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, Dimensional Etf Trust, JMTG, DFUV, Dimensional Etf Trust, MTUM, BSV, VOO.
- Started 21 new stock positions in VB, IBTI, IBTH, MTUM, IMTM, DIHP, IBTJ, BNDX, DFIC, LPLA. AMD, Dimensional Etf Trust, Dimensional Etf Trust, DFIV, IBTG, IBTK, BSV, AVSC, AXP, VEA, DFUV.
- 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 | 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 | 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 | 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