O'Brien Wealth Partners LLC - Portfolio overview

O'Brien Wealth Partners LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-01-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 8.11%
2. SPYM - SPDR SERIES TRUST, 7.94%
3. SPLG - SPDR SERIES TRUST, 7.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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