☆O'Brien Wealth Partners LLC
Quality Q
0.841
AUM ($M)
756
Positions
110
Turnover
0.02
Top-10 wt
69%
Herfindahl
0.055
History (qtrs)
4
Excess Return
—
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Holdings · 118 positions · portfolio value $756M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆ITOT funds › | ISHARES TR | TRIM | — | 8.8% | -0.1% | 66.6 | 447,667 | -3,725 | 3 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 8.6% | -0.1% | 65.2 | 812,351 | -5,715 | 3 | — |
| ☆USMC funds › | PRINCIPAL EXCHANGE TRADED FD | TRIM | — | 8.1% | -0.3% | 61.2 | 893,720 | -12,417 | 3 | — |
| ☆DBEF funds › | DBX ETF TR | TRIM | — | 7.6% | +0.0% | 57.7 | 1,199,151 | -10,852 | 3 | — |
| ☆HDEF funds › | DBX ETF TR | TRIM | — | 7.3% | +0.2% | 55.1 | 1,778,177 | -6,843 | 3 | — |
| ☆COWZ funds › | PACER FDS TR | TRIM | — | 6.6% | +0.1% | 50.0 | 831,660 | -1,502 | 3 | — |
| ☆JMTG funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 6.5% | -0.1% | 49.3 | 965,974 | +13,774 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 5.8% | -0.1% | 43.9 | 130,797 | -1,174 | 3 | — |
| ☆SPTI funds › | SPDR SERIES TRUST | ADD | — | 5.5% | -0.0% | 41.8 | 1,450,509 | +30,831 | 3 | — |
| ☆XCEM funds › | COLUMBIA ETF TR II | TRIM | — | 3.7% | +0.1% | 28.0 | 730,973 | -11,884 | 3 | — |
| ☆SPTL funds › | SPDR SERIES TRUST | TRIM | — | 3.2% | -0.2% | 24.6 | 928,154 | -15,665 | 3 | — |
| ☆CVLC funds › | MORGAN STANLEY ETF TRUST | TRIM | — | 3.1% | +0.0% | 23.4 | 277,873 | -468 | 3 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | TRIM | — | 2.9% | -0.1% | 22.2 | 45,530 | -617 | 3 | — |
| ☆IWV funds › | ISHARES TR | ADD | — | 2.6% | -0.0% | 19.5 | 50,376 | +5 | 3 | — |
| ☆IWF funds › | ISHARES TR | TRIM | — | 2.3% | -0.2% | 17.6 | 37,249 | -1,995 | 3 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.6% | -0.5% | 12.4 | 45,531 | -15,191 | 3 | — |
| ☆NULV funds › | NUSHARES ETF TR | ADD | — | 1.6% | +0.0% | 12.2 | 270,178 | +1,892 | 3 | — |
| ☆SPTS funds › | SPDR SERIES TRUST | ADD | — | 1.6% | -0.0% | 11.9 | 406,398 | +8,409 | 3 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.4% | +0.1% | 10.7 | 191,387 | +27,303 | 3 | — |
| ☆NULG funds › | NUSHARES ETF TR | TRIM | — | 1.3% | -0.1% | 10.1 | 103,049 | -2,267 | 3 | — |
| ☆CVIE funds › | MORGAN STANLEY ETF TRUST | TRIM | — | 1.1% | +0.0% | 8.5 | 119,705 | -1,305 | 3 | — |
| ☆ESGE funds › | ISHARES INC | TRIM | — | 0.9% | -0.0% | 6.7 | 151,187 | -1,054 | 3 | — |
| ☆VSGX funds › | VANGUARD WORLD FD | TRIM | — | 0.8% | -0.0% | 6.4 | 89,713 | -1,471 | 3 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | +0.1% | 5.1 | 8,080 | +714 | 3 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.5% | -0.0% | 3.8 | 12,494 | +1 | 3 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | HOLD | — | 0.4% | +0.0% | 3.0 | 39,603 | +0 | 3 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.3% | -0.0% | 2.2 | 4,546 | -238 | 3 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.3% | +0.1% | 2.2 | 6,997 | +5 | 3 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | +0.1% | 1.8 | 1,654 | -1 | 3 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 1.5 | 2 | +0 | 3 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.2% | +0.2% | 1.5 | 15,085 | +11,584 | 3 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.2% | +0.0% | 1.5 | 2,535 | +0 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | ADD | — | 0.2% | -0.0% | 1.3 | 4,148 | +3 | 3 | — |
| ☆LFST funds › | LIFESTANCE HEALTH GROUP INC | HOLD | — | 0.2% | +0.0% | 1.3 | 178,371 | +0 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.2% | +0.0% | 1.2 | 5,012 | +0 | 3 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 1.0 | 7,133 | +40 | 3 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.9 | 9,119 | -1,071 | 3 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.8 | 1,215 | +0 | 3 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.8 | 5,720 | +2,860 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.8 | 2,512 | +1 | 3 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.1% | +0.0% | 0.8 | 9,839 | +0 | 3 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.7 | 17,820 | +17,820 | 1 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 0.1% | +0.0% | 0.7 | 7,774 | -239 | 2 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 0.1% | +0.0% | 0.6 | 2,345 | +0 | 3 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.1% | -0.0% | 0.6 | 2,745 | +0 | 3 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,772 | -11 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.6 | 3,044 | -5 | 3 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | HOLD | — | 0.1% | -0.0% | 0.6 | 851 | +0 | 3 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | +0.0% | 0.6 | 5,327 | +7 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | +0.0% | 0.6 | 2,692 | +1 | 3 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 1,488 | +0 | 3 | — |
| ☆ABT funds › | ABBOTT LABS | TRIM | — | 0.1% | -0.0% | 0.5 | 4,286 | -7 | 3 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.1% | -0.0% | 0.5 | 3,094 | +1 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.1% | +0.0% | 0.5 | 2,888 | +0 | 2 | — |
| ☆ATR funds › | APTARGROUP INC | HOLD | — | 0.1% | -0.0% | 0.5 | 4,338 | +0 | 2 | — |
| ☆APD funds › | AIR PRODS & CHEMS INC | TRIM | — | 0.1% | -0.0% | 0.5 | 2,135 | -2 | 2 | — |
| ☆AME funds › | AMETEK INC | HOLD | — | 0.1% | +0.0% | 0.5 | 2,547 | +0 | 3 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.5 | 1,736 | +8 | 3 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.5 | 10,960 | +10,960 | 1 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.5 | 13,260 | +13,260 | 1 | — |
| ☆MTUM funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.5 | 2,000 | +2,000 | 1 | — |
| ☆BN funds › | BROOKFIELD CORP | ADD | — | 0.1% | -0.0% | 0.5 | 10,475 | +3,491 | 2 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.1% | +0.0% | 0.5 | 1,451 | +0 | 3 | — |
| ☆UPWK funds › | UPWORK INC | HOLD | — | 0.1% | +0.0% | 0.5 | 23,571 | +0 | 3 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.5 | 5,789 | +5,789 | 1 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.4 | 6,013 | -30 | 3 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 0.0% | +0.0% | 0.4 | 5,766 | +5,766 | 1 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.4 | 10,447 | +10,447 | 1 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.0% | -0.0% | 0.4 | 544 | +0 | 3 | — |
| ☆ESGD funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.3 | 3,676 | +0 | 3 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.3 | 2,395 | -47 | 3 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.0% | -0.0% | 0.3 | 663 | +0 | 3 | — |
| ☆VB funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.3 | 1,291 | +1,291 | 1 | — |
| ☆IBTJ funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 11,541 | +11,541 | 1 | — |
| ☆IBTI funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 11,324 | +11,324 | 1 | — |
| ☆IBTH funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 11,269 | +11,269 | 1 | — |
| ☆IBTK funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 12,744 | +12,744 | 1 | — |
| ☆IBTG funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.3 | 11,055 | +11,055 | 1 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | NEW | — | 0.0% | +0.0% | 0.2 | 5,088 | +5,088 | 1 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 4,882 | +4,882 | 1 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 7,490 | +7,490 | 1 | — |
| ☆IMTM funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 4,834 | +4,834 | 1 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | NEW | — | 0.0% | +0.0% | 0.2 | 3,580 | +3,580 | 1 | — |
| ☆LPLA funds › | LPL FINL HLDGS INC | NEW | — | 0.0% | +0.0% | 0.2 | 566 | +566 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.0% | -0.0% | 0.2 | 995 | -68 | 3 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.0% | -0.0% | 0.1 | 301 | -1 | 2 | — |
| ☆TJX funds › | TJX COS INC NEW | HOLD | — | 0.0% | +0.0% | 0.1 | 810 | +0 | 2 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.1 | 1,553 | -178 | 3 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.0% | +0.0% | 0.1 | 738 | +0 | 3 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.0% | -0.0% | 0.1 | 612 | -1 | 2 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.0% | -0.0% | 0.1 | 700 | +0 | 3 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 0.1 | 431 | +0 | 3 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.0% | -0.0% | 0.1 | 235 | +0 | 3 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.0% | +0.0% | 0.1 | 160 | +0 | 3 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.0% | +0.0% | 0.1 | 147 | -1 | 3 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.0% | -0.0% | 0.0 | 129 | +0 | 3 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.0% | -0.0% | 0.0 | 79 | +0 | 3 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.0% | +0.0% | 0.0 | 37 | +0 | 3 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.0% | -0.0% | 0.0 | 61 | -1 | 3 | — |
| ☆APH funds › | AMPHENOL CORP NEW | HOLD | — | 0.0% | +0.0% | 0.0 | 120 | +0 | 3 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | NEW | — | 0.0% | +0.0% | 0.0 | 33 | +33 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.0% | -0.0% | 0.0 | 21 | -1 | 3 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.0% | +0.0% | 0.0 | 95 | +0 | 2 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.0% | -0.0% | 0.0 | 26 | +0 | 3 | — |
| ☆NFLX funds › | NETFLIX INC | ADD | — | 0.0% | -0.0% | 0.0 | 60 | +51 | 3 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.0% | +0.0% | 0.0 | 25 | +25 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | HOLD | — | 0.0% | +0.0% | 0.0 | 19 | +0 | 2 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.0% | -0.0% | 0.0 | 5 | -1 | 3 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.0% | +0.0% | 0.0 | 5 | +0 | 3 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.0% | +0.0% | 0.0 | 15 | +0 | 3 | — |
| ☆PAYX funds › | PAYCHEX INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,279 | 0 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,224 | 0 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,948 | 0 | — |
| ☆CVX funds › | CHEVRON CORP NEW | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -682 | 0 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -93 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,907 | 0 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,881 | 0 | — |
| ☆AFL funds › | AFLAC INC | EXIT | Common Stock | 0.0% | -0.0% | 0.0 | 0 | -9 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 756 | 110 | 0.02 | 69% | 0.055 | 0.817 | — | in |
| 2025Q3 | 738 | 97 | 0.09 | 69% | 0.056 | 0.717 | — | in |
| 2025Q2 | 637 | 87 | 0.12 | 72% | 0.062 | 0.704 | — | entered |
| 2025Q1 | 537 | 72 | 0.00 | 75% | 0.069 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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