Greater Midwest Financial Group, LLC holds a focused book of 65 stocks worth $200.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Cummins Inc and trimmed Avantis US Small Cap Value. Their largest long position is Ishrs AI In And Tech Act ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +42% (+20.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.4 points over this window.
Growth of $10,000 cloning Greater Midwest Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Greater Midwest Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 65 | $16.6B |
| MORGAN STANLEY | 77 / 65 | $585.1B |
| BANK OF AMERICA CORP /DE/ | 77 / 65 | $368.0B |
| ROYAL BANK OF CANADA | 77 / 65 | $158.7B |
| RAYMOND JAMES FINANCIAL INC | 77 / 65 | $103.7B |
| LPL Financial LLC | 77 / 65 | $66.2B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 65 | $57.3B |
| OSAIC HOLDINGS, INC. | 77 / 65 | $15.2B |
Ranked by how many of Greater Midwest Financial Group, LLC's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust ISHA I IN TE ETF | $21.6M | 410.4K | 10.8% | ▲+61% Added · +156K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $15.1M | 120.7K | 7.5% | ▼−0.3% Reduced · −351 sh | |
| 3 | Alphabet Inc CAP STK CL A | $12.3M | 34.5K | 6.1% | ▼−2.1% Reduced · −757 sh | |
| 4 | Microsoft Corp COM | $12.3M | 32.9K | 6.1% | ▲+2.1% Added · +677 sh | |
| 5 | Micron Technology Inc COM | $11.8M | 10.2K | 5.9% | ▼−26% Reduced · −4K sh | |
| 6 | Amazon Com Inc COM | $9.4M | 39.5K | 4.7% | ▼−1.0% Reduced · −410 sh | |
| 7 | Nvidia Corporation COM | $8.7M | 43.5K | 4.3% | ▼−1.2% Reduced · −527 sh | |
| 8 | Natixis ETF Trust II NATIXIS LOOMIS | $7.6M | 180.9K | 3.8% | ▼−48% Reduced · −168K sh | |
| 9 | Lam Research Corp COM NEW | $7.6M | 17.5K | 3.8% | ▲+65% Added · +7K sh | |
| 10 | Meta Platforms Inc CL A | $7.2M | 12.7K | 3.6% | ▲+6.5% Added · +777 sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $6.4M | 12.8K | 3.2% | ▲+11% Added · +1K sh | |
| 12 | Invesco QQQ TR UNIT SER 1 | $6.3M | 8.5K | 3.1% | ▲+3.0% Added · +248 sh | |
| 13 | McKesson Corp COM | $5.6M | 7.3K | 2.8% | ▲+25% Added · +1K sh | |
| 14 | Eli Lilly & Co COM | $4.7M | 3.9K | 2.4% | ▲+2.0% Added · +78 sh | |
| 15 | Advanced Micro Devices Inc COM | $4.1M | 7.1K | 2.1% | ▼−37% Reduced · −4K sh | |
| 16 | Netflix Inc. COM | $3.9M | 55.0K | 2.0% | ▲+1.4% Added · +785 sh | |
| 17 | Bristol-Myers Squibb Co COM | $3.9M | 67.9K | 2.0% | ▲+21% Added · +12K sh | |
| 18 | Palo Alto Networks Inc COM | $3.9M | 11.4K | 1.9% | ▼−45% Reduced · −9K sh | |
| 19 | Apple Inc COM | $3.7M | 12.7K | 1.8% | ▼−4.0% Reduced · −530 sh | |
| 20 | Crowdstrike Hldgs Inc CL A | $3.6M | 4.8K | 1.8% | ▼−35% Reduced · −3K sh | |
| 21 | Cummins Inc COM | $3.6M | 5.0K | 1.8% | ▲New New position | |
| 22 | Eaton Corp PLC SHS | $3.4M | 7.9K | 1.7% | ▲+0.9% Added · +70 sh | |
| 23 | Fortinet Inc COM | $3.3M | 21.7K | 1.7% | ▼−0.8% Reduced · −182 sh | |
