O'Brien Wealth Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), O'Brien Wealth Partners LLC reported 87 stock positions worth $637.1 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 9.7% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 9.4%) and Principal US Mega-Cap ETF (USMC, 9.0%). Compared with Q1 2025, it opened 16 new positions, sold out of 1, added to 28 and reduced 32. The biggest buy was a new position in Xtrackers MSCI Eafe High Div (HDEF) and the biggest sale Xtrackers MSCI Eafe Hedged E (DBEF, shares −0%).
- Most Recent 13F
- Q4 2025
- Location
- Waltham, MA
- CIK
- 0001689874
- Portfolio Value
- $637.1M (Q2 2025)
- SEC Filing
- 0001580642-25-004184 ↗ filed Jul 9, 2025
Holdings Value
Holdings 87 stocks · $637.1M
| ITOT iShares Core S&P Total U.S. | 9.67% | 456,348 | $61.6M | Reduce -1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.42% | 825,956 | $60.0M | Reduce -5.9% |
| USMC Principal US Mega-Cap ETF | 9.04% | 920,520 | $57.6M | Reduce -0.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 8.32% | 1,211,498 | $53.0M | Reduce -0.4% |
| HDEF Xtrackers MSCI Eafe High Div | 8.11% | 1,791,122 | $51.7M | New |
| COWZ Pacer US Cash Cows 100 ETF | 7.16% | 827,665 | $45.6M | Add +0.7% |
| SPTI SS SPDR P Int Term TSY ETF | 6.32% | 1,399,196 | $40.3M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 6.32% | 132,437 | $40.3M | Reduce -1.8% |
| XCEM Columbia Em Core Ex-China | 4.01% | 747,975 | $25.6M | Add +49.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.83% | 917,946 | $24.4M | Reduce -1.1% |
| CVLC Calvert US L-C CR Resp Index | 3.38% | 281,546 | $21.5M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.09% | 44,921 | $19.7M | Add +1.2% |
| IWV iShares Russell 3000 ETF | 2.80% | 50,846 | $17.8M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 2.70% | 40,574 | $17.2M | Reduce -2.4% |
| AAPL Apple Inc. | 1.96% | 60,752 | $12.5M | Reduce -0.5% |
| SPTS SS SPDR P St Term TSY ETF | 1.80% | 392,507 | $11.5M | Reduce -0.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.79% | 272,488 | $11.4M | Add +0.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.58% | 107,487 | $10.1M | Add +0.4% |
| VGLT Vanguard Long-Term Treasury | 1.43% | 162,414 | $9.1M | Add +2.4% |
| CVIE Cal Intl Responsible Index | 1.30% | 127,700 | $8.3M | Add +0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.96% | 155,676 | $6.1M | Add +2084.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.95% | 91,966 | $6.0M | New |
| VOO Vanguard S&P 500 ETF | 0.62% | 7,005 | $4.0M | Add +991.1% |
| MCD McDonald's Corp. | 0.49% | 10,713 | $3.1M | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.43% | 39,603 | $2.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 2 | $1.5M | New |
| LFST Lifestance Health Group Inc. | 0.18% | 216,371 | $1.1M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 7,058 | $958K | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 10,190 | $957K | No change |
| MSFT Microsoft Corp. | 0.15% | 1,869 | $930K | Reduce -18.6% |
| IVV iShares Core S&P 500 ETF | 0.12% | 1,215 | $754K | No change |
| XLK SS Technology Select Sector | 0.11% | 2,860 | $724K | No change |
| ADI Analog Devices Inc. | 0.09% | 2,345 | $558K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 862 | $533K | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.08% | 1,498 | $509K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,721 | $507K | No change |
| AME Ametek Inc. | 0.07% | 2,547 | $461K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 2,534 | $447K | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.06% | 542 | $400K | Reduce -61.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 6,043 | $382K | Reduce -95.7% |
| JNJ Johnson & Johnson | 0.06% | 2,498 | $382K | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,192 | $346K | Add +0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 3,676 | $328K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 661 | $321K | Reduce -2.2% |
| UPWK Upwork Inc. | 0.05% | 23,571 | $317K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,383 | $303K | Add +4.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 1,200 | $273K | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 2,420 | $240K | Reduce -8.0% |
| PG The Procter & Gamble Co. | 0.04% | 1,402 | $223K | Add +1.8% |
| LPLA LPL Financial Holdings Inc. | 0.03% | 566 | $212K | New |
| CSCO Cisco Systems Inc. | 0.03% | 3,054 | $212K | Add +1368.3% |
| PAYX Paychex Inc. | 0.03% | 1,279 | $186K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.03% | 1,041 | $185K | Add +2.7% |
| MRK Merck & Co. Inc. | 0.03% | 2,130 | $169K | Reduce -9.4% |
| NVDA Nvidia Corp. | 0.03% | 1,038 | $164K | Reduce -9.0% |
| ABBV Abbvie Inc. | 0.02% | 742 | $138K | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.02% | 1,734 | $123K | Add +0.7% |
| ACN Accenture PLC Class A | 0.02% | 388 | $116K | Add +0.8% |
| NSC Norfolk Southern Corp. | 0.02% | 432 | $111K | Reduce -15.0% |
| ABT Abbott Laboratories | 0.02% | 787 | $107K | Add +5.8% |
| CVX Chevron Corp. | 0.02% | 676 | $97K | Reduce -13.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 700 | $87K | New |
| XOM Exxon Mobil Corp. | 0.01% | 713 | $77K | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 556 | $76K | New |
| COST Costco Wholesale Corp. | 0.01% | 71 | $70K | New |
| VZ Verizon Communications Inc. | 0.01% | 1,197 | $52K | Add +4.9% |
| LLY Eli Lilly & Co. | 0.01% | 47 | $37K | Reduce -20.3% |
| BKNG Booking Holdings Inc. | 0.01% | 6 | $35K | New |
