O'Connor Financial Group LLC
All 13F Filings
- Location
- Quincy, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 282,732
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 69 | 282,732 | 13F-HR | O'Connor Financial Group LLC |
| Q1 2026 | 4/23/2026 | 58 | 244,400 | 13F-HR | O'Connor Financial Group LLC |
| Q4 2025 | 1/26/2026 | 59 | 250,762 | 13F-HR | O'Connor Financial Group LLC |
| Q3 2025 | 10/27/2025 | 59 | 238,484 | 13F-HR | O'Connor Financial Group LLC |
| Q2 2025 | 7/7/2025 | 60 | 226,725 | 13F-HR | O'Connor Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.26 K | 4.7% | 4.317 K | 0 | 4.317 K |
| ETFs | 269.5 K | 95.3% | 34.02 K | 0 | 34.02 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
282,732
Holdings
69
QoQ value change ($000)
38,332
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.