O'Brien Wealth Partners LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), O'Brien Wealth Partners LLC reported 110 stock positions worth $756.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 8.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.6%) and Principal US Mega-Cap ETF (USMC, 8.1%). Compared with Q3 2025, it opened 21 new positions, sold out of 8, added to 17 and reduced 36. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +331%) and the biggest sale Apple (AAPL, shares −25%).

Most Recent 13F
Q4 2025
Location
Waltham, MA
CIK
0001689874
Portfolio Value
$756.2M (Q4 2025)
SEC Filing
0001580642-26-000355 ↗ filed Jan 22, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $432.4M Q1 2024 Q2 2024: $444.9M Q2 2024 Q3 2024: $509.8M Q3 2024 Q4 2024: $554.9M Q4 2024 Q1 2025: $537.1M Q1 2025 Q2 2025: $637.1M Q2 2025 Q3 2025: $738.3M Q3 2025 Q4 2025: $756.2M $756.2M Q4 2025

Holdings 110 stocks · $756.2M
ITOT iShares Core S&P Total U.S. 8.80% 447,667 $66.6M Reduce -0.8%
SPYM Ste STR SPDR PT S&P 500 ETF 8.62% 812,351 $65.2M Reduce -0.7%
USMC Principal US Mega-Cap ETF 8.09% 893,720 $61.2M Reduce -1.4%
DBEF Xtrackers MSCI Eafe Hedged E 7.63% 1,199,151 $57.7M Reduce -0.9%
HDEF Xtrackers MSCI Eafe High Div 7.29% 1,778,177 $55.1M Reduce -0.4%
COWZ Pacer US Cash Cows 100 ETF 6.62% 831,660 $50.0M Reduce -0.2%
JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F 6.52% 965,974 $49.3M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 5.80% 130,797 $43.9M Reduce -0.9%
SPTI SS SPDR P Int Term TSY ETF 5.53% 1,450,509 $41.8M Add +2.2%
XCEM Columbia Em Core Ex-China 3.71% 730,973 $28.0M Reduce -1.6%
SPTL SS SPDR PF LNG TRM TSY E-Usd 3.25% 928,154 $24.6M Reduce -1.7%
CVLC Calvert US L-C CR Resp Index 3.10% 277,873 $23.4M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 2.94% 45,530 $22.2M Reduce -1.3%
IWV iShares Russell 3000 ETF 2.58% 50,376 $19.5M Add +0.0%
IWF iShares Russell 1000 Growth 2.33% 37,249 $17.6M Reduce -5.1%
AAPL Apple Inc. 1.64% 45,531 $12.4M Reduce -25.0%
NULV Nuveen ESG Large-Cap Val ETF 1.61% 270,178 $12.2M Add +0.7%
SPTS SS SPDR P St Term TSY ETF 1.57% 406,398 $11.9M Add +2.1%
VGLT Vanguard Long-Term Treasury 1.41% 191,387 $10.7M Add +16.6%
NULG Nuveen ESG LRG-Cap GRW ETF 1.33% 103,049 $10.1M Reduce -2.1%
CVIE Cal Intl Responsible Index 1.13% 119,705 $8.5M Reduce -1.1%
ESGE iShares Inc. iShares ESG Awar 0.88% 151,187 $6.7M Reduce -0.7%
VSGX Vanguard ESG Intl Stock ETF 0.85% 89,713 $6.4M Reduce -1.6%
VOO Vanguard S&P 500 ETF 0.67% 8,080 $5.1M Add +9.7%
MCD McDonald's Corp. 0.50% 12,494 $3.8M Add +0.0%
VXUS Vanguard Total Intl Stock 0.40% 39,603 $3.0M No change
MSFT Microsoft Corp. 0.29% 4,546 $2.2M Reduce -5.0%
GOOG Alphabet Inc. Class C 0.29% 6,997 $2.2M Add +0.1%
LLY Eli Lilly & Co. 0.23% 1,654 $1.8M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.20% 2 $1.5M No change
