O'Brien Wealth Partners LLC

Waltham, MA · CIK 1689874 · 13F filing filed 2026-01-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWaltham, MA

$756.2m reported value +2.4% vs Q3 2025

110positions

68.6%in top 10

21 new 17 added 37 reduced 8 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P TTL STK ITOT	ITOT	447,667	$66.6m8.80%	8.80%	Reduced -3.7k	-3,725 -0.8%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	812,351	$65.2m8.62%	8.62%	Reduced -5.7k	-5,715 -0.7%
3	PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF USMC	USMC	893,720	$61.2m8.09%	8.09%	Reduced -12.4k	-12,417 -1.4%
4	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	1,199,151	$57.7m7.63%	7.63%	Reduced -10.9k	-10,852 -0.9%
5	DBX ETF TR XTRACK MSCI EAFE HDEF	HDEF	1,778,177	$55.1m7.29%	7.29%	Reduced -6.8k	-6,843 -0.4%
6	PACER FDS TR US CASH COWS 100 COWZ	COWZ	831,660	$50.0m6.62%	6.62%	Reduced -1.5k	-1,502 -0.2%
7	J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED JMTG	JMTG	965,974	$49.3m6.52%	6.52%	Added +13.8k	+13,774 1.4%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	130,797	$43.9m5.80%	5.80%	Reduced -1.2k	-1,174 -0.9%
9	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	1,450,509	$41.8m5.53%	5.53%	Added +30.8k	+30,831 2.2%
10	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	730,973	$28.0m3.71%	3.71%	Reduced -11.9k	-11,884 -1.6%
11	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	928,154	$24.6m3.25%	3.25%	Reduced -15.7k	-15,665 -1.7%
12	MORGAN STANLEY ETF TRUST CALVERT US LARCP CVLC	CVLC	277,873	$23.4m3.10%	3.10%	Reduced -468	-468 -0.2%
13	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	45,530	$22.2m2.94%	2.94%	Reduced -617	-617 -1.3%
14	ISHARES TR RUSSELL 3000 ETF IWV	IWV	50,376	$19.5m2.58%	2.58%	Added +5	+5 0.0%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	37,249	$17.6m2.33%	2.33%	Reduced -2.0k	-1,995 -5.1%
16	APPLE INC COM AAPL	AAPL	45,531	$12.4m1.64%	1.64%	Reduced -15.2k	-15,191 -25.0%
17	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	270,178	$12.2m1.61%	1.61%	Added +1.9k	+1,892 0.7%
18	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	406,398	$11.9m1.57%	1.57%	Added +8.4k	+8,409 2.1%
19	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	191,387	$10.7m1.41%	1.41%	Added +27.3k	+27,303 16.6%
20	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	103,049	$10.1m1.33%	1.33%	Reduced -2.3k	-2,267 -2.1%
21	MORGAN STANLEY ETF TRUST CALVERT INTERNAT CVIE	CVIE	119,705	$8.5m1.13%	1.13%	Reduced -1.3k	-1,305 -1.1%
22	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	151,187	$6.7m0.88%	0.88%	Reduced -1.1k	-1,054 -0.7%
23	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	89,713	$6.4m0.85%	0.85%	Reduced -1.5k	-1,471 -1.6%
24	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,080	$5.1m0.67%	0.67%	Added +714	+714 9.7%
25	MCDONALDS CORP COM MCD	MCD	12,494	$3.8m0.50%	0.50%	Added +1	+1 0.0%
26	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	39,603	$3.0m0.40%	0.40%	Unchanged
27	MICROSOFT CORP COM MSFT	MSFT	4,546	$2.2m0.29%	0.29%	Reduced -238	-238 -5.0%
