Notify me when O'Brien Wealth Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 110 | $756,234,825 | +$12,027,554 | -$10,984,052 | +$1,043,502 | ITOT, SPYM, USMC, DBEF, HDEF | 13F-HR | 22 Jan 2026, 13:56 |
| Q3 2025 | 97 | $738,336,321 | +$67,099,114 | -$6,020,044 | +$61,079,070 | ITOT, SPLG, USMC, DBEF, HDEF | 13F-HR | 22 Oct 2025, 16:53 |
| Q2 2025 | 87 | $637,148,140 | +$79,076,947 | -$16,436,681 | +$62,640,266 | ITOT, SPLG, USMC, DBEF, HDEF | 13F-HR | 09 Jul 2025, 16:42 |
| Q1 2025 | 72 | $537,063,069 | +$10,400,447 | -$13,049,375 | -$2,648,928 | SPLG, ITOT, DBEF, USMC, COWZ | 13F-HR | 28 Apr 2025, 14:02 |
| Q4 2024 | 67 | $554,937,446 | +$47,645,501 | -$2,631,225 | +$45,014,276 | ITOT, SPLG, USMC, DBEF, COWZ | 13F-HR | 28 Jan 2025, 14:08 |
| Q3 2024 | 66 | $509,848,570 | +$66,696,059 | -$25,289,406 | +$41,406,653 | ITOT, SPLG, DBEF, USMC, COWZ | 13F-HR | 23 Oct 2024, 17:12 |
| Q2 2024 | 62 | $444,883,670 | +$75,209,560 | -$68,012,082 | +$7,197,478 | SPLG, ITOT, DBEF, COWZ, SPTI | 13F-HR | 22 Jul 2024, 11:57 |
| Q1 2024 | 66 | $432,367,030 | +$32,098,483 | -$9,572,056 | +$22,526,427 | ITOT, DBEF, COWZ, VTI, SPTI | 13F-HR | 18 Apr 2024, 12:10 |
| Q4 2023 | 62 | $383,026,217 | +$15,177,883 | -$13,118,801 | +$2,059,082 | ITOT, DBEF, VTI, COWZ, SPTI | 13F-HR | 25 Jan 2024, 12:02 |
| Q3 2023 | 56 | $348,622,072 | +$33,307,878 | -$12,445,049 | +$20,862,829 | ITOT, DBEF, COWZ, VTI, SPTI | 13F-HR | 24 Oct 2023, 14:07 |
| Q2 2023 | 57 | $339,740,542 | +$7,550,643 | -$1,482,788 | +$6,067,855 | ITOT, DBEF, VTI, COWZ, SPTI | 13F-HR | 07 Aug 2023, 11:06 |
| Q1 2023 | 56 | $317,278,633 | +$55,307,850 | -$9,468,349 | +$45,839,501 | ITOT, DBEF, VTI, COWZ, SPTI | 13F-HR | 08 May 2023, 14:14 |
| Q4 2022 | 57 | $251,829,938 | +$19,837,406 | -$13,224,900 | +$6,612,506 | ITOT, DBEF, VTI, SPTI, SPTL | 13F-HR | 10 Feb 2023, 17:10 |
| Q3 2022 | 57 | $237,678,000 | +$14,452,098 | -$4,920,157 | +$9,531,941 | ITOT, VTI, DBEF, SPTL, SPTI | 13F-HR | 14 Nov 2022, 10:06 |
| Q2 2022 | 64 | $239,402,000 | +$55,825,121 | -$59,912,121 | -$4,087,000 | ITOT, VTI, DBEF, SPTL, SPTI | 13F-HR | 22 Jul 2022, 10:05 |
| Q1 2022 | 54 | $250,737,000 | +$2,636,694 | -$4,108,785 | -$1,472,091 | ITOT, EFAV, VTI, SPTL, SPTI | 13F-HR | 10 May 2022, 17:05 |
| Q4 2021 | 55 | $287,392,000 | +$7,631,674 | -$6,198,165 | +$1,433,509 | ITOT, EFAV, VTI, SPTL, SPTI | 13F-HR | 09 Feb 2022, 13:24 |
| Q3 2021 | 46 | $286,226,000 | +$5,013,197 | -$16,980,633 | -$11,967,436 | ITOT, EFAV, VTI, SPTI, SPTL | 13F-HR | 07 Oct 2021, 12:37 |
| Q2 2021 | 45 | $302,317,000 | +$22,587,831 | -$38,172,499 | -$15,584,668 | ITOT, EFAV, VTI, SPTI, IWV | 13F-HR | 12 Jul 2021, 16:03 |
| Q1 2021 | 43 | $301,828,000 | +$16,784,784 | -$5,064,269 | +$11,720,515 | ITOT, EFAV, VTI, ACWI, IWV | 13F-HR | 13 Apr 2021, 15:40 |
