O'Brien Wealth Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), O'Brien Wealth Partners LLC reported 72 stock positions worth $537.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 10.7% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 10.5%) and Xtrackers MSCI Eafe Hedged E (DBEF, 9.8%). Compared with Q4 2024, it opened 9 new positions, sold out of 4, added to 28 and reduced 23. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +2920%) and the biggest sale Columbia Em Core Ex-China (XCEM, shares −31%).
- Most Recent 13F
- Q4 2025
- Location
- Waltham, MA
- CIK
- 0001689874
- Portfolio Value
- $537.1M (Q1 2025)
- SEC Filing
- 0001580642-25-002582 ↗ filed Apr 28, 2025
Holdings Value
Holdings 72 stocks · $537.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.75% | 877,803 | $57.7M | Add +2.0% |
| ITOT iShares Core S&P Total U.S. | 10.52% | 462,849 | $56.5M | Reduce -1.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 9.81% | 1,216,386 | $52.7M | Reduce -1.0% |
| USMC Principal US Mega-Cap ETF | 9.78% | 925,108 | $52.5M | Reduce -4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 8.38% | 822,041 | $45.0M | Add +0.5% |
| SPTI SS SPDR P Int Term TSY ETF | 7.46% | 1,402,556 | $40.1M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 6.90% | 134,790 | $37.0M | Reduce -1.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 4.71% | 927,735 | $25.3M | Add +1.2% |
| CVLC Calvert US L-C CR Resp Index | 3.56% | 277,410 | $19.1M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.06% | 44,381 | $16.5M | Add +0.1% |
| IWV iShares Russell 3000 ETF | 3.02% | 51,139 | $16.2M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 2.79% | 41,560 | $15.0M | Reduce -4.7% |
| XCEM Columbia Em Core Ex-China | 2.75% | 500,225 | $14.8M | Reduce -30.7% |
| AAPL Apple Inc. | 2.52% | 61,030 | $13.6M | Reduce -0.0% |
| SPTS SS SPDR P St Term TSY ETF | 2.15% | 394,108 | $11.5M | Reduce -0.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 2.04% | 270,778 | $11.0M | Reduce -0.8% |
| VGLT Vanguard Long-Term Treasury | 1.70% | 158,584 | $9.1M | Reduce -2.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.56% | 107,106 | $8.4M | Reduce -0.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.43% | 139,080 | $7.7M | Add +2920.2% |
| CVIE Cal Intl Responsible Index | 1.38% | 127,630 | $7.4M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.62% | 10,688 | $3.3M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.46% | 39,603 | $2.5M | No change |
| LFST Lifestance Health Group Inc. | 0.27% | 216,371 | $1.4M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 10,190 | $954K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 7,021 | $953K | Add +0.5% |
| MSFT Microsoft Corp. | 0.16% | 2,295 | $862K | Add +80.4% |
| META Meta Platforms Inc. Class A | 0.15% | 1,397 | $805K | Reduce -15.3% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,215 | $683K | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.11% | 2,860 | $591K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 868 | $486K | Reduce -7.9% |
| ADI Analog Devices Inc. | 0.09% | 2,341 | $472K | No change |
| IWB iShares Russell 1000 ETF | 0.09% | 1,498 | $459K | Reduce -4.8% |
| AME Ametek Inc. | 0.08% | 2,547 | $438K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,721 | $428K | Add +1.5% |
| JNJ Johnson & Johnson | 0.08% | 2,521 | $418K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.08% | 2,643 | $409K | Add +18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 676 | $360K | Add +4.0% |
| VOO Vanguard S&P 500 ETF | 0.06% | 642 | $330K | No change |
| UPWK Upwork Inc. | 0.06% | 23,571 | $308K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.06% | 3,676 | $300K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 1,181 | $290K | Add +31.1% |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,629 | $260K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,328 | $253K | Add +21.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 7,128 | $249K | New |
| PG The Procter & Gamble Co. | 0.04% | 1,377 | $235K | Add +15.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 1,200 | $232K | No change |
| MRK Merck & Co. Inc. | 0.04% | 2,350 | $211K | Add +11.9% |
| PAYX Paychex Inc. | 0.04% | 1,277 | $197K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 1,014 | $158K | Reduce -12.6% |
| ABBV Abbvie Inc. | 0.03% | 755 | $158K | Add +2.9% |
| CVX Chevron Corp. | 0.02% | 784 | $131K | Reduce -9.6% |
| NVDA Nvidia Corp. | 0.02% | 1,141 | $124K | Add +404.9% |
| KO The Coca-Cola Co. | 0.02% | 1,722 | $123K | Add +1.2% |
| NSC Norfolk Southern Corp. | 0.02% | 508 | $120K | Add +24.5% |
| ACN Accenture PLC Class A | 0.02% | 385 | $120K | No change |
| ABT Abbott Laboratories | 0.02% | 744 | $99K | Add +1.4% |
| PEP Pepsico Inc. | 0.02% | 652 | $98K | Add +56.4% |
| XOM Exxon Mobil Corp. | 0.02% | 753 | $90K | Reduce -20.4% |
