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
StableSector Allocation
13fpro.ai/research/fund/o-brien-wealth-partners-llc-1689874
AUM History
13fpro.ai/research/fund/o-brien-wealth-partners-llc-1689874
Top Equity Holdings by Value
13fpro.ai/research/fund/o-brien-wealth-partners-llc-1689874
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 | Apple Inc. | $12.4M | 1.6% | -25% | 76.3 | |
| 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 | 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 | MCDONALDS CORP | $3.8M | 0.5% | +0% | 68.6 | |
| 26 | — | VANGUARD STAR FDS | $3.0M | 0.4% | +0% | — |
| 27 | MICROSOFT CORP | $2.2M | 0.3% | -5% | 79.7 | |
| 28 | Alphabet Inc. | $2.2M | 0.3% | +0% | 78.1 | |
| 29 | ELI LILLY & Co | $1.8M | 0.2% | -0% | 87.5 | |
| 30 | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | +0% | 73.6 | |
| 31 | — | ISHARES TR | $1.5M | 0.2% | +331% | — |
| 32 | CATERPILLAR INC | $1.5M | 0.2% | +0% | 66.3 | |
| 33 | JPMORGAN CHASE & CO | $1.3M | 0.2% | +0% | 70.3 | |
| 34 | LifeStance Health Group, Inc. | $1.3M | 0.2% | +0% | 63.1 | |
| 35 | AMAZON COM INC | $1.2M | 0.1% | +0% | 68.4 | |
| 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 | Alphabet Inc. | $786,322 | 0.1% | +0% | 78.1 | |
| 41 | CISCO SYSTEMS, INC. | $757,898 | 0.1% | +0% | 70.1 | |
| 42 | — | DIMENSIONAL ETF TRUST | $705,494 | 0.1% | NEW | — |
| 43 | CORNING INC /NY | $680,691 | 0.1% | -3% | 73.5 | |
| 44 | ANALOG DEVICES INC | $635,964 | 0.1% | +0% | 79.1 | |
| 45 | AbbVie Inc. | $627,205 | 0.1% | +0% | 72.5 | |
| 46 | HOME DEPOT, INC. | $609,745 | 0.1% | -1% | 60.1 | |
| 47 | ORACLE CORP | $593,306 | 0.1% | -0% | 68.2 | |
| 48 | SPDR S&P 500 ETF TRUST | $580,314 | 0.1% | +0% | — | |
| 49 | Merck & Co., Inc. | $560,720 | 0.1% | +0% | 59.7 | |
| 50 | JOHNSON & JOHNSON | $557,062 | 0.1% | +0% | 68.8 | |
| 51 | — | ISHARES TR | $555,679 | 0.1% | +0% | — |
| 52 | ABBOTT LABORATORIES | $536,993 | 0.1% | -0% | 65.2 | |
| 53 | TEXAS INSTRUMENTS INC | $536,778 | 0.1% | +0% | 73.2 | |
| 54 | RTX Corp | $529,682 | 0.1% | +0% | 73.1 | |
| 55 | APTARGROUP, INC. | $529,062 | 0.1% | +0% | 57.3 | |
| 56 | Air Products & Chemicals, Inc. | $527,388 | 0.1% | -0% | 46.2 | |
| 57 | AMETEK INC/ | $522,925 | 0.1% | +0% | 69.5 | |
| 58 | INTERNATIONAL BUSINESS MACHINES CORP | $514,119 | 0.1% | +0% | 69.7 | |
| 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 | BROOKFIELD Corp /ON/ | $480,698 | 0.1% | +50% | — | |
| 63 | AMGEN INC | $474,927 | 0.1% | +0% | 79 | |
| 64 | UPWORK, INC | $467,177 | 0.1% | +0% | 56.5 | |
| 65 | Meta Platforms, Inc. | $456,231 | 0.1% | NEW | 79.6 | |
| 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 Platforms, Inc. | $359,184 | 0.1% | +0% | 79.6 | |
| 70 | — | ISHARES TR | $349,551 | 0.1% | +0% | — |
| 71 | PROCTER & GAMBLE Co | $343,289 | 0.1% | -2% | 64.4 | |
| 72 | BERKSHIRE HATHAWAY INC | $333,257 | 0.0% | +0% | 73.6 | |
| 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 | LPL Financial Holdings Inc. | $202,158 | 0.0% | NEW | 71.9 | |
| 85 | NVIDIA CORP | $185,582 | 0.0% | -6% | 85.9 | |
| 86 | LOCKHEED MARTIN CORP | $145,585 | 0.0% | -0% | 65.4 | |
| 87 | TJX COMPANIES INC /DE/ | $124,424 | 0.0% | +0% | 68.4 | |
| 88 | COCA COLA CO | $108,570 | 0.0% | -10% | 69.3 | |
| 89 | EXXON MOBIL CORP | $88,811 | 0.0% | +0% | 57.7 | |
| 90 | PEPSICO INC | $87,834 | 0.0% | -0% | 63.2 | |
| 91 | Walt Disney Co | $79,639 | 0.0% | +0% | 59.8 | |
| 92 | Palantir Technologies Inc. | $76,610 | 0.0% | +0% | 84.5 | |
| 93 | NORFOLK SOUTHERN CORP | $67,849 | 0.0% | +0% | 62.9 | |
| 94 | VISA INC. | $56,114 | 0.0% | +0% | 82.7 | |
| 95 | Broadcom Inc. | $50,877 | 0.0% | -1% | 84.4 | |
| 96 | GENERAL ELECTRIC CO | $39,736 | 0.0% | +0% | 73.6 | |
| 97 | Tesla, Inc. | $35,528 | 0.0% | +0% | 53.6 | |
| 98 | GE Vernova Inc. | $24,182 | 0.0% | +0% | 81.1 | |
| 99 | UNITEDHEALTH GROUP INC | $20,137 | 0.0% | -2% | 62.5 | |
| 100 | AMPHENOL CORP /DE/ | $16,217 | 0.0% | +0% | 79.1 | |
| 101 | AMERICAN EXPRESS CO | $12,208 | 0.0% | NEW | 69.1 | |
| 102 | Mastercard Inc | $11,988 | 0.0% | -5% | 85 | |
| 103 | Walmart Inc. | $10,584 | 0.0% | +0% | 59.9 | |
| 104 | Eaton Corp plc | $8,281 | 0.0% | +0% | — | |
| 105 | NETFLIX INC | $5,626 | 0.0% | +567% | 78.6 | |
| 106 | ADVANCED MICRO DEVICES INC | $5,354 | 0.0% | NEW | 79.7 | |
| 107 | MORGAN STANLEY | $3,373 | 0.0% | +0% | 75.7 | |
| 108 | AUTOMATIC DATA PROCESSING INC | $1,286 | 0.0% | -17% | 69.6 | |
| 109 | APPLIED MATERIALS INC /DE | $1,285 | 0.0% | +0% | 72.1 | |
| 110 | NEXTERA ENERGY INC | $1,204 | 0.0% | +0% | 64.4 |
New Positions (12)
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