13F HOLDINGS REPORT
O'Brien Wealth Partners LLC
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001580642-25-004184
Total Value
$637.1M
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 456,348 | $61.6M | 9.67% |
| 2 | SPDR SER TR | 78464A854 | 825,956 | $60.0M | 9.42% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 920,520 | $57.6M | 9.04% |
| 4 | DBX ETF TR | 233051200 | 1,211,498 | $53.0M | 8.32% |
| 5 | DBX ETF TR | 233051630 | 1,791,122 | $51.7M | 8.11% |
| 6 | PACER FDS TR | 69374H881 | 827,665 | $45.6M | 7.16% |
| 7 | SPDR SER TR | 78464A672 | 1,399,196 | $40.3M | 6.32% |
| 8 | VANGUARD INDEX FDS | 922908769 | 132,437 | $40.3M | 6.32% |
| 9 | COLUMBIA ETF TR II | 19762B202 | 747,975 | $25.6M | 4.01% |
| 10 | SPDR SER TR | 78464A664 | 917,946 | $24.4M | 3.83% |
| 11 | MORGAN STANLEY ETF TRUST | MS-PQ | 281,546 | $21.5M | 3.38% |
| 12 | VANGUARD INDEX FDS | 922908736 | 44,921 | $19.7M | 3.09% |
| 13 | ISHARES TR | 464287689 | 50,846 | $17.8M | 2.80% |
| 14 | ISHARES TR | 464287614 | 40,574 | $17.2M | 2.70% |
| 15 | APPLE INC | AAPL | 60,752 | $12.5M | 1.96% |
| 16 | SPDR SER TR | 78468R101 | 392,507 | $11.5M | 1.80% |
| 17 | NUSHARES ETF TR | NU | 272,488 | $11.4M | 1.79% |
| 18 | NUSHARES ETF TR | NU | 107,487 | $10.1M | 1.58% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C847 | 162,414 | $9.1M | 1.43% |
| 20 | MORGAN STANLEY ETF TRUST | MS-PQ | 127,700 | $8.3M | 1.30% |
| 21 | ISHARES INC | 46434G863 | 155,676 | $6.1M | 0.96% |
| 22 | VANGUARD WORLD FD | 921910725 | 91,966 | $6.0M | 0.95% |
| 23 | VANGUARD INDEX FDS | 922908363 | 7,005 | $4.0M | 0.62% |
| 24 | MCDONALDS CORP | MCD | 10,713 | $3.1M | 0.49% |
| 25 | VANGUARD STAR FDS | 921909768 | 39,603 | $2.7M | 0.43% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.23% |
| 27 | LIFESTANCE HEALTH GROUP INC | LFST | 216,371 | $1.1M | 0.18% |
| 28 | SPDR SER TR | 78464A763 | 7,058 | $958,030 | 0.15% |
| 29 | ISHARES TR | 46429B697 | 10,190 | $956,535 | 0.15% |
| 30 | MICROSOFT CORP | MSFT | 1,869 | $929,502 | 0.15% |
| 31 | ISHARES TR | 464287200 | 1,215 | $754,394 | 0.12% |
| 32 | SELECT SECTOR SPDR TR | 81369Y803 | 2,860 | $724,238 | 0.11% |
| 33 | ANALOG DEVICES INC | ADI | 2,345 | $558,157 | 0.09% |
| 34 | SPDR S&P 500 ETF TR | SPY | 862 | $532,587 | 0.08% |
| 35 | ISHARES TR | 464287622 | 1,498 | $508,676 | 0.08% |
| 36 | INTERNATIONAL BUSINESS MACHS | INTR | 1,721 | $507,246 | 0.08% |
| 37 | AMETEK INC | AME | 2,547 | $460,905 | 0.07% |
| 38 | ALPHABET INC | GOOG | 2,534 | $446,600 | 0.07% |
| 39 | META PLATFORMS INC | META | 542 | $400,334 | 0.06% |
| 40 | ISHARES INC | 46434G764 | 6,043 | $381,555 | 0.06% |
