O'Connor Financial Group LLC - Portfolio Stock Holdings
O'Connor Financial Group LLC disclosed 72 stock positions in a recent SEC 13F filing. $282,233,776 of stock holdings were filed, with the largest holdings including VOO, BOND, and LDUR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $275,258,000 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
72Est. Stock Holding Value:
$282,233,776Top Stock Holdings By Sector
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Portfolio Stock Holdings - O'Connor Financial Group LLC
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