| MA Mastercard Inc. Class A | 0.01% | 109 | $60K | Add +9.0% |
| V Visa Inc. Class A | 0.01% | 155 | $54K | New |
| VZ Verizon Communications Inc. | 0.01% | 1,141 | $52K | New |
| LLY Eli Lilly & Co. | 0.01% | 59 | $49K | Add +25.5% |
| UNH Unitedhealth Group Inc. | 0.01% | 87 | $46K | Add +74.0% |
| AVGO Broadcom Inc. | 0.01% | 208 | $35K | Add +593.3% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 163 | $33K | New |
| TSLA Tesla Inc. | 0.00% | 61 | $16K | Add +205.0% |
| CSCO Cisco Systems Inc. | 0.00% | 208 | $13K | Add +7.8% |
| NFLX Netflix Inc. | 0.00% | 7 | $7K | New |
| HD Home Depot Inc. | 0.00% | 9 | $3K | New |
| AMGN Amgen Inc. | 0.00% | 5 | $2K | New |
| APH Amphenol Corp. Class A | 0.00% | 20 | $1K | New |
| NEE Nextera Energy Inc. | 0.00% | 10 | $709 | New |
Portfolio Sells Q4 2024 → Q1 2025
| XCEM Columbia Em Core Ex-China | Reduce -30.7% | 2.75% | −1.10 |
| USMC Principal US Mega-Cap ETF | Reduce -4.0% | 9.78% | −0.64 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.7% | 10.52% | −0.40 |
| IWF iShares Russell 1000 Growth | Reduce -4.7% | 2.79% | −0.36 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 6.90% | −0.26 |
| AAPL Apple Inc. | Reduce -0.0% | 2.52% | −0.23 |
| CVLC Calvert US L-C CR Resp Index | Reduce -0.8% | 3.56% | −0.14 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -0.4% | 1.56% | −0.10 |
| IWV iShares Russell 3000 ETF | Reduce -0.5% | 3.02% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 0.15% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -12.6% | 0.03% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.9% | 0.09% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -4.8% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 0.13% | −0.00 |
| AME Ametek Inc. | Reduce -1.2% | 0.08% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -20.4% | 0.02% | −0.00 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.00 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -9.6% | 0.02% | +0.00 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -0.6% | 2.15% | +0.07 |
| VGLT Vanguard Long-Term Treasury | Reduce -2.3% | 1.70% | +0.08 |
| CVIE Cal Intl Responsible Index | Reduce -1.5% | 1.38% | +0.09 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.8% | 2.04% | +0.10 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.1% | 7.46% | +0.41 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -1.0% | 9.81% | +0.64 |
Portfolio Buys Q4 2024 → Q1 2025
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2920.2% | 1.43% | +1.38 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +1.2% | 4.71% | +0.38 |
| MCD McDonald's Corp. | Add +0.5% | 0.62% | +0.07 |
| MSFT Microsoft Corp. | Add +80.4% | 0.16% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.0% | 10.75% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.5% | 8.38% | +0.06 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +404.9% | 0.02% | +0.02 |
| JNJ Johnson & Johnson | Add +5.0% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +31.1% | 0.05% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.0% | 0.07% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.08% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.5% | 0.18% | +0.01 |
| V Visa Inc. Class A | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +15.0% | 0.04% | +0.01 |
| PEP Pepsico Inc. | Add +56.4% | 0.02% | +0.01 |
| GE General Electric | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +2.9% | 0.03% | +0.01 |
| AVGO Broadcom Inc. | Add +593.3% | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +24.5% | 0.02% | +0.01 |
| KO The Coca-Cola Co. | Add +1.2% | 0.02% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +74.0% | 0.01% | +0.00 |
| AMZN Amazon.com Inc. | Add +21.4% | 0.05% | +0.00 |
| ABT Abbott Laboratories | Add +1.4% | 0.02% | +0.00 |
| LLY Eli Lilly & Co. | Add +25.5% | 0.01% | +0.00 |
| MA Mastercard Inc. Class A | Add +9.0% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +11.9% | 0.04% | +0.00 |
| TSLA Tesla Inc. | Add +205.0% | 0.00% | +0.00 |
| NFLX Netflix Inc. | New | 0.00% | +0.00 |
| HD Home Depot Inc. | New | 0.00% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +18.9% | 0.08% | +0.00 |
| AMGN Amgen Inc. | New | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +7.8% | 0.00% | +0.00 |
| APH Amphenol Corp. Class A | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | New | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 3.06% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 110 | $756.2M | ITOT, SPYM, USMC, DBEF, HDEF |
| Q3 2025 | 97 | $738.3M | ITOT, SPYM, USMC, DBEF, HDEF |
| Q2 2025 | 87 | $637.1M | ITOT, SPYM, USMC, DBEF, HDEF |
| Q1 2025 | 72 | $537.1M | SPYM, ITOT, DBEF, USMC, COWZ |
| Q4 2024 | 67 | $554.9M | ITOT, SPYM, USMC, DBEF, COWZ |
| Q3 2024 | 66 | $509.8M | ITOT, SPYM, DBEF, USMC, COWZ |
| Q2 2024 | 62 | $444.9M | SPYM, ITOT, DBEF, COWZ, SPTI |
| Q1 2024 | 66 | $432.4M | ITOT, DBEF, COWZ, VTI, SPTI |