O'Brien Wealth Partners LLC

CIK 1689874 · View on SEC EDGAR ↗

Portfolio value QoQ: +2.4% 13F does not disclose cash

Top 10 holdings weight68.60%

Top 25 holdings weight94.39%

Positions above 1%21

Effective number of positions18.2

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: 4.0 quarters Tracked Q1 2025–Q4 2025 · 89.4% still held

New positions21

Increased20

Decreased35

Closed8

Portfolio value $756.2M #3,005 of 9,337 by 13F value · top 32.2%

Positions 110

As of Dec. 31, 2025 Data as of Q4 2025

Sector breakdown

Technology 2.3%

Healthcare 0.8%

Communication Services 0.6%

Consumer Discretionary 0.5%

Financials 0.5%

Industrials 0.5%

Retail 0.3%

Materials 0.1%

Consumer products 0.0%

Consumer Staples 0.0%

Energy 0.0%

Utilities 0.0%

Other/Unmapped 94.4%

Full portfolio 110 positions

Search positions by ticker or company name

					Streak
ITOT iShares Trust	$66,563,594	8.80%	447,667	$818,391	Down ×4
SPYM State Street SPDR Portfolio S&P 500 ETF	$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 DBX ETF Trust	$57,691,144	7.63%	1,199,151	$1,522,786	Down ×4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF	$55,105,696	7.29%	1,778,177	$2,590,408	Down ×2
COWZ Pacer Funds Trust	$50,041,008	6.62%	831,660	$2,159,164	Down ×1
JMTG JPMorgan Mortgage-Backed Securities ETF	$49,322,648	6.52%	965,974	$760,469	Up ×1
VTI Vanguard Morningstar Total Stock Market ETF	$43,852,226	5.80%	130,797	$543,308	Down ×4
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF	$41,832,666	5.53%	1,450,509	$803,981	Up ×2
XCEM Columbia ETF Trust II	$28,040,138	3.71%	730,973	$1,052,137	Down ×2
SPTL State Street SPDR Portfolio Long Term Treasury ETF	$24,568,235	3.25%	928,154	$-867,695	Down ×1
CVLC Morgan Stanley ETF Trust	$23,408,022	3.10%	277,873	$620,248	Down ×2
VUG Vanguard Morningstar Growth ETF	$22,212,081	2.94%	45,530	$79,718	Down ×1
IWV iShares Russell 3000 Fund	$19,487,935	2.58%	50,376	$400,314	Up ×1
IWF iShares Russell 1000 Growth Fund	$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 Nushares ETF Trust	$12,171,511	1.61%	270,178	$413,352	Up ×1
SPTS State Street SPDR Portfolio Short Term Treasury ETF	$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 Nushares ETF Trust	$10,078,192	1.33%	103,049	$-395,484	Down ×2
CVIE Morgan Stanley ETF Trust	$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 Vanguard ESG International Stock ETF	$6,425,245	0.85%	89,713	$99,811	Down ×2
VOO Vanguard S&P 500 ETF	$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
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A	$1,509,600	0.20%	2	$1,200
AGG iShares Trust	$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 SPDR SERIES TRUST	$992,668	0.13%	7,133	$-700	Up ×4
USMV iShares MSCI USA Min Vol Factor ETF	$858,645	0.11%	9,119	$-110,832	Down ×1
IVV iShares Trust	$832,202	0.11%	1,215	$19,002
XLK SELECT SECTOR SPDR TRUST	$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 Dimensional ETF Trust	$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 iShares Russell 1000 ETF	$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 Dimensional ETF Trust	$510,626	0.07%	10,960		Up ×1
DUHP Dimensional ETF Trust	$504,278	0.07%	13,260		Up ×1
MTUM iShares Trust	$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 VANGUARD BOND INDEX FUNDS	$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 Vanguard FTSE Developed Markets ETF	$360,202	0.05%	5,766		Up ×1
DFIC Dimensional ETF Trust	$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
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$333,257	0.04%	663	$-60
VB Vanguard Morningstar Small-Cap ETF	$332,951	0.04%	1,291		Up ×1
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 Dimensional ETF Trust	$243,612	0.03%	4,882		Up ×1
DIHP Dimensional ETF Trust	$237,171	0.03%	7,490		Up ×1
IMTM iShares Trust	$231,887	0.03%	4,834		Up ×1
AVSC AMERICAN CENTURY ETF TRUST	$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)

Security	Value	% of portfolio	Streak
VGLT	$10,679,408	1.41%	up ×3
VOO	$5,067,210	0.67%	up ×3
MCD	$3,818,515	0.50%	up ×4
GOOG	$2,195,659	0.29%	up ×3
JPM	$1,336,663	0.18%	up ×4
SDY	$992,668	0.13%	up ×4

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)

Security	Action	Shares Δ	Value Δ
AAPL	Trimmed	-15K	-$3.1M
HDEF	Trimmed	-7K	+$2.6M
COWZ	Trimmed	-2K	+$2.2M
DBEF	Trimmed	-11K	+$1.5M
VGLT	Bought more	+27K	+$1.3M
AGG	Bought more	+12K	+$1.2M
SPYM	Trimmed	-6K	+$1.1M
XCEM	Trimmed	-12K	+$1.1M
SPTL	Trimmed	-16K	-$868K
ITOT	Trimmed	-4K	+$818K

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	-6.3%
LPLA	Sept. 30, 2025	566	$212,233	-3.3%
CARR	Dec. 31, 2025	2,881	$171,968	3.6%
PAYX	Dec. 31, 2025	1,279	$162,126	-11.2%
ACN	Sept. 30, 2025	388	$115,969	-20.0%
CVX	Dec. 31, 2025	682	$105,908	34.0%
PEP	June 30, 2025	652	$97,761	-5.7%
COST	Dec. 31, 2025	93	$86,084	6.3%
VZ	Dec. 31, 2025	1,224	$53,802	12.5%
PFE	Dec. 31, 2025	1,907	$48,590	9.9%
BKNG	Sept. 30, 2025	6	$34,735	-97.1%
T	Sept. 30, 2025	897	$25,959	-13.9%
INTU	Sept. 30, 2025	4	$3,151	-57.9%
AFL	Dec. 31, 2025	9	$1,005	1.6%