O'Brien Wealth Partners LLC Portfolio Holdings

O'Brien Wealth Partners LLC

  • $658 Million
  • Q3 2025

O'Brien Wealth Partners LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $658 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $65.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $64.1M, Principal ETF U S Mega Cap with a value of $61.8M, Xtrackers Msci Eafe Hedged Equ with a value of $56.2M, and Xtrackers Msci Eafe High Div Y with a value of $52.5M.

Examining the 13F form we can see an increase of $51.1M in the current position value, from $607M to 658M.

Below you can find more details about O'Brien Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $658 Million
ETFs: $614 Million
Technology: $22.1 Million
Consumer Cyclical: $5.77 Million
Healthcare: $5.45 Million
Financial Services: $3.22 Million
Industrials: $3.21 Million
Communication Services: $2.85 Million
Consumer Defensive: $912,000
Other: $771,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.7 Million 9.99% of portfolio
451,392
Q3 2025 Reduced 1.09%
$0
$64.1 Million 9.74% of portfolio
818,066
Q3 2025 Reduced 0.96%
$0
$61.8 Million 9.38% of portfolio
906,137
Q3 2025 Reduced 1.56%
$0
$56.2 Million 8.53% of portfolio
1,210,003
Q3 2025 Reduced 0.12%
$0
$52.5 Million 7.98% of portfolio
1,785,020
Q3 2025 Reduced 0.34%
$0
$47.9 Million 7.27% of portfolio
833,162
Q3 2025 Added 0.66%
$0
$43.3 Million 6.58% of portfolio
131,971
Q3 2025 Reduced 0.35%
$0
$41 Million 6.23% of portfolio
1,419,678
Q3 2025 Added 1.46%
$0
$27 Million 4.1% of portfolio
742,857
Q3 2025 Reduced 0.68%
$0
$25.4 Million 3.86% of portfolio
943,819
Q3 2025 Added 2.82%
$0
$22.1 Million 3.36% of portfolio
46,147
Q3 2025 Added 2.73%
$0
$19.1 Million 2.9% of portfolio
50,371
Q3 2025 Reduced 0.93%
$0
$18.4 Million 2.79% of portfolio
39,244
Q3 2025 Reduced 3.28%
$4.3T
$15.5 Million 2.35% of portfolio
60,722
Q3 2025 Reduced 0.05%
$0
$11.8 Million 1.79% of portfolio
268,286
Q3 2025 Reduced 1.54%
$0
$11.7 Million 1.77% of portfolio
397,989
Q3 2025 Added 1.4%
$0
$9.33 Million 1.42% of portfolio
164,084
Q3 2025 Added 1.03%
$0
$6.61 Million 1.0% of portfolio
152,241
Q3 2025 Reduced 2.21%
$0
$6.33 Million 0.96% of portfolio
91,184
Q3 2025 Reduced 0.85%
$0
$4.51 Million 0.69% of portfolio
7,366
Q3 2025 Added 5.15%
$224B
$3.8 Million 0.58% of portfolio
12,493
Q3 2025 Added 16.62%
$0
$2.91 Million 0.44% of portfolio
39,603
Q4 2024 New
$3.78T
$2.48 Million 0.38% of portfolio
4,784
Q3 2025 Added 155.97%
$1.74T
$1.7 Million 0.26% of portfolio
6,992
Q3 2025 Added 571.66%
$453B
$1.51 Million 0.23% of portfolio
2
Q2 2025 New
$881B
$1.31 Million 0.2% of portfolio
4,145
Q3 2025 Added 247.73%
$971B
$1.26 Million 0.19% of portfolio
1,655
Q3 2025 Added 3,421.28%
$291B
$1.21 Million 0.18% of portfolio
2,535
Q3 2025 New
$2.39T
$1.1 Million 0.17% of portfolio
5,012
Q3 2025 Added 262.4%
$0
$969,000 0.15% of portfolio
10,190
Q1 2023 Reduced 7.48%
$0
$993,000 0.15% of portfolio
7,093
Q3 2025 Added 0.5%
$2.41B
$981,000 0.15% of portfolio
178,371
Q3 2025 Reduced 17.56%
$593B
$857,000 0.13% of portfolio
3,049
Q3 2025 Added 15,947.37%
$0
$806,000 0.12% of portfolio
2,860
Q4 2024 Added 60.4%
$0
$813,000 0.12% of portfolio
1,215
Q1 2025 Reduced 0.41%
$367B
$722,000 0.11% of portfolio
1,783
Q3 2025 Added 11,043.75%
$69.4B
$657,000 0.1% of portfolio
8,013
Q3 2025 New
$414B
$635,000 0.1% of portfolio
2,745
Q3 2025 Added 269.95%
$319B
$673,000 0.1% of portfolio
9,839
Q3 2025 Added 222.17%
$57.5B
$582,000 0.09% of portfolio
2,137
Q3 2025 New
$1.65T
$610,000 0.09% of portfolio
2,511
Q3 2025 Reduced 0.91%
$118B
$576,000 0.09% of portfolio
2,345
Q2 2025 Added 0.17%
$228B
$575,000 0.09% of portfolio
4,293
Q3 2025 Added 445.49%
$7.75B
$579,000 0.09% of portfolio
4,338
Q3 2025 New
$177B
$601,000 0.09% of portfolio
3,093
Q3 2025 New
$0
$566,000 0.09% of portfolio
851
Q3 2025 Reduced 1.28%
$0
$543,000 0.08% of portfolio
1,488
Q3 2025 Reduced 0.67%
$522B
$498,000 0.08% of portfolio
2,691
Q3 2025 Added 7.73%
$258B
$483,000 0.07% of portfolio
2,888
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $658 Million
  • Prior Value $607 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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