O'Connor Financial Group LLC — 13F holdings

O'Connor Financial Group LLC reported 69 holdings worth $283M in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $30.8M (10.9%)
  2. BOND PIMCO ETF TR — $30.6M (10.8%)
  3. LDUR PIMCO ETF TR — $19.4M (6.9%)
  4. PYLD PIMCO ETF TR — $18.1M (6.4%)
  5. AVUV AMERICAN CENTY ETF TR — $15.2M (5.4%)
  6. ESUM STRATEGY SHS — $15.2M (5.4%)
  7. SPDW SPDR INDEX SHS FDS — $14.4M (5.1%)
  8. QQQ Invesco Qqq Tr — $12.8M (4.5%)
  9. RDVY FIRST TR EXCHANGE TRADED FD — $12.7M (4.5%)
  10. TPIF TIMOTHY PLAN — $12.2M (4.3%)