ODonnell Financial Services, LLC
Annual return '25
+1.5%
SPY '25
+17.7%
Alpha
-16.2ptsvs SPY
Invested
$290.3M
Holdings
64
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 99.9% (766.9k → 859 shares)
20.2%
02
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: Exited (was 357.1k shares)
8.5%
03
$DUSA
DAVIS FUNDAMENTAL ETF TR
Held since at least Q1 2024
7.1%
04
$MGK
VANGUARD WORLD FD
Q1 2026: Exited (was 48.8k shares)
6.2%
05
$FTGS
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 495.2k shares)
5.9%
06
$EFA
ISHARES TR
Q1 2026: Sold 97.9% (168.8k → 3.6k shares)
5.7%
07
$FDD
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 874.0k shares)
5.5%
08
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: New position (555 shares)
4.3%
09
$DSTL
ETF SER SOLUTIONS
Q1 2026: Sold 99.9% (496.8k → 465 shares)
3.3%
10
$GOLY
STRATEGY SHS
Q1 2026: Exited (was 280.2k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.