN
AMAZON COM INC
$220M923K2.5%
07
AVGO
BROADCOM INC
$202M534K2.3%
08
JPM
JPMORGAN CHASE & CO
$168M512K1.9%
09
CAT
CATERPILLAR INC
$151M142K1.7%
10
GVI
ISHARES TR
$143M1.4M1.6%

Filing history

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 positionsView →
2025Q2Jun 30
$7.2B
588 positionsLocked