O'Brien Wealth Partners LLC 13F Holdings · last filed Q4 2025
O'Brien Wealth Partners LLC reported 110 securities worth $756.23M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: ITOT (8.80%), SPYM (8.62%), USMC (8.09%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $66.6M | 8.80% | 447,667 | Trimmed |
| 2 | SPYM | SPDR SERIES TRUST | $65.2M | 8.62% | 812,351 | Trimmed |
| 3 | USMC | PRINCIPAL EXCHANGE TRADED FD | $61.2M | 8.09% | 893,720 | Trimmed |
| 4 | DBEF | DBX ETF TR | $57.7M | 7.63% | 1.2M | Trimmed |
| 5 | HDEF | DBX ETF TR | $55.1M | 7.29% | 1.8M | Trimmed |
| 6 | COWZ | PACER FDS TR | $50.0M | 6.62% | 831,660 | Trimmed |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | $49.3M | 6.52% | 965,974 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $43.9M | 5.80% | 130,797 | Trimmed |
| 9 | SPTI | SPDR SERIES TRUST | $41.8M | 5.53% | 1.5M | Added |
| 10 | XCEM | COLUMBIA ETF TR II | $28.0M | 3.71% | 730,973 | Trimmed |
| 11 | SPTL | SPDR SERIES TRUST | $24.6M | 3.25% | 928,154 | Trimmed |
| 12 | CVLC | MORGAN STANLEY ETF TRUST | $23.4M | 3.10% | 277,873 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $22.2M | 2.94% | 45,530 | Trimmed |
| 14 | IWV | ISHARES TR | $19.5M | 2.58% | 50,376 | Added |
| 15 | IWF | ISHARES TR | $17.6M | 2.33% | 37,249 | Trimmed |
| 16 | AAPL | APPLE INC | $12.4M | 1.64% | 45,531 | Trimmed |
| 17 | NULV | NUSHARES ETF TR | $12.2M | 1.61% | 270,178 | Added |
| 18 | SPTS | SPDR SERIES TRUST | $11.9M | 1.57% | 406,398 | Added |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $10.7M | 1.41% | 191,387 | Added |
| 20 | NULG | NUSHARES ETF TR | $10.1M | 1.33% | 103,049 | Trimmed |
| 21 | CVIE | MORGAN STANLEY ETF TRUST | $8.5M | 1.13% | 119,705 | Trimmed |
| 22 | ESGE | ISHARES INC | $6.7M | 0.88% | 151,187 | Trimmed |
| 23 | VSGX | VANGUARD WORLD FD | $6.4M | 0.85% | 89,713 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $5.1M | 0.67% | 8,080 | Added |
| 25 | MCD | MCDONALDS CORP | $3.8M | 0.50% | 12,494 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR