Investor
O'Brien Wealth Partners LLC
CIK 0001689874 · filed 2026-01-22 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 447.7K | $66.6M | 8.8% | — | Held |
| Spdr Series Trust | — | 812.4K | $65.2M | 8.6% | — | Held |
| Principal Exchange Traded Fd | — | 893.7K | $61.2M | 8.1% | — | Held |
| Dbx Etf Tr | — | 1.2M | $57.7M | 7.6% | — | Held |
| Dbx Etf Tr | — | 1.78M | $55.1M | 7.3% | — | Held |
| Pacer Fds Tr | — | 831.7K | $50M | 6.6% | — | Held |
| J P Morgan Exchange Traded F | — | 966K | $49.3M | 6.5% | — | Held |
| Vanguard Index Fds | — | 130.8K | $43.9M | 5.8% | — | Held |
| Spdr Series Trust | — | 1.45M | $41.8M | 5.5% | — | Held |
| Columbia Etf Tr Ii | — | 731K | $28M | 3.7% | — | Held |
| Spdr Series Trust | — | 928.2K | $24.6M | 3.2% | — | Held |
| Morgan Stanley Etf Trust | — | 277.9K | $23.4M | 3.1% | — | Held |
| Vanguard Growth Etf | — | 45.5K | $22.2M | 2.9% | — | Held |
| Ishares Tr | — | 50.4K | $19.5M | 2.6% | — | Held |
| Ishares Tr | — | 37.2K | $17.6M | 2.3% | — | Held |
| Apple Inc. | AAPL | 45.5K | $12.4M | 1.6% | — | Held |
| Nushares Etf Tr | — | 270.2K | $12.2M | 1.6% | — | Held |
| Spdr Series Trust | — | 406.4K | $11.9M | 1.6% | — | Held |
| Vanguard Scottsdale Fds | — | 191.4K | $10.7M | 1.4% | — | Held |
| Nushares Etf Tr | — | 103K | $10.1M | 1.3% | — | Held |
| Morgan Stanley Etf Trust | — | 119.7K | $8.53M | 1.1% | — | Held |
| Ishares Inc | — | 151.2K | $6.68M | 0.9% | — | Held |
| Vanguard World Fd | — | 89.7K | $6.43M | 0.9% | — | Held |
| Vanguard Index Fds | — | 8.08K | $5.07M | 0.7% | — | Held |
| Mcdonalds Corp | MCD | 12.5K | $3.82M | 0.5% | — | Held |
| Vanguard Star Fds | — | 39.6K | $2.99M | 0.4% | — | Held |
| Microsoft Corp | MSFT | 4.55K | $2.2M | 0.3% | — | Held |
| Alphabet Inc | — | 7K | $2.2M | 0.3% | — | Held |
| Eli Lilly & Co | LLY | 1.65K | $1.78M | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 2 | $1.51M | 0.2% | — | Held |
| Ishares Tr | — | 15.1K | $1.51M | 0.2% | — | Held |
| Caterpillar Inc | CAT | 2.54K | $1.45M | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 4.15K | $1.34M | 0.2% | — | Held |
| LifeStance Health Group, Inc. | LFST | 178.4K | $1.26M | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 5.01K | $1.16M | 0.2% | — | Held |
| Spdr Series Trust | — | 7.13K | $992.7K | 0.1% | — | Held |
| Ishares Tr | — | 9.12K | $858.6K | 0.1% | — | Held |
| Ishares Tr | — | 1.22K | $832.2K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 5.72K | $823.5K | 0.1% | — | Held |
| Alphabet Inc | — | 2.51K | $786.3K | 0.1% | — | Held |
| Cisco Sys Inc | — | 9.84K | $757.9K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 17.8K | $705.5K | 0.1% | — | Held |
| Corning Inc | — | 7.77K | $680.7K | 0.1% | — | Held |
| Analog Devices Inc | ADI | 2.35K | $636K | 0.1% | — | Held |
| AbbVie Inc. | ABBV | 2.75K | $627.2K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 1.77K | $609.7K | 0.1% | — | Held |
| Oracle Corp | — | 3.04K | $593.3K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 851 | $580.3K | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 5.33K | $560.7K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 2.69K | $557.1K | 0.1% | — | Held |
| Ishares Tr | — | 1.49K | $555.7K | 0.1% | — | Held |
| Abbott Labs | ABT | 4.29K | $537K | 0.1% | — | Held |
| Texas Instrs Inc | — | 3.09K | $536.8K | 0.1% | — | Held |
| RTX Corp | RTX | 2.89K | $529.7K | 0.1% | — | Held |
