O'Brien Wealth Partners LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), O'Brien Wealth Partners LLC reported 67 stock positions worth $554.9 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 10.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 10.7%) and Principal US Mega-Cap ETF (USMC, 10.4%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 21 and reduced 18. The biggest buy was Principal US Mega-Cap ETF (USMC, shares +16%) and the biggest sale iShares Core S&P Total U.S. (ITOT, shares −0%).

Most Recent 13F
Q4 2025
Location
Waltham, MA
CIK
0001689874
Portfolio Value
$554.9M (Q4 2024)
SEC Filing
0001580642-25-000536 ↗ filed Jan 28, 2025

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 $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 Q4 2025

Holdings 67 stocks · $554.9M
ITOT iShares Core S&P Total U.S. 10.91% 470,908 $60.6M Reduce -0.3%
SPYM Ste STR SPDR PT S&P 500 ETF 10.69% 860,342 $59.3M Add +13.9%
USMC Principal US Mega-Cap ETF 10.43% 963,761 $57.9M Add +16.0%
DBEF Xtrackers MSCI Eafe Hedged E 9.17% 1,229,100 $50.9M Add +3.6%
COWZ Pacer US Cash Cows 100 ETF 8.33% 818,019 $46.2M Add +5.2%
VTI VG Morningstar TS MKT ETF-US 7.16% 137,028 $39.7M Add +12.6%
SPTI SS SPDR P Int Term TSY ETF 7.05% 1,404,265 $39.2M Add +11.6%
SPTL SS SPDR PF LNG TRM TSY E-Usd 4.33% 917,131 $24.0M Add +16.3%
XCEM Columbia Em Core Ex-China 3.85% 721,765 $21.4M Add +10.0%
CVLC Calvert US L-C CR Resp Index 3.70% 279,735 $20.5M Add +6.9%
VUG Vanguard Mrngstar GR ETF-Sui 3.28% 44,337 $18.2M Add +10.8%
IWF iShares Russell 1000 Growth 3.16% 43,606 $17.5M Reduce -2.3%
IWV iShares Russell 3000 ETF 3.10% 51,415 $17.2M Reduce -0.1%
AAPL Apple Inc. 2.75% 61,038 $15.3M Add +67.7%
SPTS SS SPDR P St Term TSY ETF 2.07% 396,433 $11.5M Add +9.4%
NULV Nuveen ESG Large-Cap Val ETF 1.94% 272,966 $10.7M Add +2.4%
NULG Nuveen ESG LRG-Cap GRW ETF 1.66% 107,551 $9.2M Reduce -1.3%
VGLT Vanguard Long-Term Treasury 1.62% 162,362 $9.0M Add +6.2%
CVIE Cal Intl Responsible Index 1.29% 129,625 $7.2M Add +3.5%
MCD McDonald's Corp. 0.56% 10,637 $3.1M Add +0.0%
VXUS Vanguard Total Intl Stock 0.42% 39,603 $2.3M New
LFST Lifestance Health Group Inc. 0.29% 216,371 $1.6M Reduce -31.6%
META Meta Platforms Inc. Class A 0.17% 1,649 $965K Reduce -11.9%
SDY SS SPDR S&P Dividend ETF 0.17% 6,988 $923K Reduce -0.2%
USMV iShares MSCI USA Min Vol Fac 0.16% 10,190 $905K No change
IVV iShares Core S&P 500 ETF 0.13% 1,220 $718K No change
XLK SS Technology Select Sector 0.12% 2,860 $665K Add +60.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 942 $552K Reduce -33.6%
MSFT Microsoft Corp. 0.10% 1,272 $536K No change
IWB iShares Russell 1000 ETF 0.09% 1,574 $507K No change
ADI Analog Devices Inc. 0.09% 2,341 $497K No change
AME Ametek Inc. 0.08% 2,578 $465K Reduce -8.8%
GOOGL Alphabet Inc. Class A 0.08% 2,222 $421K Add +0.1%
UPWK Upwork Inc. 0.07% 23,571 $385K Reduce -22.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,695 $373K Add +0.6%
JNJ Johnson & Johnson 0.06% 2,400 $347K Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.06% 642 $346K New
BRK.B Berkshire Hathaway Inc. Class B 0.05% 650 $295K No change
ESGD iShares Trust iShares ESG Aw 0.05% 3,676 $280K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.05% 4,605 $255K New
AGG iShares Core U.S. Aggregate 0.05% 2,629 $255K Add +31.8%
QQQM Invesco Nasdaq 100 ETF 0.05% 1,200 $253K No change
AMZN Amazon.com Inc. 0.04% 1,094 $240K No change
VB Vanguard Most SM-Cap ETF-Usd 0.04% 924 $222K Reduce -11.2%
GOOG Alphabet Inc. Class C 0.04% 1,160 $221K No change
JPM JPMorgan Chase & Co. 0.04% 901 $216K Reduce -8.9%
MRK Merck & Co. Inc. 0.04% 2,100 $209K No change
PG The Procter & Gamble Co. 0.04% 1,197 $201K Reduce -4.7%
PAYX Paychex Inc. 0.03% 1,277 $179K Reduce -11.9%
ACN Accenture PLC Class A 0.02% 385 $135K No change
ABBV Abbvie Inc. 0.02% 734 $130K No change
CVX Chevron Corp. 0.02% 867 $126K Reduce -18.0%
KO The Coca-Cola Co. 0.02% 1,702 $106K Reduce -3.5%
XOM Exxon Mobil Corp. 0.02% 946 $102K No change
AMAT Applied Materials Inc. 0.02% 598 $97K No change
NSC Norfolk Southern Corp. 0.02% 408 $96K No change
ABT Abbott Laboratories 0.01% 734 $83K No change
PEP Pepsico Inc. 0.01% 417 $63K Reduce -19.3%
MA Mastercard Inc. Class A 0.01% 100 $53K No change
LLY Eli Lilly & Co. 0.01% 47 $36K No change
NVDA Nvidia Corp. 0.01% 226 $30K Add +18.9%
UNH Unitedhealth Group Inc. 0.00% 50 $25K No change
CSCO Cisco Systems Inc. 0.00% 193 $11K No change
TSLA Tesla Inc. 0.00% 20 $8K No change
AVGO Broadcom Inc. 0.00% 30 $7K No change
ORCL Oracle Corp. 0.00% 15 $3K No change
ADP Automatic Data Processing 0.00% 4 $1K New

Portfolio Sells Q3 2024 → Q4 2024
ITOT iShares Core S&P Total U.S. Reduce -0.3% 10.91% −0.72
IWV iShares Russell 3000 ETF Reduce -0.1% 3.10% −0.20
LFST Lifestance Health Group Inc. Reduce -31.6% 0.29% −0.15
IWF iShares Russell 1000 Growth Reduce -2.3% 3.16% −0.13
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -1.3% 1.66% −0.10
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -33.6% 0.10% −0.06
META Meta Platforms Inc. Class A Reduce -11.9% 0.17% −0.04
SDY SS SPDR S&P Dividend ETF Reduce -0.2% 0.17% −0.03
JNJ Johnson & Johnson Reduce -1.2% 0.06% −0.01
AME Ametek Inc. Reduce -8.8% 0.08% −0.01
VZ Verizon Communications Inc. Sold out 0.00% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -11.2% 0.04% −0.01
CVX Chevron Corp. Reduce -18.0% 0.02% −0.01
PG The Procter & Gamble Co. Reduce -4.7% 0.04% −0.01
PAYX Paychex Inc. Reduce -11.9% 0.03% −0.01
KO The Coca-Cola Co. Reduce -3.5% 0.02% −0.01
PEP Pepsico Inc. Reduce -19.3% 0.01% −0.01
GE General Electric Sold out 0.00% −0.01
JPM JPMorgan Chase & Co. Reduce -8.9% 0.04% −0.00
UPWK Upwork Inc. Reduce -22.9% 0.07% +0.01

Portfolio Buys Q3 2024 → Q4 2024
USMC Principal US Mega-Cap ETF Add +16.0% 10.43% +1.14
AAPL Apple Inc. Add +67.7% 2.75% +1.09
SPYM Ste STR SPDR PT S&P 500 ETF Add +13.9% 10.69% +0.69
VXUS Vanguard Total Intl Stock New 0.42% +0.42
VTI VG Morningstar TS MKT ETF-US Add +12.6% 7.16% +0.40
VUG Vanguard Mrngstar GR ETF-Sui Add +10.8% 3.28% +0.27
VOO Vanguard S&P 500 ETF New 0.06% +0.06
EMXC iShares MSCI Emr MRK Ex Chna New 0.05% +0.05
XLK SS Technology Select Sector Add +60.4% 0.12% +0.04
CVLC Calvert US L-C CR Resp Index Add +6.9% 3.70% +0.02
AGG iShares Core U.S. Aggregate Add +31.8% 0.05% +0.01
GOOGL Alphabet Inc. Class A Add +0.1% 0.08% +0.00
NVDA Nvidia Corp. Add +18.9% 0.01% +0.00
ADP Automatic Data Processing New 0.00% +0.00
IBM Intl Business Machines Corp. Add +0.6% 0.07% −0.01
SPTS SS SPDR P St Term TSY ETF Add +9.4% 2.07% −0.02
MCD McDonald's Corp. Add +0.0% 0.56% −0.08
SPTI SS SPDR P Int Term TSY ETF Add +11.6% 7.05% −0.11
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +16.3% 4.33% −0.17
CVIE Cal Intl Responsible Index Add +3.5% 1.29% −0.18
VGLT Vanguard Long-Term Treasury Add +6.2% 1.62% −0.23
NULV Nuveen ESG Large-Cap Val ETF Add +2.4% 1.94% −0.24
XCEM Columbia Em Core Ex-China Add +10.0% 3.85% −0.35
COWZ Pacer US Cash Cows 100 ETF Add +5.2% 8.33% −0.50
DBEF Xtrackers MSCI Eafe Hedged E Add +3.6% 9.17% −0.60

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