O'Brien Wealth Partners LLC
All 13F Filings
- Location
- Waltham, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 756,235
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 110 | 756,235 | 13F-HR | O'Brien Wealth Partners LLC |
| Q3 2025 | 10/22/2025 | 97 | 738,336 | 13F-HR | O'Brien Wealth Partners LLC |
| Q2 2025 | 7/9/2025 | 87 | 637,148 | 13F-HR | O'Brien Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 592.5 K | 78.4% | 15.73 K | 0 | 15.73 K |
| ETFs | 162 K | 21.4% | 454 | 0 | 454 |
| Debt | 1.721 K | 0.2% | 1.721 K | 0 | 1.721 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
756,235
Holdings
110
QoQ value change ($000)
17,899
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.