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 | Value |
|---|---|
ITOTISHARES TR | $66.6M |
SPYMSPDR SERIES TRUST | $65.2M |
USMCPRINCIPAL EXCHANGE TRADED FD | $61.2M |
DBEFDBX ETF TR | $57.7M |
HDEFDBX ETF TR | $55.1M |
COWZPACER FDS TR | $50.0M |
JMTGJ P MORGAN EXCHANGE TRADED F | $49.3M |
VTIVANGUARD INDEX FDS | $43.9M |
SPTISPDR SERIES TRUST | $41.8M |
XCEMCOLUMBIA ETF TR II | $28.0M |
SPTLSPDR SERIES TRUST | $24.6M |
CVLCMORGAN STANLEY ETF TRUST | $23.4M |
VUGVANGUARD INDEX FDS | $22.2M |
IWVISHARES TR | $19.5M |
IWFISHARES TR | $17.6M |
AAPLAPPLE INC | $12.4M |
NULVNUSHARES ETF TR | $12.2M |
SPTSSPDR SERIES TRUST | $11.9M |
VGLTVANGUARD SCOTTSDALE FDS | $10.7M |
NULGNUSHARES ETF TR | $10.1M |
CVIEMORGAN STANLEY ETF TRUST | $8.5M |
ESGEISHARES INC | $6.7M |
VSGXVANGUARD WORLD FD | $6.4M |
VOOVANGUARD INDEX FDS | $5.1M |
MCDMCDONALDS CORP | $3.8M |
VXUSVANGUARD STAR FDS | $3.0M |
MSFTMICROSOFT CORP | $2.2M |
GOOGALPHABET INC | $2.2M |
LLYELI LILLY & CO | $1.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
AGGISHARES TR | $1.5M |
CATCATERPILLAR INC | $1.5M |
JPMJPMORGAN CHASE & CO. | $1.3M |
LFSTLIFESTANCE HEALTH GROUP INC | $1.3M |
AMZNAMAZON COM INC | $1.2M |
SDYSPDR SERIES TRUST | $992K |
USMVISHARES TR | $858K |
IVVISHARES TR | $832K |
XLKSELECT SECTOR SPDR TR | $823K |
GOOGLALPHABET INC | $786K |
CSCOCISCO SYS INC | $757K |
DFACDIMENSIONAL ETF TRUST | $705K |
GLWCORNING INC | $680K |
ADIANALOG DEVICES INC | $635K |
ABBVABBVIE INC | $627K |
HDHOME DEPOT INC | $609K |
ORCLORACLE CORP | $593K |
SPYSPDR S&P 500 ETF TR | $580K |
MRKMERCK & CO INC | $560K |
JNJJOHNSON & JOHNSON | $557K |
IWBISHARES TR | $555K |
TXNTEXAS INSTRS INC | $536K |
ABTABBOTT LABS | $536K |
RTXRTX CORPORATION | $529K |
ATRAPTARGROUP INC | $529K |
APDAIR PRODS & CHEMS INC | $527K |
AMEAMETEK INC | $522K |
IBMINTERNATIONAL BUSINESS MACHS | $514K |
DFUVDIMENSIONAL ETF TRUST | $510K |
DUHPDIMENSIONAL ETF TRUST | $504K |
MTUMISHARES TR | $500K |
BNBROOKFIELD CORP | $480K |
AMGNAMGEN INC | $474K |
UPWKUPWORK INC | $467K |
BSVVANGUARD BD INDEX FDS | $456K |
EMXCISHARES INC | $437K |
VEAVANGUARD TAX-MANAGED FDS | $360K |
DFICDIMENSIONAL ETF TRUST | $360K |
METAMETA PLATFORMS INC | $359K |
ESGDISHARES TR | $349K |
PGPROCTER AND GAMBLE CO | $343K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $333K |
VBVANGUARD INDEX FDS | $332K |
IBMSISHARES TR | $253K |
IBTIISHARES TR | $253K |
IBTHISHARES TR | $253K |
IBTKISHARES TR | $252K |
IBTGISHARES TR | $252K |
BNDXVANGUARD CHARLOTTE FDS | $245K |
DFIVDIMENSIONAL ETF TRUST | $243K |
DIHPDIMENSIONAL ETF TRUST | $237K |
IMTMISHARES TR | $231K |
AVSCAMERICAN CENTY ETF TR | $210K |
LPLALPL FINL HLDGS INC | $202K |
NVDANVIDIA CORPORATION | $185K |
LMTLOCKHEED MARTIN CORP | $145K |
TJXTJX COS INC NEW | $124K |
KOCOCA COLA CO | $108K |
XOMEXXON MOBIL CORP | $88K |
PEPPEPSICO INC | $87K |
DISDISNEY WALT CO | $79K |
PLTRPALANTIR TECHNOLOGIES INC | $76K |
NSCNORFOLK SOUTHN CORP | $67K |
VVISA INC | $56K |
AVGOBROADCOM INC | $50K |
GEGE AEROSPACE | $39K |
TSLATESLA INC | $35K |
GEVGE VERNOVA INC | $24K |
UNHUNITEDHEALTH GROUP INC | $20K |
APHAMPHENOL CORP NEW | $16K |
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