13F HOLDINGS REPORT
O'Brien Wealth Partners LLC
Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0001580642-26-000355
Total Value
$756.2M
Positions
110
Other Managers
0
Confidential Omitted
No
Holdings (110)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 447,667 | $66.6M | 8.80% |
| 2 | SPDR SERIES TRUST | 78464A854 | 812,351 | $65.2M | 8.62% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 893,720 | $61.2M | 8.09% |
| 4 | DBX ETF TR | 233051200 | 1,199,151 | $57.7M | 7.63% |
| 5 | DBX ETF TR | 233051630 | 1,778,177 | $55.1M | 7.29% |
| 6 | PACER FDS TR | 69374H881 | 831,660 | $50.0M | 6.62% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46654Q575 | 965,974 | $49.3M | 6.52% |
| 8 | VANGUARD INDEX FDS | 922908769 | 130,797 | $43.9M | 5.80% |
| 9 | SPDR SERIES TRUST | 78464A672 | 1,450,509 | $41.8M | 5.53% |
| 10 | COLUMBIA ETF TR II | 19762B202 | 730,973 | $28.0M | 3.71% |
| 11 | SPDR SERIES TRUST | 78464A664 | 928,154 | $24.6M | 3.25% |
| 12 | MORGAN STANLEY ETF TRUST | MS-PQ | 277,873 | $23.4M | 3.10% |
| 13 | VANGUARD INDEX FDS | 922908736 | 45,530 | $22.2M | 2.94% |
| 14 | ISHARES TR | 464287689 | 50,376 | $19.5M | 2.58% |
| 15 | ISHARES TR | 464287614 | 37,249 | $17.6M | 2.33% |
| 16 | APPLE INC | AAPL | 45,531 | $12.4M | 1.64% |
| 17 | NUSHARES ETF TR | NU | 270,178 | $12.2M | 1.61% |
| 18 | SPDR SERIES TRUST | 78468R101 | 406,398 | $11.9M | 1.57% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C847 | 191,387 | $10.7M | 1.41% |
| 20 | NUSHARES ETF TR | NU | 103,049 | $10.1M | 1.33% |
| 21 | MORGAN STANLEY ETF TRUST | MS-PQ | 119,705 | $8.5M | 1.13% |
| 22 | ISHARES INC | 46434G863 | 151,187 | $6.7M | 0.88% |
| 23 | VANGUARD WORLD FD | 921910725 | 89,713 | $6.4M | 0.85% |
| 24 | VANGUARD INDEX FDS | 922908363 | 8,080 | $5.1M | 0.67% |
| 25 | MCDONALDS CORP | MCD | 12,494 | $3.8M | 0.50% |
| 26 | VANGUARD STAR FDS | 921909768 | 39,603 | $3.0M | 0.40% |
| 27 | MICROSOFT CORP | MSFT | 4,546 | $2.2M | 0.29% |
| 28 | ALPHABET INC | GOOG | 6,997 | $2.2M | 0.29% |
| 29 | ELI LILLY & CO | LLY | 1,654 | $1.8M | 0.24% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.20% |
| 31 | ISHARES TR | 464287226 | 15,085 | $1.5M | 0.20% |
| 32 | CATERPILLAR INC | CAT | 2,535 | $1.5M | 0.19% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 4,148 | $1.3M | 0.18% |
| 34 | LIFESTANCE HEALTH GROUP INC | LFST | 178,371 | $1.3M | 0.17% |
| 35 | AMAZON COM INC | AMZN | 5,012 | $1.2M | 0.15% |
| 36 | SPDR SERIES TRUST | 78464A763 | 7,133 | $992,668 | 0.13% |
| 37 | ISHARES TR | 46429B697 | 9,119 | $858,645 | 0.11% |
| 38 | ISHARES TR | 464287200 | 1,215 | $832,202 | 0.11% |
| 39 | SELECT SECTOR SPDR TR | 81369Y803 | 5,720 | $823,508 | 0.11% |
| 40 | ALPHABET INC | GOOG | 2,512 | $786,322 | 0.10% |
| 41 | CISCO SYS INC | CSCO | 9,839 | $757,898 | 0.10% |
| 42 | DIMENSIONAL ETF TRUST | 25434V708 | 17,820 | $705,494 | 0.09% |
| 43 | CORNING INC | GLW | 7,774 | $680,691 | 0.09% |
| 44 | ANALOG DEVICES INC | ADI | 2,345 | $635,964 | 0.08% |
| 45 | ABBVIE INC | ABBV | 2,745 | $627,205 | 0.08% |
| 46 | HOME DEPOT INC | HD | 1,772 | $609,745 | 0.08% |
| 47 | ORACLE CORP | ORCL-PD | 3,044 | $593,306 | 0.08% |
| 48 | SPDR S&P 500 ETF TR | SPY | 851 | $580,314 | 0.08% |
| 49 | MERCK & CO INC | MRK | 5,327 | $560,720 | 0.07% |
| 50 | JOHNSON & JOHNSON | JNJ | 2,692 | $557,062 | 0.07% |
| 51 | ISHARES TR | 464287622 | 1,488 | $555,679 | 0.07% |
| 52 | ABBOTT LABS | ABLZF | 4,286 | $536,993 | 0.07% |
| 53 | TEXAS INSTRS INC | 882508104 | 3,094 | $536,778 | 0.07% |
