13F HOLDINGS REPORT
O'Brien Wealth Partners LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001580642-25-006682
Total Value
$738.3M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 451,392 | $65.7M | 8.90% |
| 2 | SPDR SERIES TRUST | 78464A854 | 818,066 | $64.1M | 8.68% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 906,137 | $61.8M | 8.37% |
| 4 | DBX ETF TR | 233051200 | 1,210,003 | $56.2M | 7.61% |
| 5 | DBX ETF TR | 233051630 | 1,785,020 | $52.5M | 7.11% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46654Q575 | 952,200 | $48.6M | 6.58% |
| 7 | PACER FDS TR | 69374H881 | 833,162 | $47.9M | 6.49% |
| 8 | VANGUARD INDEX FDS | 922908769 | 131,971 | $43.3M | 5.87% |
| 9 | SPDR SERIES TRUST | 78464A672 | 1,419,678 | $41.0M | 5.56% |
| 10 | COLUMBIA ETF TR II | 19762B202 | 742,857 | $27.0M | 3.66% |
| 11 | SPDR SERIES TRUST | 78464A664 | 943,819 | $25.4M | 3.45% |
| 12 | MORGAN STANLEY ETF TRUST | MS-PQ | 278,341 | $22.8M | 3.09% |
| 13 | VANGUARD INDEX FDS | 922908736 | 46,147 | $22.1M | 3.00% |
| 14 | ISHARES TR | 464287689 | 50,371 | $19.1M | 2.59% |
| 15 | ISHARES TR | 464287614 | 39,244 | $18.4M | 2.49% |
| 16 | APPLE INC | AAPL | 60,722 | $15.5M | 2.09% |
| 17 | NUSHARES ETF TR | NU | 268,286 | $11.8M | 1.59% |
| 18 | SPDR SERIES TRUST | 78468R101 | 397,989 | $11.7M | 1.58% |
| 19 | NUSHARES ETF TR | NU | 105,316 | $10.5M | 1.42% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C847 | 164,084 | $9.3M | 1.26% |
| 21 | MORGAN STANLEY ETF TRUST | MS-PQ | 121,010 | $8.3M | 1.12% |
| 22 | ISHARES INC | 46434G863 | 152,241 | $6.6M | 0.90% |
| 23 | VANGUARD WORLD FD | 921910725 | 91,184 | $6.3M | 0.86% |
| 24 | VANGUARD INDEX FDS | 922908363 | 7,366 | $4.5M | 0.61% |
| 25 | MCDONALDS CORP | MCD | 12,493 | $3.8M | 0.51% |
| 26 | VANGUARD STAR FDS | 921909768 | 39,603 | $2.9M | 0.39% |
| 27 | MICROSOFT CORP | MSFT | 4,784 | $2.5M | 0.34% |
| 28 | ALPHABET INC | GOOG | 6,992 | $1.7M | 0.23% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.20% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 4,145 | $1.3M | 0.18% |
| 31 | ELI LILLY & CO | LLY | 1,655 | $1.3M | 0.17% |
| 32 | CATERPILLAR INC | CAT | 2,535 | $1.2M | 0.16% |
| 33 | AMAZON COM INC | AMZN | 5,012 | $1.1M | 0.15% |
| 34 | SPDR SERIES TRUST | 78464A763 | 7,093 | $993,368 | 0.13% |
| 35 | LIFESTANCE HEALTH GROUP INC | LFST | 178,371 | $981,041 | 0.13% |
| 36 | ISHARES TR | 46429B697 | 10,190 | $969,477 | 0.13% |
| 37 | ORACLE CORP | ORCL-PD | 3,049 | $857,501 | 0.12% |
| 38 | ISHARES TR | 464287200 | 1,215 | $813,200 | 0.11% |
| 39 | SELECT SECTOR SPDR TR | 81369Y803 | 2,860 | $806,120 | 0.11% |
| 40 | HOME DEPOT INC | HD | 1,783 | $722,454 | 0.10% |
| 41 | CISCO SYS INC | CSCO | 9,839 | $673,184 | 0.09% |
| 42 | CORNING INC | GLW | 8,013 | $657,306 | 0.09% |
| 43 | ABBVIE INC | ABBV | 2,745 | $635,577 | 0.09% |
| 44 | ALPHABET INC | GOOG | 2,511 | $610,498 | 0.08% |
| 45 | AIR PRODS & CHEMS INC | AIIR | 2,137 | $582,803 | 0.08% |
| 46 | APTARGROUP INC | ATR | 4,338 | $579,817 | 0.08% |
