O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 9, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 87
- +15 vs. Q1 2025
- Portfolio value
- $637.1M
- +$100.1M (+18.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 456,348 | $61.6M | 9.7% | −6,501−1.4% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 825,956 | $60.0M | 9.4% | −51,847−5.9% | Reduced | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 920,520 | $57.6M | 9.0% | −4,588−0.5% | Reduced | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,211,498 | $53.0M | 8.3% | −4,888−0.4% | Reduced | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,791,122 | $51.7M | 8.1% | +1,791,122 | New | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 827,665 | $45.6M | 7.2% | +5,624+0.7% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,399,196 | $40.3M | 6.3% | −3,360−0.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 132,437 | $40.3M | 6.3% | −2,353−1.7% | Reduced | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 747,975 | $25.6M | 4.0% | +247,750+49.5% | Added | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 917,946 | $24.4M | 3.8% | −9,789−1.1% | Reduced | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 281,546 | $21.5M | 3.4% | +4,136+1.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,921 | $19.7M | 3.1% | +540+1.2% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,846 | $17.8M | 2.8% | −293−0.6% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,574 | $17.2M | 2.7% | −986−2.4% | Reduced | – |
| AAPLApple Inc. | Stock | 60,752 | $12.5M | 2.0% | −278−0.5% | Reduced | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 392,507 | $11.5M | 1.8% | −1,601−0.4% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 272,488 | $11.4M | 1.8% | +1,710+0.6% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 107,487 | $10.1M | 1.6% | +381+0.4% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 162,414 | $9.11M | 1.4% | +3,830+2.4% | Added | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 127,700 | $8.31M | 1.3% | +70+0.1% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 155,676 | $6.10M | 1.0% | +148,548+2,084.0% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 91,966 | $6.02M | 0.9% | +91,966 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,005 | $3.98M | 0.6% | +6,363+991.1% | Added | – |
| MCDMcDonalds Corp | Stock | 10,713 | $3.13M | 0.5% | +25+0.2% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $2.74M | 0.4% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.46M | 0.2% | +2 | New | History |
| LFSTLifeStance Health Group, Inc. | COM | 216,371 | $1.12M | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,058 | $958.0K | 0.2% | +37+0.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $956.5K | 0.2% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,869 | $929.5K | 0.1% | −426−18.6% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,215 | $754.4K | 0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $724.2K | 0.1% | 00.0% | Unchanged | – |
| ADIAnalog Devices Inc | Stock | 2,345 | $558.2K | 0.1% | +4+0.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 862 | $532.6K | 0.1% | −6−0.7% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,498 | $508.7K | 0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,721 | $507.2K | 0.1% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 2,547 | $460.9K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,534 | $446.6K | 0.1% | −109−4.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 542 | $400.3K | 0.1% | −855−61.2% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,043 | $381.6K | 0.1% | −133,037−95.7% | Reduced | – |
| JNJJohnson & Johnson | Stock | 2,498 | $381.5K | 0.1% | −23−0.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,192 | $345.6K | 0.1% | +11+0.9% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $328.0K | 0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 661 | $321.1K | 0.1% | −15−2.2% | Reduced | History |
| UPWKUpwork, Inc | COM | 23,571 | $316.8K | <0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,383 | $303.4K | <0.1% | +55+4.1% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $272.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,420 | $240.1K | <0.1% | −209−7.9% | Reduced | – |
| PGProcter & Gamble Co | Stock | 1,402 | $223.4K | <0.1% | +25+1.8% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 566 | $212.2K | <0.1% | +566 | New | History |
| CSCOCisco Systems, Inc. | Stock | 3,054 | $211.9K | <0.1% | +2,846+1,368.3% | Added | History |
| PAYXPaychex Inc | Stock | 1,279 | $186.0K | <0.1% | +2+0.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,041 | $184.7K | <0.1% | +27+2.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,130 | $168.6K | <0.1% | −220−9.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,038 | $164.0K | <0.1% | −103−9.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 742 | $137.7K | <0.1% | −13−1.7% | Reduced | History |
| KOCoca Cola Co | Stock | 1,734 | $122.6K | <0.1% | +12+0.7% | Added | History |
| ACNAccenture plc | Stock | 388 | $116.0K | <0.1% | +3+0.8% | Added | History |
| NSCNorfolk Southern Corp | Stock | 432 | $110.6K | <0.1% | −76−15.0% | Reduced | History |
| ABTAbbott Laboratories | Stock | 787 | $107.0K | <0.1% | +43+5.8% | Added | History |
| CVXChevron Corp | Stock | 676 | $96.8K | <0.1% | −108−13.8% | Reduced | History |
| DISWalt Disney Co | Stock | 700 | $86.8K | <0.1% | +700 | New | History |
| XOMExxonMobil Holdings Corp | COM | 713 | $76.9K | <0.1% | −40−5.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 556 | $75.8K | <0.1% | +556 | New | History |
| COSTCostco Wholesale Corp | Stock | 71 | $70.3K | <0.1% | +71 | New | History |
| VZVerizon Communications Inc | Stock | 1,197 | $51.8K | <0.1% | +56+4.9% | Added | History |
| LLYEli Lilly & Co | Stock | 47 | $36.6K | <0.1% | −12−20.3% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 6 | $34.7K | <0.1% | +6 | New | History |
| GEGeneral Electric Co | Stock | 129 | $33.2K | <0.1% | −34−20.9% | Reduced | History |
| VVisa Inc. | Stock | 89 | $31.6K | <0.1% | −66−42.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 112 | $30.9K | <0.1% | −96−46.2% | Reduced | History |
| TAT&T Inc. | Stock | 897 | $26.0K | <0.1% | +897 | New | History |
| TSLATesla, Inc. | Stock | 79 | $25.1K | <0.1% | +18+29.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 77 | $24.0K | <0.1% | −10−11.5% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 37 | $19.6K | <0.1% | +37 | New | History |
| MAMastercard Inc | Stock | 22 | $12.4K | <0.1% | −87−79.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 9 | $12.1K | <0.1% | +2+28.6% | Added | History |
| APHAmphenol Corp | CL A | 120 | $11.8K | <0.1% | +100+500.0% | Added | History |
| ETNEaton Corp plc | Stock | 26 | $9.28K | <0.1% | +26 | New | History |
| HDHome Depot, Inc. | Stock | 16 | $5.87K | <0.1% | +7+77.8% | Added | History |
| ORCLOracle Corp | Stock | 19 | $4.15K | <0.1% | +19 | New | History |
| INTUIntuit Inc. | Stock | 4 | $3.15K | <0.1% | +4 | New | History |
| AMATApplied Materials Inc | Stock | 11 | $2.01K | <0.1% | +11 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 4 | $1.23K | <0.1% | +4 | New | History |
| AFLAflac Inc | Stock | 10 | $1.05K | <0.1% | +10 | New | History |
| NEENextera Energy Inc | Stock | 15 | $1.04K | <0.1% | +5+50.0% | Added | History |
| AMGNAmgen Inc | Stock | 2 | $558 | <0.1% | −3−60.0% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.