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: $200.6M65 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.0M	0.5%	11,178 SH	New
ABBVIE INC	COM	$793K	0.4%Prev: 0.3%	3,151 SH	Increased+793 SH
ADVANCED MICRO DEVICES INC	COM	$4.1M	2.1%Prev: 1.1%	7,086 SH	Increased-3,164 SH
ALLSTATE CORP	COM	$357K	0.2%Prev: 1.3%	1,500 SH	Decreased-6,667 SH
ALPHABET INC	CAP STK CL A	$12.3M	6.1%Prev: 8.0%	34,519 SH	Increased-25,142 SH
ALPHABET INC	CAP STK CL C	$239K	0.1%	676 SH	New
AMAZON COM INC	COM	$9.4M	4.7%Prev: 8.5%	39,470 SH	Decreased-11,168 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$15.1M	7.5%	120,736 SH	New
APPLE INC	COM	$3.7M	1.8%Prev: 4.1%	12,731 SH	Decreased-13,575 SH
APPLIED MATLS INC	COM	$380K	0.2%	525 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.4M	3.2%Prev: 3.2%	12,760 SH	Increased+4,246 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$21.6M	10.8%	410,397 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$3.9M	2.0%	67,914 SH	New
BROADCOM INC	COM	$935K	0.5%Prev: 0.5%	2,474 SH	Increased+118 SH
CATERPILLAR INC	COM	$242K	0.1%	227 SH	New
CISCO SYS INC	COM	$531K	0.3%Prev: 0.2%	4,522 SH	Increased+35 SH
CROWDSTRIKE HLDGS INC	CL A	$3.6M	1.8%Prev: 2.9%	4,752 SH	Decreased-2,703 SH
CUMMINS INC	COM	$3.6M	1.8%	5,031 SH	New
DELL TECHNOLOGIES INC	CL C	$306K	0.2%Prev: 1.8%	708 SH	Decreased-18,290 SH
DELTA AIR LINES INC	COM NEW	$233K	0.1%	2,485 SH	New
EATON CORP PLC	SHS	$3.4M	1.7%	7,946 SH	New
ELI LILLY & CO	COM	$4.7M	2.4%Prev: 0.8%	3,943 SH	Increased+2,589 SH
EMERSON ELEC CO	COM	$321K	0.2%Prev: 0.2%	2,241 SH	Increased+32 SH
FORTINET INC	COM	$3.3M	1.7%	21,707 SH	New
GE AEROSPACE	COM NEW	$301K	0.2%Prev: 0.2%	806 SH	Increased+3 SH
GOLDMAN SACHS GROUP INC	COM	$328K	0.2%Prev: 0.2%	325 SH	Increased-128 SH
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$247K	0.1%	8,754 SH	New
HOME DEPOT INC	COM	$231K	0.1%Prev: 0.2%	654 SH	Decreased-125 SH
INTERNATIONAL BUSINESS MACHS	COM	$430K	0.2%Prev: 0.3%	1,528 SH	Decreased+36 SH
INVESCO QQQ TR	UNIT SER 1	$6.3M	3.1%Prev: 0.3%	8,505 SH	Increased+7,837 SH
ISHARES TR	CORE DIV GRWTH	$342K	0.2%Prev: 0.9%	4,511 SH	Decreased-13,787 SH
ISHARES TR	IBONDS DEC 2031	$430K	0.2%Prev: 0.3%	20,615 SH	Increased+642 SH
ISHARES TR	IBONDS DEC 2032	$306K	0.2%Prev: 0.7%	13,476 SH	Decreased-25,019 SH
ISHARES TR	IBONDS DEC 2033	$576K	0.3%Prev: 0.4%	23,856 SH	Increased+4,796 SH
ISHARES TR	IBONDS DEC 2034	$366K	0.2%Prev: 0.3%	14,048 SH	Decreased-1,251 SH
ISHARES TR	MSCI USA MIN ETF	$749K	0.4%	7,768 SH	New
ISHARES TR	S&P MC 400GR ETF	$321K	0.2%Prev: 0.2%	2,730 SH	Increased+17 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$420K	0.2%Prev: 3.3%	6,832 SH	Decreased-72,987 SH
JOHNSON & JOHNSON	COM	$248K	0.1%	975 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$336K	0.2%	2,297 SH	New
JPMORGAN CHASE & CO	COM	$1.0M	0.5%	3,062 SH	New
LAM RESEARCH CORP	COM NEW	$7.6M	3.8%	17,526 SH	New
MCKESSON CORP	COM	$5.6M	2.8%Prev: 0.8%	7,348 SH	Increased+5,860 SH
MERCK & CO INC	COM	$777K	0.4%Prev: 0.3%	6,044 SH	Increased+1,705 SH
META PLATFORMS INC	CL A	$7.2M	3.6%Prev: 4.7%	12,739 SH	Increased+4,405 SH
MICRON TECHNOLOGY INC	COM	$11.8M	5.9%	10,215 SH	New
MICROSOFT CORP	COM	$12.3M	6.1%Prev: 13.2%	32,872 SH	Decreased-1,760 SH
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$7.6M	3.8%	180,929 SH	New
NETFLIX INC.	COM	$3.9M	2.0%	54,998 SH	New
NEXTERA ENERGY INC	COM	$2.2M	1.1%Prev: 0.9%	24,762 SH	Increased+7,853 SH
NVENT ELEC PLC	SHS	$2.8M	1.4%	16,356 SH	New
NVIDIA CORPORATION	COM	$8.7M	4.3%Prev: 4.0%	43,523 SH	Increased+10,146 SH
ORACLE CORP	COM	$580K	0.3%Prev: 0.6%	3,960 SH	Decreased+148 SH
PALO ALTO NETWORKS INC	COM	$3.9M	1.9%Prev: 2.5%	11,395 SH	Increased-4,418 SH
PROCTER & GAMBLE CO	COM	$332K	0.2%	2,262 SH	New
QUALCOMM INC	COM	$3.0M	1.5%Prev: 1.6%	16,127 SH	Increased+3,204 SH
TE CONNECTIVITY PLC	ORD SHS	$286K	0.1%	1,419 SH	New
TESLA INC	COM	$263K	0.1%	626 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.8M	1.4%Prev: 1.3%	5,646 SH	Increased+1,455 SH
UNITEDHEALTH GROUP INC	COM	$319K	0.2%Prev: 1.5%	768 SH	Decreased-5,611 SH
US BANCORP	COM NEW	$435K	0.2%	7,204 SH	New
VALE S A	SPONSORED ADS	$2.9M	1.4%	190,862 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	0.8%Prev: 0.5%	2,305 SH	Increased-155 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$302K	0.2%Prev: 0.2%	439 SH	Increased+21 SH
WALMART INC	COM	$203K	0.1%Prev: 0.2%	1,793 SH	Decreased-315 SH

Sold (vs prior filing)

ABBOTT LABS — $3.4M
ISHARES TR — $379K
ISHARES TR — $1.8M
ISHARES TR — $718K
J P MORGAN EXCHANGE TRADED F — $5.5M
JOHNSON CTLS INTL PLC — $2.7M
JPMORGAN CHASE & CO. — $3.1M
MCDONALDS CORP — $209K
NETFLIX INC — $7.1M
PROCTER AND GAMBLE CO — $302K
SALESFORCE INC — $6.6M
T-MOBILE US INC — $1.9M
TRANSOCEAN LTD — $26K
US BANCORP DEL — $344K
VANECK ETF TRUST — $287K
VISA INC — $1.7M

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