§ 13F · FUND PROFILE
O'Brien Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $738M (13F)Positions · 97Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 448K | $67M | 8.8% | −1% |
| 2 | SPYM | SPDR SERIES TRUST | 812K | $65M | 8.6% | −1% |
| 3 | USMC | PRINCIPAL EXCHANGE TRADED FD | 894K | $61M | 8.1% | −1% |
| 4 | DBEF | DBX ETF TR | 1.20M | $58M | 7.6% | −1% |
| 5 | HDEF | DBX ETF TR | 1.78M | $55M | 7.3% | ±0% |
| 6 | COWZ | PACER FDS TR | 832K | $50M | 6.6% | ±0% |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | 966K | $49M | 6.5% | +1% |
| 8 | VTI | VANGUARD INDEX FDS | 131K | $44M | 5.8% | −1% |
| 9 | SPTI | SPDR SERIES TRUST | 1.45M | $42M | 5.5% | +2% |
| 10 | XCEM | COLUMBIA ETF TR II | 731K | $28M | 3.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE O'BRIEN SIGNAL
AC read
O'Brien Wealth Partners LLC is a Other fund managing $738 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed