O'Brien Wealth Partners LLC
Reported holdings as of Q4 2025, from 29 quarterly filings.
This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | $66.6M | 447,667 | -0.10pp | 29q | -0.8%-$553.9K | |
| SPDR SERIES TRUST | SPYM | $65.2M | 812,351 | -0.06pp | 8q | -0.7%-$458.5K | |
| PRINCIPAL EXCHANGE TRADED FD | USMC | $61.2M | 893,720 | -0.28pp | 8q | -1.4%-$849.9K | |
| DBX ETF TR | DBEF | $57.7M | 1,199,151 | +0.02pp | 15q | -0.9%-$522.1K | |
| DBX ETF TR | HDEF | $55.1M | 1,778,177 | +0.17pp | 3q | HELD | |
| PACER FDS TR | COWZ | $50.0M | 831,660 | +0.13pp | 12q | HELD | |
| J P MORGAN EXCHANGE TRADED F | JMTG | $49.3M | 965,974 | -0.06pp | 2q | +1.4%+$703.3K | |
| VANGUARD INDEX FDS | VTI | $43.9M | 130,797 | -0.07pp | 29q | -0.9%-$393.6K | |
| SPDR SERIES TRUST | SPTI | $41.8M | 1,450,509 | -0.03pp | 20q | +2.2%+$889.2K | |
| COLUMBIA ETF TR II | XCEM | $28.0M | 730,973 | +0.05pp | 6q | -1.6%-$455.9K | |
| SPDR SERIES TRUST | SPTL | $24.6M | 928,154 | -0.20pp | 20q | -1.7%-$414.7K | |
| MORGAN STANLEY ETF TRUST | CVLC | $23.4M | 277,873 | +0.01pp | 12q | HELD | |
| VANGUARD INDEX FDS | VUG | $22.2M | 45,530 | -0.06pp | 22q | -1.3%-$301.0K | |
| ISHARES TR | IWV | $19.5M | 50,376 | -0.01pp | 29q | HELD | |
| ISHARES TR | IWF | $17.6M | 37,249 | -0.16pp | 29q | -5.1%-$944.2K | |
| APPLE INC | AAPL | $12.4M | 45,531 | -0.46pp | 29q | -25.0%-$4.1M | |
| NUSHARES ETF TR | NULV | $12.2M | 270,178 | +0.02pp | 12q | +0.7%+$85.2K | |
| SPDR SERIES TRUST | SPTS | $11.9M | 406,398 | -0.01pp | 10q | +2.1%+$246.2K | |
| VANGUARD SCOTTSDALE FDS | VGLT | $10.7M | 191,387 | +0.15pp | 9q | +16.6%+$1.5M | |
| NUSHARES ETF TR | NULG | $10.1M | 103,049 | -0.09pp | 6q | -2.2%-$221.7K | |
| MORGAN STANLEY ETF TRUST | CVIE | $8.5M | 119,705 | +0.01pp | 12q | -1.1%-$93.0K | |
| ISHARES INC | ESGE | $6.7M | 151,187 | -0.01pp | 4q | -0.7%-$46.6K | |
| VANGUARD WORLD FD | VSGX | $6.4M | 89,713 | -0.01pp | 3q | -1.6%-$105.4K | |
| VANGUARD INDEX FDS | VOO | $5.1M | 8,080 | +0.06pp | 5q | +9.7%+$447.8K | |
| MCDONALDS CORP | MCD | $3.8M | 12,494 | -0.01pp | 29q | HELD | |
| VANGUARD STAR FDS | VXUS | $3.0M | 39,603 | flat | 5q | HELD | |
| MICROSOFT CORP | MSFT | $2.2M | 4,546 | -0.04pp | 27q | -5.0%-$115.1K | |
| ALPHABET INC | GOOG | $2.2M | 6,997 | +0.06pp | 20q | HELD | |
| ELI LILLY & CO | LLY | $1.8M | 1,654 | +0.06pp | 10q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $1.5M | 2 | flat | 3q | HELD | |
| ISHARES TR | AGG | $1.5M | 15,085 | +0.15pp | 6q | +330.9%+$1.2M | |
| CATERPILLAR INC | CAT | $1.5M | 2,535 | +0.03pp | 2q | HELD | |
| JPMORGAN CHASE & CO | JPM | $1.3M | 4,148 | flat | 21q | HELD | |
| LIFESTANCE HEALTH GROUP INC | LFST | $1.3M | 178,371 | +0.03pp | 15q | HELD | |
| AMAZON COM INC | AMZN | $1.2M | 5,012 | flat | 23q | HELD | |
| SPDR SERIES TRUST | SDY | $992.7K | 7,133 | flat | 29q | +0.6%+$5.6K | |
| ISHARES TR | USMV | $858.6K | 9,119 | -0.02pp | 29q | -10.5%-$100.8K | |
| ISHARES TR | IVV | $832.2K | 1,215 | flat | 23q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $823.5K | 5,720 | flat | 28q | +100.0%+$411.8K | |
| ALPHABET INC | GOOGL | $786.3K | 2,512 | +0.02pp | 23q | HELD | |
| CISCO SYS INC | CSCO | $757.9K | 9,839 | +0.01pp | 6q | HELD | |
| DIMENSIONAL ETF TRUST | DFAC | $705.5K | 17,820 | - | new | NEW | |
| CORNING INC | GLW | $680.7K | 7,774 | flat | 2q | -3.0%-$20.9K | |
| ANALOG DEVICES INC | ADI | $636.0K | 2,345 | +0.01pp | 15q | HELD | |
| ABBVIE INC | ABBV | $627.2K | 2,745 | flat | 13q | HELD | |
| HOME DEPOT INC | HD | $609.7K | 1,772 | -0.02pp | 4q | -0.6%-$3.8K | |
| ORACLE CORP | ORCL | $593.3K | 3,044 | -0.04pp | 3q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $580.3K | 851 | flat | 17q | HELD | |
| MERCK & CO INC | MRK | $560.7K | 5,327 | +0.01pp | 23q | HELD | |
| JOHNSON & JOHNSON | JNJ | $557.1K | 2,692 | +0.01pp | 29q | HELD | |
| ISHARES TR | IWB | $555.7K | 1,488 | flat | 29q | HELD | |
| ABBOTT LABORATORIES | ABT | $537.0K | 4,286 | -0.01pp | 9q | HELD | |
| TEXAS INSTRS INC | TXN | $536.8K | 3,094 | -0.01pp | 2q | HELD | |
| RTX CORPORATION | RTX | $529.7K | 2,888 | flat | 2q | HELD | |
| APTARGROUP INC | ATR | $529.1K | 4,338 | -0.01pp | 2q | HELD | |
| AIR PRODUCTS AND CHEMICALS I | APD | $527.4K | 2,135 | -0.01pp | 2q | HELD | |
| AMETEK INC | AME | $522.9K | 2,547 | flat | 29q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $514.1K | 1,736 | flat | 22q | HELD | |
| DIMENSIONAL ETF TRUST | DFUV | $510.6K | 10,960 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DUHP | $504.3K | 13,260 | - | new | NEW | |
| ISHARES TR | MTUM | $500.6K | 2,000 | - | new | NEW | |
| BROOKFIELD CORP | BN | $480.7K | 10,475 | flat | 2q | +50.0%+$160.2K | |
| AMGEN INC | AMGN | $474.9K | 1,451 | +0.01pp | 4q | HELD | |
| UPWORK INC | UPWK | $467.2K | 23,571 | flat | 23q | HELD | |
| VANGUARD BD INDEX FDS | BSV | $456.2K | 5,789 | - | new | NEW | |
