Greater Midwest Financial Group, LLC
CIK: 0002025409Latest portfolio: $178.9M · Q4 2025
Holdings
65
Total Value
$178.9M
New Positions
65
Closed Positions
0
Top Holdings
View All 65 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | OAKMHARRIS OAKMARK ETF TRUST | 545,177 | $15.5M | 8.64% | NEW | |
| 2 | LSGRNATIXIS ETF TRUST II | 324,961 | $14.5M | 8.13% | NEW | |
| 3 | MSFTMICROSOFT CORP | 27,669 | $13.4M | 7.48% | NEW | |
| 4 | GOOGLALPHABET INC | 37,875 | $11.9M | 6.62% | NEW | |
| 5 | BAIBLACKROCK ETF TRUST | 250,397 | $8.3M | 4.66% | NEW | |
| 6 | METAMETA PLATFORMS INC | 12,509 | $8.3M | 4.61% | NEW | |
| 7 | AMZNAMAZON COM INC | 35,661 | $8.2M | 4.60% | NEW | |
| 8 | NVDANVIDIA CORPORATION | 38,573 | $7.2M | 4.02% | NEW | |
| 9 | NFLXNETFLIX INC | 68,836 | $6.5M | 3.61% | NEW | |
| 10 | AVUVAMERICAN CENTY ETF TR | 62,790 | $6.4M | 3.58% | NEW | |
| 11 | JEPQJ P MORGAN EXCHANGE TRADED F | 95,099 | $5.5M | 3.09% | NEW | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,786 | $4.9M | 2.75% | NEW | |
| 13 | CRMSALESFORCE INC | 15,693 | $4.2M | 2.32% | NEW | |
| 14 | ABTABBOTT LABS | 31,799 | $4.0M | 2.23% | NEW | |
| 15 | CRWDCROWDSTRIKE HLDGS INC | 8,133 | $3.8M | 2.13% | NEW | |
| 16 | AAPLAPPLE INC | 13,388 | $3.6M | 2.03% | NEW | |
| 17 | JPMJPMORGAN CHASE & CO. | 11,251 | $3.6M | 2.03% | NEW | |
| 18 | PANWPALO ALTO NETWORKS INC | 17,689 | $3.3M | 1.82% | NEW | |
| 19 | JEPIJ P MORGAN EXCHANGE TRADED F | 54,804 | $3.1M | 1.75% | NEW | |
| 20 | DELLDELL TECHNOLOGIES INC | 21,804 | $2.7M | 1.53% | NEW | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 4,673 | $2.7M | 1.51% | NEW | |
| 22 | INTUINTUIT | 3,955 | $2.6M | 1.46% | NEW | |
| 23 | QCOMQUALCOMM INC | 15,249 | $2.6M | 1.46% | NEW | |
| 24 | MUMICRON TECHNOLOGY INC | 8,749 | $2.5M | 1.39% | NEW | |
| 25 | VVISA INC | 6,620 | $2.3M | 1.30% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.546114545833864e+61T)
Technology0.0% ($1.338171934157381e+61T)
Healthcare0.0% ($3984270714991235.5T)
Communication Services0.0% ($1185482.6T)
Consumer Cyclical0.0% ($8231.3T)
Unknown0.0% ($4919.5T)
Industrials0.0% ($2241.3T)
Consumer Defensive0.0% ($282.2M)
Utilities0.0% ($1.7M)
Filing History
Fund Information
Greater Midwest Financial Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.9M across 65 holdings. The largest position is HARRIS OAKMARK ETF TRUST (OAKM), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 65 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.