O'Brien Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, O'Brien Wealth Partners LLC held in its portfolio 105 assets valued at $756,234,825 (i.e. $756.24M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($144.46M), DBX ETF TR ($112.80M), and ISHARES TR ($66.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 105 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
O'Brien Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3604545 | 144459688 | STATE STREET SPD |
| DBX ETF TR | 2977328 | 112796840 | XTRACK MSCI EAFE |
| ISHARES TR | 447667 | 66563594 | CORE S&P TTL STK |
| PRINCIPAL EXCHANGE TRADED FD | 893720 | 61175152 | US MEGA CP ETF |
| PACER FDS TR | 831660 | 50041008 | US CASH COWS 100 |
| J P MORGAN EXCHANGE TRADED F | 965974 | 49322648 | MORTGAGE BACKED |
| VANGUARD INDEX FDS | 130797 | 43852226 | TOTAL STK MKT |
| COLUMBIA ETF TR II | 730973 | 28040138 | EM CORE EX ETF |
| MORGAN STANLEY ETF TRUST | 277873 | 23408022 | CALVERT US LARCP |
| VANGUARD INDEX FDS | 45530 | 22212081 | GROWTH ETF |
| ISHARES TR | 50376 | 19487935 | RUSSELL 3000 ETF |
| ISHARES TR | 37249 | 17630011 | RUS 1000 GRW ETF |
| APPLE INC | 45531 | 12378058 | COM |
| NUSHARES ETF TR | 270178 | 12171511 | NUVEEN ESG LRGVL |
| VANGUARD SCOTTSDALE FDS | 191387 | 10679408 | LONG TERM TREAS |
| NUSHARES ETF TR | 103049 | 10078192 | NUVEEN ESG LRGCP |
| MORGAN STANLEY ETF TRUST | 119705 | 8534999 | CALVERT INTERNAT |
| ISHARES INC | 151187 | 6677930 | ESG AWR MSCI EM |
| VANGUARD WORLD FD | 89713 | 6425245 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 8080 | 5067210 | S&P 500 ETF SHS |
| MCDONALDS CORP | 12494 | 3818515 | COM |
| VANGUARD STAR FDS | 39603 | 2987650 | VG TL INTL STK F |
| MICROSOFT CORP | 4546 | 2198699 | COM |
| ALPHABET INC | 6997 | 2195659 | CAP STK CL C |
| ELI LILLY & CO | 1654 | 1777521 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 15085 | 1506690 | CORE US AGGBD ET |
| CATERPILLAR INC | 2535 | 1452225 | COM |
| JPMORGAN CHASE & CO. | 4148 | 1336663 | COM |
| LIFESTANCE HEALTH GROUP INC | 178371 | 1255732 | COM |
| AMAZON COM INC | 5012 | 1156870 | COM |
| ISHARES TR | 9119 | 858645 | MSCI USA MIN VOL |
| ISHARES TR | 1215 | 832202 | CORE S&P500 ETF |
| SELECT SECTOR SPDR TR | 5720 | 823508 | STATE STREET TEC |
| ALPHABET INC | 2512 | 786322 | CAP STK CL A |
| CISCO SYS INC | 9839 | 757898 | COM |
| DIMENSIONAL ETF TRUST | 17820 | 705494 | US CORE EQUITY 2 |
| CORNING INC | 7774 | 680691 | COM |
| ANALOG DEVICES INC | 2345 | 635964 | COM |
| ABBVIE INC | 2745 | 627205 | COM |
| HOME DEPOT INC | 1772 | 609745 | COM |
| ORACLE CORP | 3044 | 593306 | COM |
| SPDR S&P 500 ETF TR | 851 | 580314 | TR UNIT |
| MERCK & CO INC | 5327 | 560720 | COM |
| JOHNSON & JOHNSON | 2692 | 557062 | COM |
| ISHARES TR | 1488 | 555679 | RUS 1000 ETF |
| ABBOTT LABS | 4286 | 536993 | COM |
