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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PTMC PACER FDS TR 78,766.0 $3.3M 0.97% NEW $41.83 -1.9%
22 PSFF PACER FDS TR 93,739.0 $3.2M 0.95% NEW $34.31 +2.0%
23 AOA ISHARES TR 32,227.0 $3.1M 0.93% NEW $97.60 +1.6%
24 VTI VANGUARD INDEX FDS 5,462.0 $2.0M 0.59% NEW $370.04 +2.5%
25 NVDA NVIDIA CORPORATION Technology 9,090.0 $1.8M 0.54% NEW $200.09 +8.7%
26 NJUL INNOVATOR ETFS TRUST 22,250.0 $1.7M 0.51% NEW $77.43 -0.5%
27 MSFT MICROSOFT CORP Technology 3,639.0 $1.4M 0.40% NEW $373.05 +37.7%
28 QQQ INVESCO QQQ TR Financial Services 1,793.0 $1.3M 0.39% NEW $736.45 -2.7%
29 AVGO BROADCOM INC Technology 3,491.0 $1.3M 0.39% NEW $377.75 -2.4%
30 AMAT APPLIED MATLS INC Technology 1,757.0 $1.3M 0.37% NEW $723.00 -36.1%
31 AMZN AMAZON COM INC Consumer Cyclical 5,179.0 $1.2M 0.36% NEW $238.34 +11.8%
32 KJUL INNOVATOR ETFS TRUST 34,222.0 $1.2M 0.34% NEW $33.97 -0.2%
33 PJUL INNOVATOR ETFS TRUST 23,505.0 $1.1M 0.34% NEW $48.81 +1.9%
34 GOOGL ALPHABET INC Communication Services 2,942.0 $1.1M 0.31% NEW $357.32 -3.0%
35 GOOG ALPHABET INC 2,830.0 $1.0M 0.29% NEW $353.39
36 IAPR INNOVATOR ETFS TRUST 28,482.0 $946K 0.28% NEW $33.21 +2.7%
37 RBLX ROBLOX CORP Technology 16,396.0 $892K 0.26% NEW $54.38 -29.1%
38 INTC INTEL CORP Technology 6,366.0 $889K 0.26% NEW $139.63 -35.9%
39 META META PLATFORMS INC Communication Services 1,546.0 $871K 0.26% NEW $563.33 +2.6%
40 CVX CHEVRON CORPORATION Energy 4,826.0 $800K 0.23% NEW $165.76 +21.8%
Page 2 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%