Institutional Manager · CIK 0001689874
O'Brien Wealth Partners LLC
Boston, MA · File #028-17558
Latest AUM
$756.2M
Positions
110
Top-10 Concentration
69.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025110 pos · $756.2M
- 13F HOLDINGS REPORTQ/E Sep 202597 pos · $738.3M
- 13F HOLDINGS REPORTQ/E Jun 202587 pos · $637.1M
- 13F HOLDINGS REPORTQ/E Mar 202572 pos · $537.1M
- 13F HOLDINGS REPORTQ/E Dec 202467 pos · $554.9M
- 13F HOLDINGS REPORTQ/E Sep 202466 pos · $509.8M
- 13F HOLDINGS REPORTQ/E Jun 202462 pos · $444.9M
- 13F HOLDINGS REPORTQ/E Mar 202466 pos · $432.4M
- 13F HOLDINGS REPORTQ/E Dec 202356 pos · $348.6M
- 13F HOLDINGS REPORTQ/E Sep 202357 pos · $339.7M
- 13F HOLDINGS REPORTQ/E Jun 202356 pos · $317.3M
- 13F HOLDINGS REPORTQ/E Mar 202357 pos · $251.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 447,667 | $66.6M | 8.97% |
| 2 | SPDR SERIES TRUST | 78464A854 | 812,351 | $65.2M | 8.78% |
| 3 | PRINCIPAL EXCHANGE TRADED FD | 74255Y870 | 893,720 | $61.2M | 8.25% |
| 4 | DBX ETF TR | 233051200 | 1,199,151 | $57.7M | 7.78% |
| 5 | DBX ETF TR | 233051630 | 1,778,177 | $55.1M | 7.43% |
| 6 | PACER FDS TR | 69374H881 | 831,660 | $50.0M | 6.75% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46654Q575 | 965,974 | $49.3M | 6.65% |
| 8 | VANGUARD INDEX FDS | 922908769 | 130,797 | $43.9M | 5.91% |
| 9 | SPDR SERIES TRUST | 78464A672 | 1,450,509 | $41.8M | 5.64% |
| 10 | COLUMBIA ETF TR II | 19762B202 | 730,973 | $28.0M | 3.78% |
| 11 | SPDR SERIES TRUST | 78464A664 | 928,154 | $24.6M | 3.31% |
| 12 | MORGAN STANLEY ETF TRUST | MS-PQ | 277,873 | $23.4M | 3.16% |
| 13 | VANGUARD INDEX FDS | 922908736 | 45,530 | $22.2M | 2.99% |
| 14 | ISHARES TR | 464287689 | 50,376 | $19.5M | 2.63% |
| 15 | ISHARES TR | 464287614 | 37,249 | $17.6M | 2.38% |
| 16 | APPLE INC | AAPL | 45,531 | $12.4M | 1.67% |
| 17 | NUSHARES ETF TR | NU | 270,178 | $12.2M | 1.64% |
| 18 | SPDR SERIES TRUST | 78468R101 | 406,398 | $11.9M | 1.60% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C847 | 191,387 | $10.7M | 1.44% |
| 20 | NUSHARES ETF TR | NU | 103,049 | $10.1M | 1.36% |