O'Brien Wealth Partners

Waltham, MAfiles as O'Brien Wealth Partners LLC

$756m in 110 US stocks at the end of 31 December 2025. The top 10 are 68.6% of the money. It changed about 1.9% of the portfolio this quarter.

Value

$756m

Stocks

110

Top 10 share

68.6%

Turnover

1.9%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFAC
<0.1% of the fund
Dimensional ETF TrustDFUV
<0.1% of the fund
Dimensional ETF TrustDUHP
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Vanguard BD Index FDSBSV
<0.1% of the fund
Vanguard Tax-Managed FDSVEA
<0.1% of the fund
Dimensional ETF TrustDFIC
<0.1% of the fund
Vanguard Index FDSVB
<0.1% of the fund
Ishares TRIBTJ
<0.1% of the fund
Ishares TRIBTI
<0.1% of the fund
Ishares TRIBTH
<0.1% of the fund
Ishares TRIBTK
<0.1% of the fund
Ishares TRIBTG
<0.1% of the fund
Vanguard Charlotte FDSBNDX
<0.1% of the fund
Dimensional ETF TrustDFIV
<0.1% of the fund
Dimensional ETF TrustDIHP
<0.1% of the fund
Ishares TRIMTM
<0.1% of the fund
American Centy ETF TRAVSC
<0.1% of the fund
LPL Financial HoldingsLPLA
<0.1% of the fund
American ExpressAXP
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPTI
5.5% of the fund
+2%
Spdr Series TrustSPTS
1.6% of the fund
+2%
Vanguard Scottsdale FDSVGLT
1.4% of the fund
+17%
Vanguard Index FDSVOO
0.7% of the fund
+10%
Ishares TRAGG
0.2% of the fund
+331%

Cut

Sold some of their stake.

Ishares TRIWF
2.3% of the fund
-5%
AppleAAPL
1.6% of the fund
-25%
Nushares ETF TRNULG
1.3% of the fund
-2%
MicrosoftMSFT
0.3% of the fund
-5%
Ishares TRUSMV
0.1% of the fund
-11%
CorningGLW
<0.1% of the fund
-3%
NvidiaNVDA
<0.1% of the fund
-6%
Coca-ColaKO
<0.1% of the fund
-10%
MastercardMA
<0.1% of the fund
-5%
NetflixNFLX
<0.1% of the fund
-33%
Automatic Data ProcessingADP
<0.1% of the fund
-17%

Sold out

Sold their entire stake.

Holdings

Ishares TRITOT
Share
8.8%
Value
$67m
Shares
447,667
Held
Spdr Series TrustSPYM
Share
8.6%
Value
$65m
Shares
812,351
Held
Principal Exchange Traded FDUSMC
Share
8.1%
Value
$61m
Shares
893,720
Held
DBX ETF TRDBEF
Share
7.6%
Value
$58m
Shares
1,199,151
Held
DBX ETF TRHDEF
Share
7.3%
Value
$55m
Shares
1,778,177
Held
Pacer FDS TRCOWZ
Share
6.6%
Value
$50m
Shares
831,660
Held
J P Morgan Exchange Traded FJMTG
Share
6.5%
Value
$49m
Shares
965,974
Held
Vanguard Index FDSVTI
Share
5.8%
Value
$44m
Shares
130,797
Held
Spdr Series TrustSPTI
Share
5.5%
Value
$42m
Shares
1,450,509
+2%
Columbia ETF TR IIXCEM
Share
3.7%
Value
$28m
Shares
730,973
Held
Spdr Series TrustSPTL
Share
3.2%
Value
$25m
Shares
928,154
Held
Morgan Stanley ETF TrustCVLC
Share
3.1%
Value
$23m
Shares
277,873
Held
Vanguard Index FDSVUG
Share
2.9%
Value
$22m
Shares
45,530
Held
Ishares TRIWV
Share
2.6%
Value
$19m
Shares
50,376
Held
Ishares TRIWF
Share
2.3%
Value
$18m
Shares
37,249
-5%
AppleAAPL
Share
1.6%
Value
$12m
Shares
45,531
-25%
Nushares ETF TRNULV
Share
1.6%
Value
$12m
Shares
270,178
Held
Spdr Series TrustSPTS
Share
1.6%
Value
$12m
Shares
406,398
+2%
Vanguard Scottsdale FDSVGLT
Share
1.4%
Value
$11m
Shares
191,387
+17%
Nushares ETF TRNULG
Share
1.3%
Value
$10m
Shares
103,049
-2%
Morgan Stanley ETF TrustCVIE
Share
1.1%
Value
$9m
Shares
119,705
Held
IsharesESGE
Share
0.9%
Value
$7m
Shares
151,187
Held
Vanguard World FDVSGX
Share
0.8%
Value
$6m
Shares
89,713
Held
Vanguard Index FDSVOO
Share
0.7%
Value
$5m
Shares
8,080
+10%
McDonald'sMCD
Share
0.5%
Value
$4m
Shares
12,494
Held
Vanguard Star FDSVXUS
Share
0.4%
Value
$3m
Shares
39,603
Held
MicrosoftMSFT
Share
0.3%
Value
$2m
Shares
4,546
-5%
AlphabetGOOG
Share
0.3%
Value
$2m
Shares
6,997
Held
Eli LillyLLY
Share
0.2%
Value
$2m
Shares
1,654
Held
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$2m
Shares
2
Held
Ishares TRAGG
Share
0.2%
Value
$2m
Shares
15,085
+331%
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
2,535
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$1m
Shares
4,148
Held
LifeStance Health GroupLFST
Share
0.2%
Value
$1m
Shares
178,371
Held
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
5,012
Held
Spdr Series TrustSDY
Share
0.1%
Value
$992,668
Shares
7,133
Held
Ishares TRUSMV
Share
0.1%
Value
$858,645
Shares
9,119
-11%
Ishares TRIVV
Share
0.1%
Value
$832,202
Shares
1,215
Held
Select Sector Spdr TRXLK
Share
0.1%
Value
$823,508
Shares
5,720
Held
AlphabetGOOGL
Share
0.1%
Value
$786,322
Shares
2,512
Held
Cisco SystemsCSCO
Share
0.1%
Value
$757,898
Shares
9,839
Held
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$705,494
Shares
17,820
New
CorningGLW
Share
<0.1%
Value
$680,691
Shares
7,774
-3%
Analog DevicesADI
Share
<0.1%
Value
$635,964
Shares
2,345
Held
AbbVieABBV
Share
<0.1%
Value
$627,205
Shares
2,745
Held
Home DepotHD
Share
<0.1%
Value
$609,745
Shares
1,772
Held
OracleORCL
Share
<0.1%
Value
$593,306
Shares
3,044
Held
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$580,314
Shares
851
Held
MerckMRK
Share
<0.1%
Value
$560,720
Shares
5,327
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$557,062
Shares
2,692
Held
Ishares TRIWB
Share
