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CIK: 0001689874
Total reported value
$756.2M
$756.2M
97 檔
39.7%
According to the latest 13F quarterly dataset, O'Brien Wealth Partners LLC managed an equity portfolio of $756.2M at the end of Q3 2025, spanning 97 distinct U.S. exchange-listed positions.
In Q3 2025, O'Brien Wealth Partners LLC displayed an active expansion posture, initiating 13 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.90% | -0.10% | -1.09% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.68% | -0.06% | -0.96% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 8.37% | -0.28% | -1.56% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 7.61% | +0.02% | -0.12% | |
| 5 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 7.11% | +0.18% | -0.34% | |
| 6 | JMTG | Mortgage-backed Securities | ETF-Other | 6.58% | -0.06% | — | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.49% | +0.13% | +0.66% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.87% | -0.07% | -0.35% | |
| 9 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.56% | -0.03% | +1.46% | |
| 10 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 3.66% | +0.05% | -0.68% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.45% | -0.19% | +2.82% | |
| 12 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 3.09% | +0.01% | -1.14% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 3.00% | — | +2.73% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.59% | -0.01% | -0.93% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.49% | -0.16% | -3.28% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.45% | -0.05% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 1.59% | +0.02% | -1.54% | |
| 18 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.58% | -0.01% | +1.40% | |
| 19 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.42% | -0.09% | -2.02% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.26% | +0.15% | +1.03% | |
| 21 | CVIE | Cal Intl Responsible Index | ETF-Large Cap & Growth | 1.12% | +0.01% | -5.24% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.90% | — | -2.21% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.86% | — | -0.85% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | +5.15% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | — | +16.62% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.39% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.05% | +155.97% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.06% | +571.66% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +247.73% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.07% | +3421.28% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.03% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | +262.40% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.13% | — | +0.50% | |
| 35 | LFST | Lifestance Health Group Inc | Stock-Other | 0.13% | +0.04% | -17.56% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.13% | — | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.04% | +15947.37% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | +11043.75% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | — | +222.17% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.09% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | +269.95% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | -0.91% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.08% | — | — | |
| 46 | ATR | Aptargroup Inc | Stock-Healthcare | 0.08% | — | — | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.08% | — | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | +445.49% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.08% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -1.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XCEM | Columbia Em Core Ex-china | +0.9% | -0.68% | Add |
| 2 | ESGE | Ishares Inc Ishares Esg Awar | +0.9% | -2.21% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +5.15% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +571.66% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +155.97% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +3421.28% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +247.73% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +262.40% | Add |
| 9 | HD | Home Depot Inc | +0.1% | +11043.75% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +222.17% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +269.95% | Add |
| 12 | ABT | Abbott Laboratories | +0.1% | +445.49% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | +72450.00% | Add |
| 14 | MRK | Merck & Co. Inc. | 0% | +149.77% | Add |
| 15 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | — | -0.91% | Trim |
| 17 | VUG | Vanguard Growth ETF | -0.1% | +2.73% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | -0.1% | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | -0.1% | +0.37% | Trim |
| 20 | MCD | Mcdonald's CORP | -0.1% | +16.62% | Add |
| 21 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | -2.02% | Trim |
| 22 | LFST | Lifestance Health Group Inc | -0.1% | -17.56% | Trim |
| 23 | CVIE | Cal Intl Responsible Index | -0.3% | -5.24% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | -0.3% | -3.28% | Trim |
| 25 | IWV | Ishares Russell 3000 ETF | -0.4% | -0.93% | Trim |
| 26 | AAPL | Apple Inc | -0.4% | -0.05% | Trim |
| 27 | NULV | Nuveen Esg Large-cap Val ETF | -0.5% | -1.54% | Trim |
| 28 | CVLC | Calvert US L-c Cr Resp Index | -0.5% | -1.14% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -1% | -0.35% | Trim |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.4% | — | Trim |
| 31 | USMC | Principal US Mega-cap ETF | -1.4% | -1.56% | Trim |
| 32 | ITOT | Ishares Core S&p Total U.s. | -1.6% | -1.09% | Trim |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | -1.9% | +0.66% | Add |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | -1.9% | +1.46% | Add |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -2.1% | -0.96% | Trim |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | -2.2% | -0.12% | Trim |
| 37 | HDEF | Xtrackers Msci Eafe High Div | — | NEW | New buy |
| 38 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 41 | CAT | Caterpillar Inc | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | NEW | New buy |
| 43 | GLW | Corning Inc | — | NEW | New buy |
| 44 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 45 | ATR | Aptargroup Inc | — | NEW | New buy |
| 46 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | BN | Brookfield CORP | — | NEW | New buy |
| 49 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 50 | QQQM | Invesco Nasdaq 100 ETF | — | EXIT | Sold out |
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 97 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPYM, USMC) accounted for 39.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
HDEF
市值: $52.5M
Top Position Liquidated / Trimmed
QQQM
前期市值: $231.6K
During Q3 2025, O'Brien Wealth Partners LLC's top holdings by market value included ITOT (8.9%)、SPYM (8.7%)、USMC (8.4%). The largest single position, ITOT, represented 8.9% of total portfolio value.
In Q3 2025, O'Brien Wealth Partners LLC made 48 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 1 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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