StockDrifts LogoStockDrifts

Greater Midwest Financial Group, LLC

Portfolio Manager
Greater Midwest Financial Group, LLC
Performance
-8.12% (2026 Q1)
AUM (13F)
$186.13M
# of Holdings
65
Performance Rank
Allocation (Top 20)
78.57%

Greater Midwest Financial Group, LLC Holdings Map

Top 50 Greater Midwest Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
OAKM
HARRIS OAKMARK ETF TRUST
7.8%526.9K$14.5M
-3.35%(-18.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 539.4K shares2025-Q4: 545.2K shares2026-Q1: 526.9K shares
$26.24(+4.75%)
2026-03-31
LSGR
NATIXIS ETF TRUST II
7.39%349.1K$13.8M
+7.44%(+24.16K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 313.8K shares2025-Q4: 325.0K shares2026-Q1: 349.1K shares
$43.10(+6.39%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
7.19%121.1K$13.4M
+92.84%(+58.30K)
2025-Q1: 144.1K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 62.8K shares2026-Q1: 121.1K shares
$100.92(+16.74%)
2026-03-31
MSFT
MICROSOFT CORP
6.4%32.2K$11.9M
+16.36%(+4.53K)
2025-Q1: 40.2K shares2025-Q2: 34.6K shares2025-Q3: 26.5K shares2025-Q4: 27.7K shares2026-Q1: 32.2K shares
$372.28(+8.85%)
2026-03-31
GOOGL
ALPHABET INC
5.45%35.3K$10.1M
-6.86%(-2.60K)
2025-Q1: 67.5K shares2025-Q2: 59.7K shares2025-Q3: 41.5K shares2025-Q4: 37.9K shares2026-Q1: 35.3K shares
$138.78(+190.11%)
2026-03-31
CSNR
COHEN & STEERS ETF TRUST
5.05%250.3K$9.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 250.3K shares
$34.23(+10.10%)
2026-03-31
BAI
BLACKROCK ETF TRUST
4.5%254.2K$8.4M
+1.51%(+3.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 250.4K shares2026-Q1: 254.2K shares
$33.72(+43.59%)
2026-03-31
AMZN
AMAZON COM INC
4.46%39.9K$8.3M
+11.83%(+4.22K)
2025-Q1: 56.7K shares2025-Q2: 50.6K shares2025-Q3: 33.7K shares2025-Q4: 35.7K shares2026-Q1: 39.9K shares
$157.21(+71.83%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.13%44.0K$7.7M
+14.20%(+5.48K)
2025-Q1: 20.8K shares2025-Q2: 33.4K shares2025-Q3: 33.9K shares2025-Q4: 38.6K shares2026-Q1: 44.0K shares
$135.71(+66.41%)
2026-03-31
META
META PLATFORMS INC
3.68%12.0K$6.8M
-4.37%(-547)
2025-Q1: 8.2K shares2025-Q2: 8.3K shares2025-Q3: 9.4K shares2025-Q4: 12.5K shares2026-Q1: 12.0K shares
$585.57(+5.30%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Greater Midwest Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all