O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- Latest filing
- Jan 22, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 97
- +10 vs. Q2 2025
- Portfolio value
- $738.3M
- +$101.2M (+15.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 451,392 | $65.7M | 8.9% | −4,956−1.1% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 818,066 | $64.1M | 8.7% | −7,890−1.0% | Reduced | – |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 906,137 | $61.8M | 8.4% | −14,383−1.6% | Reduced | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,210,003 | $56.2M | 7.6% | −1,495−0.1% | Reduced | – |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 1,785,020 | $52.5M | 7.1% | −6,102−0.3% | Reduced | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 952,200 | $48.6M | 6.6% | +952,200 | New | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 833,162 | $47.9M | 6.5% | +5,497+0.7% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 131,971 | $43.3M | 5.9% | −466−0.4% | Reduced | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 1,419,678 | $41.0M | 5.6% | +20,482+1.5% | Added | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 742,857 | $27.0M | 3.7% | −5,118−0.7% | Reduced | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 943,819 | $25.4M | 3.4% | +25,873+2.8% | Added | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 278,341 | $22.8M | 3.1% | −3,205−1.1% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,147 | $22.1M | 3.0% | +1,226+2.7% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,371 | $19.1M | 2.6% | −475−0.9% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 39,244 | $18.4M | 2.5% | −1,330−3.3% | Reduced | – |
| AAPLApple Inc. | Stock | 60,722 | $15.5M | 2.1% | −300.0% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 268,286 | $11.8M | 1.6% | −4,202−1.5% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 397,989 | $11.7M | 1.6% | +5,482+1.4% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 105,316 | $10.5M | 1.4% | −2,171−2.0% | Reduced | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 164,084 | $9.33M | 1.3% | +1,670+1.0% | Added | – |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 121,010 | $8.26M | 1.1% | −6,690−5.2% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 152,241 | $6.61M | 0.9% | −3,435−2.2% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 91,184 | $6.33M | 0.9% | −782−0.9% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,366 | $4.51M | 0.6% | +361+5.2% | Added | – |
| MCDMcDonalds Corp | Stock | 12,493 | $3.80M | 0.5% | +1,780+16.6% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,603 | $2.91M | 0.4% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 4,784 | $2.48M | 0.3% | +2,915+156.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 6,992 | $1.70M | 0.2% | +5,951+571.7% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.51M | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 4,145 | $1.31M | 0.2% | +2,953+247.7% | Added | History |
| LLYEli Lilly & Co | Stock | 1,655 | $1.26M | 0.2% | +1,608+3,421.3% | Added | History |
| CATCaterpillar Inc | Stock | 2,535 | $1.21M | 0.2% | +2,535 | New | History |
| AMZNAmazon Com Inc | Stock | 5,012 | $1.10M | 0.1% | +3,629+262.4% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,093 | $993.4K | 0.1% | +35+0.5% | Added | – |
| LFSTLifeStance Health Group, Inc. | COM | 178,371 | $981.0K | 0.1% | −38,000−17.6% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,190 | $969.5K | 0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 3,049 | $857.5K | 0.1% | +3,030+15,947.4% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,215 | $813.2K | 0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,860 | $806.1K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,783 | $722.5K | 0.1% | +1,767+11,043.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 9,839 | $673.2K | 0.1% | +6,785+222.2% | Added | History |
| GLWCorning Inc | COM | 8,013 | $657.3K | 0.1% | +8,013 | New | History |
| ABBVAbbVie Inc. | Stock | 2,745 | $635.6K | 0.1% | +2,003+269.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,511 | $610.5K | 0.1% | −23−0.9% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,137 | $582.8K | 0.1% | +2,137 | New | History |
| ATRAptargroup, Inc. | Stock | 4,338 | $579.8K | 0.1% | +4,338 | New | History |
