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Robert Phillips

Greater Midwest Financial Group, Llc

Assets Managed
$186.132M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
4.03%(2Q avg: 9.78%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Greater Midwest Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Greater Midwest Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 186.132M in assets, with a quarterly growth rate of 4.03% and a 2-quarter average growth rate of 9.78%. The portfolio is managed by Robert Phillips, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OAKM
Oakmark Us Large Cap Etf
Recent Activity
Decreased -3.34%
7.81%
$14.525M
526,934 shares@ $27.57 avg price
LSGR
Natixis Loomis Focused Grwth
Recent Activity
Increased 7.44%
7.39%
$13.752M
349,125 shares@ $39.39 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 92.85%
7.19%
$13.377M
121,087 shares@ $110.48 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 16.36%
6.41%
$11.918M
32,195 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.86%
5.45%
$10.144M
35,276 shares@ $287.56 avg price
CSNR
Cohen & Steers Nat Res A Etf
Recent Activity
New Position
5.06%
$9.407M
250,318 shares@ $37.59 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 1.51%
4.5%
$8.375M
254,173 shares@ $32.95 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 11.84%
4.47%
$8.306M
39,880 shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.2%
4.13%
$7.682M
44,050 shares@ $174.41 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.37%
3.68%
$6.844M
11,962 shares@ $572.15 avg price

1-10 of 65