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 Market Cap. of $200 Billions or more
