O'Brien Wealth Partners LLC
Q4 2025 13F Holdings
- Locationwaltham, MA
- Num holdings
110
- Value ($000)
$756,235
- Date Filed01/22/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $66.56M | 9 % | 447,667 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $65.17M | 9 % | 812,351 | ||
PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $61.18M | 8 % | 893,720 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $57.69M | 8 % | 1,199,151 | ||
DBX ETF TR | XTRACK MSCI EAFE | 233051630 | $55.11M | 7 % | 1,778,177 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $50.04M | 7 % | 831,660 | ||
J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | $49.32M | 7 % | 965,974 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $43.85M | 6 % | 130,797 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | $41.83M | 6 % | 1,450,509 | ||
COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $28.04M | 4 % | 730,973 |
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