13F Insight
DOSSIER · 13F-HR · Q1 2026

O'Connor Financial Group LLC

O'Connor Financial's family office based in Omaha, NE — $244M in tracked AUM across 58 positions as of Q1 2026.

OF
O'Connor Financial·Omaha, NE·Family Office
CIK 0001973783 · last filed Mar 31, 2026
Total AUM
$244M
▲ 3.7%
vs prior
Holdings
58
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

O'Connor Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$27M44K10.9%
02
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
$22M231K9.1%
03
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$22M236K8.9%
04
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
$14M128K5.8%
05
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$13M291K5.4%
06
ESUM
EVENTIDE US MARKET ETF
$13M496K5.3%
07
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
$12M333K4.9%
08
QQQ
INVESCO QQQ TRUST SERIES I
$11M19K4.4%
09
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$11M155K4.3%
10
VO
VANGUARD MID-CAP ETF
$10M35K4.1%

Filing history

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