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Livermore
Livermore
ZHEN

O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
110
+13 vs. Q3 2025
Portfolio value
$756.2M
+$17.9M (+2.4%) vs. Q3 2025
Filed
Jan 22, 2026
SEC
Holdings of O'Brien Wealth Partners LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464287150CORE S&P TTL STK447,667$66.6M8.8%−3,725−0.8%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF812,351$65.2M8.6%−5,715−0.7%Reduced–
Principal Exchange Traded FD74255Y870US MEGA CP ETF893,720$61.2M8.1%−12,417−1.4%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE1,199,151$57.7M7.6%−10,852−0.9%Reduced–
DBX ETF Tr233051630XTRACK MSCI EAFE1,778,177$55.1M7.3%−6,843−0.4%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF831,660$50.0M6.6%−1,502−0.2%Reduced–
J P Morgan Exchange Traded F46654Q575MORTGAGE BACKED965,974$49.3M6.5%+13,774+1.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF130,797$43.9M5.8%−1,174−0.9%Reduced–
SPDR Series Trust78464A672ST INTER ETF1,450,509$41.8M5.5%+30,831+2.2%Added–
Columbia ETF Tr II19762B202EM CORE EX ETF730,973$28.0M3.7%−11,884−1.6%Reduced–
SPDR Series Trust78464A664ST LON TREAS ETF928,154$24.6M3.2%−15,665−1.7%Reduced–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP277,873$23.4M3.1%−468−0.2%Reduced–
Vanguard Morningstar Growth ETF922908736ETF45,530$22.2M2.9%−617−1.3%Reduced–
iShares Tr464287689RUSSELL 3000 ETF50,376$19.5M2.6%+50.0%Added–
iShares Russell 1000 Growth ETF464287614ETF37,249$17.6M2.3%−1,995−5.1%Reduced–
AAPLApple Inc.Stock45,531$12.4M1.6%−15,191−25.0%ReducedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL270,178$12.2M1.6%+1,892+0.7%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF406,398$11.9M1.6%+8,409+2.1%Added–
Vanguard Long-Term Treasury ETF92206C847ETF191,387$10.7M1.4%+27,303+16.6%Added–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP103,049$10.1M1.3%−2,267−2.2%Reduced–
Morgan Stanley ETF Trust61774R106CALVE INDEX ETF119,705$8.53M1.1%−1,305−1.1%Reduced–
iShares Inc46434G863ESG AWR MSCI EM151,187$6.68M0.9%−1,054−0.7%Reduced–
Vanguard World FD921910725ESG INTL STK ETF89,713$6.43M0.8%−1,471−1.6%Reduced–
Vanguard S&P 500 ETF922908363ETF8,080$5.07M0.7%+714+9.7%Added–
MCDMcDonalds CorpStock12,494$3.82M0.5%+10.0%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F39,603$2.99M0.4%00.0%Unchanged–
MSFTMicrosoft CorpStock4,546$2.20M0.3%−238−5.0%ReducedHistory
GOOGAlphabet Inc.Stock6,997$2.20M0.3%+5+0.1%AddedHistory
LLYEli Lilly & CoStock1,654$1.78M0.2%−1−0.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A2$1.51M0.2%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF15,085$1.51M0.2%+11,584+330.9%Added–
CATCaterpillar IncStock2,535$1.45M0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock4,148$1.34M0.2%+3+0.1%AddedHistory
LFSTLifeStance Health Group, Inc.COM178,371$1.26M0.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock5,012$1.16M0.2%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV7,133$992.7K0.1%+40+0.6%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF9,119$858.6K0.1%−1,071−10.5%Reduced–
iShares Core S&P 500 ETF464287200ETF1,215$832.2K0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF5,720$823.5K0.1%00.0%UnchangedConverted for a 2-for-1 split–
GOOGLAlphabet Inc.Stock2,512$786.3K0.1%+10.0%AddedHistory
CSCOCisco Systems, Inc.Stock9,839$757.9K0.1%00.0%UnchangedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF17,820$705.5K0.1%+17,820New–
GLWCorning IncCOM7,774$680.7K0.1%−239−3.0%ReducedHistory
ADIAnalog Devices IncStock2,345$636.0K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,745$627.2K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock1,772$609.7K0.1%−11−0.6%ReducedHistory
ORCLOracle CorpStock3,044$593.3K0.1%−5−0.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF851$580.3K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock5,327$560.7K0.1%+7+0.1%AddedHistory
