O'Brien Wealth Partners LLC — 13F holdings

O'Brien Wealth Partners LLC reported 110 holdings worth $756M in its 13F filing for Q4 2025, filed January 22, 2026.

Largest positions

  1. ITOT ISHARES TR — $66.6M (8.8%)
  2. SPYM SPDR SERIES TRUST — $65.2M (8.6%)
  3. USMC PRINCIPAL EXCHANGE TRADED FD — $61.2M (8.1%)
  4. DBEF DBX ETF TR — $57.7M (7.6%)
  5. HDEF DBX ETF TR — $55.1M (7.3%)
  6. COWZ PACER FDS TR — $50.0M (6.6%)
  7. JMTG J P MORGAN EXCHANGE TRADED F — $49.3M (6.5%)
  8. VTI VANGUARD INDEX FDS — $43.9M (5.8%)
  9. SPTI SPDR SERIES TRUST — $41.8M (5.5%)
  10. XCEM COLUMBIA ETF TR II — $28.0M (3.7%)