O'Brien Wealth Partners LLC
Q2 2025 13F Holdings
- Locationwaltham, MA
- Num holdings
87
- Value ($000)
$637,148
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001689874
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $61.63M | 10 % | 456,348 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $60.04M | 9 % | 825,956 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $57.59M | 9 % | 920,520 | ||
DBEF DBX ETF TR | XTRACK MSCI EAFE | 233051200 | $53.00M | 8 % | 1,211,498 | ||
HDEF DBX ETF TR | XTRACK MSCI EAFE | 233051630 | $51.69M | 8 % | 1,791,122 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $45.60M | 7 % | 827,665 | ||
SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | $40.25M | 6 % | 1,399,196 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $40.25M | 6 % | 132,437 | ||
XCEM COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | $25.57M | 4 % | 747,975 | ||
KRE SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | $24.40M | 4 % | 917,946 |
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