O'Connor Financial Group LLC: 13F holdings
CIK 19737832026Q2
| Positions | 69 |
|---|---|
| Reported value | $282.7m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | 44,893 | $30.8m | 10.9% |
| BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 331,895 | $30.6m | 10.8% |
| LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF | 202,851 | $19.4m | 6.9% |
| PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 680,796 | $18.1m | 6.4% |
| AVUV AVANTIS U.S. SMALL CAP VALUE ETF | 121,866 | $15.2m | 5.4% |
| EVENTIDE US MARKET ETF | 496,003 | $15.2m | 5.4% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 286,052 | $14.4m | 5.1% |
| QQQ INVESCO QQQ TRUST SERIES I | 17,442 | $12.8m | 4.5% |
| RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 156,498 | $12.7m | 4.5% |
| TIMOTHY PLAN INTERNATIONAL ETF | 328,274 | $12.2m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1973783")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.