O'Brien Wealth Partners LLC
13F Reported Value
ⓘ$756.2M
Holdings
110
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
O'Brien Wealth Partners LLC disclosed 110 positions worth $756.2M in its Form 13F-HR for Q4 2025. During the quarter the fund opened 12 new positions and exited 8 and a full exit from $KMB. The portfolio is most concentrated in Other (93.4% of disclosed assets). All figures are sourced directly from O'Brien Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1689874.
AI Fund Analysis
Stable
$MCD
$JPMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$66.6M447,667 shSPDR SERIES TRUST
—Quality
$65.2M812,351 shPRINCIPAL EXCHANGE TRADED FD
—Quality
$61.2M893,720 shDBX ETF TR
—Quality
$57.7M1,199,151 shDBX ETF TR
—Quality
$55.1M1,778,177 shPACER FDS TR
—Quality
$50.0M831,660 shJ P MORGAN EXCHANGE TRADED F
—Quality
$49.3M965,974 shVANGUARD INDEX FDS
—Quality
$43.9M130,797 shSPDR SERIES TRUST
—Quality
$41.8M1,450,509 shCOLUMBIA ETF TR II
—Quality
$28.0M730,973 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $66.6M | 447,667 |
| SPDR SERIES TRUST | — | $65.2M | 812,351 |
| PRINCIPAL EXCHANGE TRADED FD | — | $61.2M | 893,720 |
| DBX ETF TR | — | $57.7M | 1,199,151 |
| DBX ETF TR | — | $55.1M | 1,778,177 |
| PACER FDS TR | — | $50.0M | 831,660 |
| J P MORGAN EXCHANGE TRADED F | — | $49.3M | 965,974 |
| VANGUARD INDEX FDS | — | $43.9M | 130,797 |
| SPDR SERIES TRUST | — | $41.8M | 1,450,509 |
| COLUMBIA ETF TR II | — | $28.0M | 730,973 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of O'Brien Wealth Partners LLC's 110 positions.
Showing top 10 of 110 holdings.
Sector Allocation
Other
$706.6M
Technology
$22.3M
Financials
$10.1M
Healthcare
$5.8M
Consumer Discretionary
$5.7M
Industrials
$2.8M
Materials
$1.7M
Consumer Staples
$539,693
Full Holdings — O'Brien Wealth Partners LLC (Q4 2025)
All 110 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $66.6M | 8.8% | -1% | — |
| 2 | — | SPDR SERIES TRUST | $65.2M | 8.6% | -1% | — |
| 3 | — | PRINCIPAL EXCHANGE TRADED FD | $61.2M | 8.1% | -1% | — |
| 4 | — | DBX ETF TR | $57.7M | 7.6% | -1% | — |
| 5 | — | DBX ETF TR | $55.1M | 7.3% | -0% | — |
| 6 | — | PACER FDS TR | $50.0M | 6.6% | -0% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $49.3M | 6.5% | +1% | — |
| 8 | — | VANGUARD INDEX FDS | $43.9M | 5.8% | -1% | — |
| 9 | — | SPDR SERIES TRUST | $41.8M | 5.5% | +2% | — |
| 10 | — | COLUMBIA ETF TR II | $28.0M | 3.7% | -2% | — |
| 11 | — | SPDR SERIES TRUST | $24.6M | 3.3% | -2% | — |
| 12 | — | MORGAN STANLEY ETF TRUST | $23.4M | 3.1% | -0% | — |
| 13 | — | VANGUARD INDEX FDS | $22.2M | 2.9% | -1% | — |
| 14 | — | ISHARES TR | $19.5M | 2.6% | +0% | — |
| 15 | — | ISHARES TR | $17.6M | 2.3% | -5% | — |
| 16 |  $AAPL | Apple Inc. | $12.4M | 1.6% | -25% | 76.1 |
| 17 | — | NUSHARES ETF TR | $12.2M | 1.6% | +1% | — |
| 18 | — | SPDR SERIES TRUST | $11.9M | 1.6% | +2% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS | $10.7M | 1.4% | +17% | — |
| 20 | — | NUSHARES ETF TR | $10.1M | 1.3% | -2% | — |
| 21 | — | MORGAN STANLEY ETF TRUST | $8.5M | 1.1% | -1% | — |
