ODonnell Financial Services, LLC
Q4 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
54
- Value ($000)
$292,521
- Date Filed01/29/2026
- Form type13F-HR
- CIK0001730962
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $61.52M | 21 % | 766,923 | ||
ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $29.26M | 10 % | 496,841 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $24.81M | 9 % | 357,074 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $20.12M | 7 % | 48,750 | ||
FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $17.51M | 6 % | 495,203 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $16.21M | 6 % | 168,777 | ||
FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | $15.3M | 5 % | 874,012 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.73M | 5 % | 23,983 | ||
STRATEGY SHS | GOLD ENHANCED ET | 86280R878 | $9.79M | 3 % | 280,211 | ||
APPLE INC | COM | 037833100 | $7.64M | 3 % | 28,086 |
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