O'Brien Wealth Partners LLC
CIK 1689874 · View on SEC EDGAR ↗
- Portfolio value
- $756.2M
- Positions
- 110
- As of
- Dec. 31, 2025 Data as of Q4 2025
#2,944 of 9,443 by 13F value · top 31.2%
Portfolio value QoQ: +2.4% 13F does not disclose cash
- Top 10 holdings weight
- 68.60%
- Top 25 holdings weight
- 94.39%
- Positions above 1%
- 21
- Effective number of positions
- 18.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q4 2025: 1.47% Est. buys $12,027,553 · sells $10,984,051
Median holding: 5.0 quarters Tracked Q4 2024–Q4 2025 · 89.4% still held
- New positions
- 21
- Increased
- 20
- Decreased
- 35
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.3%
Healthcare
0.8%
Consumer Discretionary
0.5%
Communication Services
0.5%
Industrials
0.5%
Retail
0.3%
Financials
0.2%
Communications
0.1%
Packaging
0.1%
Materials
0.1%
Financial Services
0.1%
Consumer products
0.0%
Consumer Staples
0.0%
Energy
0.0%
Utilities
0.0%
Other/Unmapped
94.6%
Full portfolio 110 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $66,563,594 | 8.80% | 447,667 | $818,391 | Down ×4 | ||
| SPYM | $65,166,792 | 8.62% | 812,351 | $1,079,477 | Down ×3 | ||
| USMC Principal U.S. Mega-Cap ETF | $61,175,152 | 8.09% | 893,720 | $-599,016 | Down ×4 | ||
| DBEF | $57,691,144 | 7.63% | 1,199,151 | $1,522,786 | Down ×4 | ||
| HDEF | $55,105,696 | 7.29% | 1,778,177 | $2,590,408 | Down ×2 | ||
| COWZ | $50,041,008 | 6.62% | 831,660 | $2,159,164 | Down ×1 | ||
| JMTG | $49,322,648 | 6.52% | 965,974 | $760,469 | Up ×1 | ||
| VTI | $43,852,226 | 5.80% | 130,797 | $543,308 | Down ×4 | ||
| SPTI | $41,832,666 | 5.53% | 1,450,509 | $803,981 | Up ×2 | ||
| XCEM | $28,040,138 | 3.71% | 730,973 | $1,052,137 | Down ×2 | ||
| SPTL | $24,568,235 | 3.25% | 928,154 | $-867,695 | Down ×1 | ||
| CVLC | $23,408,022 | 3.10% | 277,873 | $620,248 | Down ×2 | ||
| VUG | $22,212,081 | 2.94% | 45,530 | $79,718 | Down ×1 | ||
| IWV | $19,487,935 | 2.58% | 50,376 | $400,314 | Up ×1 | ||
| IWF | $17,630,011 | 2.33% | 37,249 | $-752,383 | Down ×4 | ||
| AAPL Apple Inc. - Common Stock | $12,378,058 | 1.64% | 45,531 | $-3,083,579 | Down ×4 | ||
| NULV | $12,171,511 | 1.61% | 270,178 | $413,352 | Up ×1 | ||
| SPTS | $11,899,327 | 1.57% | 406,398 | $230,292 | Up ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $10,679,408 | 1.41% | 191,387 | $1,349,593 | Up ×3 | ||
| NULG | $10,078,192 | 1.33% | 103,049 | $-395,484 | Down ×2 | ||
| CVIE | $8,534,999 | 1.13% | 119,705 | $278,481 | Down ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $6,677,930 | 0.88% | 151,187 | $67,626 | Down ×2 | ||
| VSGX | $6,425,245 | 0.85% | 89,713 | $99,811 | Down ×2 | ||
| VOO | $5,067,210 | 0.67% | 8,080 | $556,419 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $3,818,515 | 0.50% | 12,494 | $22,038 | Up ×4 | ||
| VXUS Vanguard Total International Stock ETF | $2,987,650 | 0.40% | 39,603 | $78,414 | |||
| MSFT Microsoft Corporation - Common Stock | $2,198,699 | 0.29% | 4,546 | $-279,167 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,195,659 | 0.29% | 6,997 | $492,757 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1,777,521 | 0.24% | 1,654 | $514,756 | Down ×1 | ||
| BRKA | $1,509,600 | 0.20% | 2 | $1,200 | |||
| AGG | $1,506,690 | 0.20% | 15,085 | $1,155,715 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1,452,225 | 0.19% | 2,535 | $242,650 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,336,663 | 0.18% | 4,148 | $29,169 | Up ×4 | ||
| LFST LifeStance Health Group, Inc. - Common Stock | $1,255,732 | 0.17% | 178,371 | $274,691 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,156,870 | 0.15% | 5,012 | $56,385 | |||
| SDY | $992,668 | 0.13% | 7,133 | $-700 | Up ×4 | ||
| USMV | $858,645 | 0.11% | 9,119 | $-110,832 | Down ×1 | ||
| IVV | $832,202 | 0.11% | 1,215 | $19,002 | |||
| XLK XLK | $823,508 | 0.11% | 5,720 | $17,388 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $786,322 | 0.10% | 2,512 | $175,824 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $757,898 | 0.10% | 9,839 | $84,714 | |||
| DFAC | $705,494 | 0.09% | 17,820 | Up ×1 | |||
| GLW Corning Incorporated Common Stock | $680,691 | 0.09% | 7,774 | $23,385 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $635,964 | 0.08% | 2,345 | $59,797 | |||
| ABBV AbbVie Inc. Common Stock | $627,205 | 0.08% | 2,745 | $-8,372 | |||
| HD Home Depot, Inc. (The) Common Stock | $609,745 | 0.08% | 1,772 | $-112,709 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $593,306 | 0.08% | 3,044 | $-264,195 | Down ×1 | ||
| SPY SPY | $580,314 | 0.08% | 851 | $13,395 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $560,720 | 0.07% | 5,327 | $114,212 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $557,062 | 0.07% | 2,692 | $58,139 | Up ×2 | ||
| IWB | $555,679 | 0.07% | 1,488 | $11,845 | |||
| ABT Abbott Laboratories Common Stock | $536,993 | 0.07% | 4,286 | $-38,011 | Down ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $536,778 | 0.07% | 3,094 | $-31,499 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $529,682 | 0.07% | 2,888 | $46,515 | |||
| ATR AptarGroup, Inc. Common Stock | $529,062 | 0.07% | 4,338 | $-50,755 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $527,388 | 0.07% | 2,135 | $-55,415 | Down ×1 | ||
| AME AMETEK, Inc. | $522,925 | 0.07% | 2,547 | $44,089 | |||
| IBM International Business Machines Corporation Common Stock | $514,119 | 0.07% | 1,736 | $26,562 | Up ×2 | ||
| DFUV | $510,626 | 0.07% | 10,960 | Up ×1 | |||
| DUHP | $504,278 | 0.07% | 13,260 | Up ×1 | |||
| MTUM | $500,620 | 0.07% | 2,000 | Up ×1 | |||
| BN Brookfield Corporation Class A Limited Voting Shares | $480,698 | 0.06% | 10,475 | $1,735 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $474,927 | 0.06% | 1,451 | $65,455 | |||
| UPWK Upwork Inc. - Common Stock | $467,177 | 0.06% | 23,571 | $29,464 | |||
| BSV | $456,231 | 0.06% | 5,789 | Up ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $437,025 | 0.06% | 6,013 | $29,062 | Down ×1 | ||
| VEA | $360,202 | 0.05% | 5,766 | Up ×1 | |||
| DFIC | $360,004 | 0.05% | 10,447 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $359,184 | 0.05% | 544 | $-40,132 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $349,551 | 0.05% | 3,676 | $7,757 | |||
| PG Procter & Gamble Company (The) Common Stock | $343,289 | 0.05% | 2,395 | $-31,883 | Down ×1 | ||
| BRKB | $333,257 | 0.04% | 663 | $-60 | |||
| VB | $332,951 | 0.04% | 1,291 | ||||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $253,267 | 0.03% | 11,541 | Up ×1 | |||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $253,261 | 0.03% | 11,324 | Up ×1 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $253,214 | 0.03% | 11,269 | Up ×1 | |||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $252,905 | 0.03% | 12,744 | Up ×1 | |||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $252,883 | 0.03% | 11,055 | Up ×1 | |||
