ODonnell Financial Services, LLC — 13F holdings

ODonnell Financial Services, LLC reported 74 holdings worth $340M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $68.8M (20.3%)
  2. RDVY FIRST TR EXCHANGE TRADED FD — $30.5M (9.0%)
  3. DUSA DAVIS FUNDAMENTAL ETF TR — $25.8M (7.6%)
  4. MGK VANGUARD WORLD FD — $22.1M (6.5%)
  5. EFA ISHARES TR — $19.2M (5.6%)
  6. FTGS FIRST TR EXCHANGE-TRADED FD — $19.2M (5.6%)
  7. FDD FIRST TR EXCHANGE-TRADED FD — $17.8M (5.2%)
  8. QQQM INVESCO EXCH TRADED FD TR II — $16.9M (5.0%)
  9. CLOA BLACKROCK ETF TRUST II — $8.55M (2.5%)
  10. AAPL APPLE INC — $8.41M (2.5%)