| GE General Electric filed as GE AEROSPACE | 0.01% | 129 | $33K | Reduce -20.9% |
| V Visa Inc. Class A | 0.01% | 89 | $32K | Reduce -42.6% |
| AVGO Broadcom Inc. | 0.00% | 112 | $31K | Reduce -46.1% |
| T AT&T Inc. | 0.00% | 897 | $26K | New |
| TSLA Tesla Inc. | 0.00% | 79 | $25K | Add +29.5% |
| UNH Unitedhealth Group Inc. | 0.00% | 77 | $24K | Reduce -11.5% |
| GEV GE Vernova Inc. | 0.00% | 37 | $20K | New |
| MA Mastercard Inc. Class A | 0.00% | 22 | $12K | Reduce -79.8% |
| NFLX Netflix Inc. | 0.00% | 9 | $12K | Add +28.6% |
| APH Amphenol Corp. Class A | 0.00% | 120 | $12K | Add +500.0% |
| ETN Eaton Corp. PLC | 0.00% | 26 | $9K | New |
| HD Home Depot Inc. | 0.00% | 16 | $6K | Add +77.8% |
| ORCL Oracle Corp. | 0.00% | 19 | $4K | New |
| INTU Intuit Inc. | 0.00% | 4 | $3K | New |
| AMAT Applied Materials Inc. | 0.00% | 11 | $2K | New |
| ADP Automatic Data Processing | 0.00% | 4 | $1K | New |
| AFL Aflac Inc. | 0.00% | 10 | $1K | New |
| NEE Nextera Energy Inc. | 0.00% | 15 | $1K | Add +50.0% |
| AMGN Amgen Inc. | 0.00% | 2 | $558 | Reduce -60.0% |
Portfolio Sells Q1 2025 → Q2 2025
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -0.4% | 8.32% | −1.49 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -95.7% | 0.06% | −1.37 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.9% | 9.42% | −1.33 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.2% | 6.32% | −1.15 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.1% | 3.83% | −0.88 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.4% | 9.67% | −0.84 |
| USMC Principal US Mega-Cap ETF | Reduce -0.5% | 9.04% | −0.74 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 6.32% | −0.58 |
| AAPL Apple Inc. | Reduce -0.5% | 1.96% | −0.57 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -0.4% | 1.80% | −0.34 |
| IWV iShares Russell 3000 ETF | Reduce -0.6% | 2.80% | −0.22 |
| IWF iShares Russell 1000 Growth | Reduce -2.4% | 2.70% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -61.2% | 0.06% | −0.09 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.06% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.05% | −0.02 |
| MSFT Microsoft Corp. | Reduce -18.6% | 0.15% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -9.4% | 0.03% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -8.0% | 0.04% | −0.01 |
| CVX Chevron Corp. | Reduce -13.8% | 0.02% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -79.8% | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.7% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.08% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 0.07% | −0.01 |
| V Visa Inc. Class A | Reduce -42.6% | 0.01% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -15.0% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -11.5% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -5.3% | 0.01% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -20.3% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -46.1% | 0.00% | −0.00 |
| GE General Electric | Reduce -20.9% | 0.01% | −0.00 |
| AMGN Amgen Inc. | Reduce -60.0% | 0.00% | −0.00 |
| NVDA Nvidia Corp. | Reduce -9.0% | 0.03% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| HDEF Xtrackers MSCI Eafe High Div | New | 8.11% | +8.11 |
| XCEM Columbia Em Core Ex-China | Add +49.5% | 4.01% | +1.26 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.95% | +0.95 |
| ESGE iShares Inc. iShares ESG Awar | Add +2084.0% | 0.96% | +0.91 |
| VOO Vanguard S&P 500 ETF | Add +991.1% | 0.62% | +0.56 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.23% | +0.23 |
| LPLA LPL Financial Holdings Inc. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +1368.3% | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 3.09% | +0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +0.4% | 1.58% | +0.02 |
| DIS The Walt Disney Co. | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| T AT&T Inc. | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| APH Amphenol Corp. Class A | Add +500.0% | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +29.5% | 0.00% | +0.00 |
| NFLX Netflix Inc. | Add +28.6% | 0.00% | +0.00 |
| ORCL Oracle Corp. | New | 0.00% | +0.00 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.05% | +0.00 |
| INTU Intuit Inc. | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | New | 0.00% | +0.00 |
| HD Home Depot Inc. | Add +77.8% | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.05% | +0.00 |
| AFL Aflac Inc. | New | 0.00% | +0.00 |
| ADP Automatic Data Processing | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +50.0% | 0.00% | 0.00 |
| ADI Analog Devices Inc. | Add +0.2% | 0.09% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Add +4.9% | 0.01% | −0.00 |
| ABT Abbott Laboratories | Add +5.8% | 0.02% | −0.00 |
| KO The Coca-Cola Co. | Add +0.7% | 0.02% | −0.00 |
| ACN Accenture PLC Class A | Add +0.8% | 0.02% | −0.00 |
| PAYX Paychex Inc. | Add +0.2% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.8% | 0.04% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.5% | 0.15% | −0.03 |
| CVIE Cal Intl Responsible Index | Add +0.1% | 1.30% | −0.07 |
| MCD McDonald's Corp. | Add +0.2% | 0.49% | −0.13 |
| CVLC Calvert US L-C CR Resp Index | Add +1.5% | 3.38% | −0.18 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +0.6% | 1.79% | −0.25 |
| VGLT Vanguard Long-Term Treasury | Add +2.4% | 1.43% | −0.27 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.7% | 7.16% | −1.22 |
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 |