O'Connor Financial Group LLC - Portfolio Stock Holdings
O'Connor Financial Group LLC disclosed 73 stock positions in a recent SEC 13F filing. $281,974,222 of stock holdings were filed, with the largest holdings including VOO, BOND, and LDUR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $275,258,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$281,974,222Top Stock Holdings By Sector
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Portfolio Stock Holdings - O'Connor Financial Group LLC
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