O'Brien Wealth Partners LLC Q4 2025 Filing
Filed January 22, 2026
Portfolio Value
$756.2M
Holdings
110
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ITOTISHARES TR | 447,667 | $66.6M | 8.80% | |
| 2 | SPYMSPDR SERIES TRUST | 812,351 | $65.2M | 8.62% | |
| 3 | USMCPRINCIPAL EXCHANGE TRADED FD | 893,720 | $61.2M | 8.09% | |
| 4 | DBEFDBX ETF TR | 1,199,151 | $57.7M | 7.63% | |
| 5 | HDEFDBX ETF TR | 1,778,177 | $55.1M | 7.29% | |
| 6 | COWZPACER FDS TR | 831,660 | $50.0M | 6.62% | |
| 7 | JMTGJ P MORGAN EXCHANGE TRADED F | 965,974 | $49.3M | 6.52% | |
| 8 | VTIVANGUARD INDEX FDS | 130,797 | $43.9M | 5.80% | |
| 9 | SPTISPDR SERIES TRUST | 1,450,509 | $41.8M | 5.53% | |
| 10 | XCEMCOLUMBIA ETF TR II | 730,973 | $28.0M | 3.71% | |
| 11 | SPTLSPDR SERIES TRUST | 928,154 | $24.6M | 3.25% | |
| 12 | CVLCMORGAN STANLEY ETF TRUST | 277,873 | $23.4M | 3.10% | |
| 13 | VUGVANGUARD INDEX FDS | 45,530 | $22.2M | 2.94% | |
| 14 | IWVISHARES TR | 50,376 | $19.5M | 2.58% | |
| 15 | IWFISHARES TR | 37,249 | $17.6M | 2.33% | |
| 16 | AAPLAPPLE INC | 45,531 | $12.4M | 1.64% | |
| 17 | NULVNUSHARES ETF TR | 270,178 | $12.2M | 1.61% | |
| 18 | SPTSSPDR SERIES TRUST | 406,398 | $11.9M | 1.57% | |
| 19 | VGLTVANGUARD SCOTTSDALE FDS | 191,387 | $10.7M | 1.41% | |
| 20 | NULGNUSHARES ETF TR | 103,049 | $10.1M | 1.33% | |
| 21 | CVIEMORGAN STANLEY ETF TRUST | 119,705 | $8.5M | 1.13% | |
| 22 | ESGEISHARES INC | 151,187 | $6.7M | 0.88% | |
| 23 | VSGXVANGUARD WORLD FD | 89,713 | $6.4M | 0.85% | |
| 24 | VOOVANGUARD INDEX FDS | 8,080 | $5.1M | 0.67% | |
| 25 | MCDMCDONALDS CORP | 12,494 | $3.8M | 0.50% | |
| 26 | VXUSVANGUARD STAR FDS | 39,603 | $3.0M | 0.39% | |
| 27 | MSFTMICROSOFT CORP | 4,546 | $2.2M | 0.29% | |
| 28 | GOOGALPHABET INC | 6,997 | $2.2M | 0.29% | |
| 29 | LLYELI LILLY & CO | 1,654 | $1.8M | 0.23% | |
| 30 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.20% | |
| 31 | AGGISHARES TR | 15,085 | $1.5M | 0.20% | |
| 32 | CATCATERPILLAR INC | 2,535 | $1.5M | 0.19% | |
| 33 | JPMJPMORGAN CHASE & CO. | 4,148 | $1.3M | 0.18% | |
| 34 | LFSTLIFESTANCE HEALTH GROUP INC | 178,371 | $1.3M | 0.17% | |
| 35 | AMZNAMAZON COM INC | 5,012 | $1.2M | 0.15% | |
| 36 | SDYSPDR SERIES TRUST | 7,133 | $992K | 0.13% | |
| 37 | USMVISHARES TR | 9,119 | $858K | 0.11% | |
| 38 | IVVISHARES TR | 1,215 | $832K | 0.11% | |
| 39 | XLKSELECT SECTOR SPDR TR | 5,720 | $823K | 0.11% | |
| 40 | GOOGLALPHABET INC | 2,512 | $786K | 0.10% | |
| 41 | CSCOCISCO SYS INC | 9,839 | $757K | 0.10% | |
| 42 | DFACDIMENSIONAL ETF TRUST | 17,820 | $705K | 0.09% | |
| 43 | GLWCORNING INC | 7,774 | $680K | 0.09% | |
| 44 | ADIANALOG DEVICES INC | 2,345 | $635K | 0.08% | |
| 45 | ABBVABBVIE INC | 2,745 | $627K | 0.08% | |
| 46 | HDHOME DEPOT INC | 1,772 | $609K | 0.08% | |
| 47 | ORCLORACLE CORP | 3,044 | $593K | 0.08% | |
| 48 | SPYSPDR S&P 500 ETF TR | 851 | $580K | 0.08% | |
