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CIK: 0001689874
Total reported value
$756.2M
$756.2M
87 檔
37.5%
During the Q2 2025 filing period, O'Brien Wealth Partners LLC (CIK: 0001689874) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $756.2M across 87 reported positions.
During Q2 2025, O'Brien Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.67% | -0.10% | -1.40% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.42% | -0.06% | -5.91% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 9.04% | -0.28% | -0.50% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 8.32% | +0.02% | -0.40% | |
| 5 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 8.11% | +0.18% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 7.16% | +0.13% | +0.68% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.32% | -0.03% | -0.24% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.32% | -0.07% | -1.75% | |
| 9 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 4.01% | +0.05% | +49.53% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.83% | -0.19% | -1.06% | |
| 11 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 3.38% | +0.01% | +1.49% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 3.09% | — | +1.22% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.80% | -0.01% | -0.57% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.70% | -0.16% | -2.37% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.45% | -0.46% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.80% | -0.01% | -0.41% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.79% | +0.02% | +0.63% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.58% | -0.09% | +0.36% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.43% | +0.15% | +2.42% | |
| 20 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.30% | +0.01% | +0.05% | |
| 21 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.96% | — | +2084.01% | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.95% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.06% | +991.12% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | — | +0.23% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | — | — | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | — | — | |
| 27 | LFST | Lifestance Health Group Inc | Stock-Other | 0.18% | +0.04% | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.15% | — | +0.53% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.15% | — | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.05% | -18.56% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | — | — | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | — | +0.17% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -0.69% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.08% | — | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | — | — | |
| 37 | AME | Ametek Inc | Stock-Industrials | 0.07% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.02% | -4.12% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | -61.20% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.06% | — | -95.66% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | -0.91% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | +0.93% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.05% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | — | -2.22% | |
| 45 | UPWK | Upwork Inc | Stock-Other | 0.05% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +4.14% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.04% | — | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.04% | +0.15% | -7.95% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | +1.82% | |
| 50 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.03% | +0.03% | NEW |
According to official SEC Form 13F filings, O'Brien Wealth Partners LLC reported a total U.S. public equity portfolio value of $756.2M across 87 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPYM, USMC) accounted for 37.5% of total reported equity market value during Q2 2025.
During Q2 2025, O'Brien Wealth Partners LLC's top holdings by market value included ITOT (9.7%)、SPYM (9.4%)、USMC (9.0%). The largest single position, ITOT, represented 9.7% of total portfolio value.
In Q2 2025, O'Brien Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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