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 |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $65.75M | 9 % | 451,392 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $64.09M | 9 % | 818,066 | ||
PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $61.77M | 8 % | 906,137 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $56.17M | 8 % | 1,210,003 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051630 | $52.52M | 7 % | 1,785,020 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $48.56M | 7 % | 952,200 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $47.88M | 7 % | 833,162 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $43.31M | 6 % | 131,971 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $41.03M | 6 % | 1,419,678 | ||
COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $26.99M | 4 % | 742,857 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100