28	ALPHABET INC CAP STK CL C GOOG	GOOG	6,997	$2.2m0.29%	0.29%	Added +5	+5 0.1%
29	ELI LILLY & CO COM LLY	LLY	1,654	$1.8m0.24%	0.24%	Reduced -1	-1 -0.1%
30	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.20%	0.20%	Unchanged
31	ISHARES TR CORE US AGGBD ET AGG	AGG	15,085	$1.5m0.20%	0.20%	Added +11.6k	+11,584 330.9%
32	CATERPILLAR INC COM CAT	CAT	2,535	$1.5m0.19%	0.19%	Unchanged
33	JPMORGAN CHASE & CO COM JPM	JPM	4,148	$1.3m0.18%	0.18%	Added +3	+3 0.1%
34	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	178,371	$1.3m0.17%	0.17%	Unchanged
35	AMAZON COM INC COM AMZN	AMZN	5,012	$1.2m0.15%	0.15%	Unchanged
36	SPDR SER TR S&P DIVID ETF SDY	SDY	7,133	$992.7k0.13%	0.13%	Added +40	+40 0.6%
37	ISHARES TR MSCI USA MIN VOL USMV	USMV	9,119	$858.6k0.11%	0.11%	Reduced -1.1k	-1,071 -10.5%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	1,215	$832.2k0.11%	0.11%	Unchanged
39	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,720	$823.5k0.11%	0.11%	Unchanged
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,512	$786.3k0.10%	0.10%	Added +1	+1 0.0%
41	CISCO SYS INC COM CSCO	CSCO	9,839	$757.9k0.10%	0.10%	Unchanged
42	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	17,820	$705.5k0.09%	0.09%	New
43	CORNING INC COM GLW	GLW	7,774	$680.7k0.09%	0.09%	Reduced -239	-239 -3.0%
44	ANALOG DEVICES INC COM ADI	ADI	2,345	$636.0k0.08%	0.08%	Unchanged
45	ABBVIE INC COM ABBV	ABBV	2,745	$627.2k0.08%	0.08%	Unchanged
46	HOME DEPOT INC COM HD	HD	1,772	$609.7k0.08%	0.08%	Reduced -11	-11 -0.6%
47	ORACLE CORP COM ORCL	ORCL	3,044	$593.3k0.08%	0.08%	Reduced -5	-5 -0.2%
48	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	851	$580.3k0.08%	0.08%	Unchanged
49	MERCK & CO INC COM MRK	MRK	5,327	$560.7k0.07%	0.07%	Added +7	+7 0.1%
50	JOHNSON & JOHNSON COM JNJ	JNJ	2,692	$557.1k0.07%	0.07%	Added +1	+1 0.0%
51	ISHARES TR RUS 1000 ETF IWB	IWB	1,488	$555.7k0.07%	0.07%	Unchanged
52	ABBOTT LABS COM ABT	ABT	4,286	$537.0k0.07%	0.07%	Reduced -7	-7 -0.2%
53	TEXAS INSTRS INC COM TXN	TXN	3,094	$536.8k0.07%	0.07%	Added +1	+1 0.0%
54	RTX CORPORATION COM RTX	RTX	2,888	$529.7k0.07%	0.07%	Unchanged
55	APTARGROUP INC COM ATR	ATR	4,338	$529.1k0.07%	0.07%	Unchanged
56	AIR PRODS & CHEMS INC COM APD	APD	2,135	$527.4k0.07%	0.07%	Reduced -2	-2 -0.1%
57	AMETEK INC COM AME	AME	2,547	$522.9k0.07%	0.07%	Unchanged
58	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,736	$514.1k0.07%	0.07%	Added +8	+8 0.5%
59	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	10,960	$510.6k0.07%	0.07%	New
60	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		13,260	$504.3k0.07%	0.07%	New
61	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,000	$500.6k0.07%	0.07%	New
62	BROOKFIELD CORP CL A LTD VT SH BN	BN	10,475	$480.7k0.06%	0.06%	Reduced -1	-1 -0.0%
63	AMGEN INC COM AMGN	AMGN	1,451	$474.9k0.06%	0.06%	Unchanged
64	UPWORK INC COM UPWK	UPWK	23,571	$467.2k0.06%	0.06%	Unchanged
65	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,789	$456.2k0.06%	0.06%	New
66	ISHARES INC MSCI EMRG CHN EMXC	EMXC	6,013	$437.0k0.06%	0.06%	Reduced -30	-30 -0.5%
