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Jackson O'Connor

O'connor Financial Group Llc

Assets Managed
$282.732M
Holdings
69
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
15.69%(2Q avg: 6.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in O'connor Financial Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of O'connor Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 282.732M in assets, with a quarterly growth rate of 15.69% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Jackson O'Connor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.05%
10.91%
$30.834M
44,893 shares@ $686.83 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 40.7%
10.83%
$30.604M
331,895 shares@ $92.21 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Decreased -12.31%
6.86%
$19.395M
202,851 shares@ $95.62 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 170.87%
6.39%
$18.055M
680,796 shares@ $26.52 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -5.04%
5.38%
$15.204M
121,866 shares@ $124.76 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Decreased -0.02%
5.38%
$15.195M
496,003 shares@ $30.64 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.81%
5.1%
$14.414M
286,052 shares@ $50.4 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.38%
4.55%
$12.845M
17,442 shares@ $736.44 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 0.87%
4.49%
$12.686M
156,498 shares@ $81.06 avg price
TPIF
Timothy Plan International E
Recent Activity
Decreased -1.36%
4.34%
$12.248M
328,274 shares@ $37.32 avg price

1-10 of 69