O'Brien Wealth Partners LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$637.1B
Holdings
87
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 456,348 | $61.6B | 9.67% | |
| 2 | SPYMSPDR SER TR | 825,956 | $60.0B | 9.42% | |
| 3 | USMCPRINCIPAL EXCHANGE TRADED FD | 920,520 | $57.6B | 9.04% | |
| 4 | DBEFDBX ETF TR | 1,211,498 | $53.0B | 8.32% | |
| 5 | HDEFDBX ETF TR | 1,791,122 | $51.7B | 8.11% | |
| 6 | COWZPACER FDS TR | 827,665 | $45.6B | 7.16% | |
| 7 | SPTISPDR SER TR | 1,399,196 | $40.3B | 6.32% | |
| 8 | VTIVANGUARD INDEX FDS | 132,437 | $40.3B | 6.32% | |
| 9 | XCEMCOLUMBIA ETF TR II | 747,975 | $25.6B | 4.01% | |
| 10 | SPTLSPDR SER TR | 917,946 | $24.4B | 3.83% | |
| 11 | CVLCMORGAN STANLEY ETF TRUST | 281,546 | $21.5B | 3.38% | |
| 12 | VUGVANGUARD INDEX FDS | 44,921 | $19.7B | 3.09% | |
| 13 | IWVISHARES TR | 50,846 | $17.8B | 2.80% | |
| 14 | IWFISHARES TR | 40,574 | $17.2B | 2.70% | |
| 15 | AAPLAPPLE INC | 60,752 | $12.5B | 1.96% | |
| 16 | SPTSSPDR SER TR | 392,507 | $11.5B | 1.80% | |
| 17 | NULVNUSHARES ETF TR | 272,488 | $11.4B | 1.79% | |
| 18 | NULGNUSHARES ETF TR | 107,487 | $10.1B | 1.58% | |
| 19 | VGLTVANGUARD SCOTTSDALE FDS | 162,414 | $9.1B | 1.43% | |
| 20 | CVIEMORGAN STANLEY ETF TRUST | 127,700 | $8.3B | 1.30% | |
| 21 | ESGEISHARES INC | 155,676 | $6.1B | 0.96% | |
| 22 | VSGXVANGUARD WORLD FD | 91,966 | $6.0B | 0.95% | |
| 23 | VOOVANGUARD INDEX FDS | 7,005 | $4.0B | 0.62% | |
| 24 | MCDMCDONALDS CORP | 10,713 | $3.1B | 0.49% | |
| 25 | VXUSVANGUARD STAR FDS | 39,603 | $2.7B | 0.43% | |
| 26 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.23% | |
| 27 | LFSTLIFESTANCE HEALTH GROUP INC | 216,371 | $1.1B | 0.18% | |
| 28 | SDYSPDR SER TR | 7,058 | $958.0M | 0.15% | |
| 29 | USMVISHARES TR | 10,190 | $956.5M | 0.15% | |
| 30 | MSFTMICROSOFT CORP | 1,869 | $929.5M | 0.15% | |
| 31 | IVVISHARES TR | 1,215 | $754.4M | 0.12% | |
| 32 | XLKSELECT SECTOR SPDR TR | 2,860 | $724.2M | 0.11% | |
| 33 | ADIANALOG DEVICES INC | 2,345 | $558.2M | 0.09% | |
| 34 | SPYSPDR S&P 500 ETF TR | 862 | $532.6M | 0.08% | |
| 35 | IWBISHARES TR | 1,498 | $508.7M | 0.08% | |
| 36 | IBMINTERNATIONAL BUSINESS MACHS | 1,721 | $507.2M | 0.08% | |
| 37 | AMEAMETEK INC | 2,547 | $460.9M | 0.07% | |
| 38 | GOOGLALPHABET INC | 2,534 | $446.6M | 0.07% | |
| 39 | METAMETA PLATFORMS INC | 542 | $400.3M | 0.06% | |
| 40 | EMXCISHARES INC | 6,043 | $381.6M | 0.06% | |
| 41 | JNJJOHNSON & JOHNSON | 2,498 | $381.5M | 0.06% | |