| Q4 2020 | 39 | $276,747,000 | +$6,491,822 | -$4,239,190 | +$2,252,632 | ITOT, EFAV, VTI, ACWI, IWV | 13F-HR | 11 Jan 2021, 16:04 |
| Q3 2020 | 36 | $244,776,000 | +$6,222,398 | -$20,502,892 | -$14,280,494 | ITOT, EFAV, VTI, ACWI, IWF | 13F-HR | 09 Oct 2020, 15:24 |
| Q2 2020 | 30 | $240,141,000 | +$32,963,927 | -$9,795,879 | +$23,168,048 | ITOT, VTI, EFAV, ACWI, IWV | 13F-HR | 10 Jul 2020, 17:07 |
| Q1 2020 | 29 | $178,023,000 | +$77,515,352 | -$10,571,625 | +$66,943,727 | ITOT, EFAV, VTI, ACWI, IWV | 13F-HR | 03 Apr 2020, 13:13 |
| Q4 2019 | 44 | $139,986,000 | +$9,843,501 | -$5,135,902 | +$4,707,599 | EFAV, VTI, IWV, IWF, ELD | 13F-HR | 07 Jan 2020, 15:52 |
| Q3 2019 | 36 | $127,327,000 | +$2,553,073 | -$11,005,355 | -$8,452,282 | EFAV, VTI, IWV, IWF, SMMD | 13F-HR | 04 Oct 2019, 15:38 |
| Q2 2019 | 38 | $136,709,000 | +$3,076,424 | -$13,241,655 | -$10,165,231 | EFAV, VTI, IWV, IWF, VEA | 13F-HR | 08 Jul 2019, 14:41 |
| Q1 2019 | 38 | $141,463,000 | +$10,482,562 | -$25,225,565 | -$14,743,003 | EFAV, VTI, IWV, IWF, VEA | 13F-HR | 05 Apr 2019, 13:50 |
| Q4 2018 | 42 | $146,090,000 | +$28,458,526 | -$22,876,510 | +$5,582,016 | EFAV, VTI, IWV, VEA, IWF | 13F-HR | 17 Jan 2019, 13:25 |
| Q3 2018 | 216 | $153,938,000 | +$40,259,217 | -$27,264,389 | +$12,994,828 | EFAV, VTI, IWV, IWF, VBR | 13F-HR | 09 Oct 2018, 09:39 |
| Q2 2018 | 90 | $134,074,000 | +$968,946 | -$15,450,920 | -$14,481,974 | VTI, EFAV, IWV, VO, IWF | 13F-HR | 11 Jul 2018, 17:10 |
| Q1 2018 | 182 | $145,306,000 | +$5,287,960 | -$17,290,913 | -$12,002,953 | VTI, EFAV, IWV, VO, IWF | 13F-HR | 11 Apr 2018, 15:52 |
| Q4 2017 | 31 | $158,455,000 | +$911,029 | -$42,764,997 | -$41,853,968 | VTI, EFAV, IWV, VO, IWF | Restatement | 10 Jan 2018, 09:17 |
| Q3 2017 | 32 | $192,253,000 | +$1,688,846 | -$4,795,723 | -$3,106,877 | VTI, BND, EFAV, IWV, VO | 13F-HR | 12 Oct 2017, 11:01 |
| Q2 2017 | 33 | $189,426,000 | +$10,940,210 | -$6,431,632 | +$4,508,578 | VTI, BND, EFAV, IWV, VO | 13F-HR | 06 Jul 2017, 16:38 |
| Q1 2017 | 31 | $180,075,000 | +$18,858,152 | -$14,375,793 | +$4,482,359 | VTI, BND, IWV, EFAV, VO | 13F-HR | 25 May 2017, 09:47 |
| Q4 2016 | 31 | $167,193,000 | +$20,344,101 | -$7,033,939 | +$13,310,162 | VTI, BND, IWV, VO, EFAV | 13F-HR | 11 Jan 2017, 10:18 |
| Q3 2016 | 31 | $153,155,000 | +$18,677,568 | -$12,650,999 | +$6,026,569 | VTI, IWV, EFAV, VO, BND | 13F-HR | 14 Nov 2016, 10:03 |
| Q2 2016 | 31 | $143,373,000 | +$17,638,111 | -$5,695,757 | +$11,942,354 | VTI, IWV, SDY, VO, EFAV | 13F-HR | 14 Nov 2016, 10:00 |
| Q1 2016 | 30 | $128,684,000 | +$39,094,953 | -$15,385,588 | +$23,709,365 | VTI, IWV, SDY, IWF, EFAV | 13F-HR | 14 Nov 2016, 09:57 |
| Q4 2015 | 28 | $102,293,000 | $0 | $0 | $0 | VTI, SDY, IWF, VOE, IWS | 13F-HR | 14 Nov 2016, 09:53 |