13F Filings History of Greater Midwest Financial Group, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$178,938,691
Signature - Title
Robert Phillips - President & Chief Compliance Officer
Location
St. Paul, MN
Summary
This page shows a list of all the recent 13F filings made by Greater Midwest Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greater Midwest Financial Group, LLC reported 65 stock holdings with total value $178,938,691 as of Q4 2025. Top holdings included OAKM, LSGR, MSFT, GOOGL, and BAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $178,938,691 +$34,496,317 -$10,733,299 +$23,763,018 OAKM, LSGR, MSFT, GOOGL, BAI 13F-HR 17 Feb 2026, 10:19
Q3 2025 61 $154,882,313 +$38,437,776 -$22,714,388 +$15,723,388 OAKM, LSGR, MSFT, GOOGL, AMZN 13F-HR 05 Nov 2025, 14:28
Q2 2025 55 $130,941,386 +$21,062,523 -$49,268,043 -$28,205,520 MSFT, AMZN, GOOGL, NFLX, CRM 13F-HR 04 Aug 2025, 18:32
Q1 2025 54 $143,462,932 +$10,739,685 -$12,435,266 -$1,695,581 MSFT, AVUV, GPIX, AMZN, AAPL 13F-HR 30 Apr 2025, 17:52
Q4 2024 56 $157,981,003 +$27,899,407 -$48,671,743 -$20,772,336 MSFT, AAPL, AVUV, GOOGL, AMZN 13F-HR 17 Jan 2025, 19:19
Q3 2024 59 $170,432,749 +$9,903,191 -$4,537,906 +$5,365,285 MSFT, SPY, FDVV, AAPL, GPIX 13F-HR 16 Oct 2024, 17:15
Q2 2024 53 $147,545,900 +$36,174,530 -$43,056,186 -$6,881,656 MSFT, SPY, FDVV, AAPL, GPIX 13F-HR 23 Sep 2024, 10:41
Q1 2024 51 $159,705,523 +$20,694,688 -$20,660,054 +$34,634 JEPI, MSFT, QQQ, FDVV, GOOGL 13F-HR 23 Sep 2024, 10:41
Q4 2023 52 $146,999,866 $0 $0 $0 JEPI, MSFT, FDVV, AAPL, GOOGL 13F-HR 23 Sep 2024, 10:41