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O'Brien Wealth Partners LLC
Period ended Dec 31, 2025 · Latest filing Jan 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $756,234,825
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $66,563,594
- SPDR SERIES TRUST · STATE STREET SPD · 78464A854 · shares: $65,166,792
- PRINCIPAL EXCHANGE TRADED FD · US MEGA CP ETF · 74255Y870 · shares: $61,175,152
- DBX ETF TR · XTRACK MSCI EAFE · 233051200 · shares: $57,691,144
- DBX ETF TR · XTRACK MSCI EAFE · 233051630 · shares: $55,105,696
- PACER FDS TR · US CASH COWS 100 · 69374H881 · shares: $50,041,008
- J P MORGAN EXCHANGE TRADED F · MORTGAGE BACKED · 46654Q575 · shares: $49,322,648
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $43,852,226
- SPDR SERIES TRUST · STATE STREET SPD · 78464A672 · shares: $41,832,666
- COLUMBIA ETF TR II · EM CORE EX ETF · 19762B202 · shares: $28,040,138
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 025816109 | — | 33 shares | $12,208 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 21 shares | $11,988 |
| WALMART INC | COM | 931142103 | — | 95 shares | $10,584 |
| EATON CORP PLC | SHS | G29183103 | — | 26 shares | $8,281 |
| NETFLIX INC | COM | 64110L106 | — | 60 shares | $5,626 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 25 shares | $5,354 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 19 shares | $3,373 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 5 shares | $1,286 |
| APPLIED MATLS INC | COM | 038222105 | — | 5 shares | $1,285 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 15 shares | $1,204 |