| TEXAS INSTRS INC | 3094 | 536778 | COM |
| RTX CORPORATION | 2888 | 529682 | COM |
| APTARGROUP INC | 4338 | 529062 | COM |
| AIR PRODS & CHEMS INC | 2135 | 527388 | COM |
| AMETEK INC | 2547 | 522925 | COM |
| INTERNATIONAL BUSINESS MACHS | 1736 | 514119 | COM |
| DIMENSIONAL ETF TRUST | 10960 | 510626 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 13260 | 504278 | US HIGH PROFITAB |
| ISHARES TR | 2000 | 500620 | MSCI USA MMENTM |
| BROOKFIELD CORP | 10475 | 480698 | CL A LTD VT SH |
| AMGEN INC | 1451 | 474927 | COM |
| UPWORK INC | 23571 | 467177 | COM |
| VANGUARD BD INDEX FDS | 5789 | 456231 | SHORT TRM BOND |
| ISHARES INC | 6013 | 437025 | MSCI EMRG CHN |
| VANGUARD TAX-MANAGED FDS | 5766 | 360202 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 10447 | 360004 | INTL CORE EQUITY |
| META PLATFORMS INC | 544 | 359184 | CL A |
| ISHARES TR | 3676 | 349551 | ESG AW MSCI EAFE |
| PROCTER AND GAMBLE CO | 2395 | 343289 | COM |
| BERKSHIRE HATHAWAY INC DEL | 663 | 333257 | CL B NEW |
| VANGUARD INDEX FDS | 1291 | 332951 | SMALL CP ETF |
| ISHARES TR | 11541 | 253267 | IBONDS 29 TRM TS |
| ISHARES TR | 11324 | 253261 | IBONDS 28 TRM TS |
| ISHARES TR | 11269 | 253214 | IBONDS 27 TRM TS |
| ISHARES TR | 12744 | 252905 | IBOND DEC 2030 |
| ISHARES TR | 11055 | 252883 | IBONDS 26 TRM TS |
| VANGUARD CHARLOTTE FDS | 5088 | 245852 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 4882 | 243612 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 7490 | 237171 | INTL HIGH PROFIT |
| ISHARES TR | 4834 | 231887 | MSCI INTL MOMENT |
| AMERICAN CENTY ETF TR | 3580 | 210289 | AVANTIS US SMALL |
| LPL FINL HLDGS INC | 566 | 202158 | COM |
| NVIDIA CORPORATION | 995 | 185582 | COM |
| LOCKHEED MARTIN CORP | 301 | 145585 | COM |
| TJX COS INC NEW | 810 | 124424 | COM |
| COCA COLA CO | 1553 | 108570 | COM |
| EXXON MOBIL CORP | 738 | 88811 | COM |
| PEPSICO INC | 612 | 87834 | COM |
| DISNEY WALT CO | 700 | 79639 | COM |
| PALANTIR TECHNOLOGIES INC | 431 | 76610 | CL A |
| NORFOLK SOUTHN CORP | 235 | 67849 | COM |
| VISA INC | 160 | 56114 | COM CL A |
| BROADCOM INC | 147 | 50877 | COM |
| GE AEROSPACE | 129 | 39736 | COM NEW |
| TESLA INC | 79 | 35528 | COM |
| GE VERNOVA INC | 37 | 24182 | COM |
| UNITEDHEALTH GROUP INC | 61 | 20137 | COM |
| AMPHENOL CORP NEW | 120 | 16217 | CL A |
| AMERICAN EXPRESS CO | 33 | 12208 | COM |
| MASTERCARD INCORPORATED | 21 | 11988 | CL A |
| WALMART INC | 95 | 10584 | COM |
| EATON CORP PLC | 26 | 8281 | SHS |
| NETFLIX INC | 60 | 5626 | COM |
| ADVANCED MICRO DEVICES INC | 25 | 5354 | COM |
| MORGAN STANLEY | 19 | 3373 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 5 | 1286 | COM |
| APPLIED MATLS INC | 5 | 1285 | COM |
| NEXTERA ENERGY INC | 15 | 1204 | COM |
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