Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
O'Connor Financial Group LLC (CIK 1973783) reported $282.7M across 69 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($30.8M, 10.91%), BOND ($30.6M, 10.82%), LDUR ($19.4M, 6.86%), PYLD ($18.1M, 6.39%), AVUV ($15.2M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $30.8M | 10.91% | 44,893 | Added |
| 2 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $30.6M | 10.82% | 331,895 | Added |
| 3 | LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $19.4M | 6.86% | 202,851 | Trimmed |
| 4 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $18.1M | 6.39% | 680,796 | Added |
| 5 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $15.2M | 5.38% | 121,866 | Trimmed |
| 6 | EUSM | EVENTIDE US MARKET ETF | $15.2M | 5.37% | 496,003 | Trimmed |
| 7 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.4M | 5.10% | 286,052 | Trimmed |
| 8 | QQQ | INVESCO QQQ TRUST SERIES I | $12.8M | 4.54% | 17,442 | Trimmed |
| 9 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $12.7M | 4.49% | 156,498 | Added |
| 10 | TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $12.2M | 4.33% | 328,274 | Trimmed |
| 11 | VO | VANGUARD MID-CAP ETF | $11.2M | 3.96% | 138,964 | Added |
| 12 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $8.2M | 2.89% | 161,674 | Trimmed |
| 13 | DFEM | DIMENSIONAL EMERGING MARKETS ETF | $8.1M | 2.88% | 200,190 | Trimmed |
| 14 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $7.9M | 2.80% | 88,038 | Added |
| 15 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $7.9M | 2.79% | 122,017 | Added |
| 16 | TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $7.4M | 2.61% | 153,956 | Added |
| 17 | ELCV | Eventide Large Cap Value | $6.3M | 2.22% | 190,542 | Trimmed |
| 18 | IVV | ISHARES CORE S&P 500 ETF | $5.0M | 1.77% | 6,700 | Trimmed |
| 19 | IVE | ISHARES S&P 500 VALUE ETF | $4.3M | 1.52% | 18,914 | Trimmed |
| 20 | VB | VANGUARD SMALL-CAP ETF | $2.1M | 0.75% | 7,014 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION COM | $1.9M | 0.66% | 9,376 | Added |
| 22 | TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $1.8M | 0.65% | 36,327 | Trimmed |
| 23 | PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.7M | 0.60% | 34,827 | New |
| 24 | VBR | VANGUARD SMALL CAP VALUE ETF | $1.6M | 0.58% | 6,756 | Trimmed |
| 25 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.6M | 0.57% | 32,465 | Added |
Source: SEC Form 13F filings · as of 2026-06-30