| BNDX Vanguard Total International Bond ETF | $245,852 | 0.03% | 5,088 | Up ×1 | |||
| DFIV | $243,612 | 0.03% | 4,882 | Up ×1 | |||
| DIHP | $237,171 | 0.03% | 7,490 | Up ×1 | |||
| IMTM | $231,887 | 0.03% | 4,834 | Up ×1 | |||
| AVSC | $210,289 | 0.03% | 3,580 | Up ×1 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $202,158 | 0.03% | 566 | ||||
| NVDA NVIDIA Corporation - Common Stock | $185,582 | 0.02% | 995 | $-12,764 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $145,585 | 0.02% | 301 | $-5,176 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $124,424 | 0.02% | 810 | $7,347 | |||
| KO Coca-Cola Company (The) Common Stock | $108,570 | 0.01% | 1,553 | $-6,208 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $88,811 | 0.01% | 738 | $5,601 | |||
| PEP PepsiCo, Inc. - Common Stock | $87,834 | 0.01% | 612 | $1,744 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $79,639 | 0.01% | 700 | $-511 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $76,610 | 0.01% | 431 | $-2,013 | |||
| NSC Norfolk Southern Corporation Common Stock | $67,849 | 0.01% | 235 | $-2,747 | |||
| V Visa Inc. | $56,114 | 0.01% | 160 | $1,493 | |||
| AVGO Broadcom Inc. - Common Stock | $50,877 | 0.01% | 147 | $2,050 | Down ×1 | ||
| GE GE Aerospace Common Stock | $39,736 | 0.01% | 129 | $930 | |||
| TSLA Tesla, Inc. - Common Stock | $35,528 | 0.00% | 79 | $395 | |||
| GEV GE Vernova Inc. Common Stock | $24,182 | 0.00% | 37 | $1,431 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $20,137 | 0.00% | 61 | $-1,272 | Down ×3 | ||
| APH Amphenol Corporation Common Stock | $16,217 | 0.00% | 120 | $1,367 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DFAC | $705,494 | 17,820 | 0.09% |
| DFUV | $510,626 | 10,960 | 0.07% |
| DUHP | $504,278 | 13,260 | 0.07% |
| MTUM | $500,620 | 2,000 | 0.07% |
| BSV | $456,231 | 5,789 | 0.06% |
| VEA | $360,202 | 5,766 | 0.05% |
| DFIC | $360,004 | 10,447 | 0.05% |
| VB | $332,951 | 1,291 | 0.04% |
| IBTJ | $253,267 | 11,541 | 0.03% |
| IBTI | $253,261 | 11,324 | 0.03% |
| IBTH | $253,214 | 11,269 | 0.03% |
| IBTK | $252,905 | 12,744 | 0.03% |
| IBTG | $252,883 | 11,055 | 0.03% |
| BNDX | $245,852 | 5,088 | 0.03% |
| DFIV | $243,612 | 4,882 | 0.03% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| QQQM | Sept. 30, 2025 | 1,200 | $272,520 | |
| KMB | Dec. 31, 2025 | 1,948 | $242,214 | 8.2% |
| VB | March 31, 2025 | 924 | $221,960 | No longer tracked |
| LPLA | Sept. 30, 2025 | 566 | $212,233 | 7.5% |
| CARR | Dec. 31, 2025 | 2,881 | $171,968 | 14.7% |
| PAYX | Dec. 31, 2025 | 1,279 | $162,126 | 10.1% |
| ACN | Sept. 30, 2025 | 388 | $115,969 | -25.0% |
| CVX | Dec. 31, 2025 | 682 | $105,908 | 36.4% |
| PEP | June 30, 2025 | 652 | $97,761 | 7.7% |
| AMAT | March 31, 2025 | 598 | $97,258 | 240.4% |
| COST | Dec. 31, 2025 | 93 | $86,084 | 8.7% |
| VZ | Dec. 31, 2025 | 1,224 | $53,802 | 21.3% |
| PFE | Dec. 31, 2025 | 1,907 | $48,590 | 11.7% |
| BKNG | Sept. 30, 2025 | 6 | $34,735 | -96.1% |
| T | Sept. 30, 2025 | 897 | $25,959 | -10.6% |
| INTU | Sept. 30, 2025 | 4 | $3,151 | -47.0% |
| ORCL | March 31, 2025 | 15 | $2,513 | 2.0% |
| ADP | March 31, 2025 | 4 | $1,171 | -8.6% |
| AFL | Dec. 31, 2025 | 9 | $1,005 | 5.1% |