O'Brien Wealth Partners LLC
CIK: 0001689874SEC EDGAR →
Portfolio Value
$746K
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 447,667 | $67K | 8.92% |
| 2 | SPDR SERIES TRUST | 812,351 | $65K | 8.73% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 893,720 | $61K | 8.20% |
| 4 | DBX ETF TR | 1,199,151 | $58K | 7.73% |
| 5 | DBX ETF TR | 1,778,177 | $55K | 7.38% |
| 6 | PACER FDS TR | 831,660 | $50K | 6.70% |
| 7 | J P MORGAN EXCHANGE TRADED F | 965,974 | $49K | 6.61% |
| 8 | VANGUARD INDEX FDS | 130,797 | $44K | 5.88% |
| 9 | SPDR SERIES TRUST | 1,450,509 | $42K | 5.60% |
| 10 | COLUMBIA ETF TR II | 730,973 | $28K | 3.76% |
Quarterly Changes
New Positions (110)
$67K · 448K shares
$65K · 812K shares
$61K · 894K shares
$58K · 1.2M shares
$55K · 1.8M shares
$50K · 832K shares
$49K · 966K shares
$44K · 131K shares
$42K · 1.5M shares
$28K · 731K shares
$25K · 928K shares
$23K · 278K shares
$22K · 46K shares
$19K · 50K shares
$18K · 37K shares
$12K · 46K shares
$12K · 270K shares
$12K · 406K shares
$11K · 191K shares
$10K · 103K shares
$9K · 120K shares
$7K · 151K shares
$6K · 90K shares
$4K · 12K shares
$3K · 40K shares
$2K · 5K shares
$2K · 7K shares
$2K · 15K shares
$1K · 4K shares
$1K · 178K shares
$1K · 5K shares
$992 · 7K shares
$858 · 9K shares
$832 · 1K shares
$823 · 6K shares
$786 · 3K shares
$757 · 10K shares
$705 · 18K shares
$680 · 8K shares
$635 · 2K shares
$627 · 3K shares
$609 · 2K shares
$593 · 3K shares
$580 · 851 shares
$560 · 5K shares
$557 · 3K shares
$555 · 1K shares
$536 · 4K shares
$536 · 3K shares
$529 · 3K shares
$529 · 4K shares
$527 · 2K shares
$522 · 3K shares
$514 · 2K shares
$510 · 11K shares
$504 · 13K shares
$500 · 2K shares
$480 · 10K shares
$474 · 1K shares
$467 · 24K shares
$456 · 6K shares
$437 · 6K shares
$360 · 6K shares
$360 · 10K shares
$359 · 544 shares
$349 · 4K shares
$343 · 2K shares
$333 · 663 shares
$332 · 1K shares
$253 · 12K shares
$253 · 11K shares
$253 · 11K shares
$252 · 11K shares
$252 · 13K shares
$245 · 5K shares
$243 · 5K shares
$237 · 7K shares
$231 · 5K shares
$210 · 4K shares
$202 · 566 shares
$185 · 995 shares
$145 · 301 shares
$124 · 810 shares
$108 · 2K shares
$88 · 738 shares
$87 · 612 shares
$79 · 700 shares
$76 · 431 shares
$67 · 235 shares
$56 · 160 shares
$50 · 147 shares
$39 · 129 shares
$35 · 79 shares
$24 · 37 shares
$20 · 61 shares
$16 · 120 shares
$12 · 33 shares
$11 · 21 shares
$10 · 95 shares
$8 · 26 shares
$5 · 8K shares
$5 · 25 shares
$5 · 60 shares
$3 · 19 shares
$1 · 5 shares
$1 · 15 shares
$1 · 2K shares
$1 · 2 shares
$1 · 3K shares
$1 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $710K | 95.2% |
| Technology | 14 | $19K | 2.5% |
| Consumer Cyclical | 5 | $6K | 0.8% |
| Healthcare | 9 | $5K | 0.6% |
| Communication Services | 5 | $3K | 0.5% |
| Industrials | 9 | $2K | 0.2% |
| Unknown | 4 | $590 | 0.1% |
| Consumer Defensive | 4 | $548 | 0.1% |
| Basic Materials | 1 | $527 | 0.1% |
| Energy | 1 | $88 | 0.0% |
| Utilities | 2 | $25 | 0.0% |