EdgeMarket › What O'Brien Wealth Partners Llc reported owning
What O'Brien Wealth Partners Llc reported owning
As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
756.2MPositions
110Quarter
2025-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 66.6M | 8.8% | 447.7K | 167.97 | +20.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 65.2M | 8.6% | 812.4K | 90.13 | +20.1% |
| USMC Principal U.S. Mega-Cap ETF | 61.2M | 8.1% | 893.7K | 75.91 | +17.8% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 57.7M | 7.6% | 1.2M | 55.82 | +21.1% |
| HDEF Xtrackers MSCI EAFE High Dividend Yield Equity | 55.1M | 7.3% | 1.8M | 34.33 | +13.4% |
| COWZ Pacer US Cash Cows 100 ETF | 50.0M | 6.6% | 831.7K | 72.02 | +26.3% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 49.3M | 6.5% | 966.0K | 50.08 | -0.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 43.9M | 5.8% | 130.8K | 378.24 | +20.5% |
| SPTI State Street SPDR Portfolio Intermediate Term | 41.8M | 5.5% | 1.5M | 28.07 | -2.3% |
| XCEM Columbia EM Core ex-China ETF | 28.0M | 3.7% | 731.0K | 50.59 | +46.4% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 24.6M | 3.2% | 928.2K | 25.09 | -4.4% |
| CVLC Calvert US Large-Cap Core Responsible Index ET | 23.4M | 3.1% | 277.9K | 96.05 | +21.9% |
| VUG Vanguard Morningstar Growth ETF | 22.2M | 2.9% | 45.5K | 87.50 | +15.9% |
| IWV iShares Russell 3000 Fund | 19.5M | 2.6% | 50.4K | 436.47 | +20.5% |
| IWF iShares Russell 1000 Growth Fund | 17.6M | 2.3% | 37.2K | 122.39 | +11.2% |
| AAPL Apple Inc. | 12.4M | 1.6% | 45.5K | 309.35 | +36.9% |
| NULV Nuveen ESG Large-Cap Value ETF | 12.2M | 1.6% | 270.2K | 53.36 | +24.3% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 11.9M | 1.6% | 406.4K | 28.96 | -1.0% |
| VGLT Vanguard Long-Term Treasury ETF | 10.7M | 1.4% | 191.4K | 52.75 | -4.8% |
| NULG Nuveen ESG Large-Cap Growth ETF | 10.1M | 1.3% | 103.0K | 114.63 | +18.7% |
| CVIE Calvert International Responsible Index ETF | 8.5M | 1.1% | 119.7K | 85.71 | +28.8% |
| ESGE iShares ESG Aware MSCI EM ETF | 6.7M | 0.9% | 151.2K | 53.93 | +33.5% |
| VSGX Vanguard ESG International Stock ETF | 6.4M | 0.8% | 89.7K | 83.52 | +23.2% |
| VOO Vanguard S&P 500 ETF | 5.1M | 0.7% | 8.1K | 703.71 | +20.0% |
| MCD MCDONALDS CORP | 3.8M | 0.5% | 12.5K | 270.95 | -13.5% |
| VXUS Vanguard Total International Stock ETF | 3.0M | 0.4% | 39.6K | 87.71 | +22.7% |
| MSFT MICROSOFT CORP | 2.2M | 0.3% | 4.5K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 2.2M | 0.3% | 7.0K | 341.75 | +70.7% |
| LLY ELI LILLY & Co | 1.8M | 0.2% | 1.7K | 1,255.40 | +78.0% |
| unmapped CUSIP 084670108 | 1.5M | 0.2% | 2 | — | — |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.5M | 0.2% | 15.1K | 97.35 | -1.7% |
| CAT CATERPILLAR INC | 1.5M | 0.2% | 2.5K | 827.90 | +96.8% |
| JPM JPMORGAN CHASE & CO | 1.3M | 0.2% | 4.1K | 351.58 | +20.3% |
| LFST LifeStance Health Group, Inc. | 1.3M | 0.2% | 178.4K | 12.47 | +133.1% |
| AMZN AMAZON COM INC | 1.2M | 0.2% | 5.0K | 258.63 | +15.6% |
| SDY State Street SPDR S&P Dividend ETF | 992.7K | 0.1% | 7.1K | 158.44 | +12.0% |
| USMV iShares MSCI USA Min Vol Factor ETF | 858.6K | 0.1% | 9.1K | 101.23 | +7.0% |
| IVV iShares Core S&P 500 ETF | 832.2K | 0.1% | 1.2K | 769.31 | +20.0% |
| XLK State Street Technology Select Sector SPDR ETF | 823.5K | 0.1% | 5.7K | 183.31 | +41.1% |
| GOOGL Alphabet Inc. | 786.3K | 0.1% | 2.5K | 344.82 | +73.0% |
| CSCO CISCO SYSTEMS, INC. | 757.9K | 0.1% | 9.8K | 111.04 | +65.5% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 705.5K | 0.1% | 17.8K | 45.61 | +22.8% |
| GLW CORNING INC /NY | 680.7K | 0.1% | 7.8K | 149.84 | +132.0% |
| ADI ANALOG DEVICES INC | 636.0K | 0.1% | 2.3K | 373.09 | +52.4% |
| ABBV AbbVie Inc. | 627.2K | 0.1% | 2.7K | 264.96 | +26.7% |
| HD HOME DEPOT, INC. | 609.7K | 0.1% | 1.8K | 335.61 | -16.5% |
| ORCL ORACLE CORP | 593.3K | 0.1% | 3.0K | 146.47 | -37.7% |
| SPY SPDR S&P 500 ETF TRUST | 580.3K | 0.1% | 851 | 765.72 | +20.0% |
| MRK Merck & Co., Inc. | 560.7K | 0.1% | 5.3K | 152.55 | +80.2% |
| JNJ JOHNSON & JOHNSON | 557.1K | 0.1% | 2.7K | 270.24 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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