| 24 | Qualcomm Inc COM | $3.0M | 16.1K | 1.5% | ▼−8.7% Reduced · −2K sh | |
| 25 | Vale S A SPONSORED ADS | $2.9M | 190.9K | 1.4% | ▲+2.1% Added · +4K sh | |
| 26 | Thermo Fisher Scientific Inc COM | $2.8M | 5.6K | 1.4% | ▲+17% Added · +829 sh | |
| 27 | Nvent Elec PLC SHS | $2.8M | 16.4K | 1.4% | ▼−37% Reduced · −9K sh | |
| 28 | NextEra Energy Inc COM | $2.2M | 24.8K | 1.1% | ▲+2.2% Added · +529 sh | |
| 29 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.5M | 2.3K | 0.8% | ▼−3.5% Reduced · −83 sh | |
| 30 | Abbott Laboratories COM | $1.0M | 11.2K | 0.5% | ▲+10% Added · +1K sh | |
| 31 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.5% | ▲+0.3% Added · +10 sh | |
| 32 | Broadcom Inc COM | $935K | 2.5K | 0.5% | ▲+6.1% Added · +142 sh | |
| 33 | Abbvie Inc COM | $793K | 3.2K | 0.4% | ▼−3.8% Reduced · −126 sh | |
| 34 | Merck & Co Inc COM | $777K | 6.0K | 0.4% | ▲+1.6% Added · +97 sh | |
| 35 | Ishares TR MSCI USA MIN ETF | $749K | 7.8K | 0.4% | ▲+0.3% Added · +24 sh | |
| 36 | Oracle Corp COM | $580K | 4.0K | 0.3% | ▲~0% Added · +1 sh | |
| 37 | Ishares TR IBONDS DEC 2033 | $576K | 23.9K | 0.3% | ▲+1.3% Added · +309 sh | |
| 38 | Cisco Sys Inc COM | $531K | 4.5K | 0.3% | ▲+0.3% Added · +13 sh | |
| 39 | US Bancorp COM NEW | $435K | 7.2K | 0.2% | ▲+0.8% Added · +61 sh | |
| 40 | International Business Machs COM | $430K | 1.5K | 0.2% | ▲+0.5% Added · +8 sh | |
| 41 | Ishares TR IBONDS DEC 2031 | $430K | 20.6K | 0.2% | ▲+1.0% Added · +198 sh | |
| 42 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $420K | 6.8K | 0.2% | ▼−51% Reduced · −7K sh | |
| 43 | Applied Matls Inc COM | $380K | 525 | 0.2% | ▲New New position | |
| 44 | Ishares TR IBONDS DEC 2034 | $366K | 14.0K | 0.2% | ▲+1.0% Added · +145 sh | |
| 45 | Allstate Corp COM | $357K | 1.5K | 0.2% | ▼−0.5% Reduced · −8 sh | |
| 46 | Ishares TR CORE DIV GRWTH | $342K | 4.5K | 0.2% | ▲+0.4% Added · +19 sh | |
| 47 | Johnson Controls Internation SHS | $336K | 2.3K | 0.2% | ▼−0.2% Reduced · −5 sh | |
| 48 | Procter & Gamble Co COM | $332K | 2.3K | 0.2% | ▼−6.9% Reduced · −167 sh | |
| 49 | Goldman Sachs Group Inc COM | $328K | 325 | 0.2% | ▲+0.3% Added · +1 sh | |
| 50 | Emerson Elec Co COM | $321K | 2.2K | 0.2% | ▲+0.4% Added · +9 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2025409/holdings"
Use Arkolith to show Greater Midwest Financial Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 65 | $200.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 65 | $186.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 65 | $178.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 61 | $154.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 55 | $130.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 54 | $143.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 56 | $158.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 59 | $170.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.