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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION COM Technology 9,376.0 $1.9M 0.66% NEW $200.09 +15.1%
22 TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF 36,327.0 $1.8M 0.65% NEW $50.35 +0.5%
23 PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 34,827.0 $1.7M 0.60% NEW $48.81 +2.0%
24 VBR VANGUARD SMALL CAP VALUE ETF 6,756.0 $1.6M 0.58% NEW $243.00 +1.7%
25 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 32,465.0 $1.6M 0.57% NEW $49.78 -0.6%
26 AAPL APPLE INC COM Technology 5,491.0 $1.6M 0.56% NEW $289.36 +10.6%
27 UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 35,907.0 $1.4M 0.51% NEW $40.16 +2.7%
28 UMAY INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY 33,343.0 $1.3M 0.45% NEW $38.00 +2.1%
29 UJUN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE 30,611.0 $1.2M 0.42% NEW $38.54 +1.7%
30 MSFT MICROSOFT CORP COM Technology 2,820.0 $1.1M 0.37% NEW $373.02 +34.0%
31 EFA ISHARES MSCI EAFE ETF 9,984.0 $1.0M 0.37% NEW $103.88 +4.3%
32 EFV ISHARES MSCI EAFE VALUE ETF 13,329.0 $1.0M 0.36% NEW $76.55 +8.4%
33 VTV VANGUARD VALUE ETF 4,670.0 $1.0M 0.36% NEW $217.94 +3.9%
34 VTI VANGUARD TOTAL STOCK MARKET ETF 2,554.0 $945K 0.33% NEW $370.09 +2.6%
35 AMZN AMAZON COM INC COM Consumer Cyclical 3,730.0 $889K 0.31% NEW $238.34 +8.5%
36 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,140.0 $765K 0.27% NEW $357.37 -5.3%
37 TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF 17,812.0 $753K 0.27% NEW $42.28 +2.4%
38 AVGO BROADCOM INC COM Technology 1,788.0 $675K 0.24% NEW $377.75 -5.3%
39 GOOG ALPHABET INC CAP STK CL C 1,833.0 $648K 0.23% NEW $353.33
40 IVW ISHARES S&P 500 GROWTH ETF 4,243.0 $584K 0.21% NEW $137.53 +2.2%
Page 2 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%