O'Brien Wealth Partners
Latest statistics and disclosures from O'Brien Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, SPYM, USMC, DBEF, HDEF, and represent 40.42% of O'Brien Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VGLT, AGG, SPTI, DFAC, JMTG, DFUV, DUHP, MTUM, BSV, VOO.
- Started 21 new stock positions in DFUV, AMD, LPLA, AVSC, DFAC, BSV, DIHP, DUHP, IBTK, IMTM. VB, MTUM, VEA, IBTJ, IBTG, BNDX, DFIV, DFIC, AXP, IBTH, IBTI.
- Reduced shares in these 10 stocks: AAPL, IWF, USMC, ITOT, DBEF, SPYM, XCEM, SPTL, VTI, VUG.
- Sold out of its positions in AFL, CARR, CVX, COST, KMB, PAYX, PFE, VZ.
- O'Brien Wealth Partners was a net buyer of stock by $1.0M.
- O'Brien Wealth Partners has $756M in assets under management (AUM), dropping by 2.42%.
- Central Index Key (CIK): 0001689874
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Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 110 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 8.8 | $67M | 448k | 148.69 |
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| Spdr Series Trust State Street Spd (SPYM) | 8.6 | $65M | 812k | 80.22 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 8.1 | $61M | 894k | 68.45 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 7.6 | $58M | 1.2M | 48.11 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 7.3 | $55M | 1.8M | 30.99 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.6 | $50M | 832k | 60.17 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 6.5 | $49M | 966k | 51.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.8 | $44M | 131k | 335.27 |
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| Spdr Series Trust State Street Spd (SPTI) | 5.5 | $42M | +2% | 1.5M | 28.84 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 3.7 | $28M | 731k | 38.36 |
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| Spdr Series Trust State Street Spd (SPTL) | 3.2 | $25M | 928k | 26.47 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 3.1 | $23M | 278k | 84.24 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.9 | $22M | 46k | 487.86 |
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| Ishares Tr Russell 3000 Etf (IWV) | 2.6 | $20M | 50k | 386.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $18M | -5% | 37k | 473.30 |
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| Apple (AAPL) | 1.6 | $12M | -25% | 46k | 271.86 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.6 | $12M | 270k | 45.05 |
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| Spdr Series Trust State Street Spd (SPTS) | 1.6 | $12M | +2% | 406k | 29.28 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.4 | $11M | +16% | 191k | 55.80 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.3 | $10M | -2% | 103k | 97.80 |
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| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 1.1 | $8.5M | 120k | 71.30 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $6.7M | 151k | 44.17 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $6.4M | 90k | 71.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $5.1M | +9% | 8.1k | 627.13 |
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| McDonald's Corporation (MCD) | 0.5 | $3.8M | 13k | 305.63 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.0M | 40k | 75.44 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.2M | -4% | 4.5k | 483.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | 7.0k | 313.80 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | 1.7k | 1074.68 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754800.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.5M | +330% | 15k | 99.88 |
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| Caterpillar (CAT) | 0.2 | $1.5M | 2.5k | 572.87 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 4.1k | 322.24 |
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| Lifestance Health Group (LFST) | 0.2 | $1.3M | 178k | 7.04 |
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| Amazon (AMZN) | 0.2 | $1.2M | 5.0k | 230.82 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $993k | 7.1k | 139.17 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $859k | -10% | 9.1k | 94.16 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $832k | 1.2k | 684.94 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $824k | +100% | 5.7k | 143.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $786k | 2.5k | 313.03 |
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| Cisco Systems (CSCO) | 0.1 | $758k | 9.8k | 77.03 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $706k | NEW | 18k | 39.59 |
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| Corning Incorporated (GLW) | 0.1 | $681k | -2% | 7.8k | 87.56 |
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| Analog Devices (ADI) | 0.1 | $636k | 2.3k | 271.20 |
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| Abbvie (ABBV) | 0.1 | $627k | 2.7k | 228.49 |
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| Home Depot (HD) | 0.1 | $610k | 1.8k | 344.10 |
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| Oracle Corporation (ORCL) | 0.1 | $593k | 3.0k | 194.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $580k | 851.00 | 681.92 |
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| Merck & Co (MRK) | 0.1 | $561k | 5.3k | 105.26 |
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| Johnson & Johnson (JNJ) | 0.1 | $557k | 2.7k | 206.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $556k | 1.5k | 373.44 |
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| Abbott Laboratories (ABT) | 0.1 | $537k | 4.3k | 125.29 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $537k | 3.1k | 173.49 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $530k | 2.9k | 183.41 |
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| Aptar (ATR) | 0.1 | $529k | 4.3k | 121.96 |
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| Air Products & Chemicals (APD) | 0.1 | $527k | 2.1k | 247.02 |
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| Ametek (AME) | 0.1 | $523k | 2.5k | 205.31 |
