13F Filings History of Midwest Professional Planners, LTD.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$422,151,490
Signature - Title
Gery Sadzewicz - Chief Compliance Officer
Location
Wausau, WI
Summary
This page shows a list of all the recent 13F filings made by Midwest Professional Planners, LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Professional Planners, LTD. reported 142 stock holdings with total value $422,151,490 as of Q4 2025. Top holdings included SPY, SHV, NVDA, AVGO, and LRCX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 142 $422,151,490 +$39,784,976 -$33,242,810 +$6,542,166 SPY, SHV, NVDA, AVGO, LRCX 13F-HR 06 Feb 2026, 11:30
Q3 2025 148 $409,891,182 +$17,431,748 -$12,227,742 +$5,204,006 SPY, SHV, NVDA, AVGO, JPM 13F-HR 04 Nov 2025, 11:56
Q2 2025 149 $379,777,778 +$39,643,253 -$17,262,449 +$22,380,804 SPY, SHV, NVDA, AVGO, EFA 13F-HR 11 Aug 2025, 09:37
Q1 2025 155 $321,346,310 +$26,708,558 -$25,161,545 +$1,547,013 SPY, NVDA, EFA, AVGO, IEI 13F-HR 02 May 2025, 11:39
Q4 2024 152 $334,882,141 +$37,614,218 -$33,944,331 +$3,669,887 SPY, NVDA, AVGO, COST, JPM 13F-HR 10 Feb 2025, 10:44
Q3 2024 154 $327,100,610 +$39,917,745 -$17,476,334 +$22,441,411 SPY, NVDA, AVGO, IEI, COST 13F-HR 14 Nov 2024, 12:01
Q2 2024 147 $299,233,270 +$40,786,549 -$22,646,174 +$18,140,375 SPY, NVDA, AVGO, IWV, IEI 13F-HR 06 Aug 2024, 11:13
Q1 2024 147 $285,056,323 +$48,541,637 -$35,854,879 +$12,686,758 SPY, NVDA, AGG, EFA, AVGO 13F-HR 09 May 2024, 10:24
Q4 2023 129 $250,858,804 +$31,192,154 -$27,423,426 +$3,768,728 SPY, NVDA, AGG, EFA, MCO 13F-HR 15 Feb 2024, 12:49
Q3 2023 125 $222,363,285 +$20,348,171 -$17,397,947 +$2,950,224 SPY, AGG, NVDA, IJH, MCO 13F-HR 13 Nov 2023, 07:40
Q2 2023 124 $228,301,505 +$47,049,447 -$36,936,510 +$10,112,937 SPY, AGG, NVDA, IJH, AAPL 13F-HR 07 Aug 2023, 16:12
Q1 2023 121 $204,425,670 +$57,938,661 -$44,446,156 +$13,492,505 SPY, IWV, AGG, NVDA, EFA 13F-HR 15 May 2023, 14:04
Q4 2022 123 $180,676,042 +$17,565,096 -$18,147,344 -$582,248 SPY, AGG, IWB, MDY, IWV 13F-HR 10 Feb 2023, 14:22
Q3 2022 117 $167,593,000 +$25,856,445 -$24,392,349 +$1,464,096 SPY, AGG, IWV, IWB, MDY 13F-HR 10 Nov 2022, 16:42
Q2 2022 115 $177,298,000 +$25,523,795 -$23,943,459 +$1,580,336 SPY, IWV, AGG, SHY, IWB 13F-HR 09 Aug 2022, 12:08
Q1 2022 120 $203,288,000 +$37,864,754 -$30,369,053 +$7,495,701 SPY, AGG, IWV, IWB, MDY 13F-HR 11 May 2022, 12:15
Q4 2021 116 $205,852,000 +$13,090,252 -$11,363,845 +$1,726,407 SPY, AGG, IWV, IWB, MDY 13F-HR 10 Feb 2022, 16:51
Q3 2021 114 $188,539,000 +$31,075,859 -$28,113,886 +$2,961,973 SPY, AGG, IWB, IWV, MDY 13F-HR 08 Nov 2021, 12:29
Q2 2021 116 $191,938,000 +$56,263,863 -$4,245,977 +$52,017,886 AGG, SPY, IWV, IWB, MDY 13F-HR 10 Aug 2021, 14:25
Q1 2021 81 $22,453,000 $0 $0 $0 AGG, EMB, HYG, LPT, NKE 13F-HR 17 May 2021, 09:51
Q4 2020 112 $162,297,000 +$27,763,565 -$14,795,238 +$12,968,327 AGG, IWV, SPY, EEM, IWB 13F-HR 10 Mar 2021, 18:33
Q3 2020 106 $96,072,000 +$14,896,863 -$12,703,492 +$2,193,371 AGG, IWB, IWV, IEF, IEI 13F-HR 06 Nov 2020, 15:05
Q2 2020 107 $90,242,000 +$30,585,980 -$8,328,462 +$22,257,518 AGG, IWB, IWV, IWF, XLV 13F-HR 14 Aug 2020, 10:27
Q1 2020 81 $65,865,000 +$6,839,727 -$8,970,161 -$2,130,434 AGG, IWB, IWV, CWB, EEM 13F-HR 05 May 2020, 15:33
Q4 2019 92 $80,514,000 +$17,949,134 -$10,059,248 +$7,889,886 IWB, AGG, EFA, IWV, EEM 13F-HR 11 Feb 2020, 15:52
Q3 2019 91 $111,792,000 +$16,848,772 -$14,728,941 +$2,119,831 SPY, IWB, IWV, SHY, MDY 13F-HR 14 Nov 2019, 16:16
Q2 2019 91 $107,796,000 +$10,982,950 -$9,578,578 +$1,404,372 AGG, IWB, SHY, IWV, MDY 13F-HR 09 Aug 2019, 19:58
Q1 2019 89 $103,578,000 +$25,847,788 -$23,454,321 +$2,393,467 CWB, AGG, IWB, SHY, EEM 13F-HR 07 May 2019, 17:59
Q4 2018 80 $92,899,000 +$14,093,715 -$19,092,543 -$4,998,828 SHY, AGG, IWB, CWB, SPY 13F-HR 13 Feb 2019, 18:58
Q3 2018 85 $108,911,000 +$21,247,061 -$28,824,523 -$7,577,462 IWB, AGG, SHY, CWB, SPY 13F-HR 13 Nov 2018, 11:05
Q2 2018 330 $111,824,000 +$20,270,197 -$22,065,125 -$1,794,928 MDY, IWB, AGG, SHY, EFA 13F-HR 10 Aug 2018, 15:18
Q1 2018 330 $110,958,000 +$18,380,023 -$16,279,047 +$2,100,976 SHY, IWB, AGG, MDY, EEM 13F-HR 14 May 2018, 21:55
Q4 2017 342 $109,498,000 $0 $0 $0 IWB, AGG, CWB, MDY, SHY 13F-HR 12 Feb 2018, 17:44