O'Connor Financial Group LLC
Q4 2025 13F Holdings
- Locationquincy, IL
- Num holdings
59
- Value ($000)
$250,762
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001973783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | ETF | 922908363 | $27.84M | 11 % | 43,926 | ||
PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 | $22.24M | 9 % | 231,409 | ||
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | 72201R775 | $22.11M | 9 % | 236,345 | ||
AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | $14.05M | 6 % | 129,510 | ||
EVENTIDE US MARKET ETF | ETF | 86280R787 | $13.75M | 6 % | 498,107 | ||
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $13.57M | 5 % | 290,400 | ||
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 887432334 | $12.32M | 5 % | 340,087 | ||
INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $11.46M | 5 % | 18,404 | ||
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | 33738R506 | $10.96M | 4 % | 152,752 | ||
VANGUARD MID-CAP ETF | ETF | 922908629 | $10.4M | 4 % | 34,814 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100