| 54 | RTX CORPORATION | RTX | 2,888 | $529,682 | 0.07% |
| 55 | APTARGROUP INC | ATR | 4,338 | $529,062 | 0.07% |
| 56 | AIR PRODS & CHEMS INC | AIIR | 2,135 | $527,388 | 0.07% |
| 57 | AMETEK INC | AME | 2,547 | $522,925 | 0.07% |
| 58 | INTERNATIONAL BUSINESS MACHS | INTR | 1,736 | $514,119 | 0.07% |
| 59 | DIMENSIONAL ETF TRUST | 25434V724 | 10,960 | $510,626 | 0.07% |
| 60 | DIMENSIONAL ETF TRUST | 25434V831 | 13,260 | $504,278 | 0.07% |
| 61 | ISHARES TR | 46432F396 | 2,000 | $500,620 | 0.07% |
| 62 | BROOKFIELD CORP | 11271J107 | 10,475 | $480,698 | 0.06% |
| 63 | AMGEN INC | AMGN | 1,451 | $474,927 | 0.06% |
| 64 | UPWORK INC | UPWK | 23,571 | $467,177 | 0.06% |
| 65 | VANGUARD BD INDEX FDS | 921937827 | 5,789 | $456,231 | 0.06% |
| 66 | ISHARES INC | 46434G764 | 6,013 | $437,025 | 0.06% |
| 67 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,766 | $360,202 | 0.05% |
| 68 | DIMENSIONAL ETF TRUST | 25434V799 | 10,447 | $360,004 | 0.05% |
| 69 | META PLATFORMS INC | META | 544 | $359,184 | 0.05% |
| 70 | ISHARES TR | 46435G516 | 3,676 | $349,551 | 0.05% |
| 71 | PROCTER AND GAMBLE CO | 742718109 | 2,395 | $343,289 | 0.05% |
| 72 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 663 | $333,257 | 0.04% |
| 73 | VANGUARD INDEX FDS | 922908751 | 1,291 | $332,951 | 0.04% |
| 74 | ISHARES TR | 46436E825 | 11,541 | $253,267 | 0.03% |
| 75 | ISHARES TR | 46436E833 | 11,324 | $253,261 | 0.03% |
| 76 | ISHARES TR | 46436E841 | 11,269 | $253,214 | 0.03% |
| 77 | ISHARES TR | 46436E593 | 12,744 | $252,905 | 0.03% |
| 78 | ISHARES TR | 46436E858 | 11,055 | $252,883 | 0.03% |
| 79 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,088 | $245,852 | 0.03% |
| 80 | DIMENSIONAL ETF TRUST | 25434V807 | 4,882 | $243,612 | 0.03% |
| 81 | DIMENSIONAL ETF TRUST | 25434V765 | 7,490 | $237,171 | 0.03% |
| 82 | ISHARES TR | 46434V449 | 4,834 | $231,887 | 0.03% |
| 83 | AMERICAN CENTY ETF TR | 025072323 | 3,580 | $210,289 | 0.03% |
| 84 | LPL FINL HLDGS INC | 50212V100 | 566 | $202,158 | 0.03% |
| 85 | NVIDIA CORPORATION | NVDA | 995 | $185,582 | 0.02% |
| 86 | LOCKHEED MARTIN CORP | LMT | 301 | $145,585 | 0.02% |
| 87 | TJX COS INC NEW | 872540109 | 810 | $124,424 | 0.02% |
| 88 | COCA COLA CO | KO | 1,553 | $108,570 | 0.01% |
| 89 | EXXON MOBIL CORP | XOM | 738 | $88,811 | 0.01% |
| 90 | PEPSICO INC | PEP | 612 | $87,834 | 0.01% |
| 91 | DISNEY WALT CO | 254687106 | 700 | $79,639 | 0.01% |
| 92 | PALANTIR TECHNOLOGIES INC | PLTR | 431 | $76,610 | 0.01% |
| 93 | NORFOLK SOUTHN CORP | 655844108 | 235 | $67,849 | 0.01% |
| 94 | VISA INC | V | 160 | $56,114 | 0.01% |
| 95 | BROADCOM INC | AVGO | 147 | $50,877 | 0.01% |
| 96 | GE AEROSPACE | 369604301 | 129 | $39,736 | 0.01% |
| 97 | TESLA INC | TSLA | 79 | $35,528 | 0.00% |
| 98 | GE VERNOVA INC | GEV | 37 | $24,182 | 0.00% |
| 99 | UNITEDHEALTH GROUP INC | UNH | 61 | $20,137 | 0.00% |
| 100 | AMPHENOL CORP NEW | 032095101 | 120 | $16,217 | 0.00% |
| 101 | AMERICAN EXPRESS CO | AXP | 33 | $12,208 | 0.00% |
| 102 | MASTERCARD INCORPORATED | MA | 21 | $11,988 | 0.00% |
| 103 | WALMART INC | WMT | 95 | $10,584 | 0.00% |
| 104 | EATON CORP PLC | ETN | 26 | $8,281 | 0.00% |
| 105 | NETFLIX INC | NFLX | 60 | $5,626 | 0.00% |
| 106 | ADVANCED MICRO DEVICES INC | AMD | 25 | $5,354 | 0.00% |
| 107 | MORGAN STANLEY | MS-PQ | 19 | $3,373 | 0.00% |
| 108 | AUTOMATIC DATA PROCESSING IN | ADP | 5 | $1,286 | 0.00% |
| 109 | APPLIED MATLS INC | 038222105 | 5 | $1,285 | 0.00% |
| 110 | NEXTERA ENERGY INC | NEE-PW | 15 | $1,204 | 0.00% |