O'Brien Wealth Partners LLC
•CIK: 1689874•Filing: Q4 2025
O'Brien Wealth Partners LLC manages $756M across a diversified portfolio of 110 positions. The firm maintains significant exposure to technology and market-correlated assets, evidenced by top holdings including ITOT at $66.6M and SPYM at $65.2M. Further allocations include substantial positions in USMC ($61.2M) and DBEF ($57.7M). This concentrated approach suggests a tactical focus on growth sectors and broad market indices.
Total AUM
$756.2M
QoQ Performance
+2.4%
Positions
78
Top 10 Concentration
68.6%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
SPYM
USMC
DBEF
HDEF
COWZ
JMTG
VTI
ITOT8.8%
SPYM8.6%
USMC8.1%
DBEF7.6%
HDEF7.3%
COWZ6.6%
JMTG6.5%
VTI5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.2%
Technology2.7%
ETF0.9%
Consumer0.7%
Healthcare0.6%
Financial0.5%
Industrial0.3%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW21 new positions
↑20 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023