ODonnell Financial Services, LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 290,334
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 64 | 290,334 | 13F-HR | ODonnell Financial Services, LLC |
| Q4 2025 | 1/29/2026 | 54 | 292,521 | 13F-HR | ODonnell Financial Services, LLC |
| Q3 2025 | 11/10/2025 | 55 | 281,159 | 13F-HR | ODonnell Financial Services, LLC |
| Q2 2025 | 7/29/2025 | 50 | 260,587 | 13F-HR | ODonnell Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.7 K | 34.7% | 0 | 166.5 K | -166.5 K |
| ETFs | 189.6 K | 65.3% | 164.3 K | 0 | 164.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
290,334
Holdings
64
QoQ value change ($000)
-2,187
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.