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, SPLG, USMC, DBEF, HDEF, and represent 40.67% of O'Brien Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: JMTG (+$49M), MSFT, GOOG, LLY, CAT, JPM, ORCL, AMZN, HD, SPTL.
- Started 16 new stock positions in RTX, ATR, CARR, GLW, TXN, MS, TJX, LMT, KMB, CAT. BN, JMTG, WMT, PEP, APD, PFE.
- Reduced shares in these 10 stocks: USMC, ITOT, IWF, SPLG, CVIE, QQQM, CVLC, NULG, , LFST.
- Sold out of its positions in T, BKNG, INTU, QQQM, LPLA, ACN.
- O'Brien Wealth Partners was a net buyer of stock by $61M.
- O'Brien Wealth Partners has $738M in assets under management (AUM), dropping by 15.88%.
- Central Index Key (CIK): 0001689874
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Portfolio Holdings for O'Brien Wealth Partners
O'Brien Wealth Partners holds 97 positions in its portfolio as reported in the September 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) | 8.9 | $66M | 451k | 145.65 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 8.7 | $64M | 818k | 78.34 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 8.4 | $62M | 906k | 68.17 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 7.6 | $56M | 1.2M | 46.42 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 7.1 | $53M | 1.8M | 29.42 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 6.6 | $49M | NEW | 952k | 51.00 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.5 | $48M | 833k | 57.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 5.9 | $43M | 132k | 328.17 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 5.6 | $41M | 1.4M | 28.90 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 3.7 | $27M | 743k | 36.33 |
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| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 3.4 | $25M | +2% | 944k | 26.95 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 3.1 | $23M | 278k | 81.87 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.0 | $22M | +2% | 46k | 479.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 2.6 | $19M | 50k | 378.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.5 | $18M | -3% | 39k | 468.41 |
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| Apple (AAPL) | 2.1 | $16M | 61k | 254.63 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.6 | $12M | 268k | 43.83 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 1.6 | $12M | 398k | 29.32 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.4 | $11M | -2% | 105k | 99.45 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.3 | $9.3M | 164k | 56.86 |
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| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 1.1 | $8.3M | -5% | 121k | 68.23 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $6.6M | -2% | 152k | 43.42 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $6.3M | 91k | 69.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.5M | +5% | 7.4k | 612.38 |
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| McDonald's Corporation (MCD) | 0.5 | $3.8M | +16% | 13k | 303.89 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.9M | 40k | 73.46 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.5M | +155% | 4.8k | 517.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | +571% | 7.0k | 243.55 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754200.00 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | +247% | 4.1k | 315.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | +3421% | 1.7k | 763.00 |
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| Caterpillar (CAT) | 0.2 | $1.2M | NEW | 2.5k | 477.15 |
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| Amazon (AMZN) | 0.1 | $1.1M | +262% | 5.0k | 219.57 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $993k | 7.1k | 140.05 |
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| Lifestance Health Group (LFST) | 0.1 | $981k | -17% | 178k | 5.50 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $970k | 10k | 95.14 |
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| Oracle Corporation (ORCL) | 0.1 | $858k | +15947% | 3.0k | 281.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $813k | 1.2k | 669.30 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $806k | 2.9k | 281.86 |
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| Home Depot (HD) | 0.1 | $723k | +11043% | 1.8k | 405.19 |
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| Cisco Systems (CSCO) | 0.1 | $673k | +222% | 9.8k | 68.42 |
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| Corning Incorporated (GLW) | 0.1 | $657k | NEW | 8.0k | 82.03 |
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| Abbvie (ABBV) | 0.1 | $636k | +269% | 2.7k | 231.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $611k | 2.5k | 243.13 |
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| Air Products & Chemicals (APD) | 0.1 | $583k | NEW | 2.1k | 272.72 |
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| Aptar (ATR) | 0.1 | $580k | NEW | 4.3k | 133.66 |
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| Analog Devices (ADI) | 0.1 | $576k | 2.3k | 245.70 |