| 22 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $6.7M | 0.9% | -1% | — |
| 23 | — | VANGUARD WORLD FD | $6.4M | 0.8% | -2% | — |
| 24 | — | VANGUARD INDEX FDS | $5.1M | 0.7% | +10% | — |
| 25 | $MCD | MCDONALDS CORP | $3.8M | 0.5% | +0% | 73.9 |
| 26 | — | VANGUARD STAR FDS | $3.0M | 0.4% | +0% | — |
| 27 |  $MSFT | MICROSOFT CORP | $2.2M | 0.3% | -5% | 83.7 |
| 28 |  $GOOGL | Alphabet Inc. | $2.2M | 0.3% | +0% | 80.2 |
| 29 |  $LLY | ELI LILLY & Co | $1.8M | 0.2% | -0% | 89.3 |
| 30 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 64.5 |
| 31 | — | ISHARES TR | $1.5M | 0.2% | +331% | — |
| 32 |  $CAT | CATERPILLAR INC | $1.5M | 0.2% | +0% | 67.8 |
| 33 | $JPM | JPMORGAN CHASE & CO | $1.3M | 0.2% | +0% | 35.6 |
| 34 |  $LFST | LifeStance Health Group, Inc. | $1.3M | 0.2% | +0% | 53.7 |
| 35 |  $AMZN | AMAZON COM INC | $1.2M | 0.1% | +0% | 74.6 |
| 36 | — | SPDR SERIES TRUST | $992,668 | 0.1% | +1% | — |
| 37 | — | ISHARES TR | $858,645 | 0.1% | -11% | — |
| 38 | — | ISHARES TR | $832,202 | 0.1% | +0% | — |
| 39 | — | SELECT SECTOR SPDR TR | $823,508 | 0.1% | +100% | — |
| 40 |  $GOOG | Alphabet Inc. | $786,322 | 0.1% | +0% | 80.2 |
| 41 |  $CSCO | CISCO SYSTEMS, INC. | $757,898 | 0.1% | +0% | 72.3 |
| 42 | — | DIMENSIONAL ETF TRUST | $705,494 | 0.1% | NEW | — |
| 43 |  $GLW | CORNING INC /NY | $680,691 | 0.1% | -3% | 72.7 |
| 44 |  $ADI | ANALOG DEVICES INC | $635,964 | 0.1% | +0% | 76.2 |
| 45 |  $ABBV | AbbVie Inc. | $627,205 | 0.1% | +0% | 59.3 |
| 46 |  $HD | HOME DEPOT, INC. | $609,745 | 0.1% | -1% | 69.2 |
| 47 |  $ORCL | ORACLE CORP | $593,306 | 0.1% | -0% | 67.2 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $580,314 | 0.1% | +0% | — |
| 49 |  $MRK | Merck & Co., Inc. | $560,720 | 0.1% | +0% | 70.9 |
| 50 |  $JNJ | JOHNSON & JOHNSON | $557,062 | 0.1% | +0% | 72.8 |
| 51 | — | ISHARES TR | $555,679 | 0.1% | +0% | — |
| 52 |  $ABT | ABBOTT LABORATORIES | $536,993 | 0.1% | -0% | 67 |
| 53 |  $TXN | TEXAS INSTRUMENTS INC | $536,778 | 0.1% | +0% | 70.4 |
| 54 |  $RTX | RTX Corp | $529,682 | 0.1% | +0% | 70 |
| 55 |  $ATR | APTARGROUP, INC. | $529,062 | 0.1% | +0% | 64 |
| 56 |  $APD | Air Products & Chemicals, Inc. | $527,388 | 0.1% | -0% | 41.2 |
| 57 |  $AME | AMETEK INC/ | $522,925 | 0.1% | +0% | 74.2 |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $514,119 | 0.1% | +0% | 66.7 |
| 59 | — | DIMENSIONAL ETF TRUST | $510,626 | 0.1% | NEW | — |
| 60 | — | DIMENSIONAL ETF TRUST | $504,278 | 0.1% | NEW | — |
| 61 | — | ISHARES TR | $500,620 | 0.1% | -46% | — |
| 62 |  $BN | BROOKFIELD Corp /ON/ | $480,698 | 0.1% | +50% | — |
| 63 |  $AMGN | AMGEN INC | $474,927 | 0.1% | +0% | 79.5 |
| 64 |  $UPWK | UPWORK, INC | $467,177 | 0.1% | +0% | 67.4 |
| 65 |  $META | Meta Platforms, Inc. | $456,231 | 0.1% | NEW | 80.9 |
| 66 | — | ISHARES INC | $437,025 | 0.1% | -0% | — |
| 67 | — | VANGUARD TAX-MANAGED FDS | $360,202 | 0.1% | NEW | — |
| 68 | — | DIMENSIONAL ETF TRUST | $360,004 | 0.1% | NEW | — |
| 69 | $META | Meta Platforms, Inc. | $359,184 | 0.1% | +0% | 80.9 |
| 70 | — | ISHARES TR | $349,551 | 0.1% | +0% | — |
| 71 |  $PG | PROCTER & GAMBLE Co | $343,289 | 0.1% | -2% | 72.9 |
