O'Brien Wealth Partners LLC
CIK: 0001689874Latest portfolio: $756.2M · Q4 2025
Holdings
110
Total Value
$756.2M
New Positions
110
Closed Positions
0
Top Holdings
View All 110 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 447,667 | $66.6M | 8.80% | NEW | |
| 2 | SPYMSPDR SERIES TRUST | 812,351 | $65.2M | 8.62% | NEW | |
| 3 | USMCPRINCIPAL EXCHANGE TRADED FD | 893,720 | $61.2M | 8.09% | NEW | |
| 4 | DBEFDBX ETF TR | 1,199,151 | $57.7M | 7.63% | NEW | |
| 5 | HDEFDBX ETF TR | 1,778,177 | $55.1M | 7.29% | NEW | |
| 6 | COWZPACER FDS TR | 831,660 | $50.0M | 6.62% | NEW | |
| 7 | JMTGJ P MORGAN EXCHANGE TRADED F | 965,974 | $49.3M | 6.52% | NEW | |
| 8 | VTIVANGUARD INDEX FDS | 130,797 | $43.9M | 5.80% | NEW | |
| 9 | SPTISPDR SERIES TRUST | 1,450,509 | $41.8M | 5.53% | NEW | |
| 10 | XCEMCOLUMBIA ETF TR II | 730,973 | $28.0M | 3.71% | NEW | |
| 11 | SPTLSPDR SERIES TRUST | 928,154 | $24.6M | 3.25% | NEW | |
| 12 | CVLCMORGAN STANLEY ETF TRUST | 277,873 | $23.4M | 3.10% | NEW | |
| 13 | VUGVANGUARD INDEX FDS | 45,530 | $22.2M | 2.94% | NEW | |
| 14 | IWVISHARES TR | 50,376 | $19.5M | 2.58% | NEW | |
| 15 | IWFISHARES TR | 37,249 | $17.6M | 2.33% | NEW | |
| 16 | AAPLAPPLE INC | 45,531 | $12.4M | 1.64% | NEW | |
| 17 | NULVNUSHARES ETF TR | 270,178 | $12.2M | 1.61% | NEW | |
| 18 | SPTSSPDR SERIES TRUST | 406,398 | $11.9M | 1.57% | NEW | |
| 19 | VGLTVANGUARD SCOTTSDALE FDS | 191,387 | $10.7M | 1.41% | NEW | |
| 20 | NULGNUSHARES ETF TR | 103,049 | $10.1M | 1.33% | NEW | |
| 21 | CVIEMORGAN STANLEY ETF TRUST | 119,705 | $8.5M | 1.13% | NEW | |
| 22 | ESGEISHARES INC | 151,187 | $6.7M | 0.88% | NEW | |
| 23 | VSGXVANGUARD WORLD FD | 89,713 | $6.4M | 0.85% | NEW | |
| 24 | VOOVANGUARD INDEX FDS | 8,080 | $5.1M | 0.67% | NEW | |
| 25 | MCDMCDONALDS CORP | 12,494 | $3.8M | 0.50% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.656365166611756e+200T)
Technology0.0% ($1.2378219875768062e+28T)
Healthcare0.0% ($1777125562756056064.0T)
Industrials0.0% ($1452529522467.1T)
Consumer Cyclical0.0% ($3818115.7T)
Communication Services0.0% ($2195.8T)
Unknown0.0% ($15.1T)
Consumer Defensive0.0% ($3.4T)
Basic Materials0.0% ($527K)
Utilities0.0% ($241K)
Energy0.0% ($88K)
Filing History
Fund Information
O'Brien Wealth Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $756.2M across 110 holdings. The largest position is ISHARES TR (ITOT), representing 8.8% of the portfolio. Compared to the previous quarter, the fund opened 110 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.