O'Connor Financial Group LLC
Q2 2026 13F Holdings
- Locationquincy, IL
- Num holdings
69
- Value ($000)
$282,732
- Date Filed 07/17/2026
- Form type13F-HR
- CIK 0001973783
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | ETF | 922908363 | $30.83M | 11 % | 44,893 | ||
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $30.6M | 11 % | 331,895 | ||
PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 | $19.39M | 7 % | 202,851 | ||
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | $18.05M | 6 % | 680,796 | ||
AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | $15.2M | 5 % | 121,866 | ||
EVENTIDE US MARKET ETF | ETF | 86280R787 | $15.2M | 5 % | 496,003 | ||
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $14.41M | 5 % | 286,052 | ||
INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $12.84M | 5 % | 17,442 | ||
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 | $12.69M | 5 % | 156,498 | ||
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 887432334 | $12.25M | 4 % | 328,274 |
Rows Per Page
10
- 10
- 50
- 100