| 72 |  $BRK.B | BERKSHIRE HATHAWAY INC | $333,257 | 0.0% | +0% | 64.5 |
| 73 | — | VANGUARD INDEX FDS | $332,951 | 0.0% | -82% | — |
| 74 | — | ISHARES TR | $253,267 | 0.0% | +214% | — |
| 75 | — | ISHARES TR | $253,261 | 0.0% | +208% | — |
| 76 | — | ISHARES TR | $253,214 | 0.0% | +207% | — |
| 77 | — | ISHARES TR | $252,905 | 0.0% | +247% | — |
| 78 | — | ISHARES TR | $252,883 | 0.0% | +201% | — |
| 79 | — | VANGUARD CHARLOTTE FDS | $245,852 | 0.0% | NEW | — |
| 80 | — | DIMENSIONAL ETF TRUST | $243,612 | 0.0% | NEW | — |
| 81 | — | DIMENSIONAL ETF TRUST | $237,171 | 0.0% | NEW | — |
| 82 | — | ISHARES TR | $231,887 | 0.0% | +32% | — |
| 83 | — | AMERICAN CENTY ETF TR | $210,289 | 0.0% | NEW | — |
| 84 |  $LPLA | LPL Financial Holdings Inc. | $202,158 | 0.0% | NEW | 61.8 |
| 85 |  $NVDA | NVIDIA CORP | $185,582 | 0.0% | -6% | 90.2 |
| 86 |  $LMT | LOCKHEED MARTIN CORP | $145,585 | 0.0% | -0% | 65 |
| 87 |  $TJX | TJX COMPANIES INC /DE/ | $124,424 | 0.0% | +0% | 70.7 |
| 88 |  $KO | COCA COLA CO | $108,570 | 0.0% | -10% | 74 |
| 89 |  $XOM | EXXON MOBIL CORP | $88,811 | 0.0% | +0% | 61.8 |
| 90 |  $PEP | PEPSICO INC | $87,834 | 0.0% | -0% | 62.7 |
| 91 |  $DIS | Walt Disney Co | $79,639 | 0.0% | +0% | 68.9 |
| 92 |  $PLTR | Palantir Technologies Inc. | $76,610 | 0.0% | +0% | 85.8 |
| 93 |  $NSC | NORFOLK SOUTHERN CORP | $67,849 | 0.0% | +0% | 70.8 |
| 94 |  $V | VISA INC. | $56,114 | 0.0% | +0% | 83.5 |
| 95 |  $AVGO | Broadcom Inc. | $50,877 | 0.0% | -1% | 86.4 |
| 96 |  $GE | GENERAL ELECTRIC CO | $39,736 | 0.0% | +0% | 74.8 |
| 97 |  $TSLA | Tesla, Inc. | $35,528 | 0.0% | +0% | 50.1 |
| 98 |  $GEV | GE Vernova Inc. | $24,182 | 0.0% | +0% | 70.1 |
| 99 |  $UNH | UNITEDHEALTH GROUP INC | $20,137 | 0.0% | -2% | 66.8 |
| 100 |  $APH | AMPHENOL CORP /DE/ | $16,217 | 0.0% | +0% | 80.5 |
| 101 |  $AXP | AMERICAN EXPRESS CO | $12,208 | 0.0% | NEW | 73.2 |
| 102 |  $MA | Mastercard Inc | $11,988 | 0.0% | -5% | 81.7 |
| 103 |  $WMT | Walmart Inc. | $10,584 | 0.0% | +0% | 63.2 |
| 104 |  $ETN | Eaton Corp plc | $8,281 | 0.0% | +0% | — |
| 105 |  $NFLX | NETFLIX INC | $5,626 | 0.0% | +567% | 86.7 |
| 106 |  $AMD | ADVANCED MICRO DEVICES INC | $5,354 | 0.0% | NEW | 78.8 |
| 107 |  $MS | MORGAN STANLEY | $3,373 | 0.0% | +0% | — |
| 108 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1,286 | 0.0% | -17% | 77.9 |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $1,285 | 0.0% | +0% | 74.8 |
| 110 |  $NEE | NEXTERA ENERGY INC | $1,204 | 0.0% | +0% | 71.7 |
New Positions (12)
$LPLA LPL Financial Holdings Inc.$202,158$AXP AMERICAN EXPRESS CO$12,208$AMD ADVANCED MICRO DEVICES INC$5,354
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for O'Brien Wealth Partners LLC including:
Track O'Brien Wealth Partners LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for O'Brien Wealth Partners LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: O'Brien Wealth Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For O'Brien Wealth Partners LLC (SEC CIK: 1689874), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in O'Brien Wealth Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.