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Livermore
Livermore
ZHEN

O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

The latest 13F from O'Brien Wealth Partners LLC covers Q4 2025 (filed Jan 22, 2026): 110 long positions worth $756.2M. The top 10 holdings make up 68.6% of the portfolio, and the largest is iShares Tr at 8.8%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
21
Est. +$6.38M
Added
18
Est. +$5.23M
Reduced
36
Est. −$10.1M
Sold out
8
Est. −$871.7K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287150
    8.8%$66.6M
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    8.6%$65.2M
  3. Principal Exchange Traded FD74255Y870
    8.1%$61.2M
  4. DBX ETF Tr233051200
    7.6%$57.7M
  5. DBX ETF Tr233051630
    7.3%$55.1M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Long-Term Treasury ETF92206C847
    +$1.52MAdded
  2. iShares Core U.S. Aggregate Bond ETF464287226
    +$1.16MAdded
  3. SPDR Series Trust78464A672
    +$889.2KAdded
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    +$705.5KNew
  5. J P Morgan Exchange Traded F46654Q575
    +$703.3KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +0.15 pp<0.1% → 0.2%
  2. Vanguard Long-Term Treasury ETF92206C847
    +0.15 pp1.3% → 1.4%
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    +0.09 pp0.0% → 0.1%
  4. Dimensional ETF Trust25434V724
    +0.07 pp0.0% → 0.1%
  5. Dimensional ETF Trust25434V831
    +0.07 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$4.13MReducedHistory
  2. iShares Russell 1000 Growth ETF464287614
    −$944.2KReduced
  3. Principal Exchange Traded FD74255Y870
    −$849.9KReduced
  4. iShares Tr464287150
    −$553.9KReduced
  5. DBX ETF Tr233051200
    −$522.1KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −0.46 pp2.1% → 1.6%History
  2. Principal Exchange Traded FD74255Y870
    −0.28 pp8.4% → 8.1%
  3. SPDR Series Trust78464A664
    −0.20 pp3.4% → 3.2%
  4. iShares Russell 1000 Growth ETF464287614
    −0.16 pp2.5% → 2.3%
  5. iShares Tr464287150
    −0.10 pp8.9% → 8.8%

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$756.2M
+$17.9M (+2.4%) vs. prior quarter
Positions
110
+13 vs. prior quarter
Top 10 concentration
68.6%
Top 10 as share of value
Turnover
1.5%
Q4 2025, one quarter
Average holding period
12.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $756.2M (Q4 2025)

Q1 2021: $301.8MQ2 2021: $302.3MQ3 2021: $286.2MQ4 2021: $288.2MQ1 2022: $252.0MQ2 2022: $239.4MQ3 2022: $237.7MQ4 2022: $251.8MQ1 2023: $317.3MQ2 2023: $339.7MQ3 2023: $348.6MQ4 2023: $383.0MQ1 2024: $432.4MQ2 2024: $444.9MQ3 2024: $509.8MQ4 2024: $554.9MQ1 2025: $537.1MQ2 2025: $637.1MQ3 2025: $738.3MQ4 2025: $756.2M
Q1 2021Q4 2025
13F filings of O'Brien Wealth Partners LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Jan 22, 2026110$756.2MiShares TrState Street SPDR Portfolio S&P 500 ETFPrincipal Exchange Traded FDvs. Q3 2025SEC
Q3 2025Oct 22, 202597$738.3MiShares TrState Street SPDR Portfolio S&P 500 ETFPrincipal Exchange Traded FDvs. Q2 2025SEC
Q2 2025Jul 9, 202587$637.1MiShares TrState Street SPDR Portfolio S&P 500 ETFPrincipal Exchange Traded FDvs. Q1 2025SEC
Q1 2025Apr 28, 202572$537.1MState Street SPDR Portfolio S&P 500 ETFiShares TrDBX ETF Trvs. Q4 2024SEC
Q4 2024Jan 28, 202567$554.9MiShares TrState Street SPDR Portfolio S&P 500 ETFPrincipal Exchange Traded FDvs. Q3 2024SEC
Q3 2024Oct 23, 202466$509.8MiShares TrState Street SPDR Portfolio S&P 500 ETFDBX ETF Trvs. Q2 2024SEC
Q2 2024Jul 22, 202462$444.9MState Street SPDR Portfolio S&P 500 ETFiShares TrDBX ETF Trvs. Q1 2024SEC
Q1 2024Apr 18, 202466$432.4MiShares TrDBX ETF TrPacer US Cash Cows 100 ETFvs. Q4 2023SEC
Q4 2023Jan 25, 202462$383.0MiShares TrDBX ETF TrVanguard Morningstar Total Stock Market ETFvs. Q3 2023SEC
Q3 2023Oct 24, 202356$348.6MiShares TrDBX ETF TrPacer US Cash Cows 100 ETFvs. Q2 2023SEC
Q2 2023Aug 7, 202357$339.7MiShares TrDBX ETF TrVanguard Morningstar Total Stock Market ETFvs. Q1 2023SEC
Q1 2023May 8, 202356$317.3MiShares TrDBX ETF TrVanguard Morningstar Total Stock Market ETFvs. Q4 2022SEC
Q4 2022Feb 10, 202357$251.8MiShares TrDBX ETF TrVanguard Morningstar Total Stock Market ETFvs. Q3 2022SEC
Q3 2022Nov 14, 202257$237.7MiShares TrVanguard Morningstar Total Stock Market ETFDBX ETF Trvs. Q2 2022SEC
Q2 2022Jul 22, 202264$239.4MiShares TrVanguard Morningstar Total Stock Market ETFDBX ETF Trvs. Q1 2022SEC
Q1 2022May 10, 202254$252.0MiShares TriShares MSCI Eafe Min Vol Factor ETFVanguard Morningstar Total Stock Market ETFvs. Q4 2021SEC
Q4 2021Feb 9, 202255$288.2MiShares TriShares MSCI Eafe Min Vol Factor ETFVanguard Morningstar Total Stock Market ETFvs. Q3 2021SEC
Q3 2021Oct 7, 202146$286.2MiShares TriShares MSCI Eafe Min Vol Factor ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2021SEC
Q2 2021Jul 12, 202144$302.3MiShares TriShares MSCI Eafe Min Vol Factor ETFVanguard Morningstar Total Stock Market ETFvs. Q1 2021SEC
Q1 2021Apr 13, 202142$301.8MiShares TriShares MSCI Eafe Min Vol Factor ETFVanguard Morningstar Total Stock Market ETF–SEC