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| International Business Machines (IBM) | 0.1 | $514k | 1.7k | 296.15 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $511k | NEW | 11k | 46.59 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.1 | $504k | NEW | 13k | 38.03 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $501k | NEW | 2.0k | 250.31 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $481k | +49% | 11k | 45.89 |
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| Amgen (AMGN) | 0.1 | $475k | 1.5k | 327.31 |
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| Upwork (UPWK) | 0.1 | $467k | 24k | 19.82 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $456k | NEW | 5.8k | 78.81 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $437k | 6.0k | 72.68 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $360k | NEW | 5.8k | 62.47 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $360k | NEW | 10k | 34.46 |
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| Meta Platforms Cl A (META) | 0.0 | $359k | 544.00 | 660.26 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $350k | 3.7k | 95.09 |
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| Procter & Gamble Company (PG) | 0.0 | $343k | 2.4k | 143.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $333k | 663.00 | 502.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $333k | NEW | 1.3k | 257.90 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $253k | NEW | 12k | 21.95 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $253k | NEW | 11k | 22.36 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $253k | NEW | 11k | 22.47 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $253k | NEW | 13k | 19.84 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $253k | NEW | 11k | 22.88 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $246k | NEW | 5.1k | 48.32 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $244k | NEW | 4.9k | 49.90 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $237k | NEW | 7.5k | 31.66 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $232k | NEW | 4.8k | 47.97 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $210k | NEW | 3.6k | 58.74 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $202k | NEW | 566.00 | 357.17 |
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| NVIDIA Corporation (NVDA) | 0.0 | $186k | -6% | 995.00 | 186.51 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $146k | 301.00 | 483.67 |
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| TJX Companies (TJX) | 0.0 | $124k | 810.00 | 153.61 |
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| Coca-Cola Company (KO) | 0.0 | $109k | -10% | 1.6k | 69.91 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $89k | 738.00 | 120.34 |
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| Pepsi (PEP) | 0.0 | $88k | 612.00 | 143.52 |
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| Walt Disney Company (DIS) | 0.0 | $80k | 700.00 | 113.77 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $77k | 431.00 | 177.75 |
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| Norfolk Southern (NSC) | 0.0 | $68k | 235.00 | 288.72 |
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| Visa Com Cl A (V) | 0.0 | $56k | 160.00 | 350.71 |
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| Broadcom (AVGO) | 0.0 | $51k | 147.00 | 346.10 |
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| Ge Aerospace Com New (GE) | 0.0 | $40k | 129.00 | 308.03 |
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| Tesla Motors (TSLA) | 0.0 | $36k | 79.00 | 449.72 |
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| Ge Vernova (GEV) | 0.0 | $24k | 37.00 | 653.57 |
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| UnitedHealth (UNH) | 0.0 | $20k | 61.00 | 330.11 |
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| Amphenol Corp Cl A (APH) | 0.0 | $16k | 120.00 | 135.14 |
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| American Express Company (AXP) | 0.0 | $12k | NEW | 33.00 | 369.94 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $12k | -4% | 21.00 | 570.86 |
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| Wal-Mart Stores (WMT) | 0.0 | $11k | 95.00 | 111.41 |
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| Eaton Corp SHS (ETN) | 0.0 | $8.3k | 26.00 | 318.50 |
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| Netflix (NFLX) | 0.0 | $5.6k | +566% | 60.00 | 93.77 |
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| Advanced Micro Devices (AMD) | 0.0 | $5.4k | NEW | 25.00 | 214.16 |
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| Morgan Stanley Com New (MS) | 0.0 | $3.4k | 19.00 | 177.53 |
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| Automatic Data Processing (ADP) | 0.0 | $1.3k | -16% | 5.00 | 257.20 |
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| Applied Materials (AMAT) | 0.0 | $1.3k | 5.00 | 257.00 |
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| Nextera Energy (NEE) | 0.0 | $1.2k | 15.00 | 80.27 |
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Past Filings by O'Brien Wealth Partners
SEC 13F filings are viewable for O'Brien Wealth Partners going back to 2016
- O'Brien Wealth Partners 2025 Q4 filed Jan. 22, 2026
- O'Brien Wealth Partners 2025 Q3 filed Oct. 22, 2025
- O'Brien Wealth Partners 2025 Q2 filed July 9, 2025
- O'Brien Wealth Partners 2025 Q1 filed April 28, 2025
- O'Brien Wealth Partners 2024 Q4 filed Jan. 28, 2025
- O'Brien Wealth Partners 2024 Q3 filed Oct. 23, 2024
- O'Brien Wealth Partners 2024 Q2 filed July 22, 2024
- O'Brien Wealth Partners 2024 Q1 filed April 18, 2024
- O'Brien Wealth Partners 2023 Q4 filed Jan. 25, 2024
- O'Brien Wealth Partners 2023 Q3 filed Oct. 24, 2023
- O'Brien Wealth Partners 2023 Q2 filed Aug. 7, 2023
- O'Brien Wealth Partners 2023 Q1 filed May 8, 2023
- O'Brien Wealth Partners 2022 Q4 filed Feb. 10, 2023
- O'Brien Wealth Partners 2022 Q3 filed Nov. 14, 2022
- O'Brien Wealth Partners 2022 Q2 filed July 22, 2022
- O'Brien Wealth Partners 2022 Q1 filed May 10, 2022