O'Connor Financial Group LLC - Portfolio overview

O'Connor Financial Group LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 9.83%
2. LDUR - PIMCO ENHANCED LOW DURATION ACTIVE ETF, 8.21%
3. BOND - PIMCO ACTIVE BOND EXCHANGE-TRADED FUND, 8.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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