O'Brien Wealth Partners LLC Portfolio Holdings

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 2025

O'Brien Wealth Partners LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $607 Million distributed in 87 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 $61.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $60M, Principal ETF U S Mega Cap with a value of $57.6M, Xtrackers Msci Eafe Hedged Equ with a value of $53M, and Xtrackers Msci Eafe High Div Y with a value of $51.7M.

Examining the 13F form we can see an increase of $96.6M in the current position value, from $511M to 607M.

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

Portfolio value $607 Million
ETFs: $581 Million
Technology: $15.1 Million
Consumer Cyclical: $3.5 Million
Financial Services: $2.38 Million
Healthcare: $1.97 Million
Communication Services: $1.2 Million
Industrials: $1.12 Million
Consumer Defensive: $415,000
Other: $173,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.6 Million 10.15% of portfolio
456,348
Q2 2025 Reduced 1.4%
$0
$60 Million 9.89% of portfolio
825,956
Q2 2025 Reduced 5.91%
$0
$57.6 Million 9.49% of portfolio
920,520
Q2 2025 Reduced 0.5%
$0
$53 Million 8.73% of portfolio
1,211,498
Q2 2025 Reduced 0.4%
$0
$51.7 Million 8.51% of portfolio
1,791,122
Q2 2025 New
$0
$45.6 Million 7.51% of portfolio
827,665
Q2 2025 Added 0.68%
$0
$40.3 Million 6.63% of portfolio
1,399,196
Q2 2025 Reduced 0.24%
$0
$40.3 Million 6.63% of portfolio
132,437
Q2 2025 Reduced 1.75%
$0
$25.6 Million 4.21% of portfolio
747,975
Q2 2025 Added 49.53%
$0
$24.4 Million 4.02% of portfolio
917,946
Q2 2025 Reduced 1.06%
$0
$19.7 Million 3.24% of portfolio
44,921
Q2 2025 Added 1.22%
$0
$17.8 Million 2.94% of portfolio
50,846
Q2 2025 Reduced 0.57%
$0
$17.1 Million 2.82% of portfolio
40,574
Q2 2025 Reduced 2.37%
$3.38T
$12.5 Million 2.05% of portfolio
60,752
Q2 2025 Reduced 0.46%
$0
$11.5 Million 1.89% of portfolio
392,507
Q2 2025 Reduced 0.41%
$0
$11.4 Million 1.88% of portfolio
272,488
Q2 2025 Added 0.63%
$0
$9.11 Million 1.5% of portfolio
162,414
Q2 2025 Added 2.42%
$0
$6.1 Million 1.0% of portfolio
155,676
Q2 2025 Added 2,084.01%
$0
$6.02 Million 0.99% of portfolio
91,966
Q2 2025 New
$0
$3.98 Million 0.66% of portfolio
7,005
Q2 2025 Added 991.12%
$221B
$3.13 Million 0.52% of portfolio
10,713
Q2 2025 Added 0.23%
$0
$2.74 Million 0.45% of portfolio
39,603
Q4 2024 New
$426B
$1.46 Million 0.24% of portfolio
2
Q2 2025 New
$1.66B
$1.12 Million 0.18% of portfolio
216,371
Q4 2024 Reduced 31.61%
$0
$956,000 0.16% of portfolio
10,190
Q1 2023 Reduced 7.48%
$0
$957,000 0.16% of portfolio
7,058
Q2 2025 Added 0.53%
$3.81T
$929,000 0.15% of portfolio
1,869
Q2 2025 Reduced 18.56%
$0
$754,000 0.12% of portfolio
1,215
Q1 2025 Reduced 0.41%
$0
$724,000 0.12% of portfolio
2,860
Q4 2024 Added 60.4%
$124B
$558,000 0.09% of portfolio
2,345
Q2 2025 Added 0.17%
$0
$532,000 0.09% of portfolio
862
Q2 2025 Reduced 0.69%
$253B
$507,000 0.08% of portfolio
1,721
Q1 2025 Added 1.53%
$41.3B
$460,000 0.08% of portfolio
2,547
Q1 2025 Reduced 1.2%
$0
$508,000 0.08% of portfolio
1,498
Q1 2025 Reduced 4.83%
$1.62T
$400,000 0.07% of portfolio
542
Q2 2025 Reduced 61.2%
$1.07T
$446,000 0.07% of portfolio
2,534
Q2 2025 Reduced 4.12%
$426B
$381,000 0.06% of portfolio
2,498
Q2 2025 Reduced 0.91%
$850B
$345,000 0.06% of portfolio
1,192
Q2 2025 Added 0.93%
$0
$381,000 0.06% of portfolio
6,043
Q2 2025 Reduced 95.66%
$0
$327,000 0.05% of portfolio
3,676
Q3 2024 Reduced 4.15%
$2.28T
$303,000 0.05% of portfolio
1,383
Q2 2025 Added 4.14%
$1.76B
$316,000 0.05% of portfolio
23,571
Q4 2024 Reduced 22.88%
$631B
$321,000 0.05% of portfolio
661
Q2 2025 Reduced 2.22%
$0
$240,000 0.04% of portfolio
2,420
Q2 2025 Reduced 7.95%
$0
$272,000 0.04% of portfolio
1,200
Q1 2024 New
$369B
$223,000 0.04% of portfolio
1,402
Q2 2025 Added 1.82%
$51.6B
$186,000 0.03% of portfolio
1,279
Q2 2025 Added 0.16%
$431B
$163,000 0.03% of portfolio
1,038
Q2 2025 Reduced 9.03%
$207B
$168,000 0.03% of portfolio
2,130
Q2 2025 Reduced 9.36%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $607 Million
  • Prior Value $511 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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