O'Brien Wealth Partners LLC

Q3 2025 13F-HR Holdings

Location
Waltham, MA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
97
Total value ($000)
$738,336
Net value change ($000)
+101,188 (15.9%)
New positions
16
Sold out positions
6
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JMTG 48,562 NEW
USMC 4,186 7.3%
ITOT 4,120 6.7%
SPYM 4,048 6.7%
DBEF 3,165 6.0%
VTI 3,057 7.6%
AAPL 2,997 24.0%
VUG 2,438 12.4%
COWZ 2,278 5.0%
MSFT 1,548 166.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -273 -100.0%
LPLA -212 -100.0%
LFST -138 -12.3%
ACN -116 -100.0%
CVIE -56 -0.7%
NSC -40 -36.0%
BKNG -35 -100.0%
T -26 -100.0%
PAYX -24 -12.9%
IBM -19 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type