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Portfolio (Quarterly) Guide ↗

O'Connor Financial Group LLC

· CIK 0001973783
13F Portfolio $283M AUM 69 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 ETF 44,893.0 $30.8M 10.91% NEW $686.83 +3.1%
2 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 331,895.0 $30.6M 10.82% NEW $92.21 -2.4%
3 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 202,851.0 $19.4M 6.86% NEW $95.61 -0.6%
4 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 680,796.0 $18.1M 6.39% NEW $26.52 -1.8%
5 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 121,866.0 $15.2M 5.38% NEW $124.76 +1.7%
6 ESUM EVENTIDE US MARKET ETF 496,003.0 $15.2M 5.37% NEW $30.64 +0.9%
7 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 286,052.0 $14.4M 5.10% NEW $50.39 +3.8%
8 QQQ INVESCO QQQ TRUST SERIES I Financial Services 17,442.0 $12.8M 4.54% NEW $736.44 -2.4%
9 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 156,498.0 $12.7M 4.49% NEW $81.06 +1.2%
10 TPIF TIMOTHY PLAN INTERNATIONAL ETF 328,274.0 $12.2M 4.33% NEW $37.31 +4.3%
11 VO VANGUARD MID-CAP ETF 138,964.0 $11.2M 3.96% NEW $80.57 +2.1%
12 JPMORGAN ULTRA-SHORT INCOME ETF 161,674.0 $8.2M 2.89% NEW $50.57
13 DFEM DIMENSIONAL EMERGING MARKETS ETF 200,190.0 $8.1M 2.88% NEW $40.64 +0.9%
14 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 88,038.0 $7.9M 2.80% NEW $89.85 +5.3%
15 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 122,017.0 $7.9M 2.79% NEW $64.71 +0.8%
16 TPSC TIMOTHY PLAN US SMALL CAP CORE ETF 153,956.0 $7.4M 2.61% NEW $47.98 -0.2%
17 ELCV Eventide Large Cap Value 190,542.0 $6.3M 2.21% NEW $32.87 -3.0%
18 IVV ISHARES CORE S&P 500 ETF 6,700.0 $5.0M 1.77% NEW $748.91 +3.3%
19 IVE ISHARES S&P 500 VALUE ETF 18,914.0 $4.3M 1.52% NEW $227.06 +4.3%
20 VB VANGUARD SMALL-CAP ETF 7,014.0 $2.1M 0.75% NEW $303.15 -1.0%
Page 1 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.0%
Technology 29.8%
Consumer Cyclical 5.3%
Communication Services 5.0%
Healthcare 2.3%
Industrials 1.8%
Consumer Defensive 0.9%