Greater Midwest Financial Group, LLC

CIK 0002025409 • 6 13F filings • May 1, 2025 – Jul 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $154.9M61 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.9M	2.5%	28,958 SH	New
ABBVIE INC	COM	$751K	0.5%Prev: 0.4%	3,242 SH	Decreased+91 SH
ADVANCED MICRO DEVICES INC	COM	$1.7M	1.1%Prev: 2.1%	10,208 SH	Decreased+3,122 SH
ALLSTATE CORP	COM	$308K	0.2%Prev: 0.2%	1,433 SH	Decreased-67 SH
ALPHABET INC	CAP STK CL A	$10.1M	6.5%Prev: 6.1%	41,535 SH	Decreased+7,016 SH
ALPHABET INC	CAP STK CL C	$250K	0.2%Prev: 0.1%	1,029 SH	Increased+353 SH
AMAZON COM INC	COM	$7.4M	4.8%Prev: 4.7%	33,737 SH	Decreased-5,733 SH
APPLE INC	COM	$3.4M	2.2%Prev: 1.8%	13,314 SH	Decreased+583 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	2.9%Prev: 3.2%	9,001 SH	Decreased-3,759 SH
BROADCOM INC	COM	$756K	0.5%Prev: 0.5%	2,291 SH	Decreased-183 SH
CISCO SYS INC	COM	$308K	0.2%Prev: 0.3%	4,503 SH	Decreased-19 SH
CROWDSTRIKE HLDGS INC	CL A	$3.8M	2.4%Prev: 1.8%	7,696 SH	Increased+2,944 SH
DELL TECHNOLOGIES INC	CL C	$2.8M	1.8%Prev: 0.2%	19,552 SH	Increased+18,844 SH
ELI LILLY & CO	COM	$1.1M	0.7%Prev: 2.4%	1,380 SH	Decreased-2,563 SH
EMERSON ELEC CO	COM	$290K	0.2%Prev: 0.2%	2,214 SH	Decreased-27 SH
FORTINET INC	COM	$1.4M	0.9%Prev: 1.7%	16,913 SH	Decreased-4,794 SH
GE AEROSPACE	COM NEW	$242K	0.2%Prev: 0.2%	804 SH	Decreased-2 SH
GOLDMAN SACHS GROUP INC	COM	$335K	0.2%Prev: 0.2%	421 SH	Increased+96 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$14.4M	9.3%Prev: 0.1%	539,437 SH	Increased+530,683 SH
HOME DEPOT INC	COM	$317K	0.2%Prev: 0.1%	783 SH	Increased+129 SH
INTERNATIONAL BUSINESS MACHS	COM	$424K	0.3%Prev: 0.2%	1,502 SH	Decreased-26 SH
INVESCO QQQ TR	UNIT SER 1	$392K	0.3%Prev: 3.1%	653 SH	Decreased-7,852 SH
ISHARES TR	CORE DIV GRWTH	$352K	0.2%Prev: 0.2%	5,166 SH	Increased+655 SH
ISHARES TR	IBONDS DEC 2030	$1.8M	1.1%	79,713 SH	New
ISHARES TR	IBONDS DEC 2031	$421K	0.3%Prev: 0.2%	19,848 SH	Decreased-767 SH
ISHARES TR	IBONDS DEC 2032	$319K	0.2%Prev: 0.2%	13,804 SH	Increased+328 SH
ISHARES TR	IBONDS DEC 2033	$552K	0.4%Prev: 0.3%	22,388 SH	Decreased-1,468 SH
ISHARES TR	IBONDS DEC 2034	$412K	0.3%Prev: 0.2%	15,550 SH	Increased+1,502 SH
ISHARES TR	MSCI USA MIN VOL	$731K	0.5%	7,680 SH	New
ISHARES TR	S&P MC 400GR ETF	$261K	0.2%Prev: 0.2%	2,718 SH	Decreased-12 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.7M	3.7%	100,218 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$5.0M	3.2%Prev: 0.2%	86,451 SH	Increased+79,619 SH
JOHNSON CTLS INTL PLC	SHS	$2.9M	1.8%	25,950 SH	New
