O'Brien Wealth Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), O'Brien Wealth Partners LLC reported 97 stock positions worth $738.3 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 8.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.7%) and Principal US Mega-Cap ETF (USMC, 8.4%). Compared with Q2 2025, it opened 16 new positions, sold out of 6, added to 35 and reduced 26. The biggest buy was a new position in Mortgage-Backed Securities (JMTG) and the biggest sale Xtrackers MSCI Eafe High Div (HDEF, shares −0%).

Most Recent 13F
Q4 2025
Location
Waltham, MA
CIK
0001689874
Portfolio Value
$738.3M (Q3 2025)
SEC Filing
0001580642-25-006682 ↗ filed Oct 22, 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 Q4 2024 Q1 2025: $537.1M Q1 2025 Q2 2025: $637.1M Q2 2025 Q3 2025: $738.3M $738.3M Q3 2025 Q4 2025: $756.2M Q4 2025

Holdings 97 stocks · $738.3M
ITOT iShares Core S&P Total U.S. 8.90% 451,392 $65.7M Reduce -1.1%
SPYM Ste STR SPDR PT S&P 500 ETF 8.68% 818,066 $64.1M Reduce -1.0%
USMC Principal US Mega-Cap ETF 8.37% 906,137 $61.8M Reduce -1.6%
DBEF Xtrackers MSCI Eafe Hedged E 7.61% 1,210,003 $56.2M Reduce -0.1%
HDEF Xtrackers MSCI Eafe High Div 7.11% 1,785,020 $52.5M Reduce -0.3%
JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F 6.58% 952,200 $48.6M New
COWZ Pacer US Cash Cows 100 ETF 6.49% 833,162 $47.9M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 5.87% 131,971 $43.3M Reduce -0.3%
SPTI SS SPDR P Int Term TSY ETF 5.56% 1,419,678 $41.0M Add +1.5%
XCEM Columbia Em Core Ex-China 3.66% 742,857 $27.0M Reduce -0.7%
SPTL SS SPDR PF LNG TRM TSY E-Usd 3.44% 943,819 $25.4M Add +2.8%
CVLC Calvert US L-C CR Resp Index 3.09% 278,341 $22.8M Reduce -1.1%
VUG Vanguard Mrngstar GR ETF-Sui 3.00% 46,147 $22.1M Add +2.7%
IWV iShares Russell 3000 ETF 2.59% 50,371 $19.1M Reduce -0.9%
IWF iShares Russell 1000 Growth 2.49% 39,244 $18.4M Reduce -3.3%
AAPL Apple Inc. 2.09% 60,722 $15.5M Reduce -0.1%
NULV Nuveen ESG Large-Cap Val ETF 1.59% 268,286 $11.8M Reduce -1.5%
SPTS SS SPDR P St Term TSY ETF 1.58% 397,989 $11.7M Add +1.4%
NULG Nuveen ESG LRG-Cap GRW ETF 1.42% 105,316 $10.5M Reduce -2.0%
VGLT Vanguard Long-Term Treasury 1.26% 164,084 $9.3M Add +1.0%
CVIE Cal Intl Responsible Index 1.12% 121,010 $8.3M Reduce -5.2%
ESGE iShares Inc. iShares ESG Awar 0.90% 152,241 $6.6M Reduce -2.2%
VSGX Vanguard ESG Intl Stock ETF 0.86% 91,184 $6.3M Reduce -0.8%
VOO Vanguard S&P 500 ETF 0.61% 7,366 $4.5M Add +5.2%
MCD McDonald's Corp. 0.51% 12,493 $3.8M Add +16.6%
VXUS Vanguard Total Intl Stock 0.39% 39,603 $2.9M No change
MSFT Microsoft Corp. 0.34% 4,784 $2.5M Add +156.0%
GOOG Alphabet Inc. Class C 0.23% 6,992 $1.7M Add +571.7%
BRK.A Berkshire Hathaway Inc. Class A 0.20% 2 $1.5M No change
JPM JPMorgan Chase & Co. 0.18% 4,145 $1.3M Add +247.7%
LLY Eli Lilly & Co. 0.17% 1,655 $1.3M Add +3421.3%
CAT Caterpillar Inc. 0.16% 2,535 $1.2M New
AMZN Amazon.com Inc. 0.15% 5,012 $1.1M Add +262.4%
SDY SS SPDR S&P Dividend ETF 0.13% 7,093 $993K Add +0.5%
LFST Lifestance Health Group Inc. 0.13% 178,371 $981K Reduce -17.6%
USMV iShares MSCI USA Min Vol Fac 0.13% 10,190 $969K No change
ORCL Oracle Corp. 0.12% 3,049 $858K Add +15947.4%
IVV iShares Core S&P 500 ETF 0.11% 1,215 $813K No change
XLK SS Technology Select Sector 0.11% 2,860 $806K No change
HD Home Depot Inc. 0.10% 1,783 $722K Add +11043.8%
CSCO Cisco Systems Inc. 0.09% 9,839 $673K Add +222.2%
GLW Corning Inc. 0.09% 8,013 $657K New
ABBV Abbvie Inc. 0.09% 2,745 $636K Add +269.9%
GOOGL Alphabet Inc. Class A 0.08% 2,511 $610K Reduce -0.9%
APD Air Products & Chemicals Inc. 0.08% 2,137 $583K New
ATR Aptargroup Inc. 0.08% 4,338 $580K New
ADI Analog Devices Inc. 0.08% 2,345 $576K No change
ABT Abbott Laboratories 0.08% 4,293 $575K Add +445.5%
TXN Texas Instruments Inc. 0.08% 3,093 $568K New
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 851 $567K Reduce -1.3%
IWB iShares Russell 1000 ETF 0.07% 1,488 $544K Reduce -0.7%
JNJ Johnson & Johnson 0.07% 2,691 $499K Add +7.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,728 $488K Add +0.4%
RTX RTX Corp. 0.07% 2,888 $483K New
BN Brookfield Corp. 0.06% 6,984 $479K New
AME Ametek Inc. 0.06% 2,547 $479K No change
MRK Merck & Co. Inc. 0.06% 5,320 $447K Add +149.8%
UPWK Upwork Inc. 0.06% 23,571 $438K No change
AMGN Amgen Inc. 0.06% 1,451 $409K Add +72450.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 6,043 $408K No change
META Meta Platforms Inc. Class A 0.05% 544 $399K Add +0.4%
PG The Procter & Gamble Co. 0.05% 2,442 $375K Add +74.2%
AGG iShares Core U.S. Aggregate 0.05% 3,501 $351K Add +44.7%
ESGD iShares Trust iShares ESG Aw 0.05% 3,676 $342K No change
BRK.B Berkshire Hathaway Inc. Class B 0.05% 663 $333K Add +0.3%
KMB Kimberly-Clark Corp. 0.03% 1,948 $242K New
NVDA Nvidia Corp. 0.03% 1,063 $198K Add +2.4%
CARR Carrier Global Corp. 0.02% 2,881 $172K New
PAYX Paychex Inc. 0.02% 1,279 $162K No change
LMT Lockheed Martin Corp. 0.02% 302 $151K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 810 $117K New
KO The Coca-Cola Co. 0.02% 1,731 $115K Reduce -0.2%
CVX Chevron Corp. 0.01% 682 $106K Add +0.9%
PEP Pepsico Inc. 0.01% 613 $86K New
COST Costco Wholesale Corp. 0.01% 93 $86K Add +31.0%
XOM Exxon Mobil Corp. 0.01% 738 $83K Add +3.5%
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 $79K Reduce -22.5%
NSC Norfolk Southern Corp. 0.01% 235 $71K Reduce -45.6%
V Visa Inc. Class A 0.01% 160 $55K Add +79.8%
VZ Verizon Communications Inc. 0.01% 1,224 $54K Add +2.3%
AVGO Broadcom Inc. 0.01% 148 $49K Add +32.1%
PFE Pfizer Inc. 0.01% 1,907 $49K New
GE General Electric filed as GE AEROSPACE 0.01% 129 $39K No change
TSLA Tesla Inc. 0.00% 79 $35K No change
GEV GE Vernova Inc. 0.00% 37 $23K No change
UNH Unitedhealth Group Inc. 0.00% 62 $21K Reduce -19.5%
APH Amphenol Corp. Class A 0.00% 120 $15K No change
MA Mastercard Inc. Class A 0.00% 22 $13K No change
NFLX Netflix Inc. 0.00% 9 $11K No change
WMT Walmart Inc. 0.00% 95 $10K New
ETN Eaton Corp. PLC 0.00% 26 $10K No change
MS Morgan Stanley 0.00% 19 $3K New
ADP Automatic Data Processing 0.00% 6 $2K Add +50.0%
NEE Nextera Energy Inc. 0.00% 15 $1K No change
AMAT Applied Materials Inc. 0.00% 5 $1K Reduce -54.5%
AFL Aflac Inc. 0.00% 9 $1K Reduce -10.0%

Portfolio Sells Q2 2025 → Q3 2025
HDEF Xtrackers MSCI Eafe High Div Reduce -0.3% 7.11% −1.00
ITOT iShares Core S&P Total U.S. Reduce -1.1% 8.90% −0.77
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -1.0% 8.68% −0.74
DBEF Xtrackers MSCI Eafe Hedged E Reduce -0.1% 7.61% −0.71
USMC Principal US Mega-Cap ETF Reduce -1.6% 8.37% −0.67
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 5.87% −0.45
XCEM Columbia Em Core Ex-China Reduce -0.7% 3.66% −0.36
CVLC Calvert US L-C CR Resp Index Reduce -1.1% 3.09% −0.30
IWV iShares Russell 3000 ETF Reduce -0.9% 2.59% −0.22
IWF iShares Russell 1000 Growth Reduce -3.3% 2.49% −0.21
NULV Nuveen ESG Large-Cap Val ETF Reduce -1.5% 1.59% −0.20
CVIE Cal Intl Responsible Index Reduce -5.2% 1.12% −0.19
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -2.0% 1.42% −0.17
VSGX Vanguard ESG Intl Stock ETF Reduce -0.8% 0.86% −0.09
ESGE iShares Inc. iShares ESG Awar Reduce -2.2% 0.90% −0.06
QQQM Invesco Nasdaq 100 ETF Sold out 0.00% −0.04
LFST Lifestance Health Group Inc. Reduce -17.6% 0.13% −0.04
LPLA LPL Financial Holdings Inc. Sold out 0.00% −0.03
ACN Accenture PLC Class A Sold out 0.00% −0.02
NSC Norfolk Southern Corp. Reduce -45.6% 0.01% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 0.08% −0.01
IWB iShares Russell 1000 ETF Reduce -0.7% 0.07% −0.01
BKNG Booking Holdings Inc. Sold out 0.00% −0.01
T AT&T Inc. Sold out 0.00% −0.00
KO The Coca-Cola Co. Reduce -0.2% 0.02% −0.00
PLTR Palantir Technologies Inc. Class A Reduce -22.5% 0.01% −0.00
UNH Unitedhealth Group Inc. Reduce -19.5% 0.00% −0.00
INTU Intuit Inc. Sold out 0.00% −0.00
AMAT Applied Materials Inc. Reduce -54.5% 0.00% −0.00
AFL Aflac Inc. Reduce -10.0% 0.00% 0.00
GOOGL Alphabet Inc. Class A Reduce -0.9% 0.08% +0.01
AAPL Apple Inc. Reduce -0.1% 2.09% +0.14

