Managers / Q4 2025
O'Brien Wealth Partners LLC
CIK 0001689874 · 51 SAWYER RD., SUITE 600, WALTHAM, MA, 02453 · 617-547-6717
Reported Value
$756M
Q4 2025
Positions
110
Filings on Record
29
2019–present window
Filed
Jan 22, 2026
original filing
Summary
O'Brien Wealth Partners Llc reported $756M in U.S.-listed holdings across 110 positions for Q4 2025.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $756M | 110 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $738M | 97 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $637M | 87 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $537M | 72 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $555M | 67 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $510M | 66 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $445M | 62 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $432M | 66 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $383M | 62 | Jan 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $349M | 56 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $340M | 57 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $317M | 56 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $251.8B | 57 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $238M | 57 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $239M | 64 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $252M | 54 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $288M | 55 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $286M | 46 | Oct 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $302M | 105 | Jul 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $302M | 95 | Apr 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $277M | 66 | Jan 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $245M | 36 | Oct 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $240M | 30 | Jul 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $178M | 29 | Apr 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $140M | 44 | Jan 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $127M | 36 | Oct 4, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $137M | 38 | Jul 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $141M | 38 | Apr 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $146M | 43 | Jan 17, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.