Notify me when O'Connor Financial Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 59 | $250,761,841 | +$18,268,761 | -$13,832,800 | +$4,435,961 | VOO, LDUR, BOND, AVUV, ESUM | 13F-HR | 26 Jan 2026, 15:47 |
| Q3 2025 | 59 | $238,484,479 | +$5,703,536 | -$2,304,207 | +$3,399,329 | VOO, LDUR, BOND, ESUM, AVUV | 13F-HR | 27 Oct 2025, 12:59 |
| Q2 2025 | 60 | $226,725,184 | +$66,984,011 | -$47,134,531 | +$19,849,480 | VOO, LDUR, BOND, EUSM, AVUV | 13F-HR | 07 Jul 2025, 17:22 |
| Q1 2025 | 55 | $192,364,528 | +$9,264,540 | -$6,384,665 | +$2,879,875 | LDUR, VOO, FIXD, SPDW, VB | 13F-HR | 07 Apr 2025, 16:34 |
| Q4 2024 | 55 | $191,362,077 | +$11,971,009 | -$3,182,771 | +$8,788,238 | LDUR, VOO, FIXD, VB, TPIF | 13F-HR | 06 Jan 2025, 12:24 |
| Q3 2024 | 55 | $190,340,660 | +$11,041,311 | -$1,952,767 | +$9,088,544 | FIXD, LDUR, VOO, VB, TPIF | 13F-HR | 08 Oct 2024, 14:07 |
| Q2 2024 | 52 | $171,940,535 | +$7,465,959 | -$2,274,274 | +$5,191,685 | LDUR, FIXD, VOO, TPIF, VB | 13F-HR | 13 Aug 2024, 12:49 |
| Q1 2024 | 47 | $167,817,205 | +$26,927,684 | -$28,006,194 | -$1,078,510 | LDUR, FIXD, VOO, TPIF, VB | 13F-HR | 11 Apr 2024, 11:05 |
| Q4 2023 | 51 | $161,798,187 | +$5,459,474 | -$2,218,430 | +$3,241,044 | FIXD, LDUR, TPLC, VOO, VB | 13F-HR | 17 Jan 2024, 17:26 |
| Q3 2023 | 50 | $146,017,384 | +$6,542,440 | -$700,621 | +$5,841,819 | LDUR, FIXD, TPLC, VOO, VB | 13F-HR | 20 Oct 2023, 12:17 |
| Q2 2023 | 50 | $145,028,679 | +$15,183,041 | -$6,285,912 | +$8,897,129 | FIXD, LDUR, TPLC, VOO, VB | 13F-HR | 14 Jul 2023, 15:54 |
| Q1 2023 | 51 | $133,007,695 | $0 | $0 | $0 | FIXD, LDUR, TPLC, VOO, TPIF | 13F-HR | 14 Apr 2023, 13:42 |