O'Brien Wealth Partners LLC

RIA/Wealth

O'Brien Wealth Partners LLC is a RIA/Wealth based in Waltham, MA led by Jill Ann Fopiano, reporting $1.1B in AUM as of Q3 2025 with 94% ETF concentration and 70% concentrated in top 10 holdings.

CEOJill Ann Fopiano

Portfolio Value: $689.8M
Positions: 96
Top Holding: ITOT at 9.53%
Last Reported: Q3 2025

Address51 Sawyer Road, Suite 600, Waltham, MA, 02453, United States

Top Holdings

Largest long holdings in O'Brien Wealth Partners LLC's portfolio (70.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$65.7M	9.53%	-$721.8K Sold	— 451.4K shares	Q4 2015 Held for 9y 11m
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$64.1M	9.29%	-$618.1K Sold	— 818.1K shares	Q1 2024 Held for 1y 8m
3 Principal U.S. Mega-Cap ETF USMC	ETF ETF	$61.8M	8.96%	-$980.5K Sold	— 906.1K shares	Q1 2024 Held for 1y 8m
4 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$56.2M	8.14%	-$69.4K Sold	— 1.2M shares	Q2 2022 Held for 3y 5m
5 Xtrackers MSCI EAFE High Dividend Yield Equity HDEF	ETF ETF	$52.5M	7.61%	-$179.5K Sold	— 1.8M shares	Q2 2025 Held for 5 months
6 Pacer US Cash Cows 100 COWZ	ETF ETF	$47.9M	6.94%	+$315.9K Bought	— 833.2K shares	Q1 2023 Held for 2y 8m
7 Vanguard Total Stock Market VTI	ETF ETF	$43.3M	6.28%	-$152.9K Sold	— 132.0K shares	Q4 2015 Held for 9y 11m
8 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$41.0M	5.95%	+$591.9K Bought	— 1.4M shares	Q1 2021 Held for 4y 8m
9 XCEM Columbia EM Core ex-China XCEM	ETF ETF	$27.0M	3.91%	-$185.9K Sold	— 742.9K shares	Q3 2024 Held for 1y 2m
10 SPDR Portfolio Long Term Treasury SPTL	ETF ETF	$25.4M	3.69%	+$697.3K Bought	— 943.8K shares	Q1 2021 Held for 4y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in O'Brien Wealth Partners LLC's latest filing

See all changes

GthenC

Market Value

$689.8M

Prior: $637.1M

Q/Q Change

+8.26%

+$52.6M

Net Flows % of MV

+1.45%

Turnover Ratio

1.78%

New Purchases

8 stocks

$2.9M

Added To

35 stocks

+$13.1M

Sold Out Of

6 stocks

$664.6K

Reduced Holdings

26 stocks

-$5.4M

Increased Positions

Position	Shares Δ	Change
1 Corning GLW	New	0 → 8.0K +$657.3K
2 AptarGroup ATR	New	0 → 4.3K +$579.8K
3 Texas Instruments TXN	New	0 → 3.1K +$568.3K
4 Brookfield BN	New	0 → 7.0K +$479.0K
5 Kimberly-Clark KMB	New	0 → 1.9K +$242.2K

Decreased Positions

Position	Shares Δ	Change
1 Invesco NASDAQ 100 ETF QQQM	Sold	1.2K → 0 −$272.5K
2 LPL Financial Holdings LPLA	Sold	566.0 → 0 −$212.2K
3 Accenture ACN	Sold	388.0 → 0 −$116.0K
4 Booking Holdings Inc. BKNG	Sold	6.0 → 0 −$34.7K
5 AT&T T	Sold	897.0 → 0 −$26.0K