O'Brien Wealth Partners LLC — 13F Holdings & Portfolio
CIK 1689874 · latest 13F-HR filed 2026-01-22
O'Brien Wealth Partners LLC manages $756.2M in 13F-reported U.S. long-equity assets across 110 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are ITOT (8.80%), SPYM (8.62%), USMC (8.09%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 21 new positions and exited 8; 27 existing positions rose in reported value and 17 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$756.2M
Long-equity book
Holdings
110
Distinct positions
Period
2025-12-31
Filed 2026-01-22
Q/Q Activity
+21 / −8 / ↑27 / ↓17
vs 2025-09-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q4 25ITOT8.8% · -1%SPYM8.6% · -1%USMC8.1% · -1%DBEF7.6% · -1%HDEF7.3% · -0%COWZ6.6% · -0%JMTG6.5% · +1%VTI5.8% · -1%SPTI5.5% · +2%XCEM3.7% · -2%SPTL3.2% · -2%CVLC3.1% · -0%VUG2.9% · -1%IWV2.6% · 0%IWF2.3% · -5%AAPL1.6% · -25%NULV1.6% · +1%SPTS1.6% · +2%VGLT1.4% · +17%NULG1.3% · -2%CVIE1.1% · -1%ESGE0.9% · -1%VSGX0.8% · -2%VOO0.7% · +10%MCD0.5% · 0%VXUS0.4% · 0%MSFT0.3% · -5%GOOG0.3% · +0%LLY0.2% · -0%BRK.A0.2% · 0%AGG0.2% · +331%CAT0.2% · 0%JPM0.2% · +0%LFST0.2% · 0%AMZN0.2% · 0%SDY0.1% · +1%USMV0.1% · -10%IVV0.1% · 0%XLK0.1% · +100%GOOGL0.1% · 0%CSCO0.1% · 0%DFAC0.1% · newGLW0.1% · -3%ADI0.1% · 0%ABBV0.1% · 0%HD0.1% · -1%ORCL0.1% · -0%SPY0.1% · 0%MRK0.1% · +0%JNJ0.1% · 0%IWB0.1% · 0%ABT0.1% · -0%TXN0.1% · 0%RTX0.1% · 0%ATR0.1% · 0%APD0.1% · -0%AME0.1% · 0%IBM0.1% · +0%DFUV0.1% · newDUHP0.1% · new
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q3 25 → Q4 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 68.6%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 17, 2025.
Assets Under Management
$1.11B
Discretionary
$1.11B
Employees
14
Accounts
1,999
Address
51 SAWYER ROAD
SUITE 600
WALTHAM, MA 02453
SUITE 600
WALTHAM, MA 02453
Phone
(617) 547-6717
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DAVIES, RICHARD, ARTHUR Control | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER since Feb 2019 | 5–10% | Individual |
| FOPIANO, JILL, ANN Control | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER since Sep 2012 | 50–75% | Individual |
| MERCER GLOBAL ADVISORS INC. Control | PARENT COMPANY since Jun 2025 | Less than 5% | Domestic Entity |
| ZIMMERMAN, ELISABETH, MELTZER Control | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING since May 1989 | 5–10% | Individual |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | MEMBER since Nov 2016 | 5–10% | Domestic Entity |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | MEMBER since Nov 2016 | 5–10% | Domestic Entity |
| BERENSON, PETER, HUGH Indirect owner via PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | TRUSTEE since Jul 2016 | General partner, trustee or manager | Individual |
| BERENSON, PETER, HUGH Indirect owner via PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | TRUSTEE since Jul 2016 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 12 filings with changes since Mar 28, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jul 17, 2025 filing
- ChangedDAVIES, RICHARD, ARTHUR · ownership Less than 5% → 5–10%
- ChangedFOPIANO, JILL, ANN · ownership Less than 5% → 50–75%
- ChangedMERCER GLOBAL ADVISORS INC. · ownership 75% or more → Less than 5%
- ChangedPETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST · ownership Less than 5% → 5–10%
- ChangedPETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST · ownership Less than 5% → 5–10%
- ChangedZIMMERMAN, ELISABETH, MELTZER · ownership Less than 5% → 5–10%
Jul 7, 2025 filing
- AddedMERCER GLOBAL ADVISORS INC. · PARENT COMPANY · 75% or more · control person
- ChangedDAVIES, RICHARD, ARTHUR · ownership 5–10% → Less than 5%
- ChangedFOPIANO, JILL, ANN · ownership 50–75% → Less than 5%
- ChangedPETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST · ownership 5–10% → Less than 5%
- ChangedPETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST · ownership 5–10% → Less than 5%
- ChangedZIMMERMAN, ELISABETH, MELTZER · ownership 5–10% → Less than 5%
Feb 26, 2024 filing
- ChangedPETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST · ownership 10–25% → 5–10%
- ChangedPETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST · ownership 10–25% → 5–10%
Mar 8, 2023 filing
- ChangedDAVIES, RICHARD, ARTHUR · title CFP, CHIEF COMPLIANCE OFFICER → PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 5–10%
Mar 1, 2021 filing
- No longer listedKUPPENS, CYNTHIA, A · CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS · 5–10% · control person · listed since Mar 2006
Feb 13, 2019 filing
- AddedBERENSON, PETER, HUGH · TRUSTEE · General partner, trustee or manager · indirect via PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST
- AddedBERENSON, PETER, HUGH · TRUSTEE · General partner, trustee or manager · indirect via PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST
- AddedDAVIES, RICHARD, ARTHUR · CFP, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedKUPPENS, CYNTHIA, A · title CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO → CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS
- ChangedPETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST · title TRUSTEE → MEMBER
- ChangedPETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST · title TRUSTEE → MEMBER
Dec 7, 2016 filing
- No longer listedO'BRIEN, ARTHUR, MARC · CEO, TREASURER, MANAGING MEMBER · 75% or more · control person · listed since Nov 1987
- No longer listedO'BRIEN, SALLY, JANE · SECRETARY · Less than 5% · control person · listed since Nov 1987
- AddedPETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST · TRUSTEE · 10–25%
- AddedPETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST · TRUSTEE · 10–25%
- ChangedFOPIANO, JILL, ANN · title PRESIDENT, CFA, CFP → CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; ownership 5–10% → 50–75%
- ChangedKUPPENS, CYNTHIA, A · title CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO → CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO
- ChangedZIMMERMAN, ELISABETH, MELTZER · title CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING → CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING; ownership Less than 5% → 5–10%
Oct 3, 2016 filing
- No longer listedWALDNER, BRIAN, HARLAN · CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO · Less than 5% · control person · listed since Apr 2014
- ChangedKUPPENS, CYNTHIA, A · title CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES → CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO
Mar 20, 2015 filing
- ChangedFOPIANO, JILL, ANN · title CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT → PRESIDENT, CFA, CFP; ownership Less than 5% → 5–10%
- ChangedO'BRIEN, ARTHUR, MARC · title PRESIDENT, CCO, TREASURER, MANAGING MEMBER → CEO, TREASURER, MANAGING MEMBER
- ChangedO'BRIEN, SALLY, JANE · title CLERK AND SECRETARY → SECRETARY
- ChangedWALDNER, BRIAN, HARLAN · title CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH → CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO; now a control person
- ChangedZIMMERMAN, ELISABETH, MELTZER · title CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING → CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING
Jul 28, 2014 filing
- No longer listedMARTIN, EDWARD, LOUIS · CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT · Less than 5% · control person · listed since May 2000
- AddedWALDNER, BRIAN, HARLAN · CFA, CFP, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT · Less than 5%
- ChangedWALDNER, BRIAN, HARLAN · title CFA, CFP, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT → CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH
Older changes (3 more filings)
Mar 31, 2014 filing
- No longer listedENGLISH, MARY JO · CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER · 5–10% · control person · listed since Sep 2008
- ChangedFOPIANO, JILL, ANN · title SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT → CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT
- ChangedO'BRIEN, ARTHUR, MARC · title PRESIDENT, TREASURER, MANAGING MEMBER → PRESIDENT, CCO, TREASURER, MANAGING MEMBER
- ChangedZIMMERMAN, ELISABETH, MELTZER · title VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING → CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING
Mar 12, 2013 filing
- AddedFOPIANO, JILL, ANN · SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT · Less than 5% · control person
- AddedZIMMERMAN, ELISABETH, MELTZER · VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING · Less than 5% · control person
- ChangedENGLISH, MARY JO · title CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER → CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER; ownership Less than 5% → 5–10%; now a control person
- ChangedKUPPENS, CYNTHIA, A · title CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES → CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES
- ChangedMARTIN, EDWARD, LOUIS · title CFA, SENIOR VICE PRESIDENT → CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT
Mar 28, 2012 filing (earliest on record)
- ListedENGLISH, MARY JO · CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedKUPPENS, CYNTHIA, A · CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES · 5–10% · control person
- ListedMARTIN, EDWARD, LOUIS · CFA, SENIOR VICE PRESIDENT · Less than 5% · control person
- ListedO'BRIEN, ARTHUR, MARC · PRESIDENT, TREASURER, MANAGING MEMBER · 75% or more · control person
- ListedO'BRIEN, SALLY, JANE · CLERK AND SECRETARY · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$1.3M +14.5%
- ISHARES TR$1.2M +329.3%
- VANGUARD INDEX FDS$556.4K +12.3%
- ELI LILLY & CO$514.8K +40.8%
- ALPHABET INC$492.8K +28.9%
Top Trims
- APPLE INC-$3.1M -19.9%
- MICROSOFT CORP-$279.2K -11.3%
- ORACLE CORP-$264.2K -30.8%
- HOME DEPOT INC-$112.7K -15.6%
- ISHARES TR-$110.8K -11.4%
New Positions
- DIMENSIONAL ETF TRUST$705.5K
- DIMENSIONAL ETF TRUST$510.6K
- DIMENSIONAL ETF TRUST$504.3K
- ISHARES TR$500.6K
- VANGUARD BD INDEX FDS$456.2K
Exited Positions
- KIMBERLY-CLARK CORP$242.2K
- CARRIER GLOBAL CORPORATION$172.0K
- PAYCHEX INC$162.1K
- CHEVRON CORP NEW$105.9K
- COSTCO WHSL CORP NEW$86.1K
O'Brien Wealth Partners LLC Holdings (2025-12-31)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | ITOT | 464287150 | $66.6M | 8.80% | 447,667 | SH |
| 2 | SPDR SERIES TRUST | SPYM | 78464A854 | $65.2M | 8.62% | 812,351 | SH |
| 3 | PRINCIPAL EXCHANGE TRADED FD | USMC | 74255Y870 | $61.2M | 8.09% | 893,720 | SH |
| 4 | DBX ETF TR | DBEF | 233051200 | $57.7M | 7.63% | 1,199,151 | SH |
| 5 | DBX ETF TR | HDEF | 233051630 | $55.1M | 7.29% | 1,778,177 | SH |
| 6 | PACER FDS TR | COWZ | 69374H881 | $50.0M | 6.62% | 831,660 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | JMTG | 46654Q575 | $49.3M | 6.52% | 965,974 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $43.9M | 5.80% | 130,797 | SH |
| 9 | SPDR SERIES TRUST | SPTI | 78464A672 | $41.8M | 5.53% | 1,450,509 | SH |
| 10 | COLUMBIA ETF TR II | XCEM | 19762B202 | $28.0M | 3.71% | 730,973 | SH |
| 11 | SPDR SERIES TRUST | SPTL | 78464A664 | $24.6M | 3.25% | 928,154 | SH |
| 12 | MORGAN STANLEY ETF TRUST | CVLC | 61774R205 | $23.4M | 3.10% | 277,873 | SH |
| 13 | VANGUARD INDEX FDS | VUG | 922908736 | $22.2M | 2.94% | 45,530 | SH |
| 14 | ISHARES TR | IWV | 464287689 | $19.5M | 2.58% | 50,376 | SH |
| 15 | ISHARES TR | IWF | 464287614 | $17.6M | 2.33% | 37,249 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $12.4M | 1.64% | 45,531 | SH |
| 17 | NUSHARES ETF TR | NULV | 67092P300 | $12.2M | 1.61% | 270,178 | SH |
| 18 | SPDR SERIES TRUST | SPTS | 78468R101 | $11.9M | 1.57% | 406,398 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $10.7M | 1.41% | 191,387 | SH |
| 20 | NUSHARES ETF TR | NULG | 67092P201 | $10.1M | 1.33% | 103,049 | SH |
| 21 | MORGAN STANLEY ETF TRUST | CVIE | 61774R106 | $8.5M | 1.13% | 119,705 | SH |
| 22 | ISHARES INC | ESGE | 46434G863 | $6.7M | 0.88% | 151,187 | SH |
| 23 | VANGUARD WORLD FD | VSGX | 921910725 | $6.4M | 0.85% | 89,713 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $5.1M | 0.67% | 8,080 | SH |
| 25 | MCDONALDS CORP | MCD | 580135101 | $3.8M | 0.50% | 12,494 | SH |
| 26 | VANGUARD STAR FDS | VXUS | 921909768 | $3.0M | 0.40% | 39,603 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 0.29% | 4,546 | SH |
| 28 | ALPHABET INC | GOOG | 02079K107 | $2.2M | 0.29% | 6,997 | SH |
| 29 | ELI LILLY & CO | LLY | 532457108 | $1.8M | 0.24% | 1,654 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.5M | 0.20% | 2 | SH |
| 31 | ISHARES TR | AGG | 464287226 | $1.5M | 0.20% | 15,085 | SH |
| 32 | CATERPILLAR INC | CAT | 149123101 | $1.5M | 0.19% | 2,535 | SH |
| 33 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $1.3M | 0.18% | 4,148 | SH |
| 34 | LIFESTANCE HEALTH GROUP INC | LFST | 53228F101 | $1.3M | 0.17% | 178,371 | SH |
| 35 | AMAZON COM INC | AMZN | 023135106 | $1.2M | 0.15% | 5,012 | SH |
| 36 | SPDR SERIES TRUST | SDY | 78464A763 | $992.7K | 0.13% | 7,133 | SH |
| 37 | ISHARES TR | USMV | 46429B697 | $858.6K | 0.11% | 9,119 | SH |
| 38 | ISHARES TR | IVV | 464287200 | $832.2K | 0.11% | 1,215 | SH |
| 39 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $823.5K | 0.11% | 5,720 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $786.3K | 0.10% | 2,512 | SH |
| 41 | CISCO SYS INC | CSCO | 17275R102 | $757.9K | 0.10% | 9,839 | SH |
| 42 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $705.5K | 0.09% | 17,820 | SH |
| 43 | CORNING INC | GLW | 219350105 | $680.7K | 0.09% | 7,774 | SH |
| 44 | ANALOG DEVICES INC | ADI | 032654105 | $636.0K | 0.08% | 2,345 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $627.2K | 0.08% | 2,745 | SH |
| 46 | HOME DEPOT INC | HD | 437076102 | $609.7K | 0.08% | 1,772 | SH |
| 47 | ORACLE CORP | ORCL | 68389X105 | $593.3K | 0.08% | 3,044 | SH |
| 48 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $580.3K | 0.08% | 851 | SH |
| 49 | MERCK & CO INC | MRK | 58933Y105 | $560.7K | 0.07% | 5,327 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $557.1K | 0.07% | 2,692 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-01-22 | $756.2M | 110 | 0001580642-26-000355 |
| 2025-09-30 | 2025-10-22 | $738.3M | 97 | 0001580642-25-006682 |