O'Brien Wealth Partners LLC
13F Portfolio Filings
- Most recent 13FQ
- Location,
- CIK0001689874
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
0 | $0 | 13F-HR | Apr 28, 2025 | 000158064225002582 | |||
67 | $554.94M | ITOT, KRE, USMC, DBEF | 13F-HR | Jan 28, 2025 | 000158064225000536 | ||
66 | $509.85M | ITOT, KRE, DBEF, USMC | 13F-HR | Oct 23, 2024 | 000158064224006302 | ||
62 | $444.88M | KRE, ITOT, DBEF, COWZ | 13F-HR | Jul 22, 2024 | 000158064224003756 | ||
66 | $432.37M | ITOT, DBEF, COWZ, VTI | 13F-HR | Apr 18, 2024 | 000158064224002188 | ||
62 | $383.03M | ITOT, DBEF, VTI, COWZ | 13F-HR | Jan 25, 2024 | 000158064224000471 | ||
56 | $348.62M | ITOT, DBEF, COWZ, VTI | 13F-HR | Oct 24, 2023 | 000158064223005672 | ||
57 | $339.74M | ITOT, DBEF, VTI, COWZ | 13F-HR | Aug 7, 2023 | 000158064223004062 | ||
56 | $317.28M | ITOT, DBEF, VTI, COWZ | 13F-HR | May 8, 2023 | 000158064223002608 | ||
57 | $251.83M | ITOT, DBEF, VTI, SPDR SER TR | 13F-HR | Feb 10, 2023 | 000158064223000804 | ||
57 | $237.68M | ITOT, VTI, DBEF, KRE | 13F-HR | Nov 14, 2022 | 000158064222005762 | ||
64 | $239.40M | ITOT, VTI, DBEF, KRE | 13F-HR | Jul 22, 2022 | 000158064222003634 | ||
54 | $251.99M | ITOT, EFAV, VTI, KRE | 13F-HR | May 10, 2022 | 000158064222002733 | ||
55 | $288.20M | ITOT, EFAV, VTI, KRE | 13F-HR | Feb 9, 2022 | 000158064222000752 | ||
46 | $286.23M | ITOT, EFAV, VTI, SPDR SER TR | 13F-HR | Oct 7, 2021 | 000158064221004817 | ||
44 | $302.32M | ITOT, EFAV, VTI, SPDR SER TR | 13F-HR | Jul 12, 2021 | 000158064221003119 | ||
42 | $301.83M | ITOT, EFAV, VTI, ACWI | 13F-HR | Apr 13, 2021 | 000158064221001712 | ||
37 | $276.75M | ITOT, EFAV, VTI, ACWI | 13F-HR | Jan 11, 2021 | 000158064221000093 | ||
36 | $244.78M | ITOT, EFAV, VTI, ACWI | 13F-HR | Oct 9, 2020 | 000158064220003711 | ||
30 | $240.14M | ITOT, VTI, EFAV, ACWI | 13F-HR | Jul 10, 2020 | 000158064220002615 | ||
29 | $178.02M | ITOT, EFAV, VTI, ACWI | 13F-HR | Apr 3, 2020 | 000158064220001491 | ||
44 | $139.99M | EFAV, VTI, IWV, IWF | 13F-HR | Jan 7, 2020 | 000158064220000085 | ||
36 | $127.33M | EFAV, VTI, IWV, IWF | 13F-HR | Oct 4, 2019 | 000158064219004596 | ||
38 | $136.71M | EFAV, VTI, IWV, IWF | 13F-HR | Jul 8, 2019 | 000158064219003104 | ||
38 | $141.46M | EFAV, VTI, IWV, IWF | 13F-HR | Apr 5, 2019 | 000158064219001775 | ||
43 | $146.09M | EFAV, VTI, IWV, VEA | 13F-HR | Jan 17, 2019 | 000158064219000241 | ||
223 | $153.94M | EFAV, VTI, IWV, IWF | 13F-HR | Oct 9, 2018 | 000158064218004848 | ||
92 | $134.08M | VTI, EFAV, IWV, VO | 13F-HR | Jul 11, 2018 | 000158064218003347 | ||
189 | $145.31M | VTI, EFAV, IWV, VO | 13F-HR | Apr 11, 2018 | 000158064218002014 | ||
31 | $158.46M | VTI, EFAV, IWV, VO | RESTATEMENT | Jan 10, 2018 | 000158064218000159 | ||
32 | $192.25M | VTI, BND, EFAV, IWV | 13F-HR | Oct 12, 2017 | 000158064217005497 | ||
33 | $189.43M | VTI, BND, EFAV, IWV | 13F-HR | Jul 6, 2017 | 000158064217003785 | ||
31 | $180.07M | VTI, BND, IWV, EFAV | 13F-HR | May 25, 2017 | 000158064217003097 | ||
31 | $167.19M | VTI, BND, IWV, VO | 13F-HR | Jan 11, 2017 | 000158064217000157 | ||
31 | $153.16M | VTI, IWV, EFAV, VO | 13F-HR | Nov 14, 2016 | 000158064216012027 | ||
31 | $143.37M | VTI, IWV, KRE, VO | 13F-HR | Nov 14, 2016 | 000158064216012026 | ||
30 | $128.68M | VTI, IWV, KRE, IWF | 13F-HR | Nov 14, 2016 | 000158064216012025 | ||
28 | $102.29M | VTI, KRE, IWF, VOE | 13F-HR | Nov 14, 2016 | 000158064216012024 |