AGG iShares Core U.S. Aggregate 0.20% 15,085 $1.5M Add +330.9%
CAT Caterpillar Inc. 0.19% 2,535 $1.5M No change
JPM JPMorgan Chase & Co. 0.18% 4,148 $1.3M Add +0.1%
LFST Lifestance Health Group Inc. 0.17% 178,371 $1.3M No change
AMZN Amazon.com Inc. 0.15% 5,012 $1.2M No change
SDY SS SPDR S&P Dividend ETF 0.13% 7,133 $993K Add +0.6%
USMV iShares MSCI USA Min Vol Fac 0.11% 9,119 $859K Reduce -10.5%
IVV iShares Core S&P 500 ETF 0.11% 1,215 $832K No change
XLK SS Technology Select Sector 0.11% 5,720 $824K No change
GOOGL Alphabet Inc. Class A 0.10% 2,512 $786K Add +0.0%
CSCO Cisco Systems Inc. 0.10% 9,839 $758K No change
DFAC Dimensional US Core Equity 2 0.09% 17,820 $705K New
GLW Corning Inc. 0.09% 7,774 $681K Reduce -3.0%
ADI Analog Devices Inc. 0.08% 2,345 $636K No change
ABBV Abbvie Inc. 0.08% 2,745 $627K No change
HD Home Depot Inc. 0.08% 1,772 $610K Reduce -0.6%
ORCL Oracle Corp. 0.08% 3,044 $593K Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 851 $580K No change
MRK Merck & Co. Inc. 0.07% 5,327 $561K Add +0.1%
JNJ Johnson & Johnson 0.07% 2,692 $557K Add +0.0%
IWB iShares Russell 1000 ETF 0.07% 1,488 $556K No change
ABT Abbott Laboratories 0.07% 4,286 $537K Reduce -0.2%
TXN Texas Instruments Inc. 0.07% 3,094 $537K Add +0.0%
RTX RTX Corp. 0.07% 2,888 $530K No change
ATR Aptargroup Inc. 0.07% 4,338 $529K No change
APD Air Products & Chemicals Inc. 0.07% 2,135 $527K Reduce -0.1%
AME Ametek Inc. 0.07% 2,547 $523K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,736 $514K Add +0.5%
DFUV Dimensional US Marketwide Va 0.07% 10,960 $511K New
DUHP Dimensional US High Profi Et 0.07% 13,260 $504K New
MTUM iShares MSCI USA Momentum Fa 0.07% 2,000 $501K New
BN Brookfield Corp. 0.06% 10,475 $481K No change
AMGN Amgen Inc. 0.06% 1,451 $475K No change
UPWK Upwork Inc. 0.06% 23,571 $467K No change
BSV Vanguard Short-Term Bond ETF 0.06% 5,789 $456K New
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 6,013 $437K Reduce -0.5%
VEA Vanguard Ftse Developed ETF 0.05% 5,766 $360K New
DFIC Dimensional International Co. 0.05% 10,447 $360K New
META Meta Platforms Inc. Class A 0.05% 544 $359K No change
ESGD iShares Trust iShares ESG Aw 0.05% 3,676 $350K No change
PG The Procter & Gamble Co. 0.05% 2,395 $343K Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 663 $333K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 1,291 $333K New
IBTJ iShares Ibonds Dec 2029 Term 0.03% 11,541 $253K New
IBTI iShares Ibonds Dec 2028 Term 0.03% 11,324 $253K New
IBTH iShares Ibonds Dec 2027 Term 0.03% 11,269 $253K New
IBTK iShares Ibonds Dec 2030 Trea 0.03% 12,744 $253K New
IBTG iShares Ibonds Dec 2026 Term 0.03% 11,055 $253K New
BNDX Vanguard Total Intl Bond ETF 0.03% 5,088 $246K New
DFIV Dimensional International Va 0.03% 4,882 $244K New
DIHP Dimensional International Hi 0.03% 7,490 $237K New
