Midwest Professional Planners, LTD. ETF holdings
Wausau, WI
Reported $188.1M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$188.1M
ETFs held
32
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
36.9%
of $510.3M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $54.1M | 72,460 | +4,610 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $12.6M | 113,969 | −41,505 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $10.6M | 137,108 | +52,821 shares |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $9.0M | 393,713 | +28,893 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $8.4M | 71,494 | +4,419 shares |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $7.0M | 313,050 | +48,361 shares |
| EFA | iShares MSCI EAFE ETF | $6.9M | 66,600 | −31,993 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $6.8M | 68,382 | +4,784 shares |
| IWV | iShares Russell 3000 ETF | $6.5M | 15,165 | +105 shares |
| EEM | iShares MSCI Emerging Markets ETF | $6.3M | 92,315 | −3,145 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001730575. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Midwest Professional Planners, LTD. own?
Midwest Professional Planners, LTD. reported 32 ETF positions worth $188.1M in its Form 13F for June 30, 2026. The largest was SPY, at $54.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.