<0.1%
Value
$555,679
Shares
1,488
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$536,993
Shares
4,286
Held
Texas InstrumentsTXN
Share
<0.1%
Value
$536,778
Shares
3,094
Held
RTXRTX
Share
<0.1%
Value
$529,682
Shares
2,888
Held
AptargroupATR
Share
<0.1%
Value
$529,062
Shares
4,338
Held
Air Products & ChemicalsAPD
Share
<0.1%
Value
$527,388
Shares
2,135
Held
AmetekAME
Share
<0.1%
Value
$522,925
Shares
2,547
Held
International Business MachinesIBM
Share
<0.1%
Value
$514,119
Shares
1,736
Held
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$510,626
Shares
10,960
New
Dimensional ETF TrustDUHP
Share
<0.1%
Value
$504,278
Shares
13,260
New
Ishares TRMTUM
Share
<0.1%
Value
$500,620
Shares
2,000
New
BrookfieldBN
Share
<0.1%
Value
$480,698
Shares
10,475
Held
AmgenAMGN
Share
<0.1%
Value
$474,927
Shares
1,451
Held
UpworkUPWK
Share
<0.1%
Value
$467,177
Shares
23,571
Held
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$456,231
Shares
5,789
New
IsharesEMXC
Share
<0.1%
Value
$437,025
Shares
6,013
Held
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$360,202
Shares
5,766
New
Dimensional ETF TrustDFIC
Share
<0.1%
Value
$360,004
Shares
10,447
New
Meta PlatformsMETA
Share
<0.1%
Value
$359,184
Shares
544
Held
Ishares TRESGD
Share
<0.1%
Value
$349,551
Shares
3,676
Held
Procter & GamblePG
Share
<0.1%
Value
$343,289
Shares
2,395
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$333,257
Shares
663
Held
Vanguard Index FDSVB
Share
<0.1%
Value
$332,951
Shares
1,291
New
Ishares TRIBTJ
Share
<0.1%
Value
$253,267
Shares
11,541
New
Ishares TRIBTI
Share
<0.1%
Value
$253,261
Shares
11,324
New
Ishares TRIBTH
Share
<0.1%
Value
$253,214
Shares
11,269
New
Ishares TRIBTK
Share
<0.1%
Value
$252,905
Shares
12,744
New
Ishares TRIBTG
Share
<0.1%
Value
$252,883
Shares
11,055
New
Vanguard Charlotte FDSBNDX
Share
<0.1%
Value
$245,852
Shares
5,088
New
Dimensional ETF TrustDFIV
Share
<0.1%
Value
$243,612
Shares
4,882
New
Dimensional ETF TrustDIHP
Share
<0.1%
Value
$237,171
Shares
7,490
New
Ishares TRIMTM
Share
<0.1%
Value
$231,887
Shares
4,834
New
American Centy ETF TRAVSC
Share
<0.1%
Value
$210,289
Shares
3,580
New
LPL Financial HoldingsLPLA
Share
<0.1%
Value
$202,158
Shares
566
New
NvidiaNVDA
Share
<0.1%
Value
$185,582
Shares
995
-6%
Lockheed MartinLMT
Share
<0.1%
Value
$145,585
Shares
301
Held
TJX CompaniesTJX
Share
<0.1%
Value
$124,424
Shares
810
Held
Coca-ColaKO
Share
<0.1%
Value
$108,570
Shares
1,553
-10%
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$88,811
Shares
738
Held
PepsiCoPEP
Share
<0.1%
Value
$87,834
Shares
612
Held
Walt DisneyDIS
Share
<0.1%
Value
$79,639
Shares
700
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$76,610
Shares
431
Held
Norfolk SouthernNSC
Share
<0.1%
Value
$67,849
Shares
235
Held
VisaV
Share
<0.1%
Value
$56,114
Shares
160
Held
BroadcomAVGO
Share
<0.1%
Value
$50,877
Shares
147
Held
General ElectricGE
Share
<0.1%
Value
$39,736
Shares
129
Held
TeslaTSLA
Share
<0.1%
Value
$35,528
Shares
79
Held
GE VernovaGEV
Share
<0.1%
Value
$24,182
Shares
37
Held
UnitedHealth GroupUNH
Share
<0.1%
Value
$20,137
Shares
61
Held
AmphenolAPH
Share
<0.1%
Value
$16,217
Shares
120
Held

