DOSSIER · 13F-HR · Q1 2026

Greater Midwest Financial Group, LLC

Greater Midwest Financial's pension fund based in Stamford, CT $186M in tracked AUM across 65 positions as of Q1 2026.

GM
Greater Midwest Financial·Stamford, CT·Pension Fund
CIK 0002025409 · last filed Mar 31, 2026
Total AUM
$186M
0.9%
vs prior
Holdings
65
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Greater Midwest Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OAKM
HARRIS OAKMARK ETF TRUST
$15M527K7.8%
02
LSGR
NATIXIS ETF TRUST II
$14M349K7.4%
03
AVUV
AMERICAN CENTY ETF TR
$13M121K7.2%
04
MSFT
MICROSOFT CORP
$12M32K6.4%
05
GOOGL
ALPHABET INC
$10M35K5.4%
06
CSNR
COHEN & STEERS ETF TRUST
$9M250K5.1%
07
BAI
BLACKROCK ETF TRUST
$8M254K4.5%
08
AMZN
AMAZON COM INC
$8M40K4.5%
09
NVDA
NVIDIA CORPORATION
$8M44K4.1%
10
META
META PLATFORMS INC
$7M12K3.7%

Filing history

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