13F-HR filed by O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-22, with 110 holding rows worth $756,234,825.
- Accession
- 0001580642-26-000355
- Filer
- CIK 1689874
- Filed
- 2026-01-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 110 entries on the cover page, a total value of $756,234,825 stated on the cover page (in dollars after the unit check, H1), rows summing to $756,234,825 with VALUE read as dollars as filed, 13F file number 028-17558. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 447,667 | $66,563,594 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 812,351 | $65,166,792 | dollars as filed | |
| PRINCIPAL EXCHANGE-TRA | 74255Y870 | USMC | 893,720 | $61,175,152 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 1,199,151 | $57,691,144 | dollars as filed | |
| XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 233051630 | ETF | 1,778,177 | $55,105,696 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 831,660 | $50,041,008 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q575 | MORTGAGE BACKED | 965,974 | $49,322,648 | dollars as filed | |
| VTI | 922908769 | COM | 130,797 | $43,852,226 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 1,450,509 | $41,832,666 | dollars as filed | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 730,973 | $28,040,138 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 928,154 | $24,568,235 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R205 | CALVERT US LARCP | 277,873 | $23,408,022 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 45,530 | $22,212,081 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 50,376 | $19,487,935 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 37,249 | $17,630,011 | dollars as filed | |
| Apple Inc | 037833100 | COM | 45,531 | $12,378,058 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 270,178 | $12,171,511 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 406,398 | $11,899,327 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 191,387 | $10,679,408 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 103,049 | $10,078,192 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R106 | CALVE INDEX ETF | 119,705 | $8,534,999 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 151,187 | $6,677,930 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 89,713 | $6,425,245 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,080 | $5,067,210 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 12,494 | $3,818,515 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 39,603 | $2,987,650 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,546 | $2,198,699 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,997 | $2,195,659 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,654 | $1,777,521 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,509,600 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 15,085 | $1,506,690 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,535 | $1,452,225 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,148 | $1,336,663 | dollars as filed | |
| LIFESTANCE HEALTH GROUP INC | 53228F101 | COM | 178,371 | $1,255,732 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,012 | $1,156,870 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 7,133 | $992,668 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 9,119 | $858,645 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,215 | $832,202 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 5,720 | $823,508 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,512 | $786,322 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,839 | $757,898 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 17,820 | $705,494 | dollars as filed | |
| CORNING INC | 219350105 | COM | 7,774 | $680,691 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 2,345 | $635,964 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,745 | $627,205 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,772 | $609,745 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,044 | $593,306 | dollars as filed | |
| SPY | 78462F103 | SHS | 851 | $580,314 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,327 | $560,720 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,692 | $557,062 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,488 | $555,679 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,286 | $536,993 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 3,094 | $536,778 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,888 | $529,682 | dollars as filed | |
| APTARGROUP INC COM | 038336103 | Stock | 4,338 | $529,062 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 2,135 | $527,388 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 2,547 | $522,925 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,736 | $514,119 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 10,960 | $510,626 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 13,260 | $504,278 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 2,000 | $500,620 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 10,475 | $480,698 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,451 | $474,927 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 23,571 | $467,177 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 5,789 | $456,231 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 6,013 | $437,025 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,766 | $360,202 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 10,447 | $360,004 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 544 | $359,184 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 3,676 | $349,551 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,395 | $343,289 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 663 | $333,257 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,291 | $332,951 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 11,541 | $253,267 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 11,324 | $253,261 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 11,269 | $253,214 | dollars as filed | |
| ISHARES TR | 46436E593 | IBOND DEC 2030 | 12,744 | $252,905 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 11,055 | $252,883 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 5,088 | $245,852 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 4,882 | $243,612 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 7,490 | $237,171 | dollars as filed | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 4,834 | $231,887 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 3,580 | $210,289 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 566 | $202,158 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 995 | $185,582 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 301 | $145,585 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 810 | $124,424 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 1,553 | $108,570 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 738 | $88,811 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 612 | $87,834 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 700 | $79,639 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 431 | $76,610 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 235 | $67,849 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 160 | $56,114 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 147 | $50,877 | dollars as filed | |
| General Electric Company | 369604301 | COM | 129 | $39,736 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 79 | $35,528 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 37 | $24,182 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 61 | $20,137 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 120 | $16,217 | dollars as filed | |
| American Express Company | 025816109 | COM | 33 | $12,208 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 21 | $11,988 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 95 | $10,584 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 26 | $8,281 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 60 | $5,626 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 25 | $5,354 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 19 | $3,373 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 5 | $1,286 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 5 | $1,285 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 15 | $1,204 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-26-000355 | this filing | 2026-01-22 | acceptance time not in the bulk data set |