| 49 | MRKMERCK & CO INC | 5,327 | $560K | 0.07% | |
| 50 | JNJJOHNSON & JOHNSON | 2,692 | $557K | 0.07% | |
| 51 | IWBISHARES TR | 1,488 | $555K | 0.07% | |
| 52 | TXNTEXAS INSTRS INC | 3,094 | $536K | 0.07% | |
| 53 | ABTABBOTT LABS | 4,286 | $536K | 0.07% | |
| 54 | RTXRTX CORPORATION | 2,888 | $529K | 0.07% | |
| 55 | ATRAPTARGROUP INC | 4,338 | $529K | 0.07% | |
| 56 | APDAIR PRODS & CHEMS INC | 2,135 | $527K | 0.07% | |
| 57 | AMEAMETEK INC | 2,547 | $522K | 0.07% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 1,736 | $514K | 0.07% | |
| 59 | DFUVDIMENSIONAL ETF TRUST | 10,960 | $510K | 0.07% | |
| 60 | DUHPDIMENSIONAL ETF TRUST | 13,260 | $504K | 0.07% | |
| 61 | MTUMISHARES TR | 2,000 | $500K | 0.07% | |
| 62 | BNBROOKFIELD CORP | 10,475 | $480K | 0.06% | |
| 63 | AMGNAMGEN INC | 1,451 | $474K | 0.06% | |
| 64 | UPWKUPWORK INC | 23,571 | $467K | 0.06% | |
| 65 | BSVVANGUARD BD INDEX FDS | 5,789 | $456K | 0.06% | |
| 66 | EMXCISHARES INC | 6,013 | $437K | 0.06% | |
| 67 | VEAVANGUARD TAX-MANAGED FDS | 5,766 | $360K | 0.05% | |
| 68 | DFICDIMENSIONAL ETF TRUST | 10,447 | $360K | 0.05% | |
| 69 | METAMETA PLATFORMS INC | 544 | $359K | 0.05% | |
| 70 | ESGDISHARES TR | 3,676 | $349K | 0.05% | |
| 71 | PGPROCTER AND GAMBLE CO | 2,395 | $343K | 0.05% | |
| 72 | BRK/BBERKSHIRE HATHAWAY INC DEL | 663 | $333K | 0.04% | |
| 73 | VBVANGUARD INDEX FDS | 1,291 | $332K | 0.04% | |
| 74 | IBMSISHARES TR | 11,541 | $253K | 0.03% | |
| 75 | IBTIISHARES TR | 11,324 | $253K | 0.03% | |
| 76 | IBTHISHARES TR | 11,269 | $253K | 0.03% | |
| 77 | IBTKISHARES TR | 12,744 | $252K | 0.03% | |
| 78 | IBTGISHARES TR | 11,055 | $252K | 0.03% | |
| 79 | BNDXVANGUARD CHARLOTTE FDS | 5,088 | $245K | 0.03% | |
| 80 | DFIVDIMENSIONAL ETF TRUST | 4,882 | $243K | 0.03% | |
| 81 | DIHPDIMENSIONAL ETF TRUST | 7,490 | $237K | 0.03% | |
| 82 | IMTMISHARES TR | 4,834 | $231K | 0.03% | |
| 83 | AVSCAMERICAN CENTY ETF TR | 3,580 | $210K | 0.03% | |
| 84 | LPLALPL FINL HLDGS INC | 566 | $202K | 0.03% | |
| 85 | NVDANVIDIA CORPORATION | 995 | $185K | 0.02% | |
| 86 | LMTLOCKHEED MARTIN CORP | 301 | $145K | 0.02% | |
| 87 | TJXTJX COS INC NEW | 810 | $124K | 0.02% | |
| 88 | KOCOCA COLA CO | 1,553 | $108K | 0.01% | |
| 89 | XOMEXXON MOBIL CORP | 738 | $88K | 0.01% | |
| 90 | PEPPEPSICO INC | 612 | $87K | 0.01% | |
| 91 | DISDISNEY WALT CO | 700 | $79K | 0.01% | |
| 92 | PLTRPALANTIR TECHNOLOGIES INC | 431 | $76K | 0.01% | |
| 93 | NSCNORFOLK SOUTHN CORP | 235 | $67K | 0.01% | |
| 94 | VVISA INC | 160 | $56K | 0.01% | |
| 95 | AVGOBROADCOM INC | 147 | $50K | 0.01% | |
| 96 | GEGE AEROSPACE | 129 | $39K | 0.01% | |
| 97 | TSLATESLA INC | 79 | $35K | 0.00% | |
| 98 | GEVGE VERNOVA INC | 37 | $24K | 0.00% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 61 | $20K | 0.00% | |
| 100 | APHAMPHENOL CORP NEW | 120 | $16K | 0.00% |
Page 1 of 2Next