Greater Midwest Financial Group, LLC
All 13F Filings
- Location
- St. Paul, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 186,132
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 65 | 186,132 | 13F-HR | Greater Midwest Financial Group, LLC |
| Q4 2025 | 2/17/2026 | 65 | 178,939 | 13F-HR | Greater Midwest Financial Group, LLC |
| Q3 2025 | 11/5/2025 | 61 | 154,882 | 13F-HR | Greater Midwest Financial Group, LLC |
| Q2 2025 | 8/5/2025 | 55 | 130,941 | 13F-HR | Greater Midwest Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.7 K | 62.7% | 0 | 48.74 K | -48.74 K |
| ETFs | 67.76 K | 36.4% | 57.97 K | 0 | 57.97 K |
| Debt | 1.672 K | 0.9% | 0 | 2.036 K | -2.036 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
186,132
Holdings
65
QoQ value change ($000)
7,193
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.