O'Connor Financial Group LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$244.4M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Increased +22.7% (11.6k → 14.3k shares)
10.9%
02
$LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
Held since at least Q1 2024
9.1%
03
$BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Held since at least Q1 2024
8.9%
04
$AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
Held since at least Q1 2024
5.8%
05
$SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Held since at least Q1 2024
5.4%
06
$ESUM
EVENTIDE US MARKET ETF
Held since at least Q1 2024
5.3%
07
$TPIF
TIMOTHY PLAN INTERNATIONAL ETF
Held since at least Q1 2024
4.9%
08
$NDQ
INVESCO QQQ TRUST SERIES I
Q1 2026: Sold 66.7% (19.7k → 6.5k shares)
4.4%
09
$RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Held since at least Q1 2024
4.3%
10
$VO
VANGUARD MID-CAP ETF
Held since at least Q1 2024
4.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.