| 41 | JOHNSON & JOHNSON | JNJ | 2,498 | $381,512 | 0.06% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 1,192 | $345,580 | 0.05% |
| 43 | ISHARES TR | 46435G516 | 3,676 | $327,973 | 0.05% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 661 | $321,094 | 0.05% |
| 45 | UPWORK INC | UPWK | 23,571 | $316,794 | 0.05% |
| 46 | AMAZON COM INC | AMZN | 1,383 | $303,416 | 0.05% |
| 47 | INVESCO EXCH TRADED FD TR II | IVZ | 1,200 | $272,520 | 0.04% |
| 48 | ISHARES TR | 464287226 | 2,420 | $240,064 | 0.04% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 1,402 | $223,380 | 0.04% |
| 50 | LPL FINL HLDGS INC | 50212V100 | 566 | $212,233 | 0.03% |
| 51 | CISCO SYS INC | CSCO | 3,054 | $211,887 | 0.03% |
| 52 | PAYCHEX INC | PAYX | 1,279 | $186,043 | 0.03% |
| 53 | ALPHABET INC | GOOG | 1,041 | $184,663 | 0.03% |
| 54 | MERCK & CO INC | MRK | 2,130 | $168,611 | 0.03% |
| 55 | NVIDIA CORPORATION | NVDA | 1,038 | $164,002 | 0.03% |
| 56 | ABBVIE INC | ABBV | 742 | $137,730 | 0.02% |
| 57 | COCA COLA CO | KO | 1,734 | $122,647 | 0.02% |
| 58 | ACCENTURE PLC IRELAND | ACN | 388 | $115,969 | 0.02% |
| 59 | NORFOLK SOUTHN CORP | 655844108 | 432 | $110,579 | 0.02% |
| 60 | ABBOTT LABS | ABLZF | 787 | $107,040 | 0.02% |
| 61 | CHEVRON CORP NEW | CVX | 676 | $96,796 | 0.02% |
| 62 | DISNEY WALT CO | 254687106 | 700 | $86,807 | 0.01% |
| 63 | EXXON MOBIL CORP | XOM | 713 | $76,861 | 0.01% |
| 64 | PALANTIR TECHNOLOGIES INC | PLTR | 556 | $75,794 | 0.01% |
| 65 | COSTCO WHSL CORP NEW | 22160K105 | 71 | $70,286 | 0.01% |
| 66 | VERIZON COMMUNICATIONS INC | VZ | 1,197 | $51,805 | 0.01% |
| 67 | ELI LILLY & CO | LLY | 47 | $36,638 | 0.01% |
| 68 | BOOKING HOLDINGS INC | BKNG | 6 | $34,735 | 0.01% |
| 69 | GE AEROSPACE | 369604301 | 129 | $33,203 | 0.01% |
| 70 | VISA INC | V | 89 | $31,599 | 0.00% |
| 71 | BROADCOM INC | AVGO | 112 | $30,873 | 0.00% |
| 72 | AT&T INC | T-PC | 897 | $25,959 | 0.00% |
| 73 | TESLA INC | TSLA | 79 | $25,095 | 0.00% |
| 74 | UNITEDHEALTH GROUP INC | UNH | 77 | $24,022 | 0.00% |
| 75 | GE VERNOVA INC | GEV | 37 | $19,579 | 0.00% |
| 76 | MASTERCARD INCORPORATED | MA | 22 | $12,363 | 0.00% |
| 77 | NETFLIX INC | NFLX | 9 | $12,052 | 0.00% |
| 78 | AMPHENOL CORP NEW | 032095101 | 120 | $11,850 | 0.00% |
| 79 | EATON CORP PLC | ETN | 26 | $9,282 | 0.00% |
| 80 | HOME DEPOT INC | HD | 16 | $5,866 | 0.00% |
| 81 | ORACLE CORP | ORCL-PD | 19 | $4,154 | 0.00% |
| 82 | INTUIT | INTU | 4 | $3,151 | 0.00% |
| 83 | APPLIED MATLS INC | 038222105 | 11 | $2,014 | 0.00% |
| 84 | AUTOMATIC DATA PROCESSING IN | ADP | 4 | $1,234 | 0.00% |
| 85 | AFLAC INC | AFL | 10 | $1,055 | 0.00% |
| 86 | NEXTERA ENERGY INC | NEE-PW | 15 | $1,041 | 0.00% |
| 87 | AMGEN INC | AMGN | 2 | $558 | 0.00% |