O'Connor Financial Group LLC Portfolio Holdings

O'Connor Financial Group LLC

  • $251 Billion
  • Q4 2025

O'Connor Financial Group LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $251 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27.8B, Pimco Enhanced Low Duration Ac with a value of $22.2B, Pimco Active Bond Exchange Tra with a value of $22.1B, American Centy ETF Tr Avantis with a value of $14.1B, and Eventide Us Market ETF with a value of $13.7B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $238B to 251B.

O'Connor Financial Group LLC is based out at Quincy, IL

Below you can find more details about O'Connor Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $251 Billion
ETFs: $213 Billion
Technology: $4.67 Billion
Communication Services: $1.64 Billion
Consumer Cyclical: $1.2 Billion
Financial Services: $621 Million
Energy: $471 Million
Industrials: $442 Million
Healthcare: $285 Million
Other: $208 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$1.58 Billion 0.63% of portfolio
8,394
Q4 2025 Added 4.09%
$3.78T
$1.2 Billion 0.48% of portfolio
2,583
Q4 2025 Added 1.69%
$4.3T
$1.07 Billion 0.43% of portfolio
4,319
Q4 2025 Added 3.65%
$2.39T
$786 Million 0.31% of portfolio
3,286
Q4 2025 Added 2.85%
$1.65T
$611 Million 0.24% of portfolio
1,863
Q4 2025 Added 2.25%
$1.74T
$532 Million 0.21% of portfolio
1,620
Q4 2025 Added 0.12%
$1.37T
$493 Million 0.2% of portfolio
748
Q4 2025 Added 0.27%
$490B
$471 Million 0.19% of portfolio
3,490
Q4 2025 Added 1.75%
$258B
$442 Million 0.18% of portfolio
2,253
Q4 2025 Added 0.18%
$1.29T
$416 Million 0.17% of portfolio
927
Q4 2025 Added 3.46%
$881B
$339 Million 0.14% of portfolio
1,139
Q4 2025 Added 0.89%
$662B
$282 Million 0.11% of portfolio
589
Q4 2025 Added 4.8%
$971B
$285 Million 0.11% of portfolio
268
Q4 2025 New
$266B
$247 Million 0.1% of portfolio
843
Q4 2025 Added 1.08%
$279B
$208 Million 0.08% of portfolio
1,767
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $251 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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