| ISHARES INC | EMXC | $437.0K | 6,013 | flat | 5q | HELD | |
| VANGUARD TAX-MANAGED FDS | VEA | $360.2K | 5,766 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DFIC | $360.0K | 10,447 | - | new | NEW | |
| META PLATFORMS INC | META | $359.2K | 544 | -0.01pp | 21q | HELD | |
| ISHARES TR | ESGD | $349.6K | 3,676 | flat | 24q | HELD | |
| PROCTER & GAMBLE CO | PG | $343.3K | 2,395 | -0.01pp | 29q | -1.9%-$6.7K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $333.3K | 663 | flat | 19q | HELD | |
| VANGUARD INDEX FDS | VB | $333.0K | 1,291 | - | new | NEW | |
| ISHARES TR | IBTJ | $253.3K | 11,541 | - | new | NEW | |
| ISHARES TR | IBTI | $253.3K | 11,324 | - | new | NEW | |
| ISHARES TR | IBTH | $253.2K | 11,269 | - | new | NEW | |
| ISHARES TR | IBTK | $252.9K | 12,744 | - | new | NEW | |
| ISHARES TR | IBTG | $252.9K | 11,055 | - | new | NEW | |
| VANGUARD CHARLOTTE FDS | BNDX | $245.9K | 5,088 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DFIV | $243.6K | 4,882 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DIHP | $237.2K | 7,490 | - | new | NEW | |
| ISHARES TR | IMTM | $231.9K | 4,834 | - | new | NEW | |
| AMERICAN CENTY ETF TR | AVSC | $210.3K | 3,580 | - | new | NEW | |
| LPL FINL HLDGS INC | LPLA | $202.2K | 566 | - | new | NEW | |
| NVIDIA CORPORATION | NVDA | $185.6K | 995 | flat | 12q | -6.4%-$12.7K | |
| LOCKHEED MARTIN CORP | LMT | $145.6K | 301 | flat | 2q | HELD | |
| TJX COS INC NEW | TJX | $124.4K | 810 | flat | 2q | HELD | |
| COCA COLA CO | KO | $108.6K | 1,553 | flat | 13q | -10.3%-$12.4K | |
| EXXON MOBIL CORP | XOMXXXX | $88.8K | 738 | flat | 19q | HELD | |
| PEPSICO INC | PEP | $87.8K | 612 | flat | 2q | HELD | |
| DISNEY WALT CO | DIS | $79.6K | 700 | flat | 3q | HELD | |
| PALANTIR TECHNOLOGIES INC | PLTR | $76.6K | 431 | flat | 3q | HELD | |
| NORFOLK SOUTHN CORP | NSC | $67.8K | 235 | flat | 27q | HELD | |
| VISA INC | V | $56.1K | 160 | flat | 4q | HELD | |
| BROADCOM INC | AVGO | $50.9K | 147 | flat | 11q | -0.7% | |
| GE AEROSPACE | GE | $39.7K | 129 | flat | 4q | HELD | |
| TESLA INC | TSLA | $35.5K | 79 | flat | 6q | HELD | |
| GE VERNOVA INC | GEV | $24.2K | 37 | flat | 3q | HELD | |
| UNITEDHEALTH GROUP INC | UNH | $20.1K | 61 | flat | 18q | -1.6% | |
| AMPHENOL CORP | APH | $16.2K | 120 | flat | 4q | HELD | |
| AMERICAN EXPRESS CO | AXP | $12.2K | 33 | - | new | NEW | |
| MASTERCARD INCORPORATED | MA | $12.0K | 21 | flat | 21q | -4.5% | |
