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 $244.4M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($26.5M, 10.86%), LDUR ($22.2M, 9.07%), BOND ($21.8M, 8.91%), AVUV ($14.2M, 5.80%), SPDW ($13.3M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $26.5M | 10.86% | 44,427 | Added |
| 2 | LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $22.2M | 9.07% | 231,339 | Trimmed |
| 3 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $21.8M | 8.91% | 235,894 | Trimmed |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $14.2M | 5.80% | 128,346 | Trimmed |
| 5 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $13.3M | 5.44% | 291,328 | Added |
| 6 | EUSM | EVENTIDE US MARKET ETF | $13.0M | 5.31% | 496,107 | Trimmed |
| 7 | TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $12.0M | 4.91% | 332,811 | Trimmed |
| 8 | QQQ | INVESCO QQQ TRUST SERIES I | $10.8M | 4.40% | 18,632 | Added |
| 9 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $10.6M | 4.33% | 155,159 | Added |
| 10 | VO | VANGUARD MID-CAP ETF | $10.0M | 4.10% | 34,861 | Added |
| 11 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $8.7M | 3.55% | 171,589 | Added |
| 12 | DFEM | DIMENSIONAL EMERGING MARKETS ETF | $7.6M | 3.11% | 219,814 | Trimmed |
| 13 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $7.3M | 2.98% | 121,255 | Trimmed |
| 14 | SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $7.0M | 2.87% | 174,552 | Added |
| 15 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $6.6M | 2.69% | 251,346 | Added |
| 16 | TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $6.5M | 2.66% | 153,011 | Trimmed |
| 17 | ELCV | Eventide Large Cap Value | $5.9M | 2.43% | 204,591 | Trimmed |
| 18 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5.4M | 2.22% | 86,640 | Added |
| 19 | IVV | ISHARES CORE S&P 500 ETF | $4.5M | 1.84% | 6,870 | Trimmed |
| 20 | IVE | ISHARES S&P 500 VALUE ETF | $4.1M | 1.66% | 19,242 | Trimmed |
| 21 | VB | VANGUARD SMALL-CAP ETF | $1.9M | 0.76% | 7,130 | Trimmed |
| 22 | VBR | VANGUARD SMALL CAP VALUE ETF | $1.8M | 0.73% | 8,181 | Trimmed |
| 23 | TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $1.7M | 0.70% | 36,827 | Trimmed |
| 24 | PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $1.6M | 0.64% | 36,067 | Hold |
| 25 | NVDA | NVIDIA CORPORATION COM | $1.5M | 0.60% | 8,470 | Added |
Source: SEC Form 13F filings · as of 2026-03-31