0002025409-26-000002.txt : 20260424 0002025409-26-000002.hdr.sgml : 20260424 20260424122152 ACCESSION NUMBER: 0002025409-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Greater Midwest Financial Group, LLC CENTRAL INDEX KEY: 0002025409 ORGANIZATION NAME: EIN: 416452148 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24369 FILM NUMBER: 26891676 BUSINESS ADDRESS: STREET 1: 3222 RICE STREET CITY: ST. PAUL STATE: MN ZIP: 55126-3047 BUSINESS PHONE: (651) 490-9790 MAIL ADDRESS: STREET 1: 3222 RICE STREET CITY: ST. PAUL STATE: MN ZIP: 55126-3047 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002025409 XXXXXXXX 03-31-2026 03-31-2026 Greater Midwest Financial Group, LLC

3222 RICE STREET ST. PAUL MN 55126-3047

13F HOLDINGS REPORT 028-24369 000324387 801-127206 N Robert Phillips 651-490-9790 Robert Phillips St. Paul MN 04-24-2026 0 65 186132412 false INFORMATION TABLE 2 greatermidwest1q2026.inftbl.xml ABBOTT LABORATORIES COM 002824100 BBG001S5N9M6 1040423 10134 SH SOLE 0 0 10134 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 712720 3277 SH SOLE 0 0 3277 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 2303125 11321 SH SOLE 0 0 11321 ALLSTATE CORP COM 020002101 BBG001S9BM06 312703 1508 SH SOLE 0 0 1508 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10143841 35276 SH SOLE 0 0 35276 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 295394 1030 SH SOLE 0 0 1030 AMAZON COM INC COM 023135106 BBG001S5PQL7 8305729 39880 SH SOLE 0 0 39880 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 13376513 121087 SH SOLE 0 0 121087 APPLE INC COM 037833100 BBG001S5N8V8 3365604 13261 SH SOLE 0 0 13261 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5497025 11471 SH SOLE 0 0 11471 BLACKROCK ETF TRUST ISHARES A I INNO 09290C780 BBG01Q9L3DJ3 8374995 254173 SH SOLE 0 0 254173 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 3405395 56148 SH SOLE 0 0 56148 BROADCOM INC COM 11135F101 BBG00KHY5SY8 721705 2332 SH SOLE 0 0 2332 CISCO SYS INC COM 17275R102 BBG001S6HC62 349866 4509 SH SOLE 0 0 4509 COHEN & STEERS ETF TRUST NATURAL RES ACTI 19249U302 BBG01RXX47V6 9406955 250318 SH SOLE 0 0 250318 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2867213 7344 SH SOLE 0 0 7344 EATON CORP PLC SHS G29183103 BBG001S5QZ45 2816849 7876 SH SOLE 0 0 7876 ELI LILLY & CO COM 532457108 BBG001S5STL8 3555132 3865 SH SOLE 0 0 3865 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 292461 2232 SH SOLE 0 0 2232 FORTINET INC COM 34959E109 BBG001S77BL6 1788733 21889 SH SOLE 0 0 21889 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 228465 805 SH SOLE 0 0 805 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 273810 324 SH SOLE 0 0 324 HARRIS OAKMARK ETF TRUST OAKMARK U S LRG 41456U106 BBG01R1Y2M84 14524938 526934 SH SOLE 0 0 526934 HOME DEPOT INC COM 437076102 BBG001S5RTW7 223070 678 SH SOLE 0 0 678 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 368508 1520 SH SOLE 0 0 1520 INTUIT COM 461202103 BBG001S6TWR2 2834444 6555 SH SOLE 0 0 6555 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 4765621 8257 SH SOLE 0 0 8257 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 315229 4492 SH SOLE 0 0 4492 ISHARES TR IBONDS DEC 2031 46436E486 BBG011HVQSJ9 427320 20417 SH SOLE 0 0 20417 ISHARES TR IBONDS DEC 2032 46436E296 BBG018NNRQP1 309016 13476 SH SOLE 0 0 13476 ISHARES TR IBONDS DEC 2033 46436E148 BBG01H7B1FH6 574295 23547 SH SOLE 0 0 23547 ISHARES TR IBONDS DEC 2034 46438G653 BBG01MZM6LV6 362300 13903 SH SOLE 0 0 13903 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 718160 7744 SH SOLE 0 0 7744 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 274358 2727 SH SOLE 0 0 2727 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 BBG016NKZFF7 781250 14072 SH SOLE 0 0 14072 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 238283 975 SH SOLE 0 0 975 JOHNSON CONTROLS INTERNATION SHS G51502105 BBG001S5WZ84 301496 2302 SH SOLE 0 0 2302 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 897714 3052 SH SOLE 0 0 3052 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 2273875 10642 SH SOLE 0 0 10642 MCDONALDS CORP COM 580135101 BBG001S5T110 224964 724 SH SOLE 0 0 724 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 5066865 5855 SH SOLE 0 0 5855 MERCK & CO INC COM 58933Y105 BBG001S5TC52 715413 5947 SH SOLE 0 0 5947 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 6844014 11962 SH SOLE 0 0 11962 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4680844 13855 SH SOLE 0 0 13855 MICROSOFT CORP COM 594918104 BBG001S5TD05 11917635 32195 SH SOLE 0 0 32195 NATIXIS ETF TRUST II NATIXIS LOOMIS 63875W406 BBG01H312M40 13752027 349125 SH SOLE 0 0 349125 NETFLIX INC. 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