Sponsored

The Analysis of O'Brien Wealth Partners LLC's Holdings & P&L

Currently, O'Brien Wealth Partners LLC holds 110 types of securities in its portfolio with a total value $756.2M. In the most recent quarter, they have increased their positions in VGLT (+27.3K shares, valued at $1.5M), AGG (+11.6K shares, valued at $1.2M), SPTI (+30.8K shares, valued at $889.2K); decreased their positions in AAPL (-15.2K shares, valued at $4.1M), IWF (-2.0K shares, valued at $944.2K), USMC (-12.4K shares, valued at $849.9K); initiated new positions in DFAC (+17.8K shares, valued at $705.5K), DFUV (+11.0K shares, valued at $510.6K), DUHP (+13.3K shares, valued at $504.3K).

1M P&L

-23.6M-2.83%

3M P&L

-120.4M-12.93%

HY P&L

-104.0M-11.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A710.2M

95.0%

2Consumer Electronics12.4M

1.7%

3Restaurants3.8M

0.5%

Top Industries by Stock Count

1N/A51 stocks

50.0%

2Drug Manufacturers - General4 stocks

3.9%

3Semiconductors4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR447.7K shares-0.83%2025-12-312026-01-22

SPYM SPDR SERIES TRUST812.4K shares-0.70%2025-12-312026-01-22

USMC PRINCIPAL EXCHANGE TRADED FD893.7K shares-1.37%2025-12-312026-01-22

DBEF DBX ETF TR1.2M shares-0.90%2025-12-312026-01-22

HDEF DBX ETF TR1.8M shares-0.38%2025-12-312026-01-22

COWZ PACER FDS TR831.7K shares-0.18%2025-12-312026-01-22

JMTG J P MORGAN EXCHANGE TRADED F966.0K shares1.45%2025-12-312026-01-22

VTI VANGUARD INDEX FDS130.8K shares-0.89%2025-12-312026-01-22

Sponsored

SPTI SPDR SERIES TRUST1.5M shares2.17%2025-12-312026-01-22

XCEM COLUMBIA ETF TR II731.0K shares-1.60%2025-12-312026-01-22

SPTL SPDR SERIES TRUST928.2K shares-1.66%2025-12-312026-01-22

CVLC MORGAN STANLEY ETF TRUST277.9K shares-0.17%2025-12-312026-01-22

VUG VANGUARD INDEX FDS45.5K shares-1.34%2025-12-312026-01-22

IWV ISHARES TR50.4K shares0.01%2025-12-312026-01-22

IWF ISHARES TR37.2K shares-5.08%2025-12-312026-01-22

AAPL APPLE INC45.5K shares-25.02%2025-12-312026-01-22

Sponsored

NULV NUSHARES ETF TR270.2K shares0.71%2025-12-312026-01-22

SPTS SPDR SERIES TRUST406.4K shares2.11%2025-12-312026-01-22

VGLT VANGUARD SCOTTSDALE FDS191.4K shares16.64%2025-12-312026-01-22

NULG NUSHARES ETF TR103.0K shares-2.15%2025-12-312026-01-22

CVIE MORGAN STANLEY ETF TRUST119.7K shares-1.08%2025-12-312026-01-22

ESGE ISHARES INC151.2K shares-0.69%2025-12-312026-01-22

VSGX VANGUARD WORLD FD89.7K shares-1.61%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS8.1K shares9.69%2025-12-312026-01-22

Sponsored

MCD MCDONALDS CORP12.5K shares0.01%2025-12-312026-01-22

VXUS VANGUARD STAR FDS39.6K shares0.00%2025-12-312026-01-22

MSFT MICROSOFT CORP4.5K shares-4.97%2025-12-312026-01-22

ALPHABET INC ALPHABET INC7.0K shares0.07%2025-12-312026-01-22

LLY ELI LILLY & CO1.7K shares-0.06%2025-12-312026-01-22

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-22

AGG ISHARES TR15.1K shares330.88%2025-12-312026-01-22

CAT CATERPILLAR INC2.5K shares0.00%2025-12-312026-01-22

Sponsored

JPM JPMORGAN CHASE & CO.4.1K shares0.07%2025-12-312026-01-22

LFST LIFESTANCE HEALTH GROUP INC178.4K shares0.00%2025-12-312026-01-22

AMZN AMAZON COM INC5.0K shares0.00%2025-12-312026-01-22

SDY SPDR SERIES TRUST7.1K shares0.56%2025-12-312026-01-22

USMV ISHARES TR9.1K shares-10.51%2025-12-312026-01-22

IVV ISHARES TR1.2K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR5.7K shares100.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC2.5K shares0.04%2025-12-312026-01-22

