O'Brien Wealth Partners

O'Brien Wealth Partners as of Dec. 31, 2025

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