O'Connor Financial Group LLC
Q2 2025 13F Holdings
- Locationquincy, IL
- Num holdings
60
- Value ($000)
$226,725
- Date Filed07/07/2025
- Form type13F-HR
- CIK0001973783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $24.42M | 11 % | 42,453 | ||
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 | $20.55M | 9 % | 215,648 | ||
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $20.34M | 9 % | 222,363 | ||
EVENTIDE US MARKET ETF | ETF | 86280R787 | $13.04M | 6 % | 493,521 | ||
AVUV AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | $11.97M | 5 % | 125,983 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $11.72M | 5 % | 288,492 | ||
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 887432334 | $11.31M | 5 % | 348,644 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $9.99M | 4 % | 17,962 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $9.65M | 4 % | 352,689 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $9.55M | 4 % | 33,686 |
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