O'Connor Financial Group
$283M 13F equity value
72 Holdings
Quarter ended June 30, 2026
The latest 13F on file for O'Connor Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 44,893 | $31M | 10.9% |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 331,895 | $31M | 10.8% |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | 202,851 | $19M | 6.9% |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 680,796 | $18M | 6.4% |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 121,866 | $15M | 5.4% |
| ESUM | EVENTIDE US MARKET ETF | 496,003 | $15M | 5.4% |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 286,052 | $14M | 5.1% |
| QQQ | INVESCO QQQ TRUST SERIES I | 17,442 | $13M | 4.5% |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 156,498 | $13M | 4.5% |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | 328,274 | $12M | 4.3% |
Track O'Connor Financial Group's 13F portfolio: $283M in reported holdings, 72 positions. Top holdings and quarterly changes on SentiSense.
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