67	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	5,766	$360.2k0.05%	0.05%	New
68	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	10,447	$360.0k0.05%	0.05%	New
69	META PLATFORMS INC CL A META	META	544	$359.2k0.05%	0.05%	Unchanged
70	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	3,676	$349.6k0.05%	0.05%	Unchanged
71	PROCTER AND GAMBLE CO COM PG	PG	2,395	$343.3k0.05%	0.05%	Reduced -47	-47 -1.9%
72	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	663	$333.3k0.04%	0.04%	Unchanged
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,291	$333.0k0.04%	0.04%	New
74	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	11,541	$253.3k0.03%	0.03%	New
75	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	11,324	$253.3k0.03%	0.03%	New
76	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	11,269	$253.2k0.03%	0.03%	New
77	ISHARES TR IBOND DEC 2030 IBTK	IBTK	12,744	$252.9k0.03%	0.03%	New
78	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	11,055	$252.9k0.03%	0.03%	New
79	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	5,088	$245.9k0.03%	0.03%	New
80	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	4,882	$243.6k0.03%	0.03%	New
81	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	7,490	$237.2k0.03%	0.03%	New
82	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	4,834	$231.9k0.03%	0.03%	New
83	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	3,580	$210.3k0.03%	0.03%	New
84	LPL FINL HLDGS INC COM LPLA	LPLA	566	$202.2k0.03%	0.03%	New
85	NVIDIA CORPORATION COM NVDA	NVDA	995	$185.6k0.02%	0.02%	Reduced -68	-68 -6.4%
86	LOCKHEED MARTIN CORP COM LMT	LMT	301	$145.6k0.02%	0.02%	Reduced -1	-1 -0.3%
87	TJX COS INC NEW COM TJX	TJX	810	$124.4k0.02%	0.02%	Unchanged
88	COCA COLA CO COM KO	KO	1,553	$108.6k0.01%	0.01%	Reduced -178	-178 -10.3%
89	EXXON MOBIL CORP COM XOM	XOM	738	$88.8k0.01%	0.01%	Unchanged
90	PEPSICO INC COM PEP	PEP	612	$87.8k0.01%	0.01%	Reduced -1	-1 -0.2%
91	DISNEY WALT CO COM DIS	DIS	700	$79.6k0.01%	0.01%	Unchanged
92	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	431	$76.6k0.01%	0.01%	Unchanged
93	NORFOLK SOUTHN CORP COM NSC	NSC	235	$67.8k0.01%	0.01%	Unchanged
94	VISA INC COM CL A V	V	160	$56.1k0.01%	0.01%	Unchanged
95	BROADCOM INC COM AVGO	AVGO	147	$50.9k0.01%	0.01%	Reduced -1	-1 -0.7%
96	GE AEROSPACE COM NEW GE	GE	129	$39.7k0.01%	0.01%	Unchanged
97	TESLA INC COM TSLA	TSLA	79	$35.5k0.00%	0.00%	Unchanged
98	GE VERNOVA INC COM GEV	GEV	37	$24.2k0.00%	0.00%	Unchanged
99	UNITEDHEALTH GROUP INC COM UNH	UNH	61	$20.1k0.00%	0.00%	Reduced -1	-1 -1.6%
100	AMPHENOL CORP CL A APH	APH	120	$16.2k0.00%	0.00%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
KIMBERLY-CLARK CORP KMB	KMB	1,948	$242.2k1.9k shares
CARRIER GLOBAL CORPORATION CARR	CARR	2,881	$172.0k2.9k shares
PAYCHEX INC PAYX	PAYX	1,279	$162.1k1.3k shares
CHEVRON CORP NEW CVX	CVX	682	$105.9k682 shares
COSTCO WHSL CORP NEW COST	COST	93	$86.1k93 shares
VERIZON COMMUNICATIONS INC VZ	VZ	1,224	$53.8k1.2k shares
PFIZER INC PFE	PFE	1,907	$48.6k1.9k shares
AFLAC INC AFL	AFL	9	$1.0k9 shares