| ADIAnalog Devices Inc | Stock | 2,345 | $576.2K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 4,293 | $575.0K | 0.1% | +3,506+445.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 3,093 | $568.3K | 0.1% | +3,093 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 851 | $566.9K | 0.1% | −11−1.3% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,488 | $543.8K | 0.1% | −10−0.7% | Reduced | – |
| JNJJohnson & Johnson | Stock | 2,691 | $498.9K | 0.1% | +193+7.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,728 | $487.6K | 0.1% | +7+0.4% | Added | History |
| RTXRTX Corp | Stock | 2,888 | $483.2K | 0.1% | +2,888 | New | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 6,984 | $479.0K | 0.1% | +6,984 | New | History |
| AMEAmetek Inc | COM | 2,547 | $478.8K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 5,320 | $446.5K | 0.1% | +3,190+149.8% | Added | History |
| UPWKUpwork, Inc | COM | 23,571 | $437.7K | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 1,451 | $409.5K | 0.1% | +1,449+72,450.0% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,043 | $408.0K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 544 | $399.3K | 0.1% | +2+0.4% | Added | History |
| PGProcter & Gamble Co | Stock | 2,442 | $375.2K | 0.1% | +1,040+74.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,501 | $351.0K | <0.1% | +1,081+44.7% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,676 | $341.8K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 663 | $333.3K | <0.1% | +2+0.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 1,948 | $242.2K | <0.1% | +1,948 | New | History |
| NVDANVIDIA Corp | Stock | 1,063 | $198.3K | <0.1% | +25+2.4% | Added | History |
| CARRCarrier Global Corp | Stock | 2,881 | $172.0K | <0.1% | +2,881 | New | History |
| PAYXPaychex Inc | Stock | 1,279 | $162.1K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 302 | $150.8K | <0.1% | +302 | New | History |
| TJXTJX Companies Inc | Stock | 810 | $117.1K | <0.1% | +810 | New | History |
| KOCoca Cola Co | Stock | 1,731 | $114.8K | <0.1% | −3−0.2% | Reduced | History |
| CVXChevron Corp | Stock | 682 | $105.9K | <0.1% | +6+0.9% | Added | History |
| PEPPepsiCo Inc | Stock | 613 | $86.1K | <0.1% | +613 | New | History |
| COSTCostco Wholesale Corp | Stock | 93 | $86.1K | <0.1% | +22+31.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 738 | $83.2K | <0.1% | +25+3.5% | Added | History |
| DISWalt Disney Co | Stock | 700 | $80.2K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 431 | $78.6K | <0.1% | −125−22.5% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 235 | $70.6K | <0.1% | −197−45.6% | Reduced | History |
| VVisa Inc. | Stock | 160 | $54.6K | <0.1% | +71+79.8% | Added | History |
| VZVerizon Communications Inc | Stock | 1,224 | $53.8K | <0.1% | +27+2.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 148 | $48.8K | <0.1% | +36+32.1% | Added | History |
| PFEPfizer Inc | Stock | 1,907 | $48.6K | <0.1% | +1,907 | New | History |
| GEGeneral Electric Co | Stock | 129 | $38.8K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 79 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 37 | $22.8K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 62 | $21.4K | <0.1% | −15−19.5% | Reduced | History |
| APHAmphenol Corp | CL A | 120 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 22 | $12.5K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 95 | $9.79K | <0.1% | +95 | New | History |
| ETNEaton Corp plc | Stock | 26 | $9.73K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 19 | $3.02K | <0.1% | +19 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 6 | $1.76K | <0.1% | +2+50.0% | Added | History |
| NEENextera Energy Inc | Stock | 15 | $1.13K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 5 | $1.02K | <0.1% | −6−54.5% | Reduced | History |
| AFLAflac Inc | Stock | 9 | $1.00K | <0.1% | −1−10.0% | Reduced | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $272.5K | <0.1% | – |
| LPLALPL Financial Holdings Inc. | COM | 566 | $212.2K | <0.1% | History |
| ACNAccenture plc | Stock | 388 | $116.0K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 6 | $34.7K | <0.1% | History |
| TAT&T Inc. | Stock | 897 | $26.0K | <0.1% | History |
| INTUIntuit Inc. | Stock | 4 | $3.15K | <0.1% | History |