O'BRIEN WEALTH PARTNERS LLC

Filed: 1/22/2026ACC: 0001580642-26-000355

📋 What this filing means

O'BRIEN WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $756.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

110

Positions

$756.23M

Total AUM (reported)

12.53M

Total Shares

Allocation by class

STATE STREET SPD$144.46M19.1%

XTRACK MSCI EAFE$112.80M14.9%

CORE S&P TTL STK$66.56M8.8%

US MEGA CP ETF$61.18M8.1%

US CASH COWS 100$50.04M6.6%

MORTGAGE BACKED$49.32M6.5%

TOTAL STK MKT$43.85M5.8%

Portfolio Concentration

Top 3$192.91M25.5%

4–10$325.89M43.1%

11–25$195.04M25.8%

Rest$42.41M5.6%

Top 3 weight

25.5%

Top 10 weight

68.6%

Voting Authority Distribution

Total shares with voting rights: 12.53M

Sole

Full voting authority

12.53M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole110

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings110

Rows:

ISHARES TR

SOLE

CORE S&P TTL STK

Shares447.67K

TypeSH

Market value$66.56M

8.80%

Sole

447.67K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares812.35K

TypeSH

Market value$65.17M

8.62%

Sole

812.35K

Shared

0.00

None

0.00

PRINCIPAL EXCHANGE TRADED FD

SOLE

US MEGA CP ETF

Shares893.72K

TypeSH

Market value$61.18M

8.09%

Sole

893.72K

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares1.20M

TypeSH

Market value$57.69M

7.63%

Sole

1.20M

Shared

0.00

None

0.00

DBX ETF TR

SOLE

XTRACK MSCI EAFE

Shares1.78M

TypeSH

Market value$55.11M

7.29%

Sole

1.78M

Shared

0.00

None

0.00

PACER FDS TR

SOLE

US CASH COWS 100

Shares831.66K

TypeSH

Market value$50.04M

6.62%

Sole

831.66K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

MORTGAGE BACKED

Shares965.97K

TypeSH

Market value$49.32M

6.52%

Sole

965.97K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares130.80K

TypeSH

Market value$43.85M

5.80%

Sole

130.80K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1.45M

TypeSH

Market value$41.83M

5.53%

Sole

1.45M

Shared

0.00

None

0.00

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares730.97K

TypeSH

Market value$28.04M

3.71%

Sole

730.97K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares928.15K

TypeSH

Market value$24.57M

3.25%

Sole

928.15K

Shared

0.00

None

0.00

MORGAN STANLEY ETF TRUST

SOLE

CALVERT US LARCP

Shares277.87K

TypeSH

Market value$23.41M

3.10%

Sole

277.87K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares45.53K

TypeSH

Market value$22.21M

2.94%

Sole

45.53K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUSSELL 3000 ETF

Shares50.38K

TypeSH

Market value$19.49M

2.58%

Sole

50.38K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares37.25K

TypeSH

Market value$17.63M

2.33%

Sole

37.25K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares45.53K

TypeSH

Market value$12.38M

1.64%

Sole

45.53K

Shared

0.00

None

0.00

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGVL

Shares270.18K

TypeSH

Market value$12.17M

1.61%

Sole

270.18K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares406.40K

TypeSH

Market value$11.90M

1.57%

Sole

406.40K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares191.39K

TypeSH

Market value$10.68M

1.41%

Sole

191.39K

Shared

0.00

None

0.00

NUSHARES ETF TR

SOLE

NUVEEN ESG LRGCP

Shares103.05K

TypeSH

Market value$10.08M

1.33%

Sole

103.05K

Shared

0.00

None

0.00

MORGAN STANLEY ETF TRUST

SOLE

CALVERT INTERNAT

Shares119.70K

TypeSH

Market value$8.53M

1.13%

Sole

119.70K

Shared

0.00

None

0.00

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares151.19K

TypeSH

Market value$6.68M

0.88%

Sole

151.19K

Shared

0.00

None

0.00

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares89.71K

TypeSH

Market value$6.43M

0.85%

Sole

89.71K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares8.08K

TypeSH

Market value$5.07M

0.67%

Sole

8.08K

Shared

0.00

None

0.00

MCDONALDS CORP

SOLE

COM

Shares12.49K

TypeSH

Market value$3.82M

0.50%

Sole

12.49K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE S&P TTL STK	447.67K	SH	$66.56M 8.80%	447.67K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	812.35K	SH	$65.17M 8.62%	812.35K
PRINCIPAL EXCHANGE TRADED FDSOLE	US MEGA CP ETF	893.72K	SH	$61.18M 8.09%	893.72K
DBX ETF TRSOLE	XTRACK MSCI EAFE	1.20M	SH	$57.69M 7.63%	1.20M
DBX ETF TRSOLE	XTRACK MSCI EAFE	1.78M	SH	$55.11M 7.29%	1.78M
PACER FDS TRSOLE	US CASH COWS 100	831.66K	SH	$50.04M 6.62%	831.66K
J P MORGAN EXCHANGE TRADED FSOLE	MORTGAGE BACKED	965.97K	SH	$49.32M 6.52%	965.97K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	130.80K	SH	$43.85M 5.80%	130.80K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1.45M	SH	$41.83M 5.53%	1.45M
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	730.97K	SH	$28.04M 3.71%	730.97K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	928.15K	SH	$24.57M 3.25%	928.15K
MORGAN STANLEY ETF TRUSTSOLE	CALVERT US LARCP	277.87K	SH	$23.41M 3.10%	277.87K
VANGUARD INDEX FDSSOLE	GROWTH ETF	45.53K	SH	$22.21M 2.94%	45.53K
ISHARES TRSOLE	RUSSELL 3000 ETF	50.38K	SH	$19.49M 2.58%	50.38K
ISHARES TRSOLE	RUS 1000 GRW ETF	37.25K	SH	$17.63M 2.33%	37.25K
APPLE INCSOLE	COM	45.53K	SH	$12.38M 1.64%	45.53K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGVL	270.18K	SH	$12.17M 1.61%	270.18K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	406.40K	SH	$11.90M 1.57%	406.40K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	191.39K	SH	$10.68M 1.41%	191.39K
NUSHARES ETF TRSOLE	NUVEEN ESG LRGCP	103.05K	SH	$10.08M 1.33%	103.05K
MORGAN STANLEY ETF TRUSTSOLE	CALVERT INTERNAT	119.70K	SH	$8.53M 1.13%	119.70K
ISHARES INCSOLE	ESG AWR MSCI EM	151.19K	SH	$6.68M 0.88%	151.19K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	89.71K	SH	$6.43M 0.85%	89.71K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	8.08K	SH	$5.07M 0.67%	8.08K
MCDONALDS CORPSOLE	COM	12.49K	SH	$3.82M 0.50%	12.49K

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