StockDriftsStockDriftsTop 50 O'brien Wealth Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.82% | 447.7K | $66.6M | -0.83%(-3.73K) | $67.16(+128.11%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 8.64% | 812.4K | $65.2M | -0.70%(-5.71K) | $63.38(+29.97%) | 2025-12-31 | |
| USMC | PRINCIPAL EXCHANGE TRADED FD | 8.11% | 893.7K | $61.2M | -1.37%(-12.42K) | $53.61(+29.21%) | 2025-12-31 | |
| DBEF | DBX ETF TR | 7.65% | 1.20M | $57.7M | -0.90%(-10.85K) | $36.20(+43.17%) | 2025-12-31 | |
| HDEF | DBX ETF TR | 7.3% | 1.78M | $55.1M | -0.38%(-6.84K) | $28.10(+18.29%) | 2025-12-31 | |
| COWZ | PACER FDS TR | 6.63% | 831.7K | $50.0M | -0.18%(-1.50K) | $47.62(+30.68%) | 2025-12-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 6.54% | 966.0K | $49.3M | +1.45%(+13.77K) | $50.60(+1.05%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 5.81% | 130.8K | $43.9M | -0.89%(-1.17K) | $162.15(+112.92%) | 2025-12-31 | |
| SPTI | SPDR SERIES TRUST | 5.54% | 1.45M | $41.8M | +2.17%(+30.83K) | $29.48(-2.76%) | 2025-12-31 | |
| XCEM | COLUMBIA ETF TR II | 3.72% | 731.0K | $28.0M | -1.60%(-11.88K) | $32.09(+41.81%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.49% | +54.04% | +7.39% | +42.86% |
| Top 20 Holdings Unweighted | +17.88% | +63.80% | +8.56% | +50.78% |
O'brien Wealth Partners Llc reports $756.23M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (8.8%), SPYM (8.6%) and USMC (8.1%). The top 20 holdings account for 90.57% of reported assets. Its disclosed equity book has returned +54.04% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from O'brien Wealth Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1689874). View O'brien Wealth Partners Llc’s 13F filings on SEC