O'Brien Wealth Partners LLC

Q4 2025 13F-HR Holdings

Location
Waltham, MA
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$756,235
Net value change ($000)
+17,899 (2.4%)
New positions
20
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
HDEF 2,591 4.9%
COWZ 2,159 4.5%
DBEF 1,523 2.7%
VGLT 1,349 14.5%
AGG 1,156 329.3%
SPYM 1,080 1.7%
XCEM 1,052 3.9%
ITOT 819 1.2%
SPTI 804 2.0%
JMTG 761 1.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,084 -19.9%
SPTL -868 -3.4%
IWF -752 -4.1%
USMC -599 -1.0%
NULG -396 -3.8%
MSFT -279 -11.3%
ORCL -265 -30.9%
KMB -242 -100.0%
CARR -172 -100.0%
PAYX -162 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type