Greater Midwest Financial Group, LLC
RIA/Wealth
Greater Midwest Financial Group, LLC is a RIA/Wealth based in Saint Paul, MN led by Leigha Ann Shepard, reporting $477.8M in AUM as of Q3 2025 with 35% Technology concentration and 57% concentrated in top 10 holdings.
MemberLeigha Ann Shepard
- Portfolio Value
- $140.4M
- Positions
- 60
- Top Holding
- LSGR at 9.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Greater Midwest Financial Group, LLC's portfolio (57.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.9M | 9.92% | +$13.9M New | — 313.8K shares | |
Software - Infrastructure Technology | $13.7M | 9.77% | -$4.2M Sold | 0.00% 26.5K shares | |
Internet Content & Information Communication Services | $10.1M | 7.19% | -$4.4M Sold | 0.00% 41.5K shares | |
Specialty Retail Consumer Cyclical | $7.4M | 5.27% | -$3.7M Sold | 0.00% 33.7K shares | |
Internet Content & Information Communication Services | $6.9M | 4.92% | +$793.9K Bought | 0.00% 9.4K shares | |
Entertainment Communication Services | $6.5M | 4.65% | +$140.3K Bought | 0.00% 5.4K shares | |
Semiconductors Technology | $6.3M | 4.51% | +$102.4K Bought | 0.00% 33.9K shares | |
ETF ETF | $5.7M | 4.07% | +$246.2K Bought | — 100.2K shares | |
ETF ETF | $5.0M | 3.54% | +$381.5K Bought | — 86.5K shares | |
Insurance - Diversified Financial Services | $4.5M | 3.22% | +$244.8K Bought | 0.00% 9.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Greater Midwest Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+37.49% | |
+20.08% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-86.74% | |
-82.45% | |
-71.77% | |
-64.14% |
Analytics
Portfolio insights and performance metrics for Greater Midwest Financial Group, LLC
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