O'Connor Financial Group LLC
O'Connor Financial Group LLC reported 69 positions worth $282.7M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VOO (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $30.8M | 10.91% | 44,893 | — | — | |
| ▸ 2 | BOND | SH | $30.6M | 10.82% | 331,895 | — | — | |
| ▸ 3 | LDUR | SH | $19.4M | 6.86% | 202,851 | — | — | |
| ▸ 4 | PYLD | SH | $18.1M | 6.39% | 680,796 | — | — | |
| ▸ 5 | AVUV | SH | $15.2M | 5.38% | 121,866 | — | — | |
| ▸ 6 | ESUM | SH | $15.2M | 5.37% | 496,003 | — | — | |
| ▸ 7 | SPDW | SH | $14.4M | 5.10% | 286,052 | — | — | |
| ▸ 8 | QQQ | SH | $12.8M | 4.54% | 17,442 | — | — | |
| ▸ 9 | RDVY | SH | $12.7M | 4.49% | 156,498 | — | — | |
| ▸ 10 | TPIF | SH | $12.2M | 4.33% | 328,274 | — | — |
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Frequently Asked Questions
What stocks does O'Connor Financial Group LLC hold as of Q2 2026?
O'Connor Financial Group LLC reported 69 positions worth $282.7M in its Q2 2026 13F filing. Largest positions: VOO (10.9%), BOND (10.8%), LDUR (6.9%), PYLD (6.4%) and AVUV (5.4%).
What did O'Connor Financial Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did O'Connor Financial Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.