Midwest Trust Co.
Midwest Trust Company is an independent, state-chartered trust company headquartered in Overland Park, Kansas. Founded in 2016, it provides personal and institutional trust services, investment management, and estate administration. With approximately 100 employees, the firm specializes in helping clients manage, grow, and sustain their wealth through personalized solutions and disciplined strategies. The firm partners with clients' financial advisors, accountants, and attorneys, reflecting a client-centered approach for individuals, families, institutions, and philanthropic entities.
Investment Strategy
Midwest Trust develops personalized investment strategies tailored to each client's objectives, risk tolerance, values, and unique situations. By leveraging the expertise of trust officers and investment professionals, they focus on asset allocation, retirement planning, and comprehensive wealth management. The firm collaborates with affiliated investment advisers and emphasizes disciplined, goal-oriented strategies to provide peace of mind, continuity, and long-term growth while considering regulatory, legal, and tax implications in trust and estate planning.
Top Holdings
Equity Positions (585)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.05% | $364.8M | 733,310 | $497.41 | $497.41 | +$364.8M |
A AAPL | APPLE INC | 4.10% | $296.0M | 1,442,483 | $205.17 | $205.17 | +$296.0M |
N NVDA | NVIDIA CORPORATION | 3.98% | $287.1M | 1,817,112 | $157.99 | $157.99 | +$287.1M |
V VO | VANGUARD INDEX FDS | 3.67% | $265.2M | 947,793 | $279.83 | $279.83 | +$265.2M |
A AMZN | AMAZON COM INC | 2.77% | $199.8M | 910,879 | $219.39 | $219.39 | +$199.8M |