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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ODonnell Financial Services, LLC

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001730962-26-000001

Total Value
$292.5M
Positions
54
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (54)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854766,923$61.5M21.03%
2ETF SER SOLUTIONS26922A321496,841$29.3M10.00%
3FIRST TR EXCHANGE TRADED FD33738R506357,074$24.8M8.48%
4VANGUARD WORLD FD92191081648,750$20.1M6.88%
5FIRST TR EXCHANGE-TRADED FD33733E823495,203$17.5M5.98%
6ISHARES TR464287465168,777$16.2M5.54%
7FIRST TR EXCHANGE-TRADED FD33735T109874,012$15.3M5.23%
8INVESCO QQQ TRIVZ23,983$14.7M5.04%
9STRATEGY SHSSTRD280,211$9.8M3.35%
10APPLE INCAAPL28,086$7.6M2.61%
11BLACKROCK ETF TRUST IIBLK139,782$7.2M2.47%
12PIMCO ETF TR72201R585243,311$6.5M2.22%
13SPDR SERIES TRUST78464A84799,984$5.8M1.98%
14PACER FDS TR69374H88180,669$4.9M1.66%
15INNOVATOR ETFS TRUSTINHD131,097$4.6M1.57%
16FIRST TR EXCHNG TRADED FD VI33740U737107,825$4.5M1.53%
17FIRST TR EXCHNG TRADED FD VI33740F581126,168$4.2M1.42%
18PACER FDS TR69374H30348,795$3.8M1.31%
19KLA CORPKLAC2,863$3.5M1.19%
20PACER FDS TR69374H568100,311$3.2M1.11%
21PACER FDS TR69374H20487,569$3.1M1.07%
22ISHARES TR46428985931,434$2.8M0.96%
23VANGUARD INDEX FDS9229087695,462$1.8M0.63%
24INNOVATOR ETFS TRUSTINHD22,733$1.7M0.56%
25MICROSOFT CORPMSFT3,162$1.5M0.52%
26ROBLOX CORPRBLX16,396$1.3M0.45%
27INNOVATOR ETFS TRUSTINHD35,832$1.1M0.39%
28INNOVATOR ETFS TRUSTINHD24,374$1.1M0.39%
29AMAZON COM INCAMZN4,788$1.1M0.38%
30PROFESIONALLY MANAGED PORTFO74316P57916,498$1.1M0.37%
31INNOVATOR ETFS TRUSTINHD28,482$878,3850.30%
32META PLATFORMS INCMETA1,129$745,2420.25%
33NVIDIA CORPORATIONNVDA3,858$719,4990.25%
34ALPHABET INCGOOG2,253$706,8570.24%
35ALPHABET INCGOOG2,008$628,6020.21%
36FIRST TR EXCHNG TRADED FD VI33740F24327,242$622,2070.21%
37FIRST TR EXCHNG TRADED FD VI33740U75216,744$600,1050.21%
38CHEVRON CORP NEWCVX3,759$572,9090.20%
39VANGUARD INDEX FDS922908363827$518,7610.18%
40APPLIED MATLS INC0382221051,737$446,3920.15%
41ORACLE CORPORCL-PD2,211$430,9460.15%
42UNITEDHEALTH GROUP INCUNH1,224$404,0550.14%
43SPDR S&P 500 ETF TRSPY517$352,5530.12%
44INNOVATOR ETFS TRUSTINHD8,379$347,0580.12%
45ISHARES TR464287622914$341,3240.12%
46FAIR ISAAC CORPFICO200$338,1240.12%
47GE AEROSPACE3696043011,045$321,9070.11%
48NIKE INCNKE4,849$308,9300.11%
49VISA INCV862$302,3120.10%
50SPDR GOLD TRGLD663$262,7540.09%
51INTEL CORPINTC6,366$234,9080.08%
52JPMORGAN CHASE & CO.VYLD691$222,6540.08%
53ZOETIS INCZTS1,721$216,4900.07%
54ELECTRONIC ARTS INCEA1,004$205,1470.07%