Managers / Q2 2022 · view latest →
O'Brien Wealth Partners LLC
CIK 0001689874 · 51 SAWYER RD., SUITE 600, WALTHAM, MA, 02453 · 617-547-6717
Reported Value
$239M
Q2 2022
Positions
64
Filings on Record
29
2019–present window
Filed
Jul 22, 2022
original filing
Summary
O'Brien Wealth Partners Llc reported $239M in U.S.-listed holdings across 64 positions for Q2 2022.
The portfolio is heavily concentrated: ITOT alone accounts for 33.2% of reported value.
Compared with Q1 2022, the fund opened 13 new positions and exited 3.
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 — Q2 2022
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 ↗.