Greater Midwest Financial Group, LLC Portfolio Holdings

Greater Midwest Financial Group, LLC

  • $155 Billion
  • Q3 2025

Greater Midwest Financial Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Harris Oakmark ETF Trust with a value of $14.4B, Natixis ETF Trust Ii with a value of $13.9B, Microsoft Corp with a value of $13.7B, Alphabet Inc. with a value of $10.1B, and Amazon Com Inc with a value of $7.41B.

Examining the 13F form we can see an increase of $23.9B in the current position value, from $131B to 155B.

Greater Midwest Financial Group, LLC is based out at St. Paul, MN

Below you can find more details about Greater Midwest Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
Technology: $47.5 Billion
Communication Services: $25.7 Billion
ETFs: $13.8 Billion
Financial Services: $11 Billion
Healthcare: $9.64 Billion
Consumer Cyclical: $8.15 Billion
Industrials: $3.39 Billion
Utilities: $1.48 Billion
Other: $555 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Harris Oakmark ETF Trust
-
$14.4 Billion 9.33% of portfolio
-
Q3 2025 New
Natixis ETF Trust Ii
-
$13.9 Billion 9.0% of portfolio
-
Q3 2025 New
$3.78T
$13.7 Billion 8.86% of portfolio
26,501
Q3 2025 Reduced 23.48%
$1.65T
$10.1 Billion 6.52% of portfolio
41,535
Q3 2025 Reduced 30.38%
$2.39T
$7.41 Billion 4.78% of portfolio
33,737
Q3 2025 Reduced 33.38%
$1.37T
$6.91 Billion 4.46% of portfolio
9,415
Q3 2025 Added 12.97%
$49.1B
$6.52 Billion 4.21% of portfolio
5,441
Q3 2025 Added 2.2%
$465B
$6.33 Billion 4.09% of portfolio
33,926
Q3 2025 Added 1.64%
$0
$5.72 Billion 3.69% of portfolio
100,218
Q3 2025 Added 4.49%
$0
$4.97 Billion 3.21% of portfolio
86,451
Q3 2025 Added 8.31%
$662B
$4.53 Billion 2.92% of portfolio
9,001
Q3 2025 Added 5.72%
$237B
$3.99 Billion 2.57% of portfolio
16,818
Q3 2025 Reduced 30.57%
$228B
$3.88 Billion 2.5% of portfolio
28,958
Q3 2025 Added 15.79%
$115B
$3.77 Billion 2.44% of portfolio
7,696
Q3 2025 Added 3.23%
$881B
$3.42 Billion 2.21% of portfolio
10,840
Q3 2025 Added 1.86%
$61.4B
$3.4 Billion 2.19% of portfolio
16,679
Q3 2025 Added 5.48%
$81.8B
$2.85 Billion 1.84% of portfolio
25,950
Q3 2025 Added 0.77%
$34.7B
$2.77 Billion 1.79% of portfolio
19,552
Q3 2025 Added 2.92%
$187B
$2.32 Billion 1.5% of portfolio
13,933
Q3 2025 Added 7.82%
$222B
$2.14 Billion 1.38% of portfolio
4,415
Q3 2025 Added 5.34%
$268B
$2.12 Billion 1.37% of portfolio
12,700
Q3 2025 New
$533B
$2.01 Billion 1.3% of portfolio
5,891
Q3 2025 Added 20.08%
$269B
$1.96 Billion 1.27% of portfolio
8,192
Q3 2025 Added 5.2%
Lam Research Corp
-
$1.88 Billion 1.22% of portfolio
-
Q3 2025 New
$0
$1.77 Billion 1.14% of portfolio
79,713
Q3 2025 Reduced 2.45%
$388B
$1.65 Billion 1.07% of portfolio
10,208
Q3 2025 Reduced 0.41%
$168B
$1.48 Billion 0.96% of portfolio
19,643
Q3 2025 Added 16.17%
$64.9B
$1.42 Billion 0.92% of portfolio
16,913
Q3 2025 New
$121B
$1.16 Billion 0.75% of portfolio
1,504
Q3 2025 Added 1.08%
$593B
$1.07 Billion 0.69% of portfolio
3,819
Q3 2025 Added 0.18%
$971B
$1.05 Billion 0.68% of portfolio
1,380
Q3 2025 Added 1.92%
$0
$799 Million 0.52% of portfolio
2,448
Q3 2025 Reduced 0.49%
$139B
$756 Million 0.49% of portfolio
2,291
Q3 2025 Reduced 2.76%
$414B
$751 Million 0.48% of portfolio
3,242
Q3 2025 Added 37.49%
$0
$731 Million 0.47% of portfolio
7,680
Q3 2025 Added 0.39%
Ishares Tr
-
$552 Million 0.36% of portfolio
-
Q3 2025 Added 17.46%
$0
$421 Million 0.27% of portfolio
19,848
Q3 2025 Reduced 0.63%
$266B
$424 Million 0.27% of portfolio
1,502
Q3 2025 Added 0.67%
Ishares Tr
-
$412 Million 0.27% of portfolio
-
Q3 2025 Added 1.64%
$0
$392 Million 0.25% of portfolio
653
Q3 2025 Reduced 2.25%
$235B
$365 Million 0.24% of portfolio
4,354
Q3 2025 Added 0.35%
$67.6B
$359 Million 0.23% of portfolio
7,426
Q3 2025 Reduced 2.24%
$0
$352 Million 0.23% of portfolio
5,166
Q3 2025 Reduced 71.77%
$265B
$335 Million 0.22% of portfolio
421
Q3 2025 Reduced 7.06%
$0
$319 Million 0.21% of portfolio
13,804
Q3 2025 Reduced 64.14%
$57.9B
$308 Million 0.2% of portfolio
1,433
Q3 2025 Reduced 82.45%
$346B
$306 Million 0.2% of portfolio
1,991
Q3 2025 Added 5.18%
$319B
$308 Million 0.2% of portfolio
4,503
Q3 2025 Added 0.36%
$367B
$317 Million 0.2% of portfolio
783
Q3 2025 Added 0.51%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $155 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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