Greater Midwest Financial Group, LLC
All 13F Filings
- Location
- St. Paul, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 200,605
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 65 | 200,605 | 13F-HR | Greater Midwest Financial Group, LLC |
| 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 | 144.5 K | 72.0% | 27.76 K | 0 | 27.76 K |
| ETFs | 54.48 K | 27.2% | 0 | 13.29 K | -13.29 K |
| Debt | 1.678 K | 0.8% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
200,605
Holdings
65
QoQ value change ($000)
14,473
(7.8%)
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.