JPMORGAN CHASE & CO.	COM	$3.4M	2.2%	10,840 SH	New
LAM RESEARCH CORP	COM NEW	$1.9M	1.2%Prev: 3.8%	14,061 SH	Decreased-3,465 SH
MCDONALDS CORP	COM	$218K	0.1%	718 SH	New
MCKESSON CORP	COM	$1.2M	0.8%Prev: 2.8%	1,504 SH	Decreased-5,844 SH
MERCK & CO INC	COM	$365K	0.2%Prev: 0.4%	4,354 SH	Decreased-1,690 SH
META PLATFORMS INC	CL A	$6.9M	4.5%Prev: 3.6%	9,415 SH	Decreased-3,324 SH
MICRON TECHNOLOGY INC	COM	$2.1M	1.4%Prev: 5.9%	12,700 SH	Decreased+2,485 SH
MICROSOFT CORP	COM	$13.7M	8.9%Prev: 6.1%	26,501 SH	Increased-6,371 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$13.9M	9.0%Prev: 3.8%	313,754 SH	Increased+132,825 SH
NETFLIX INC	COM	$6.5M	4.2%	5,441 SH	New
NEXTERA ENERGY INC	COM	$1.5M	1.0%Prev: 1.1%	19,643 SH	Decreased-5,119 SH
NVIDIA CORPORATION	COM	$6.3M	4.1%Prev: 4.3%	33,926 SH	Decreased-9,597 SH
ORACLE CORP	COM	$1.1M	0.7%Prev: 0.3%	3,819 SH	Increased-141 SH
PALO ALTO NETWORKS INC	COM	$3.4M	2.2%Prev: 1.9%	16,679 SH	Decreased+5,284 SH
PROCTER AND GAMBLE CO	COM	$306K	0.2%	1,991 SH	New
QUALCOMM INC	COM	$2.3M	1.5%Prev: 1.5%	13,933 SH	Decreased-2,194 SH
SALESFORCE INC	COM	$4.0M	2.6%	16,818 SH	New
T-MOBILE US INC	COM	$2.0M	1.3%	8,192 SH	New
TESLA INC	COM	$206K	0.1%Prev: 0.1%	464 SH	Decreased-162 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.1M	1.4%Prev: 1.4%	4,415 SH	Decreased-1,231 SH
TRANSOCEAN LTD	REGISTERED SHS	$31K	0.0%	10,000 SH	New
UNITEDHEALTH GROUP INC	COM	$292K	0.2%Prev: 0.2%	846 SH	Decreased+78 SH
US BANCORP DEL	COM NEW	$359K	0.2%	7,426 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$292K	0.2%	11,400 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$799K	0.5%Prev: 0.8%	2,448 SH	Decreased+143 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$256K	0.2%Prev: 0.2%	418 SH	Decreased-21 SH
VISA INC	COM CL A	$2.0M	1.3%	5,891 SH	New
WALMART INC	COM	$218K	0.1%Prev: 0.1%	2,112 SH	Increased+319 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.0M
AMERICAN CENTY ETF TR — $15.1M
APPLIED MATLS INC — $380K
BLACKROCK ETF TRUST — $21.6M
BRISTOL-MYERS SQUIBB CO — $3.9M
CATERPILLAR INC — $242K
CUMMINS INC — $3.6M
DELTA AIR LINES INC — $233K
EATON CORP PLC — $3.4M
ISHARES TR — $749K
JOHNSON & JOHNSON — $248K
JOHNSON CONTROLS INTERNATION — $336K
JPMORGAN CHASE & CO — $1.0M
NETFLIX INC. — $3.9M
NVENT ELEC PLC — $2.8M
PROCTER & GAMBLE CO — $332K
TE CONNECTIVITY PLC — $286K
US BANCORP — $435K
VALE S A — $2.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002025409-26-000007	—	View
Feb 17, 2026	Q4 2025	13F-HR	0002025409-26-000001	$178.9M	View
Nov 5, 2025