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Portfolio (Quarterly) Guide ↗

ODonnell Financial Services, LLC

· CIK 0001730962
13F Portfolio $340M AUM 74 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 783,367.0 $68.8M 20.26% NEW $87.88 +3.1%
2 RDVY FIRST TR EXCHANGE TRADED FD 376,288.0 $30.5M 8.98% NEW $81.06 +1.2%
3 DUSA DAVIS FUNDAMENTAL ETF TR 459,277.0 $25.8M 7.59% NEW $56.18 +1.3%
4 MGK VANGUARD WORLD FD 250,832.0 $22.1M 6.49% NEW $87.91 +2.5%
5 EFA ISHARES TR 184,808.0 $19.2M 5.65% NEW $103.88 +3.7%
6 FTGS FIRST TR EXCHANGE-TRADED FD 517,844.0 $19.2M 5.64% NEW $37.00 +6.7%
7 FDD FIRST TR EXCHANGE-TRADED FD 958,425.0 $17.8M 5.23% NEW $18.55 +10.4%
8 QQQM INVESCO EXCH TRADED FD TR II 55,775.0 $16.9M 4.97% NEW $302.97 -2.6%
9 CLOA BLACKROCK ETF TRUST II 164,802.0 $8.6M 2.52% NEW $51.91 +0.1%
10 AAPL APPLE INC Technology 29,071.0 $8.4M 2.48% NEW $289.36 +10.5%
11 KLAC KLA CORP Technology 27,430.0 $8.3M 2.44% NEW $301.71 -41.8%
12 PYLD PIMCO ETF TR 295,750.0 $7.8M 2.31% NEW $26.52 -1.4%
13 DSTL ETF SER SOLUTIONS 129,051.0 $7.7M 2.27% NEW $59.90 +16.9%
14 SPMD SPDR SERIES TRUST 111,806.0 $7.6M 2.22% NEW $67.56 -1.7%
15 GOLY STRATEGY SHS 296,021.0 $7.4M 2.19% NEW $25.15 +7.7%
16 KAPR INNOVATOR ETFS TRUST 121,332.0 $4.8M 1.42% NEW $39.80 +1.0%
17 COWZ PACER FDS TR 71,550.0 $4.5M 1.31% NEW $62.20 +16.4%
18 GFEB FIRST TR EXCHNG TRADED FD VI 96,699.0 $4.3M 1.25% NEW $44.03 +1.9%
19 QMAR FIRST TR EXCHNG TRADED FD VI 111,899.0 $4.2M 1.23% NEW $37.23 +1.6%
20 PTNQ PACER FDS TR 45,505.0 $4.0M 1.19% NEW $88.65 -2.6%
Page 1 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 72.2%
Financial Services 9.1%
Communication Services 5.9%
Consumer Cyclical 5.1%
Healthcare 2.7%
Energy 2.2%
Industrials 1.3%
Utilities 0.9%
Consumer Defensive 0.6%