IMTM iShares MSCI Intl Momentum F 0.03% 4,834 $232K New
AVSC Avantis US Small Cap Equity 0.03% 3,580 $210K New
LPLA LPL Financial Holdings Inc. 0.03% 566 $202K New
NVDA Nvidia Corp. 0.02% 995 $186K Reduce -6.4%
LMT Lockheed Martin Corp. 0.02% 301 $146K Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 810 $124K No change
KO The Coca-Cola Co. 0.01% 1,553 $109K Reduce -10.3%
XOM Exxon Mobil Corp. 0.01% 738 $89K No change
PEP Pepsico Inc. 0.01% 612 $88K Reduce -0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.01% 700 $80K No change
PLTR Palantir Technologies Inc. Class A 0.01% 431 $77K No change
NSC Norfolk Southern Corp. 0.01% 235 $68K No change
V Visa Inc. Class A 0.01% 160 $56K No change
AVGO Broadcom Inc. 0.01% 147 $51K Reduce -0.7%
GE General Electric filed as GE AEROSPACE 0.01% 129 $40K No change
TSLA Tesla Inc. 0.00% 79 $36K No change
GEV GE Vernova Inc. 0.00% 37 $24K No change
UNH Unitedhealth Group Inc. 0.00% 61 $20K Reduce -1.6%
APH Amphenol Corp. Class A 0.00% 120 $16K No change

Show all 110 holdings

Portfolio Sells Q3 2025 → Q4 2025
AAPL Apple Inc. Reduce -25.0% 1.64% −0.46
USMC Principal US Mega-Cap ETF Reduce -1.4% 8.09% −0.28
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -1.7% 3.25% −0.20
IWF iShares Russell 1000 Growth Reduce -5.1% 2.33% −0.16
ITOT iShares Core S&P Total U.S. Reduce -0.8% 8.80% −0.10
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -2.1% 1.33% −0.09
VTI VG Morningstar TS MKT ETF-US Reduce -0.9% 5.80% −0.07
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.7% 8.62% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.3% 2.94% −0.06
MSFT Microsoft Corp. Reduce -5.0% 0.29% −0.04
ORCL Oracle Corp. Reduce -0.2% 0.08% −0.04
KMB Kimberly-Clark Corp. Sold out 0.00% −0.03
CARR Carrier Global Corp. Sold out 0.00% −0.02
PAYX Paychex Inc. Sold out 0.00% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -10.5% 0.11% −0.02
HD Home Depot Inc. Reduce -0.6% 0.08% −0.02
CVX Chevron Corp. Sold out 0.00% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -0.7% 0.88% −0.01
COST Costco Wholesale Corp. Sold out 0.00% −0.01
APD Air Products & Chemicals Inc. Reduce -0.1% 0.07% −0.01
VZ Verizon Communications Inc. Sold out 0.00% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -1.6% 0.85% −0.01
ABT Abbott Laboratories Reduce -0.2% 0.07% −0.01
PFE Pfizer Inc. Sold out 0.00% −0.01
PG The Procter & Gamble Co. Reduce -1.9% 0.05% −0.01
NVDA Nvidia Corp. Reduce -6.4% 0.02% −0.00
KO The Coca-Cola Co. Reduce -10.3% 0.01% −0.00
LMT Lockheed Martin Corp. Reduce -0.3% 0.02% −0.00
NFLX Netflix Inc. Reduce -33.3% 0.00% −0.00
UNH Unitedhealth Group Inc. Reduce -1.6% 0.00% −0.00
AFL Aflac Inc. Sold out 0.00% −0.00
ADP Automatic Data Processing Reduce -16.7% 0.00% −0.00
MA Mastercard Inc. Class A Reduce -4.5% 0.00% −0.00
PEP Pepsico Inc. Reduce -0.2% 0.01% 0.00