JNJJohnson & JohnsonStock2,692$557.1K0.1%+10.0%AddedHistory
iShares Tr464287622RUS 1000 ETF1,488$555.7K0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock4,286$537.0K0.1%−7−0.2%ReducedHistory
TXNTexas Instruments IncStock3,094$536.8K0.1%+10.0%AddedHistory
RTXRTX CorpStock2,888$529.7K0.1%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock4,338$529.1K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,135$527.4K0.1%−2−0.1%ReducedHistory
AMEAmetek IncCOM2,547$522.9K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,736$514.1K0.1%+8+0.5%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE10,960$510.6K0.1%+10,960New–
Dimensional ETF Trust25434V831US HIGH PROF ETF13,260$504.3K0.1%+13,260New–
iShares MSCI USA Momentum Factor ETF46432F396ETF2,000$500.6K0.1%+2,000New–
BNBROOKFIELD CorpCL A LTD VT SH10,475$480.7K0.1%+3,491+50.0%AddedHistory
AMGNAmgen IncStock1,451$474.9K0.1%00.0%UnchangedHistory
UPWKUpwork, IncCOM23,571$467.2K0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF5,789$456.2K0.1%+5,789New–
iShares Inc46434G764MSCI EMRG CHN6,013$437.0K0.1%−30−0.5%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF5,766$360.2K<0.1%+5,766New–
Dimensional ETF Trust25434V799INTL CORE EQUITY10,447$360.0K<0.1%+10,447New–
METAMeta Platforms, Inc.Stock544$359.2K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE3,676$349.6K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock2,395$343.3K<0.1%−47−1.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock663$333.3K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,291$333.0K<0.1%+1,291New–
iShares Tr46436E825IBONDS 29 TRM TS11,541$253.3K<0.1%+11,541New–
iShares Tr46436E833IBONDS 28 TRM TS11,324$253.3K<0.1%+11,324New–
iShares Tr46436E841IBONDS 27 TRM TS11,269$253.2K<0.1%+11,269New–
iShares Tr46436E593IBOND DEC 203012,744$252.9K<0.1%+12,744New–
iShares Tr46436E858IBONDS 26 TRM TS11,055$252.9K<0.1%+11,055New–
Vanguard Total International Bond ETF92203J407ETF5,088$245.9K<0.1%+5,088New–
Dimensional ETF Trust25434V807INTERNATNAL VAL4,882$243.6K<0.1%+4,882New–
Dimensional ETF Trust25434V765INTL HIGH PROFIT7,490$237.2K<0.1%+7,490New–
iShares Tr46434V449MSCI INTL MOMENT4,834$231.9K<0.1%+4,834New–
American Centy ETF Tr025072323AVAN US SMAL ETF3,580$210.3K<0.1%+3,580New–
LPLALPL Financial Holdings Inc.COM566$202.2K<0.1%+566NewHistory
NVDANVIDIA CorpStock995$185.6K<0.1%−68−6.4%ReducedHistory
LMTLockheed Martin CorpStock301$145.6K<0.1%−1−0.3%ReducedHistory
TJXTJX Companies IncStock810$124.4K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock1,553$108.6K<0.1%−178−10.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM738$88.8K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock612$87.8K<0.1%−1−0.2%ReducedHistory
DISWalt Disney CoStock700$79.6K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock431$76.6K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock235$67.8K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock160$56.1K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock147$50.9K<0.1%−1−0.7%ReducedHistory
GEGeneral Electric CoStock129$39.7K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock79$35.5K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock37$24.2K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock61$20.1K<0.1%−1−1.6%ReducedHistory
APHAmphenol CorpCL A120$16.2K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (8)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of O'Brien Wealth Partners LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
KMBKimberly Clark CorpStock1,948$242.2K<0.1%History
CARRCarrier Global CorpStock2,881$172.0K<0.1%History
PAYXPaychex IncStock1,279$162.1K<0.1%History
CVXChevron CorpStock682$105.9K<0.1%History
COSTCostco Wholesale CorpStock93$86.1K<0.1%History
VZVerizon Communications IncStock1,224$53.8K<0.1%History
PFEPfizer IncStock1,907$48.6K<0.1%History
AFLAflac IncStock9$1.00K<0.1%History