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O'Brien Wealth Partners LLC
Period ended Dec 31, 2025 · Latest filing Jan 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $756,234,825
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $66,563,594
- SPDR SERIES TRUST · STATE STREET SPD · 78464A854 · shares: $65,166,792
- PRINCIPAL EXCHANGE TRADED FD · US MEGA CP ETF · 74255Y870 · shares: $61,175,152
- DBX ETF TR · XTRACK MSCI EAFE · 233051200 · shares: $57,691,144
- DBX ETF TR · XTRACK MSCI EAFE · 233051630 · shares: $55,105,696
- PACER FDS TR · US CASH COWS 100 · 69374H881 · shares: $50,041,008
- J P MORGAN EXCHANGE TRADED F · MORTGAGE BACKED · 46654Q575 · shares: $49,322,648
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $43,852,226
- SPDR SERIES TRUST · STATE STREET SPD · 78464A672 · shares: $41,832,666
- COLUMBIA ETF TR II · EM CORE EX ETF · 19762B202 · shares: $28,040,138
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 447,667 shares | $66,563,594 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | — | 812,351 shares | $65,166,792 |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | — | 893,720 shares | $61,175,152 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 1,199,151 shares | $57,691,144 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 | — | 1,778,177 shares | $55,105,696 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 831,660 shares | $50,041,008 |
| J P MORGAN EXCHANGE TRADED F | MORTGAGE BACKED | 46654Q575 | — | 965,974 shares | $49,322,648 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 130,797 shares | $43,852,226 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 | — | 1,450,509 shares | $41,832,666 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | — | 730,973 shares | $28,040,138 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 | — | 928,154 shares | $24,568,235 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | — | 277,873 shares | $23,408,022 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 45,530 shares | $22,212,081 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 50,376 shares | $19,487,935 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 37,249 shares | $17,630,011 |
| APPLE INC | COM | 037833100 | — | 45,531 shares | $12,378,058 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 270,178 shares | $12,171,511 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | — | 406,398 shares | $11,899,327 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 191,387 shares | $10,679,408 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 103,049 shares | $10,078,192 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 | — | 119,705 shares | $8,534,999 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 151,187 shares | $6,677,930 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 89,713 shares | $6,425,245 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 8,080 shares | $5,067,210 |
| MCDONALDS CORP | COM | 580135101 | — | 12,494 shares | $3,818,515 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 39,603 shares | $2,987,650 |
| MICROSOFT CORP | COM | 594918104 | — | 4,546 shares | $2,198,699 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 6,997 shares | $2,195,659 |
| ELI LILLY & CO | COM | 532457108 | — | 1,654 shares | $1,777,521 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,509,600 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 15,085 shares | $1,506,690 |
| CATERPILLAR INC | COM | 149123101 | — | 2,535 shares | $1,452,225 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 4,148 shares | $1,336,663 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | — | 178,371 shares | $1,255,732 |
| AMAZON COM INC | COM | 023135106 | — | 5,012 shares | $1,156,870 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | — | 7,133 shares | $992,668 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | — | 9,119 shares | $858,645 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,215 shares | $832,202 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | — | 5,720 shares | $823,508 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,512 shares | $786,322 |
| CISCO SYS INC | COM | 17275R102 | — | 9,839 shares | $757,898 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 17,820 shares | $705,494 |
| CORNING INC | COM | 219350105 | — | 7,774 shares | $680,691 |
| ANALOG DEVICES INC | COM | 032654105 | — | 2,345 shares | $635,964 |
| ABBVIE INC | COM | 00287Y109 | — | 2,745 shares | $627,205 |
| HOME DEPOT INC | COM | 437076102 | — | 1,772 shares | $609,745 |
| ORACLE CORP | COM | 68389X105 | — | 3,044 shares | $593,306 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 851 shares | $580,314 |
| MERCK & CO INC | COM | 58933Y105 | — | 5,327 shares | $560,720 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,692 shares | $557,062 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,488 shares | $555,679 |
| ABBOTT LABS | COM | 002824100 | — | 4,286 shares | $536,993 |
| TEXAS INSTRS INC | COM | 882508104 | — | 3,094 shares | $536,778 |
| RTX CORPORATION | COM | 75513E101 | — | 2,888 shares | $529,682 |
| APTARGROUP INC | COM | 038336103 | — | 4,338 shares | $529,062 |
| AIR PRODS & CHEMS INC | COM | 009158106 | — | 2,135 shares | $527,388 |
| AMETEK INC | COM | 031100100 | — | 2,547 shares | $522,925 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,736 shares | $514,119 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 10,960 shares | $510,626 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | — | 13,260 shares | $504,278 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 2,000 shares | $500,620 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 10,475 shares | $480,698 |
| AMGEN INC | COM | 031162100 | — | 1,451 shares | $474,927 |
| UPWORK INC | COM | 91688F104 | — | 23,571 shares | $467,177 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 5,789 shares | $456,231 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 6,013 shares | $437,025 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 5,766 shares | $360,202 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 10,447 shares | $360,004 |
| META PLATFORMS INC | CL A | 30303M102 | — | 544 shares | $359,184 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 3,676 shares | $349,551 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 2,395 shares | $343,289 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 663 shares | $333,257 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 1,291 shares | $332,951 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 | — | 11,541 shares | $253,267 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 | — | 11,324 shares | $253,261 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | — | 11,269 shares | $253,214 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 | — | 12,744 shares | $252,905 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | — | 11,055 shares | $252,883 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 5,088 shares | $245,852 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 4,882 shares | $243,612 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 7,490 shares | $237,171 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 | — | 4,834 shares | $231,887 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | — | 3,580 shares | $210,289 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 566 shares | $202,158 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 995 shares | $185,582 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 301 shares | $145,585 |
| TJX COS INC NEW | COM | 872540109 | — | 810 shares | $124,424 |
| COCA COLA CO | COM | 191216100 | — | 1,553 shares | $108,570 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 738 shares | $88,811 |
| PEPSICO INC | COM | 713448108 | — | 612 shares | $87,834 |
| DISNEY WALT CO | COM | 254687106 | — | 700 shares | $79,639 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 431 shares | $76,610 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 235 shares | $67,849 |
| VISA INC | COM CL A | 92826C839 | — | 160 shares | $56,114 |
| BROADCOM INC | COM | 11135F101 | — | 147 shares | $50,877 |
| GE AEROSPACE | COM NEW | 369604301 | — | 129 shares | $39,736 |
| TESLA INC | COM | 88160R101 | — | 79 shares | $35,528 |
| GE VERNOVA INC | COM | 36828A101 | — | 37 shares | $24,182 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 61 shares | $20,137 |
| AMPHENOL CORP NEW | CL A | 032095101 | — | 120 shares | $16,217 |