account_balance

Investment manager · 13F filer · SEC CIK 1730962

ODonnell Financial Services, LLC

Reported value$351Mas of Sep 30, 2026
Positions75 6 new, 5 sold out
Top 10 weight70.5%SPYM alone is 20%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 20.4% Added +2%
RDVY First Tr Exchange Traded Fd 8.6% Added +2%
DUSA Davis Fundamental ETF Tr 7.3% Added +3%
MGK Vanguard World Fd 6.7% Held
FTGS First Tr Exchange-Traded Fd 5.8% Added +3%
EFA iShares Tr 5.7% Added +5%
FDD First Tr Exchange-Traded Fd 5.4% Added +3%
QQQM Invesco Exch Traded Fd Tr II 5.0% Added +3%
AAPL Apple Inc. 2.9% Added +5%
CLOA BlackRock ETF Trust II 2.7% Added +11%
PYLD Pimco ETF Tr 2.4% Added +12%
DSTL ETF Ser Solutions 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 12, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • PTNQ −6%
  • PTMC −4%
  • KJUL −3%
  • IAPR −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist