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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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