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: $186.1M65 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.0M	0.6%	10,134 SH	New
ABBVIE INC	COM	$713K	0.4%Prev: 0.4%	3,277 SH	Increased+842 SH
ADVANCED MICRO DEVICES INC	COM	$2.3M	1.2%Prev: 0.7%	11,321 SH	Increased+1,378 SH
ALLSTATE CORP	COM	$313K	0.2%Prev: 1.1%	1,508 SH	Decreased-6,253 SH
ALPHABET INC	CAP STK CL A	$10.1M	5.4%Prev: 7.3%	35,276 SH	Decreased-32,219 SH
ALPHABET INC	CAP STK CL C	$295K	0.2%	1,030 SH	New
AMAZON COM INC	COM	$8.3M	4.5%Prev: 7.5%	39,880 SH	Decreased-16,812 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$13.4M	7.2%Prev: 8.8%	121,087 SH	Increased-23,022 SH
APPLE INC	COM	$3.4M	1.8%Prev: 7.4%	13,261 SH	Decreased-34,769 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	3.0%Prev: 3.1%	11,471 SH	Increased+3,165 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$8.4M	4.5%	254,173 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$3.4M	1.8%	56,148 SH	New
BROADCOM INC	COM	$722K	0.4%Prev: 0.3%	2,332 SH	Increased-252 SH
CISCO SYS INC	COM	$350K	0.2%Prev: 0.2%	4,509 SH	Increased+94 SH
COHEN & STEERS ETF TRUST	NATURAL RES ACTI	$9.4M	5.1%	250,318 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.9M	1.5%Prev: 1.8%	7,344 SH	Increased-91 SH
EATON CORP PLC	SHS	$2.8M	1.5%	7,876 SH	New
ELI LILLY & CO	COM	$3.6M	1.9%Prev: 0.8%	3,865 SH	Increased+2,525 SH
EMERSON ELEC CO	COM	$292K	0.2%Prev: 0.2%	2,232 SH	Increased-297 SH
FORTINET INC	COM	$1.8M	1.0%	21,889 SH	New
GE AEROSPACE	COM NEW	$228K	0.1%	805 SH	New
GOLDMAN SACHS GROUP INC	COM	$274K	0.1%Prev: 1.5%	324 SH	Decreased-3,587 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$14.5M	7.8%	526,934 SH	New
HOME DEPOT INC	COM	$223K	0.1%Prev: 0.2%	678 SH	Decreased-83 SH
INTERNATIONAL BUSINESS MACHS	COM	$369K	0.2%Prev: 0.3%	1,520 SH	Increased+48 SH
INTUIT	COM	$2.8M	1.5%	6,555 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.8M	2.6%Prev: 0.3%	8,257 SH	Increased+7,486 SH
ISHARES TR	CORE DIV GRWTH	$315K	0.2%Prev: 0.8%	4,492 SH	Decreased-14,503 SH
ISHARES TR	IBONDS DEC 2031	$427K	0.2%Prev: 0.3%	20,417 SH	Decreased-1,077 SH
ISHARES TR	IBONDS DEC 2032	$309K	0.2%Prev: 0.6%	13,476 SH	Decreased-24,381 SH
ISHARES TR	IBONDS DEC 2033	$574K	0.3%Prev: 0.3%	23,547 SH	Increased+5,519 SH
ISHARES TR	IBONDS DEC 2034	$362K	0.2%Prev: 0.3%	13,903 SH	Decreased-1,620 SH
ISHARES TR	MSCI USA MIN VOL	$718K	0.4%Prev: 0.5%	7,744 SH	Increased+121 SH
ISHARES TR	S&P MC 400GR ETF	$274K	0.1%Prev: 0.2%	2,727 SH	Increased+18 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$781K	0.4%	14,072 SH	New
JOHNSON & JOHNSON	COM	$238K	0.1%	975 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$301K	0.2%	2,302 SH	New
JPMORGAN CHASE & CO	COM	$898K	0.5%	3,052 SH	New
LAM RESEARCH CORP	COM NEW	$2.3M	1.2%Prev: 1.3%	10,642 SH	Increased-14,403 SH
MCDONALDS CORP	COM	$225K	0.1%Prev: 0.2%	724 SH	Increased+8 SH
MCKESSON CORP	COM	$5.1M	2.7%Prev: 0.7%	5,855 SH	Increased+4,371 SH
MERCK & CO INC	COM	$715K	0.4%Prev: 0.3%	5,947 SH	Increased+1,499 SH
META PLATFORMS INC	CL A	$6.8M	3.7%Prev: 3.3%	11,962 SH	Increased+3,811 SH
MICRON TECHNOLOGY INC	COM	$4.7M	2.5%	13,855 SH	New
MICROSOFT CORP	COM	$11.9M	6.4%Prev: 10.5%	32,195 SH	Decreased-7,989 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$13.8M	7.4%	349,125 SH	New
NETFLIX INC.	COM	$5.2M	2.8%	54,213 SH	New
NEXTERA ENERGY INC	COM	$2.3M	1.2%	24,233 SH	New
NVENT ELEC PLC	SHS	$3.1M	1.6%	25,799 SH	New
NVIDIA CORPORATION	COM	$7.7M	4.1%Prev: 1.6%	44,050 SH	Increased+23,282 SH
ORACLE CORP	COM	$582K	0.3%Prev: 0.4%	3,959 SH	Increased+184 SH
PALO ALTO NETWORKS INC	COM	$3.3M	1.8%Prev: 1.8%	20,789 SH	Increased+5,464 SH
PROCTER & GAMBLE CO	COM	$351K	0.2%	2,429 SH	New
QUALCOMM INC	COM	$2.3M	1.2%	17,664 SH	New
SALESFORCE INC	COM	$342K	0.2%Prev: 4.0%	1,831 SH	Decreased-19,627 SH
TE CONNECTIVITY PLC	ORD SHS	$359K	0.2%	1,719 SH	New
TESLA INC	COM	$232K	0.1%	624 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.4M	1.3%	4,817 SH	New
UNITEDHEALTH GROUP INC	COM	$221K	0.1%Prev: 1.9%	817 SH	Decreased-4,321 SH
US BANCORP	COM NEW	$372K	0.2%	7,143 SH	New
VALE S A	SPONSORED ADS	$3.0M	1.6%	186,895 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$297K	0.2%Prev: 0.2%	11,671 SH	Increased+556 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$915K	0.5%Prev: 0.4%	2,388 SH	Increased-184 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$262K	0.1%Prev: 0.2%	439 SH	Decreased-80 SH
WALMART INC	COM	$226K	0.1%	1,817 SH	New

Sold (vs prior filing)

ABBOTT LABS — $807K
APPLIED MATLS INC — $2.9M
CATERPILLAR INC — $2.1M
DELL TECHNOLOGIES INC — $1.7M
FIDELITY COVINGTON TRUST — $272K
GOLDMAN SACHS ETF TR — $11.3M
ISHARES TR — $1.6M
J P MORGAN EXCHANGE TRADED F — $5.1M
JOHNSON CTLS INTL PLC — $2.0M
JPMORGAN CHASE & CO. — $2.6M
NETFLIX INC — $4.9M
PALANTIR TECHNOLOGIES INC — $3.4M
PROGRESSIVE CORP — $203K
REGENERON PHARMACEUTICALS — $2.0M
TRANSOCEAN LTD — $32K
US BANCORP DEL — $316K

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