Fund HoldingsO'Connor Financial Group LLC

Total Portfolio Value
$282.73M
Total Bought
$42.41M
Total Sold
$22.63M
Net Transaction
+$19.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
251,346680,796+429,4506,58518,0556.39%+11,469
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ACTIVE BD ETF
235,894331,895+96,00121,76830,60410.82%+8,836
VANGUARD S&P 500 ETF44,42744,893+46626,54730,83410.91%+4,286
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
86,64088,038+1,3985,4317,9102.80%+2,480
EVENTIDE US MARKET ETF
EVENTIDE US MRKT
496,107496,003-10412,98815,1955.37%+2,207
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
155,159156,498+1,33910,59412,6864.49%+2,091
INVESCO QQQ TRUST SERIES I18,63217,442-1,19010,75412,8454.54%+2,091
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
US EQTY PWR BUF
034,827+34,82701,7000.60%+1,700
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY
US EQT ULTRA BF
033,343+33,34301,2670.45%+1,267
VANGUARD MID-CAP ETF34,861138,964+104,10310,01111,1963.96%+1,185
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
291,328286,052-5,27613,29914,4145.10%+1,115
AVANTIS U.S. SMALL CAP VALUE ETF128,346121,866-6,48014,17815,2045.38%+1,026
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
FST LOW OPPT EFT
13,09232,465+19,3736521,6160.57%+964
TIMOTHY PLAN US SMALL CAP CORE ETF153,011153,956+9456,4957,3872.61%+893
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE
US EQT ULTRA BF
8,95830,611+21,6533341,1800.42%+846
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)121,255122,017+7627,2877,8962.79%+608
DIMENSIONAL EMERGING MARKETS ETF
EMERGING MKTS CO
219,814200,190-19,6247,5958,1362.88%+541
ISHARES CORE S&P 500 ETF6,8706,700-1704,4885,0181.77%+530
MICRON TECHNOLOGY INC COM(MU)0441+44105090.18%+509
EXXONMOBIL HOLDINGS CORP COM SHS03,622+3,62204950.18%+495
APPLE INC COM(AAPL)4,3405,491+1,1511,1011,5890.56%+487
NVIDIA CORPORATION COM(NVDA)8,4709,376+9061,4771,8760.66%+399
ADVANCED MICRO DEVICES INC COM(AMD)0648+64803760.13%+376
Eventide Large Cap Value
EVEN HIGH DI ETF
204,591190,542-14,0495,9336,2632.22%+330
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)0638+63803050.11%+305
INNOVATOR DEFINED WEALTH SHIELD ETF
DEFINED WLT SHLD
08,634+8,63402960.10%+296
VANGUARD SMALL-CAP ETF7,1307,014-1161,8672,1260.75%+259
TIMOTHY PLAN INTERNATIONAL ETF332,811328,274-4,53711,99512,2484.33%+253
INTEL CORP COM(INTC)01,721+1,72102400.08%+240
ISHARES S&P 500 VALUE ETF19,24218,914-3284,0634,2951.52%+232
STATE STREET SPDR S&P 500 ETF(SPY)0297+29702220.08%+222
LAM RESEARCH CORP COM NEW(LRCX)0493+49302140.08%+214
ALPHABET INC CAP STK CL A(GOOG)1,9192,140+2215527650.27%+213
APPLIED MATLS INC COM0294+29402130.08%+213
ISHARES RUSSELL 2000 GROWTH ETF0521+52102050.07%+205
JOHNSON & JOHNSON COM(JNJ)0796+79602020.07%+202
VISA INC COM CL A(V)0583+58302000.07%+200
AMAZON COM INC COM(AMZN)3,3273,730+4036938890.31%+196
ALPHABET INC CAP STK CL C(GOOG)1,6531,833+1804746480.23%+173
BROADCOM INC COM(AVGO)1,6271,788+1615046750.24%+172
TIMOTHY PLAN US LARGE/MID CAP CORE ETF36,82736,327-5001,7101,8290.65%+119
VANGUARD TOTAL STOCK MARKET ETF2,6002,554-468349450.33%+111
ELI LILLY & CO COM(LLY)273299+262513590.13%+108
ISHARES S&P 500 GROWTH ETF4,2504,243-74815840.21%+103
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER
US EQTY ULTRA BU
35,97235,907-651,3411,4420.51%+101
MICROSOFT CORP COM(MSFT)2,5812,820+2399551,0520.37%+97
TESLA INC COM(TSLA)9331,029+963474330.15%+86
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
1,3711,336-353264050.14%+79
ISHARES RUSSELL 2500 ETF
RUSEL 2500 ETF
5,0295,046+173844620.16%+78
VANGUARD VALUE ETF4,8574,670-1879531,0180.36%+65
JPMORGAN CHASE & CO COM(JPM)1,1641,235+713424040.14%+62
ISHARES MSCI ACWI EX U.S. ETF6,6696,805+1364575180.18%+61
KOPIN CORP COM20,25220,252046910.03%+45
ISHARES MSCI EAFE ETF10,2189,984-2349931,0370.37%+45
INTERNATIONAL BUSINESS MACHS COM(IBM)840870+302042450.09%+41
META PLATFORMS INC CL A(META)751826+754304650.16%+36
BERKSHIRE HATHAWAY INC DEL CL B NEW617662+452963310.12%+36
INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
US EQTY PWR BUF
7,1917,197+62943190.11%+25
WIPRO LTD SPON ADR 1 SH(WIT)010,329+10,3290230.01%+23
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
US EQT ULTRA BF
8,9738,909-643814040.14%+22
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
US EQTY ULTRA B
7,2327,23202813010.11%+21
VANGUARD FTSE DEVELOPED MARKETS ETF6,4546,040-4144144300.15%+17
ISHARES MSCI EAFE VALUE ETF13,55213,329-2231,0081,0200.36%+13
RTX CORPORATION COM(RTX)2,2682,301+334374370.15%-1
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF18,23617,812-4247547530.27%-1
WALMART INC COM(WMT)1,8731,931+582332190.08%-14
VANGUARD SMALL CAP VALUE ETF8,1816,756-1,4251,7771,6420.58%-136
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
171,589161,674-9,9158,6848,1762.89%-508
EXXON MOBIL CORP COM3,5130-3,5135960-596
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY
US EQT ULTRA BF
20,9010-20,9018000-800
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
US EQTY PWR BUF
36,0670-36,0671,5530-1,553
PIMCO ENHANCED LOW DURATION ACTIVE ETF
ENHNCD LW DUR AC
231,339202,851-28,48822,16719,3956.86%-2,772
STATE STREET BLACKSTONE SENIOR LOAN ETF
ST STR BL LN ETF
174,5520-174,5527,0070-7,006
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