Institutional Manager · CIK 0001689874

O'Brien Wealth Partners LLC

Waltham, MA · File #028-17558

Latest AUM

$756.2M

Positions

110

Top-10 Concentration

69.9%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	APPLE INC	AAPL	-15,191	-$4.1M	+$1.0M
ADD	VANGUARD SCOTTSDALE FDS	92206C847	+27,303	+$1.5M	-$173,916
ADD	ISHARES TR	464287226	+11,584	+$1.2M	-$1,295
REDUCE	ISHARES TR	464287614	-1,995	-$944,237	+$191,854
ADD	SPDR SERIES TRUST	78464A672	+30,831	+$889,166	-$85,185
REDUCE	PRINCIPAL EXCHANGE TRADED FD	74255Y870	-12,417	-$849,944	+$250,928
NEW	DIMENSIONAL ETF TRUST	25434V708	+17,820	+$705,494	$0
ADD	J P MORGAN EXCHANGE TRADED F	46654Q575	+13,774	+$703,301	+$57,168
REDUCE	ISHARES TR	464287150	-3,725	-$553,870	+$1.4M
REDUCE	DBX ETF TR	233051200	-10,852	-$522,090	+$2.0M

Sector Allocation

Financials

3.0%$22.8M

Technology

2.2%$17.0M

Healthcare

0.8%$5.8M

Consumer Discretionary

0.7%$5.6M

Industrials

0.3%$2.7M

Communication Services

0.1%$831,987

Consumer Staples

0.0%$206,988

Energy

0.0%$88,811

Filing History

Jan 22, 202613F HOLDINGS REPORTQ/E Dec 2025110 pos · $756.2M
Oct 22, 202513F HOLDINGS REPORTQ/E Sep 202597 pos · $738.3M
Jul 9, 202513F HOLDINGS REPORTQ/E Jun 202587 pos · $637.1M
Apr 28, 202513F HOLDINGS REPORTQ/E Mar 202572 pos · $537.1M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 202467 pos · $554.9M
Oct 23, 202413F HOLDINGS REPORTQ/E Sep 202466 pos · $509.8M
Jul 22, 202413F HOLDINGS REPORTQ/E Jun 202462 pos · $444.9M
Apr 18, 202413F HOLDINGS REPORTQ/E Mar 202466 pos · $432.4M
Oct 24, 202313F HOLDINGS REPORTQ/E Dec 202356 pos · $348.6M

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%