Greater Midwest Financial Group, LLC (CIK: 0002025409) is a financial institution headquartered at 3222 Rice Street, , St. Paul, Minnesota 55126-3047. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $212.99 M, comprising 69 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 56.0%. Quarterly turnover: 4.5%. ▲ 6 new, +41 added, −18 reduced, ×4 exited.

Top Buys

Q3 2026

1. UJUL Innovator Us Equity Ultra Buffer Etf - July

+$9.78 M

2. BAI Ishares Ai Innovation And Tech Active Etf

+$823,701.45

3. QQQ Invesco Qqq Trust Series I

+$452,020.83

4. GRID First Trst Nasd Cl Edg Sgiif

+$375,972

5. AVUV Avantis Us Small Cap Value Etf

+$214,812.39

Top Sells

Q3 2026

1. MU Micron Technology

−$3.35 M

2. PANW Palo Alto Networks

−$1.49 M

3. CRWD Crowdstrike Holdings

−$1.48 M

4. FTNT Fortinet

−$1.27 M

5. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf

−$419,904

Stocks/ETFs

+4.81%

$210.26 M 98.72%

Options

+100.00%

$2.73 M 1.28%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Ai Innovation And Tech Active Etf ETF-BAI	427,852	$20.19 M	9.48%	▲ 17,455	Add 4.3%
Microsoft Corporation MSFT	32,624	$16.73 M	7.86%	▼ 248	Reduce -0.8%
Avantis Us Small Cap Value Etf ETF-AVUV	122,560	$14.43 M	6.78%	▲ 1,824	Add 1.5%
Alphabet GOOGL	34,942	$12.02 M	5.64%	▲ 423	Add 1.2%
Nvidia Corporation NVDA	43,829	$10.01 M	4.70%	▲ 306	Add 0.7%
Innovator Us Equity Ultra Buffer Etf - July ETF-UJUL	236,279	$9.78 M	4.59%	▲ 236,279	New Buy
Amazoncom AMZN	39,137	$9.75 M	4.58%	▼ 333	Reduce -0.8%
Meta Platforms META	12,717	$9.22 M	4.33%	▼ 22	Reduce -0.2%
Natixis Loomis Sayles Focused Growth Etf ETF-LSGR	179,516	$8.07 M	3.79%	▼ 1,413	Reduce -0.8%
Micron Technology MU	7,071	$7.53 M	3.54%	▼ 3,144	Reduce -30.8%

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Greater Midwest Financial Group, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Greater Midwest Financial Group, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 12 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Greater Midwest Financial Group, LLC Quarterly 13F Statistics

Discover detailed insights into Greater Midwest Financial Group, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Greater Midwest Financial Group, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Greater Midwest Financial Group, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Greater Midwest Financial Group, LLC 13F Filings, Portfolio & Analysis

Greater Midwest Financial Group, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Greater Midwest Financial Group, LLC's Portfolio

Greater Midwest Financial Group, LLC Quarterly 13F Statistics

Greater Midwest Financial Group, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)