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| Abbott Laboratories (ABT) | 0.1 | $575k | +445% | 4.3k | 133.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $568k | NEW | 3.1k | 183.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $567k | 851.00 | 666.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $544k | 1.5k | 365.48 |
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| Johnson & Johnson (JNJ) | 0.1 | $499k | +7% | 2.7k | 185.40 |
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| International Business Machines (IBM) | 0.1 | $488k | 1.7k | 282.15 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $483k | NEW | 2.9k | 167.30 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $479k | NEW | 7.0k | 68.58 |
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| Ametek (AME) | 0.1 | $479k | 2.5k | 188.00 |
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| Merck & Co (MRK) | 0.1 | $447k | +149% | 5.3k | 83.93 |
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| Upwork (UPWK) | 0.1 | $438k | 24k | 18.57 |
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| Amgen (AMGN) | 0.1 | $410k | +72450% | 1.5k | 282.20 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $408k | 6.0k | 67.51 |
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| Meta Platforms Cl A (META) | 0.1 | $399k | 544.00 | 734.04 |
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| Procter & Gamble Company (PG) | 0.1 | $375k | +74% | 2.4k | 153.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $351k | +44% | 3.5k | 100.25 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $342k | 3.7k | 92.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $333k | 663.00 | 502.74 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $242k | NEW | 1.9k | 124.34 |
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| NVIDIA Corporation (NVDA) | 0.0 | $198k | +2% | 1.1k | 186.59 |
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| Carrier Global Corporation (CARR) | 0.0 | $172k | NEW | 2.9k | 59.69 |
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| Paychex (PAYX) | 0.0 | $162k | 1.3k | 126.76 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $151k | NEW | 302.00 | 499.21 |
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| TJX Companies (TJX) | 0.0 | $117k | NEW | 810.00 | 144.54 |
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| Coca-Cola Company (KO) | 0.0 | $115k | 1.7k | 66.31 |
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| Chevron Corporation (CVX) | 0.0 | $106k | 682.00 | 155.29 |
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| Pepsi (PEP) | 0.0 | $86k | NEW | 613.00 | 140.44 |
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| Costco Wholesale Corporation (COST) | 0.0 | $86k | +30% | 93.00 | 925.63 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $83k | +3% | 738.00 | 112.75 |
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| Walt Disney Company (DIS) | 0.0 | $80k | 700.00 | 114.50 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $79k | -22% | 431.00 | 182.42 |
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| Norfolk Southern (NSC) | 0.0 | $71k | -45% | 235.00 | 300.41 |
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| Visa Com Cl A (V) | 0.0 | $55k | +79% | 160.00 | 341.38 |
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| Verizon Communications (VZ) | 0.0 | $54k | +2% | 1.2k | 43.96 |
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| Broadcom (AVGO) | 0.0 | $49k | +32% | 148.00 | 329.91 |
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| Pfizer (PFE) | 0.0 | $49k | NEW | 1.9k | 25.48 |
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| Ge Aerospace Com New (GE) | 0.0 | $39k | 129.00 | 300.82 |
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| Tesla Motors (TSLA) | 0.0 | $35k | 79.00 | 444.72 |
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| Ge Vernova (GEV) | 0.0 | $23k | 37.00 | 614.89 |
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| UnitedHealth (UNH) | 0.0 | $21k | -19% | 62.00 | 345.31 |
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| Amphenol Corp Cl A (APH) | 0.0 | $15k | 120.00 | 123.75 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $13k | 22.00 | 568.82 |
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| Netflix (NFLX) | 0.0 | $11k | 9.00 | 1198.89 |
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| Wal-Mart Stores (WMT) | 0.0 | $9.8k | NEW | 95.00 | 103.06 |
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| Eaton Corp SHS (ETN) | 0.0 | $9.7k | 26.00 | 374.27 |
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| Morgan Stanley Com New (MS) | 0.0 | $3.0k | NEW | 19.00 | 158.95 |
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| Automatic Data Processing (ADP) | 0.0 | $1.8k | +50% | 6.00 | 293.50 |
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| Nextera Energy (NEE) | 0.0 | $1.1k | 15.00 | 75.47 |
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| Applied Materials (AMAT) | 0.0 | $1.0k | -54% | 5.00 | 204.80 |
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| AFLAC Incorporated (AFL) | 0.0 | $1.0k | -10% | 9.00 | 111.67 |
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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 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
- O'Brien Wealth Partners 2021 Q4 filed Feb. 9, 2022