Sponsored

CSCO CISCO SYS INC9.8K shares0.00%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST17.8K sharesnew addition2025-12-312026-01-22

GLW CORNING INC7.8K shares-2.98%2025-12-312026-01-22

ADI ANALOG DEVICES INC2.3K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC2.7K shares0.00%2025-12-312026-01-22

HD HOME DEPOT INC1.8K shares-0.62%2025-12-312026-01-22

ORCL ORACLE CORP3.0K shares-0.16%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR851 shares0.00%2025-12-312026-01-22

Sponsored

MERCK & CO INC MERCK & CO INC5.3K shares0.13%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON2.7K shares0.04%2025-12-312026-01-22

IWB ISHARES TR1.5K shares0.00%2025-12-312026-01-22

ABT ABBOTT LABS4.3K shares-0.16%2025-12-312026-01-22

TXN TEXAS INSTRS INC3.1K shares0.03%2025-12-312026-01-22

RTX RTX CORPORATION2.9K shares0.00%2025-12-312026-01-22

ATR APTARGROUP INC4.3K shares0.00%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC2.1K shares-0.09%2025-12-312026-01-22

Sponsored

AME AMETEK INC2.5K shares0.00%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.46%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST11.0K sharesnew addition2025-12-312026-01-22

DUHP DIMENSIONAL ETF TRUST13.3K sharesnew addition2025-12-312026-01-22

MTUM ISHARES TR2.0K sharesnew addition2025-12-312026-01-22

BN BROOKFIELD CORP10.5K shares49.99%2025-12-312026-01-22

AMGN AMGEN INC1.5K shares0.00%2025-12-312026-01-22

UPWK UPWORK INC23.6K shares0.00%2025-12-312026-01-22

Sponsored

BSV VANGUARD BD INDEX FDS5.8K sharesnew addition2025-12-312026-01-22

EMXC ISHARES INC6.0K shares-0.50%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS5.8K sharesnew addition2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST10.4K sharesnew addition2025-12-312026-01-22

META META PLATFORMS INC544 shares0.00%2025-12-312026-01-22

ESGD ISHARES TR3.7K shares0.00%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO2.4K shares-1.92%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL663 shares0.00%2025-12-312026-01-22

Sponsored

VB VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-22

IBTJ ISHARES TR11.5K sharesnew addition2025-12-312026-01-22

IBTI ISHARES TR11.3K sharesnew addition2025-12-312026-01-22

IBTH ISHARES TR11.3K sharesnew addition2025-12-312026-01-22

IBTK ISHARES TR12.7K sharesnew addition2025-12-312026-01-22

IBTG ISHARES TR11.1K sharesnew addition2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS5.1K sharesnew addition2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST4.9K sharesnew addition2025-12-312026-01-22

Sponsored

DIHP DIMENSIONAL ETF TRUST7.5K sharesnew addition2025-12-312026-01-22

IMTM ISHARES TR4.8K sharesnew addition2025-12-312026-01-22

AVSC AMERICAN CENTY ETF TR3.6K sharesnew addition2025-12-312026-01-22

LPLA LPL FINL HLDGS INC566 sharesnew addition2025-12-312026-01-22

NVDA NVIDIA CORPORATION995 shares-6.40%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP301 shares-0.33%2025-12-312026-01-22

TJX TJX COS INC NEW810 shares0.00%2025-12-312026-01-22

KO COCA COLA CO1.6K shares-10.28%2025-12-312026-01-22

Sponsored

XOM EXXON MOBIL CORP738 shares0.00%2025-12-312026-01-22

PEP PEPSICO INC612 shares-0.16%2025-12-312026-01-22

DIS DISNEY WALT CO700 shares0.00%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC431 shares0.00%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP235 shares0.00%2025-12-312026-01-22

V VISA INC160 shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC147 shares-0.68%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE129 shares0.00%2025-12-312026-01-22

Sponsored

TSLA TESLA INC79 shares0.00%2025-12-312026-01-22

GEV GE VERNOVA INC37 shares0.00%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC61 shares-1.61%2025-12-312026-01-22

APH AMPHENOL CORP NEW120 shares0.00%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO33 sharesnew addition2025-12-312026-01-22

MA MASTERCARD INCORPORATED21 shares-4.55%2025-12-312026-01-22

WMT WALMART INC95 shares0.00%2025-12-312026-01-22

EATON CORP PLC EATON CORP PLC26 shares0.00%2025-12-312026-01-22

Sponsored

NFLX NETFLIX INC60 shares566.67%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC25 sharesnew addition2025-12-312026-01-22

MS MORGAN STANLEY19 shares0.00%2025-12-312026-01-22

ADP AUTOMATIC DATA PROCESSING IN5 shares-16.67%2025-12-312026-01-22

AMAT APPLIED MATLS INC5 shares0.00%2025-12-312026-01-22

NEE NEXTERA ENERGY INC15 shares0.00%2025-12-312026-01-22

ITOT

ISHARES TR

-0.83%

Shares447.7K

Event2025-12-31

Filed2026-01-22

SPYM

SPDR SERIES TRUST

-0.70%

Shares812.4K

Event2025-12-31

Filed2026-01-22

USMC

PRINCIPAL EXCHANGE TRADED FD

-1.37%

Shares893.7K

Event2025-12-31

Filed2026-01-22

DBEF

DBX ETF TR

-0.90%

Shares1.2M

Event2025-12-31

Filed2026-01-22

HDEF

DBX ETF TR

-0.38%

Shares1.8M

Event2025-12-31

Filed2026-01-22

COWZ

PACER FDS TR

-0.18%

Shares831.7K

Event2025-12-31

Filed2026-01-22

JMTG

J P MORGAN EXCHANGE TRADED F

1.45%

Shares966.0K

Event2025-12-31

Filed2026-01-22

VTI

VANGUARD INDEX FDS

-0.89%

Shares130.8K

Event2025-12-31

Filed2026-01-22

SPTI

SPDR SERIES TRUST

2.17%

Shares1.5M

Event2025-12-31

Filed2026-01-22

XCEM

COLUMBIA ETF TR II

-1.60%

Shares731.0K

Event2025-12-31

Filed2026-01-22

SPTL

SPDR SERIES TRUST

-1.66%

Shares928.2K

Event2025-12-31

Filed2026-01-22

CVLC

MORGAN STANLEY ETF TRUST

-0.17%

Shares277.9K

Event2025-12-31

Filed2026-01-22

VUG

VANGUARD INDEX FDS

-1.34%

Shares45.5K

Event2025-12-31

Filed2026-01-22

IWV

ISHARES TR

0.01%

Shares50.4K

Event2025-12-31

Filed2026-01-22

IWF

ISHARES TR

-5.08%

Shares37.2K

Event2025-12-31

Filed2026-01-22

AAPL

APPLE INC

-25.02%

Shares45.5K

Event2025-12-31

Filed2026-01-22

NULV

NUSHARES ETF TR

0.71%

Shares270.2K

Event2025-12-31

Filed2026-01-22

SPTS

SPDR SERIES TRUST

2.11%

Shares406.4K

Event2025-12-31

Filed2026-01-22

VGLT

VANGUARD SCOTTSDALE FDS

16.64%

Shares191.4K

Event2025-12-31

Filed2026-01-22

NULG

NUSHARES ETF TR

-2.15%

Shares103.0K

Event2025-12-31

Filed2026-01-22

CVIE

MORGAN STANLEY ETF TRUST

-1.08%

Shares119.7K

Event2025-12-31

Filed2026-01-22

ESGE

ISHARES INC

-0.69%

Shares151.2K

Event2025-12-31

Filed2026-01-22

VSGX

VANGUARD WORLD FD

-1.61%

Shares89.7K

Event2025-12-31

Filed2026-01-22

VANGUARD INDEX FDS

9.69%

Shares8.1K

Event2025-12-31

Filed2026-01-22

MCD

MCDONALDS CORP

0.01%

Shares12.5K

Event2025-12-31

Filed2026-01-22

VXUS

VANGUARD STAR FDS

0.00%

Shares39.6K

Event2025-12-31

Filed2026-01-22

MSFT

MICROSOFT CORP

-4.97%

Shares4.5K

Event2025-12-31

Filed2026-01-22

ALPHABET INC

0.07%

Shares7.0K

Event2025-12-31

Filed2026-01-22

LLY

ELI LILLY & CO

-0.06%

Shares1.7K

Event2025-12-31

Filed2026-01-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2025-12-31

Filed2026-01-22

AGG

ISHARES TR

330.88%

Shares15.1K

Event2025-12-31

Filed2026-01-22

CAT

CATERPILLAR INC

0.00%

Shares2.5K

Event2025-12-31

Filed2026-01-22

JPM

JPMORGAN CHASE & CO.

0.07%

Shares4.1K

Event2025-12-31

Filed2026-01-22

LFST

LIFESTANCE HEALTH GROUP INC

0.00%

Shares178.4K

Event2025-12-31

Filed2026-01-22

AMZN

AMAZON COM INC

0.00%

Shares5.0K

Event2025-12-31

Filed2026-01-22

SDY

SPDR SERIES TRUST

0.56%

Shares7.1K

Event2025-12-31

Filed2026-01-22

USMV

ISHARES TR

-10.51%

Shares9.1K

Event2025-12-31

Filed2026-01-22

IVV

ISHARES TR

0.00%

Shares1.2K

Event2025-12-31

Filed2026-01-22

XLK

SELECT SECTOR SPDR TR

100.00%

Shares5.7K

Event2025-12-31

Filed2026-01-22

ALPHABET INC

0.04%

Shares2.5K

Event2025-12-31

Filed2026-01-22

CSCO

CISCO SYS INC

0.00%

Shares9.8K

Event2025-12-31

Filed2026-01-22

DFAC

DIMENSIONAL ETF TRUST

New

Shares17.8K

Event2025-12-31

Filed2026-01-22

GLW

CORNING INC

-2.98%

Shares7.8K

Event2025-12-31

Filed2026-01-22

ADI

ANALOG DEVICES INC

0.00%

Shares2.3K

Event2025-12-31

Filed2026-01-22

ABBV

ABBVIE INC

0.00%

Shares2.7K

Event2025-12-31

Filed2026-01-22

HOME DEPOT INC

-0.62%

Shares1.8K

Event2025-12-31

Filed2026-01-22

ORCL

ORACLE CORP

-0.16%

Shares3.0K

Event2025-12-31

Filed2026-01-22

SPY

SPDR S&P 500 ETF TR

0.00%

Shares851

Event2025-12-31

Filed2026-01-22

MERCK & CO INC

0.13%

Shares5.3K

Event2025-12-31

Filed2026-01-22

JNJ

JOHNSON & JOHNSON

0.04%

Shares2.7K

Event2025-12-31

Filed2026-01-22

IWB

ISHARES TR

0.00%

Shares1.5K

Event2025-12-31

Filed2026-01-22

ABT

ABBOTT LABS

-0.16%

Shares4.3K

Event2025-12-31

Filed2026-01-22

TXN

TEXAS INSTRS INC

0.03%

Shares3.1K

Event2025-12-31

Filed2026-01-22

RTX

RTX CORPORATION

0.00%

Shares2.9K

Event2025-12-31

Filed2026-01-22

ATR

APTARGROUP INC

0.00%

Shares4.3K

Event2025-12-31

Filed2026-01-22

APD

AIR PRODS & CHEMS INC

-0.09%

Shares2.1K

Event2025-12-31

Filed2026-01-22

AME

AMETEK INC

0.00%

Shares2.5K

Event2025-12-31

Filed2026-01-22

IBM

INTERNATIONAL BUSINESS MACHS

0.46%

Shares1.7K

Event2025-12-31

Filed2026-01-22

DFUV

DIMENSIONAL ETF TRUST

New

Shares11.0K

Event2025-12-31

Filed2026-01-22

DUHP

DIMENSIONAL ETF TRUST

New

Shares13.3K

Event2025-12-31

Filed2026-01-22

MTUM

ISHARES TR

New

Shares2.0K

Event2025-12-31

Filed2026-01-22

BROOKFIELD CORP

49.99%

Shares10.5K

Event2025-12-31

Filed2026-01-22

AMGN

AMGEN INC

0.00%

Shares1.5K

Event2025-12-31

Filed2026-01-22

UPWK

UPWORK INC

0.00%

Shares23.6K

Event2025-12-31

Filed2026-01-22

BSV

VANGUARD BD INDEX FDS

New

Shares5.8K

Event2025-12-31

Filed2026-01-22

EMXC

ISHARES INC

-0.50%

Shares6.0K

Event2025-12-31

Filed2026-01-22

VEA

VANGUARD TAX-MANAGED FDS

New

Shares5.8K

Event2025-12-31

Filed2026-01-22

DFIC

DIMENSIONAL ETF TRUST

New

Shares10.4K

Event2025-12-31

Filed2026-01-22