| 42 | JPMJPMORGAN CHASE & CO. | 1,192 | $345.6M | 0.05% | |
| 43 | ESGDISHARES TR | 3,676 | $328.0M | 0.05% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 661 | $321.1M | 0.05% | |
| 45 | UPWKUPWORK INC | 23,571 | $316.8M | 0.05% | |
| 46 | AMZNAMAZON COM INC | 1,383 | $303.4M | 0.05% | |
| 47 | QQQMINVESCO EXCH TRADED FD TR II | 1,200 | $272.5M | 0.04% | |
| 48 | AGGISHARES TR | 2,420 | $240.1M | 0.04% | |
| 49 | PGPROCTER AND GAMBLE CO | 1,402 | $223.4M | 0.04% | |
| 50 | LPLALPL FINL HLDGS INC | 566 | $212.2M | 0.03% | |
| 51 | CSCOCISCO SYS INC | 3,054 | $211.9M | 0.03% | |
| 52 | PAYXPAYCHEX INC | 1,279 | $186.0M | 0.03% | |
| 53 | GOOGALPHABET INC | 1,041 | $184.7M | 0.03% | |
| 54 | MRKMERCK & CO INC | 2,130 | $168.6M | 0.03% | |
| 55 | NVDANVIDIA CORPORATION | 1,038 | $164.0M | 0.03% | |
| 56 | ABBVABBVIE INC | 742 | $137.7M | 0.02% | |
| 57 | KOCOCA COLA CO | 1,734 | $122.6M | 0.02% | |
| 58 | ACNACCENTURE PLC IRELAND | 388 | $116.0M | 0.02% | |
| 59 | NSCNORFOLK SOUTHN CORP | 432 | $110.6M | 0.02% | |
| 60 | ABTABBOTT LABS | 787 | $107.0M | 0.02% | |
| 61 | CVXCHEVRON CORP NEW | 676 | $96.8M | 0.02% | |
| 62 | DISDISNEY WALT CO | 700 | $86.8M | 0.01% | |
| 63 | XOMEXXON MOBIL CORP | 713 | $76.9M | 0.01% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 556 | $75.8M | 0.01% | |
| 65 | COSTCOSTCO WHSL CORP NEW | 71 | $70.3M | 0.01% | |
| 66 | BACVERIZON COMMUNICATIONS INC | 1,197 | $51.8M | 0.01% | |
| 67 | LLYELI LILLY & CO | 47 | $36.6M | 0.01% | |
| 68 | BKNGBOOKING HOLDINGS INC | 6 | $34.7M | 0.01% | |
| 69 | GEGE AEROSPACE | 129 | $33.2M | 0.01% | |
| 70 | VVISA INC | 89 | $31.6M | 0.00% | |
| 71 | AVGOBROADCOM INC | 112 | $30.9M | 0.00% | |
| 72 | TAT&T INC | 897 | $26.0M | 0.00% | |
| 73 | TSLATESLA INC | 79 | $25.1M | 0.00% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 77 | $24.0M | 0.00% | |
| 75 | GEVGE VERNOVA INC | 37 | $19.6M | 0.00% | |
| 76 | MAMASTERCARD INCORPORATED | 22 | $12.4M | 0.00% | |
| 77 | NFLXNETFLIX INC | 9 | $12.1M | 0.00% | |
| 78 | APHAMPHENOL CORP NEW | 120 | $11.8M | 0.00% | |
| 79 | ETNEATON CORP PLC | 26 | $9.3M | 0.00% | |
| 80 | HDHOME DEPOT INC | 16 | $5.9M | 0.00% | |
| 81 | ORCLORACLE CORP | 19 | $4.2M | 0.00% | |
| 82 | INTUINTUIT | 4 | $3.2M | 0.00% | |
| 83 | AMATAPPLIED MATLS INC | 11 | $2.0M | 0.00% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 4 | $1.2M | 0.00% | |
| 85 | AFLAFLAC INC | 10 | $1.1M | 0.00% | |
| 86 | NEENEXTERA ENERGY INC | 15 | $1.0M | 0.00% | |
| 87 | AMGNAMGEN INC | 2 | $558K | 0.00% |