| WALMART INC | WMT | $10.6K | 95 | flat | 2q | HELD | |
| EATON CORP PLC | ETN | $8.3K | 26 | flat | 3q | HELD | |
| NETFLIX INC | NFLX | $5.6K | 60 | flat | 4q | +566.7%+$4.8K | |
| ADVANCED MICRO DEVICES INC | AMD | $5.4K | 25 | - | new | NEW | |
| MORGAN STANLEY | MS | $3.4K | 19 | flat | 2q | HELD | |
| AUTOMATIC DATA PROCESSING IN | ADP | $1.3K | 5 | flat | 3q | -16.7% | |
| APPLIED MATLS INC | AMAT | $1.3K | 5 | flat | 3q | HELD | |
| NEXTERA ENERGY INC | NEE | $1.2K | 15 | flat | 4q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Computer Hardware | $13.7M | 1.8% |
| Other sectors | $29.4M | 3.9% |
| Not classified | $713.2M | 94.3% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $756.2M | 110 | 21 | 11 | 25 | 8 | 68.6% | 22 |
| Q3 2025 | $738.3M | 97 | 16 | 31 | 21 | 6 | 68.8% | 22 |
| Q2 2025 | $637.1M | 87 | 16 | 23 | 27 | 1 | 72.2% | 9 |
| Q1 2025 | $537.1M | 72 | 9 | 24 | 19 | 4 | 74.9% | 28 |
| Q4 2024 | $554.9M | 67 | 4 | 19 | 15 | 3 | 75.6% | 28 |
| Q3 2024 | $509.8M | 66 | 10 | 11 | 30 | 6 | 75.8% | 23 |
| Q2 2024 | $444.9M | 62 | 0 | 21 | 23 | 4 | 80.4% | 22 |
| Q1 2024 | $432.4M | 66 | 7 | 8 | 39 | 3 | 84.1% | 18 |
| Q4 2023 | $383.0M | 62 | 7 | 27 | 19 | 1 | 85.9% | 25 |
| Q3 2023 | $348.6M | 56 | 2 | 12 | 10 | 3 | 89.3% | 24 |
| Q2 2023 | $339.7M | 57 | 3 | 12 | 20 | 2 | 88.3% | 38 |
| Q1 2023 | $317.3M | 56 | 6 | 8 | 34 | 7 | 88.6% | 38 |
| Q4 2022 | $251.8M | 57 | 8 | 16 | 23 | 8 | 93.1% | 41 |
| Q3 2022 | $237.7M | 57 | 4 | 25 | 14 | 11 | 90.0% | 45 |
| Q2 2022 | $239.4M | 64 | 13 | 18 | 21 | 3 | 91.7% | 22 |
| Q1 2022 | $252.0M | 54 | 2 | 32 | 9 | 3 | 94.1% | 40 |
| Q4 2021 | $288.2M | 55 | 10 | 15 | 20 | 1 | 94.5% | 40 |
| Q3 2021 | $286.2M | 46 | 6 | 5 | 29 | 4 | 94.6% | 7 |
| Q2 2021 | $302.3M | 44 | 5 | 22 | 7 | 3 | 92.6% | 12 |
| Q1 2021 | $301.8M | 42 | 7 | 14 | 9 | 2 | 93.5% | 13 |
| Q4 2020 | $276.8M | 37 | 4 | 12 | 9 | 3 | 95.2% | 11 |
| Q3 2020 | $244.8M | 36 | 8 | 10 | 12 | 2 | 95.3% | 9 |
| Q2 2020 | $240.1M | 30 | 7 | 10 | 6 | 6 | 96.1% | 10 |
| Q1 2020 | $178.0M | 29 | 4 | 5 | 17 | 19 | 93.9% | 3 |
| Q4 2019 | $140.0M | 44 | 10 | 9 | 17 | 2 | 87.0% | 7 |
| Q3 2019 | $127.3M | 36 | 3 | 5 | 17 | 5 | 89.3% | 4 |
| Q2 2019 | $136.7M | 38 | 3 | 6 | 18 | 3 | 89.1% | 8 |
| Q1 2019 | $141.5M | 38 | 2 | 8 | 16 | 6 | 90.8% | 5 |
| Q4 2018 | $146.1M | 42 | 0 | 0 | 0 | 0 | 90.2% | 17 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.