Midwest Professional Planners, LTD.

RIA/Wealth

Midwest Professional Planners, LTD. is a RIA/Wealth based in Wausau, WI led by Scott Matthew Wallschlaeger, reporting $554.3M in AUM as of Q3 2025 with 38% ETF concentration.

CEOScott Matthew Wallschlaeger

Portfolio Value: $409.9M
Positions: 148
Top Holding: SPY at 10.3%
Last Reported: Q3 2025

Address2610 Stewart Avenue, Suite 100, Wausau, WI, 54401, United States

Top Holdings

Largest long holdings in Midwest Professional Planners, LTD.'s portfolio (31.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$42.2M	10.30%	+$3.2M Bought	— 63.4K shares	Q4 2017 Held for 7y 11m
2 iShares Short Treasury Bond SHV	ETF ETF	$16.6M	4.05%	-$3.7M Sold	— 150.1K shares	Q4 2020 Held for 4y 11m
3 Nvidia NVDA	Semiconductors Technology	$15.1M	3.69%	-$88.1K Sold	0.00% 81.2K shares	Q4 2017 Held for 7y 11m
4 Broadcom Inc. AVGO	Semiconductors Technology	$14.1M	3.44%	-$146.5K Sold	0.00% 42.8K shares	Q1 2019 Held for 6y 8m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$7.9M	1.93%	-$29.0K Sold	0.00% 25.1K shares	Q4 2017 Held for 7y 11m
6 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$7.3M	1.78%	+$90.6K Bought	— 60.9K shares	Q2 2020 Held for 5y 5m
7 Lam Research LRCX	Semiconductors Technology	$7.0M	1.71%	+$17.3K Bought	0.00% 52.5K shares	Q1 2019 Held for 6y 8m
8 iShares MSCI EAFE EFA	ETF ETF	$6.8M	1.65%	-$3.0M Sold	— 72.4K shares	Q4 2017 Held for 7y 11m
9 iShares iBonds Dec 2026 Term Treasury IBTG	ETF ETF	$6.7M	1.64%	+$707.7K Bought	— 293.3K shares	Q1 2024 Held for 1y 8m
10 Microsoft MSFT	Software - Infrastructure Technology	$6.6M	1.61%	-$103.1K Sold	0.00% 12.7K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Midwest Professional Planners, LTD.'s latest filing

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Market Value

$409.9M

Prior: $379.8M

Q/Q Change

+7.93%

+$30.1M

Net Flows % of MV

-0.364%

Turnover Ratio

3.62%

New Purchases

3 stocks

$2.2M

Added To

64 stocks

+$8.5M

Sold Out Of

6 stocks

$3.2M

Reduced Holdings

74 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund SDCI	New	0 → 70.7K +$1.6M
2 Dimensional U.S. Equity DFUS	New	0 → 4.8K +$349.8K
3 Symbotic Inc. SYM	New	0 → 4.2K +$226.6K
4 Teradyne, Inc. TER	+162.06%	3.0K → 7.8K +$666.1K
5 Tesla, Inc. TSLA	+74.92%	929.0 → 1.6K +$309.5K

Decreased Positions

Position	Shares Δ	Change
1 NMFC New Mountain Finance NMFC	Sold	150.1K → 0 −$1.6M
2 Zoetis ZTS	Sold	3.1K → 0 −$484.3K
3 Marvell Technology, Inc. MRVL	Sold	4.8K → 0 −$374.0K
4 Kimberly-Clark KMB	Sold	2.5K → 0 −$319.6K
5 Exact Sciences EXAS	Sold	4.3K → 0 −$230.8K

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Analytics

Portfolio insights and performance metrics for Midwest Professional Planners, LTD.

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Sector Allocation

ETF

37.50%

Technology

21.70%

Financial Services

13.60%

Industrials

10.00%

Healthcare

4.30%

Energy

2.80%

Real Estate

2.60%

Consumer Defensive

2.00%

Communication Services

1.90%

Consumer Cyclical

1.10%

Utilities

1.00%

Market Cap Distribution

Mega Cap (> $200B)

27.70%

Large Cap ($10B - $200B)

28.55%

Mid Cap ($2B - $10B)

4.39%

Small Cap ($300M - $2B)

0.17%

N/A (ETF or Unknown)

39.19%

Portfolio Concentration

Top 10 Holdings %

31.81%

Top 20 Holdings %

46.15%

Top 50 Holdings %

73.64%

Top 100 Holdings %

94.32%