| Aptargroup, Inc. | ATR | 4.34K | $529.1K | 0.1% | — | Held |
| Air Prods & Chems Inc | — | 2.13K | $527.4K | 0.1% | — | Held |
| Ametek Inc/ | AME | 2.55K | $522.9K | 0.1% | — | Held |
| International Business Machs | — | 1.74K | $514.1K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 11K | $510.6K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 13.3K | $504.3K | 0.1% | — | Held |
| Ishares Tr | — | 2K | $500.6K | 0.1% | — | Held |
| Brookfield Corp | — | 10.5K | $480.7K | 0.1% | — | Held |
| Amgen Inc | AMGN | 1.45K | $474.9K | 0.1% | — | Held |
| Upwork, Inc | UPWK | 23.6K | $467.2K | 0.1% | — | Held |
| Vanguard Bd Index Fds | — | 5.79K | $456.2K | 0.1% | — | Held |
| Ishares Inc | — | 6.01K | $437K | 0.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 5.77K | $360.2K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 10.4K | $360K | 0.0% | — | Held |
| Meta Platforms, Inc. | META | 544 | $359.2K | 0.0% | — | Held |
| Ishares Tr | — | 3.68K | $349.6K | 0.0% | — | Held |
| Procter And Gamble Co | PG | 2.4K | $343.3K | 0.0% | — | Held |
| Berkshire Hathaway Inc Del | — | 663 | $333.3K | 0.0% | — | Held |
| Vanguard Index Fds | — | 1.29K | $333K | 0.0% | — | Held |
| Ishares Tr | — | 11.5K | $253.3K | 0.0% | — | Held |
| Ishares Tr | — | 11.3K | $253.3K | 0.0% | — | Held |
| Ishares Tr | — | 11.3K | $253.2K | 0.0% | — | Held |
| Ishares Tr | — | 12.7K | $252.9K | 0.0% | — | Held |
| Ishares Tr | — | 11.1K | $252.9K | 0.0% | — | Held |
| Vanguard Charlotte Fds | — | 5.09K | $245.9K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 4.88K | $243.6K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 7.49K | $237.2K | 0.0% | — | Held |
| Ishares Tr | — | 4.83K | $231.9K | 0.0% | — | Held |
| American Centy Etf Tr | — | 3.58K | $210.3K | 0.0% | — | Held |
| Lpl Finl Hldgs Inc | — | 566 | $202.2K | 0.0% | — | Held |
| Nvidia Corp | NVDA | 995 | $185.6K | 0.0% | — | Held |
| Lockheed Martin Corp | LMT | 301 | $145.6K | 0.0% | — | Held |
| Tjx Cos Inc New | — | 810 | $124.4K | 0.0% | — | Held |
| Coca Cola Co | KO | 1.55K | $108.6K | 0.0% | — | Held |
| Exxon Mobil Corp | — | 738 | $88.8K | 0.0% | — | Held |
| Pepsico Inc | PEP | 612 | $87.8K | 0.0% | — | Held |
| Disney Walt Co | — | 700 | $79.6K | 0.0% | — | Held |
| Palantir Technologies Inc. | PLTR | 431 | $76.6K | 0.0% | — | Held |
| Norfolk Southn Corp | — | 235 | $67.8K | 0.0% | — | Held |
| Visa Inc. | V | 160 | $56.1K | 0.0% | — | Held |
| Broadcom Inc. | AVGO | 147 | $50.9K | 0.0% | — | Held |
| Ge Aerospace | — | 129 | $39.7K | 0.0% | — | Held |
| Tesla, Inc. | TSLA | 79 | $35.5K | 0.0% | — | Held |
| GE Vernova Inc. | GEV | 37 | $24.2K | 0.0% | — | Held |
| Unitedhealth Group Inc | UNH | 61 | $20.1K | 0.0% | — | Held |
| Amphenol Corp New | — | 120 | $16.2K | 0.0% | — | Held |
| American Express Co | AXP | 33 | $12.2K | 0.0% | — | Held |
| Mastercard Inc | MA | 21 | $12K | 0.0% | — | Held |
| Walmart Inc. | WMT | 95 | $10.6K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 26 | $8.28K | 0.0% | — | Held |
| Netflix Inc | NFLX | 60 | $5.63K | 0.0% | — | Held |
| Advanced Micro Devices Inc | AMD | 25 | $5.35K | 0.0% | — | Held |
| Morgan Stanley | — | 19 | $3.37K | 0.0% | — | Held |
| Automatic Data Processing In | — | 5 | $1.29K | 0.0% | — | Held |
| Applied Matls Inc | — | 5 | $1.28K | 0.0% | — | Held |
| Nextera Energy Inc | — | 15 | $1.2K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.