O'Brien Wealth Partners LLC
Q3 2025 13F Holdings
- Locationwaltham, MA
- Num holdings
97
- Value ($000)
$738,336
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001689874
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $65.75 M | 9 % | 451,392 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $64.09 M | 9 % | 818,066 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $61.77 M | 8 % | 906,137 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $56.17 M | 8 % | 1,210,003 | ||
HDEF DBX ETF TR | XTRACK MSCI EAFE | 233051630 | $52.52 M | 7 % | 1,785,020 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $48.56 M | 7 % | 952,200 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $47.88 M | 7 % | 833,162 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $43.31 M | 6 % | 131,971 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $41.03 M | 6 % | 1,419,678 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $26.99 M | 4 % | 742,857 |
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