account_balance

Investment manager · 13F filer · SEC CIK 2025409

Greater Midwest Financial Group, LLC

Reported value$210Mas of Sep 30, 2026
Positions67 6 new, 4 sold out
Top 10 weight56.0%BAI alone is 10%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BAI BlackRock ETF Trust 9.6% Added +4%
MSFT Microsoft Corp 8.0% Held
AVUV American Centy ETF Tr 6.9% Held
GOOGL Alphabet Inc. 5.7% HeldNVDA NVIDIA Corp 4.8% Held
UJUL Innovator Etfs Trust 4.7% New
AMZN Amazon.com Inc 4.6% HeldMETA Meta Platforms, Inc. 4.4% Held
LSGR Natixis ETF Trust II 3.8% Held
MU Micron Technology Inc 3.6% Trimmed −31%
QQQ Invesco QQQ Tr 3.2% Added +7%
BRK-B Berkshire Hathaway Inc 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • UJUL $9.78M
  • GRID $376K
  • PLTR $213K
  • ICLO $204K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • JEPQ $420K
  • OAKM $247K
  • HD $231K
  • WMT $203K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist