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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$12.5 Million 2.05% of portfolio
60,752
Q2 2025 Reduced 0.46%
$216B
$3.13 Million 0.52% of portfolio
10,713
Q2 2025 Added 0.23%
$432B
$1.46 Million 0.24% of portfolio
2
Q2 2025 New
$1.79B
$1.12 Million 0.18% of portfolio
216,371
Q4 2024 Reduced 31.61%
$3.75T
$929,000 0.15% of portfolio
1,869
Q2 2025 Reduced 18.56%
$125B
$558,000 0.09% of portfolio
2,345
Q2 2025 Added 0.17%
$260B
$507,000 0.08% of portfolio
1,721
Q1 2025 Added 1.53%
$41.8B
$460,000 0.08% of portfolio
2,547
Q1 2025 Reduced 1.2%
$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%
$409B
$381,000 0.06% of portfolio
2,498
Q2 2025 Reduced 0.91%
$831B
$345,000 0.06% of portfolio
1,192
Q2 2025 Added 0.93%
$2.27T
$303,000 0.05% of portfolio
1,383
Q2 2025 Added 4.14%
$1.8B
$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%
$373B
$223,000 0.04% of portfolio
1,402
Q2 2025 Added 1.82%
$406B
$163,000 0.03% of portfolio
1,038
Q2 2025 Reduced 9.03%
$212B
$168,000 0.03% of portfolio
2,130
Q2 2025 Reduced 9.36%
$1.08T
$184,000 0.03% of portfolio
1,041
Q2 2025 Added 2.66%
$30.4B
$212,000 0.03% of portfolio
566
Q2 2025 New
$284B
$211,000 0.03% of portfolio
3,054
Q2 2025 Added 1,368.27%
$60.2B
$110,000 0.02% of portfolio
432
Q2 2025 Reduced 14.96%
$300B
$122,000 0.02% of portfolio
1,734
Q2 2025 Added 0.7%
$233B
$107,000 0.02% of portfolio
787
Q2 2025 Added 5.78%
$187B
$115,000 0.02% of portfolio
388
Q2 2025 Added 0.78%
$337B
$137,000 0.02% of portfolio
742
Q2 2025 Reduced 1.72%
$300B
$96,000 0.02% of portfolio
676
Q2 2025 Reduced 13.78%
$281B
$75,000 0.01% of portfolio
556
Q2 2025 New
$220B
$86,000 0.01% of portfolio
700
Q2 2025 New
$585B
$31,000 0.01% of portfolio
89
Q2 2025 Reduced 42.58%
$435B
$70,000 0.01% of portfolio
71
Q2 2025 New
$748B
$36,000 0.01% of portfolio
47
Q2 2025 Reduced 20.34%
$225B
$34,000 0.01% of portfolio
6
Q2 2025 New
$474B
$76,000 0.01% of portfolio
713
Q2 2025 Reduced 5.31%
$274B
$33,000 0.01% of portfolio
129
Q2 2025 Reduced 20.86%
$179B
$51,000 0.01% of portfolio
1,197
Q2 2025 Added 4.91%
$200B
$25,000 0.0% of portfolio
897
Q2 2025 New
$64.4B
$1,000 0.0% of portfolio
10
Q2 2025 New
$159B
$0 0.0% of portfolio
2
Q2 2025 Reduced 60.0%
$58.4B
$11,000 0.0% of portfolio
120
Q2 2025 Added 500.0%
$283B
$24,000 0.0% of portfolio
77
Q2 2025 Reduced 11.49%
$168B
$2,000 0.0% of portfolio
11
Q2 2025 New
$128B
$1,000 0.0% of portfolio
4
Q2 2025 New
$113B
$30,000 0.0% of portfolio
112
Q2 2025 Reduced 46.15%
$217B
$3,000 0.0% of portfolio
4
Q2 2025 New
$380B
$5,000 0.0% of portfolio
16
Q2 2025 Added 77.78%
$573B
$12,000 0.0% of portfolio
9
Q2 2025 Added 28.57%
$145B
$1,000 0.0% of portfolio
15
Q2 2025 Added 50.0%
$636B
$4,000 0.0% of portfolio
19
Q2 2025 New

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
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email