| 47 | ANALOG DEVICES INC | ADI | 2,345 | $576,167 | 0.08% |
| 48 | ABBOTT LABS | ABLZF | 4,293 | $575,004 | 0.08% |
| 49 | TEXAS INSTRS INC | 882508104 | 3,093 | $568,277 | 0.08% |
| 50 | SPDR S&P 500 ETF TR | SPY | 851 | $566,919 | 0.08% |
| 51 | ISHARES TR | 464287622 | 1,488 | $543,834 | 0.07% |
| 52 | JOHNSON & JOHNSON | JNJ | 2,691 | $498,923 | 0.07% |
| 53 | INTERNATIONAL BUSINESS MACHS | INTR | 1,728 | $487,557 | 0.07% |
| 54 | RTX CORPORATION | RTX | 2,888 | $483,167 | 0.07% |
| 55 | BROOKFIELD CORP | 11271J107 | 6,984 | $478,963 | 0.06% |
| 56 | AMETEK INC | AME | 2,547 | $478,836 | 0.06% |
| 57 | MERCK & CO INC | MRK | 5,320 | $446,508 | 0.06% |
| 58 | UPWORK INC | UPWK | 23,571 | $437,713 | 0.06% |
| 59 | AMGEN INC | AMGN | 1,451 | $409,472 | 0.06% |
| 60 | ISHARES INC | 46434G764 | 6,043 | $407,963 | 0.06% |
| 61 | META PLATFORMS INC | META | 544 | $399,316 | 0.05% |
| 62 | PROCTER AND GAMBLE CO | 742718109 | 2,442 | $375,172 | 0.05% |
| 63 | ISHARES TR | 464287226 | 3,501 | $350,975 | 0.05% |
| 64 | ISHARES TR | 46435G516 | 3,676 | $341,794 | 0.05% |
| 65 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 663 | $333,317 | 0.05% |
| 66 | KIMBERLY-CLARK CORP | KMB | 1,948 | $242,214 | 0.03% |
| 67 | NVIDIA CORPORATION | NVDA | 1,063 | $198,346 | 0.03% |
| 68 | CARRIER GLOBAL CORPORATION | CARR | 2,881 | $171,968 | 0.02% |
| 69 | PAYCHEX INC | PAYX | 1,279 | $162,126 | 0.02% |
| 70 | LOCKHEED MARTIN CORP | LMT | 302 | $150,761 | 0.02% |
| 71 | TJX COS INC NEW | 872540109 | 810 | $117,077 | 0.02% |
| 72 | COCA COLA CO | KO | 1,731 | $114,778 | 0.02% |
| 73 | CHEVRON CORP NEW | CVX | 682 | $105,908 | 0.01% |
| 74 | PEPSICO INC | PEP | 613 | $86,090 | 0.01% |
| 75 | COSTCO WHSL CORP NEW | 22160K105 | 93 | $86,084 | 0.01% |
| 76 | EXXON MOBIL CORP | XOM | 738 | $83,210 | 0.01% |
| 77 | DISNEY WALT CO | 254687106 | 700 | $80,150 | 0.01% |
| 78 | PALANTIR TECHNOLOGIES INC | PLTR | 431 | $78,623 | 0.01% |
| 79 | NORFOLK SOUTHN CORP | 655844108 | 235 | $70,596 | 0.01% |
| 80 | VISA INC | V | 160 | $54,621 | 0.01% |
| 81 | VERIZON COMMUNICATIONS INC | VZ | 1,224 | $53,802 | 0.01% |
| 82 | BROADCOM INC | AVGO | 148 | $48,827 | 0.01% |
| 83 | PFIZER INC | PFE | 1,907 | $48,590 | 0.01% |
| 84 | GE AEROSPACE | 369604301 | 129 | $38,806 | 0.01% |
| 85 | TESLA INC | TSLA | 79 | $35,133 | 0.00% |
| 86 | GE VERNOVA INC | GEV | 37 | $22,751 | 0.00% |
| 87 | UNITEDHEALTH GROUP INC | UNH | 62 | $21,409 | 0.00% |
| 88 | AMPHENOL CORP NEW | 032095101 | 120 | $14,850 | 0.00% |
| 89 | MASTERCARD INCORPORATED | MA | 22 | $12,514 | 0.00% |
| 90 | NETFLIX INC | NFLX | 9 | $10,790 | 0.00% |
| 91 | WALMART INC | WMT | 95 | $9,791 | 0.00% |
| 92 | EATON CORP PLC | ETN | 26 | $9,731 | 0.00% |
| 93 | MORGAN STANLEY | MS-PQ | 19 | $3,020 | 0.00% |
| 94 | AUTOMATIC DATA PROCESSING IN | ADP | 6 | $1,761 | 0.00% |
| 95 | NEXTERA ENERGY INC | NEE-PW | 15 | $1,132 | 0.00% |
| 96 | APPLIED MATLS INC | 038222105 | 5 | $1,024 | 0.00% |
| 97 | AFLAC INC | AFL | 9 | $1,005 | 0.00% |