O'Brien Wealth Partners LLC

Est. AUM

$755.2M

13F long equity, this entity only

Positions

106

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$66.6M	447667	8.81%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$65.2M	812351	8.63%	SOLE
3	PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$61.2M	893720	8.10%	SOLE
4	DBX ETF TR	XTRACK MSCI EAFE	$57.7M	1199151	7.64%	SOLE
5	DBX ETF TR	XTRACK MSCI EAFE	$55.1M	1778177	7.30%	SOLE
6	PACER FDS TR	US CASH COWS 100	$50.0M	831660	6.63%	SOLE
7	J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$49.3M	965974	6.53%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$43.9M	130797	5.81%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$41.8M	1450509	5.54%	SOLE
10	COLUMBIA ETF TR II	EM CORE EX ETF	$28.0M	730973	3.71%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$24.6M	928154	3.25%	SOLE
12	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$23.4M	277873	3.10%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$22.2M	45530	2.94%	SOLE
14	ISHARES TR	RUSSELL 3000 ETF	$19.5M	50376	2.58%	SOLE
15	ISHARES TR	RUS 1000 GRW ETF	$17.6M	37249	2.33%	SOLE
16	APPLE INC	COM	$12.4M	45531	1.64%	SOLE
17	NUSHARES ETF TR	NUVEEN ESG LRGVL	$12.2M	270178	1.61%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$11.9M	406398	1.58%	SOLE
19	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$10.7M	191387	1.41%	SOLE
20	NUSHARES ETF TR	NUVEEN ESG LRGCP	$10.1M	103049	1.33%	SOLE
21	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$8.5M	119705	1.13%	SOLE
22	ISHARES INC	ESG AWR MSCI EM	$6.7M	151187	0.88%	SOLE
23	VANGUARD WORLD FD	ESG INTL STK ETF	$6.4M	89713	0.85%	SOLE
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	8080	0.67%	SOLE
25	MCDONALDS CORP	COM	$3.8M	12494	0.51%	SOLE
26	VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	39603	0.40%	SOLE
27	MICROSOFT CORP	COM	$2.2M	4546	0.29%	SOLE
28	ALPHABET INC	CAP STK CL C	$2.2M	6997	0.29%	SOLE
29	ELI LILLY & CO	COM	$1.8M	1654	0.24%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	2	0.20%	SOLE
31	ISHARES TR	CORE US AGGBD ET	$1.5M	15085	0.20%	SOLE
32	CATERPILLAR INC	COM	$1.5M	2535	0.19%	SOLE
33	JPMORGAN CHASE & CO.	COM	$1.3M	4148	0.18%	SOLE
34	LIFESTANCE HEALTH GROUP INC	COM	$1.3M	178371	0.17%	SOLE
35	AMAZON COM INC	COM	$1.2M	5012	0.15%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$993K	7133	0.13%	SOLE
37	ISHARES TR	MSCI USA MIN VOL	$859K	9119	0.11%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$832K	1215	0.11%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET TEC	$824K	5720	0.11%	SOLE
40	ALPHABET INC	CAP STK CL A	$786K	2512	0.10%	SOLE
41	CISCO SYS INC	COM	$758K	9839	0.10%	SOLE
42	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$705K	17820	0.09%	SOLE
43	CORNING INC	COM	$681K	7774	0.09%	SOLE
44	ANALOG DEVICES INC	COM	$636K	2345	0.08%	SOLE
45	ABBVIE INC	COM	$627K	2745	0.08%	SOLE
46	HOME DEPOT INC	COM	$610K	1772	0.08%	SOLE
47	ORACLE CORP	COM	$593K	3044	0.08%	SOLE
48	SPDR S&P 500 ETF TR	TR UNIT	$580K	851	0.08%	SOLE
49	MERCK & CO INC	COM	$561K	5327	0.07%	SOLE
50	JOHNSON & JOHNSON	COM	$557K	2692	0.07%	SOLE

1–50 of 106

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.