Company	Share of fund	Value	Shares	Change
Ishares TRITOT	8.8%	$67m	447,667	Held
Spdr Series TrustSPYM	8.6%	$65m	812,351	Held
Principal Exchange Traded FDUSMC	8.1%	$61m	893,720	Held
DBX ETF TRDBEF	7.6%	$58m	1,199,151	Held
DBX ETF TRHDEF	7.3%	$55m	1,778,177	Held
Pacer FDS TRCOWZ	6.6%	$50m	831,660	Held
J P Morgan Exchange Traded FJMTG	6.5%	$49m	965,974	Held
Vanguard Index FDSVTI	5.8%	$44m	130,797	Held
Spdr Series TrustSPTI	5.5%	$42m	1,450,509	+2%
Columbia ETF TR IIXCEM	3.7%	$28m	730,973	Held
Spdr Series TrustSPTL	3.2%	$25m	928,154	Held
Morgan Stanley ETF TrustCVLC	3.1%	$23m	277,873	Held
Vanguard Index FDSVUG	2.9%	$22m	45,530	Held
Ishares TRIWV	2.6%	$19m	50,376	Held
Ishares TRIWF	2.3%	$18m	37,249	-5%
AppleAAPL	1.6%	$12m	45,531	-25%
Nushares ETF TRNULV	1.6%	$12m	270,178	Held
Spdr Series TrustSPTS	1.6%	$12m	406,398	+2%
Vanguard Scottsdale FDSVGLT	1.4%	$11m	191,387	+17%
Nushares ETF TRNULG	1.3%	$10m	103,049	-2%
Morgan Stanley ETF TrustCVIE	1.1%	$9m	119,705	Held
IsharesESGE	0.9%	$7m	151,187	Held
Vanguard World FDVSGX	0.8%	$6m	89,713	Held
Vanguard Index FDSVOO	0.7%	$5m	8,080	+10%
McDonald'sMCD	0.5%	$4m	12,494	Held
Vanguard Star FDSVXUS	0.4%	$3m	39,603	Held
MicrosoftMSFT	0.3%	$2m	4,546	-5%
AlphabetGOOG	0.3%	$2m	6,997	Held
Eli LillyLLY	0.2%	$2m	1,654	Held
Berkshire Hathaway INC DELBRK-A	0.2%	$2m	2	Held
Ishares TRAGG	0.2%	$2m	15,085	+331%
CaterpillarCAT	0.2%	$1m	2,535	Held
JPMorgan ChaseJPM	0.2%	$1m	4,148	Held
LifeStance Health GroupLFST	0.2%	$1m	178,371	Held
Amazon.comAMZN	0.2%	$1m	5,012	Held
Spdr Series TrustSDY	0.1%	$992,668	7,133	Held
Ishares TRUSMV	0.1%	$858,645	9,119	-11%
Ishares TRIVV	0.1%	$832,202	1,215	Held
Select Sector Spdr TRXLK	0.1%	$823,508	5,720	Held
AlphabetGOOGL	0.1%	$786,322	2,512	Held
Cisco SystemsCSCO	0.1%	$757,898	9,839	Held
Dimensional ETF TrustDFAC	<0.1%	$705,494	17,820	New
CorningGLW	<0.1%	$680,691	7,774	-3%
Analog DevicesADI	<0.1%	$635,964	2,345	Held
AbbVieABBV	<0.1%	$627,205	2,745	Held
Home DepotHD	<0.1%	$609,745	1,772	Held
OracleORCL	<0.1%	$593,306	3,044	Held
State STR Spdr S&P 500 ETF TSPY	<0.1%	$580,314	851	Held
MerckMRK	<0.1%	$560,720	5,327	Held
Johnson & JohnsonJNJ	<0.1%	$557,062	2,692	Held
Ishares TRIWB	<0.1%	$555,679	1,488	Held
Abbott LaboratoriesABT	<0.1%	$536,993	4,286	Held
Texas InstrumentsTXN	<0.1%	$536,778	3,094	Held
RTXRTX	<0.1%	$529,682	2,888	Held
AptargroupATR	<0.1%	$529,062	4,338	Held
Air Products & ChemicalsAPD	<0.1%	$527,388	2,135	Held
AmetekAME	<0.1%	$522,925	2,547	Held
International Business MachinesIBM	<0.1%	$514,119	1,736	Held
Dimensional ETF TrustDFUV	<0.1%	$510,626	10,960	New
Dimensional ETF TrustDUHP	<0.1%	$504,278	13,260	New
Ishares TRMTUM	<0.1%	$500,620	2,000	New
BrookfieldBN	<0.1%	$480,698	10,475	Held
AmgenAMGN	<0.1%	$474,927	1,451	Held
UpworkUPWK	<0.1%	$467,177	23,571	Held
Vanguard BD Index FDSBSV	<0.1%	$456,231	5,789	New
IsharesEMXC	<0.1%	$437,025	6,013	Held
Vanguard Tax-Managed FDSVEA	<0.1%	$360,202	5,766	New
Dimensional ETF TrustDFIC	<0.1%	$360,004	10,447	New
Meta PlatformsMETA	<0.1%	$359,184	544	Held
Ishares TRESGD	<0.1%	$349,551	3,676	Held
Procter & GamblePG	<0.1%	$343,289	2,395	Held
Berkshire HathawayBRK-B	<0.1%	$333,257	663	Held
Vanguard Index FDSVB	<0.1%	$332,951	1,291	New
Ishares TRIBTJ	<0.1%	$253,267	11,541	New
Ishares TRIBTI	<0.1%	$253,261	11,324	New
Ishares TRIBTH	<0.1%	$253,214	11,269	New
Ishares TRIBTK	<0.1%	$252,905	12,744	New
Ishares TRIBTG	<0.1%	$252,883	11,055	New
Vanguard Charlotte FDSBNDX	<0.1%	$245,852	5,088	New
Dimensional ETF TrustDFIV	<0.1%	$243,612	4,882	New
Dimensional ETF TrustDIHP	<0.1%	$237,171	7,490	New
Ishares TRIMTM	<0.1%	$231,887	4,834	New
American Centy ETF TRAVSC	<0.1%	$210,289	3,580	New
LPL Financial HoldingsLPLA	<0.1%	$202,158	566	New
NvidiaNVDA	<0.1%	$185,582	995	-6%
Lockheed MartinLMT	<0.1%	$145,585	301	Held
TJX CompaniesTJX	<0.1%	$124,424	810	Held
Coca-ColaKO	<0.1%	$108,570	1,553	-10%
ExxonMobil HoldingsXOM	<0.1%	$88,811	738	Held
PepsiCoPEP	<0.1%	$87,834	612	Held
Walt DisneyDIS	<0.1%	$79,639	700	Held
Palantir TechnologiesPLTR	<0.1%	$76,610	431	Held
Norfolk SouthernNSC	<0.1%	$67,849	235	Held
VisaV	<0.1%	$56,114	160	Held
BroadcomAVGO	<0.1%	$50,877	147	Held
General ElectricGE	<0.1%	$39,736	129	Held
TeslaTSLA	<0.1%	$35,528	79	Held
GE VernovaGEV	<0.1%	$24,182	37	Held
UnitedHealth GroupUNH	<0.1%	$20,137	61	Held
AmphenolAPH	<0.1%	$16,217	120	Held

Showing the largest 100 of 110.

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 18.7% since 30 June 2025.

Where the money is

Technology2.5%

Health care0.8%

Retail & consumer0.8%

Media & telecom0.5%

Industrials0.4%

Financial services0.3%

Materials0.1%

Everyday goods0.1%

Real estate0.1%

Energy0.0%

Utilities0.0%

Other94.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.