Portfolio Buys Q2 2025 → Q3 2025
JMTG Mortgage-Backed Securities New 6.58% +6.58
GOOG Alphabet Inc. Class C Add +571.7% 0.23% +0.20
MSFT Microsoft Corp. Add +156.0% 0.34% +0.19
LLY Eli Lilly & Co. Add +3421.3% 0.17% +0.17
CAT Caterpillar Inc. New 0.16% +0.16
JPM JPMorgan Chase & Co. Add +247.7% 0.18% +0.12
ORCL Oracle Corp. Add +15947.4% 0.12% +0.12
AMZN Amazon.com Inc. Add +262.4% 0.15% +0.10
HD Home Depot Inc. Add +11043.8% 0.10% +0.10
GLW Corning Inc. New 0.09% +0.09
APD Air Products & Chemicals Inc. New 0.08% +0.08
ATR Aptargroup Inc. New 0.08% +0.08
TXN Texas Instruments Inc. New 0.08% +0.08
RTX RTX Corp. New 0.07% +0.07
BN Brookfield Corp. New 0.06% +0.06
ABBV Abbvie Inc. Add +269.9% 0.09% +0.06
ABT Abbott Laboratories Add +445.5% 0.08% +0.06
CSCO Cisco Systems Inc. Add +222.2% 0.09% +0.06
AMGN Amgen Inc. Add +72450.0% 0.06% +0.06
MRK Merck & Co. Inc. Add +149.8% 0.06% +0.03
KMB Kimberly-Clark Corp. New 0.03% +0.03
CARR Carrier Global Corp. New 0.02% +0.02
MCD McDonald's Corp. Add +16.6% 0.51% +0.02
LMT Lockheed Martin Corp. New 0.02% +0.02
TJX TJX Companies Inc. New 0.02% +0.02
PG The Procter & Gamble Co. Add +74.2% 0.05% +0.02
PEP Pepsico Inc. New 0.01% +0.01
AGG iShares Core U.S. Aggregate Add +44.7% 0.05% +0.01
JNJ Johnson & Johnson Add +7.7% 0.07% +0.01
PFE Pfizer Inc. New 0.01% +0.01
V Visa Inc. Class A Add +79.8% 0.01% +0.00
AVGO Broadcom Inc. Add +32.1% 0.01% +0.00
WMT Walmart Inc. New 0.00% +0.00
NVDA Nvidia Corp. Add +2.4% 0.03% +0.00
COST Costco Wholesale Corp. Add +31.0% 0.01% +0.00
MS Morgan Stanley New 0.00% +0.00
ADP Automatic Data Processing Add +50.0% 0.00% 0.00
CVX Chevron Corp. Add +0.9% 0.01% −0.00
XOM Exxon Mobil Corp. Add +3.5% 0.01% −0.00
VZ Verizon Communications Inc. Add +2.3% 0.01% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 0.05% −0.01
META Meta Platforms Inc. Class A Add +0.4% 0.05% −0.01
IBM Intl Business Machines Corp. Add +0.4% 0.07% −0.01
VOO Vanguard S&P 500 ETF Add +5.2% 0.61% −0.01
SDY SS SPDR S&P Dividend ETF Add +0.5% 0.13% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +2.7% 3.00% −0.09
VGLT Vanguard Long-Term Treasury Add +1.0% 1.26% −0.17
SPTS SS SPDR P St Term TSY ETF Add +1.4% 1.58% −0.22
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +2.8% 3.44% −0.38
COWZ Pacer US Cash Cows 100 ETF Add +0.7% 6.49% −0.67

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