AVGO Broadcom Inc. Reduce -0.7% 0.01% +0.00
GLW Corning Inc. Reduce -3.0% 0.09% +0.00
EMXC iShares MSCI Emr MRK Ex Chna Reduce -0.5% 0.06% +0.00
CVLC Calvert US L-C CR Resp Index Reduce -0.2% 3.10% +0.01
CVIE Cal Intl Responsible Index Reduce -1.1% 1.13% +0.01
DBEF Xtrackers MSCI Eafe Hedged E Reduce -0.9% 7.63% +0.02
XCEM Columbia Em Core Ex-China Reduce -1.6% 3.71% +0.05
LLY Eli Lilly & Co. Reduce -0.1% 0.23% +0.06
COWZ Pacer US Cash Cows 100 ETF Reduce -0.2% 6.62% +0.13
HDEF Xtrackers MSCI Eafe High Div Reduce -0.4% 7.29% +0.17

Portfolio Buys Q3 2025 → Q4 2025
AGG iShares Core U.S. Aggregate Add +330.9% 0.20% +0.15
VGLT Vanguard Long-Term Treasury Add +16.6% 1.41% +0.15
DFAC Dimensional US Core Equity 2 New 0.09% +0.09
DFUV Dimensional US Marketwide Va New 0.07% +0.07
DUHP Dimensional US High Profi Et New 0.07% +0.07
MTUM iShares MSCI USA Momentum Fa New 0.07% +0.07
BSV Vanguard Short-Term Bond ETF New 0.06% +0.06
GOOG Alphabet Inc. Class C Add +0.1% 0.29% +0.06
VOO Vanguard S&P 500 ETF Add +9.7% 0.67% +0.06
DFIC Dimensional International Co. New 0.05% +0.05
VEA Vanguard Ftse Developed ETF New 0.05% +0.05
VB Vanguard Most SM-Cap ETF-Usd New 0.04% +0.04
IBTJ iShares Ibonds Dec 2029 Term New 0.03% +0.03
IBTI iShares Ibonds Dec 2028 Term New 0.03% +0.03
IBTH iShares Ibonds Dec 2027 Term New 0.03% +0.03
IBTK iShares Ibonds Dec 2030 Trea New 0.03% +0.03
IBTG iShares Ibonds Dec 2026 Term New 0.03% +0.03
BNDX Vanguard Total Intl Bond ETF New 0.03% +0.03
DFIV Dimensional International Va New 0.03% +0.03
DIHP Dimensional International Hi New 0.03% +0.03
IMTM iShares MSCI Intl Momentum F New 0.03% +0.03
AVSC Avantis US Small Cap Equity New 0.03% +0.03
LPLA LPL Financial Holdings Inc. New 0.03% +0.03
GOOGL Alphabet Inc. Class A Add +0.0% 0.10% +0.02
NULV Nuveen ESG Large-Cap Val ETF Add +0.7% 1.61% +0.02
MRK Merck & Co. Inc. Add +0.1% 0.07% +0.01
JNJ Johnson & Johnson Add +0.0% 0.07% +0.01
IBM Intl Business Machines Corp. Add +0.5% 0.07% +0.00
AXP American Express Co. New 0.00% +0.00
AMD Advanced Micro Devices New 0.00% +0.00
JPM JPMorgan Chase & Co. Add +0.1% 0.18% −0.00
SDY SS SPDR S&P Dividend ETF Add +0.6% 0.13% −0.00
TXN Texas Instruments Inc. Add +0.0% 0.07% −0.01
SPTS SS SPDR P St Term TSY ETF Add +2.1% 1.57% −0.01
IWV iShares Russell 3000 ETF Add +0.0% 2.58% −0.01
MCD McDonald's Corp. Add +0.0% 0.50% −0.01
SPTI SS SPDR P Int Term TSY ETF Add +2.2% 5.53% −0.03
JMTG Mortgage-Backed Securities Add +1.4% 6.52% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 110$756.2MITOT, SPYM, USMC, DBEF, HDEF
Q3 2025 97$738.3MITOT, SPYM, USMC, DBEF, HDEF
Q2 2025 87$637.1MITOT, SPYM, USMC, DBEF, HDEF
Q1 2025 72$537.1MSPYM, ITOT, DBEF, USMC, COWZ
Q4 2024 67$554.9MITOT, SPYM, USMC, DBEF, COWZ
Q3 2024 66$509.8MITOT, SPYM, DBEF, USMC, COWZ
Q2 2024 62$444.9MSPYM, ITOT, DBEF, COWZ, SPTI
Q1 2024 66$432.4MITOT, DBEF, COWZ, VTI, SPTI