O'brien Wealth Partners LLC
O’Brien Wealth Partners LLC is a fee-only registered investment adviser (RIA) established in 1986 and headquartered in Waltham, Massachusetts. The firm is led by CEO and CIO Jill A. Fopiano. Serving primarily individuals (including high net worth clients), businesses, and nonprofits, it provides investment strategy development, portfolio management, pension consulting, financial planning, and client education. The firm has 14 employees as of July 2025.
Investment Strategy
O’Brien Wealth Partners develops and manages broadly diversified investment portfolios, primarily investing in mutual funds and exchange-traded funds (ETFs) to achieve clients’ equity and fixed income exposure. The firm typically selects no-load and load-waived funds that are consistent with clients' objectives, and frequently employs defensive strategies such as increasing cash allocations to mitigate downside risk. In addition to portfolio management, they provide tailored financial planning, pension consulting, and holistic wealth management solutions. Their services are especially focused on long-term asset growth and risk management for private clients and charitable organizations.
Latest 13F Filing Activity
O'brien Wealth Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 97 equity positions with a total 13F market value of $738M. The fund increased holdings in J P Morgan Exchange Traded F, Principal Exchange Traded FD, Ishares TR among other positions. O'brien Wealth Partners LLC reduced exposure to Invesco Exch Traded FD TR II, LPL Finl HLDGS Inc., Lifestance Health Group Inc. among others.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 8.90% | $65.7M | 451,392 | $60.66 | $145.65 | +$4.1M |
S SPLG | SPDR SERIES TRUST | 8.68% | $64.1M | 818,066 | $64.66 | $78.34 | +$4.0M |
U USMC | PRINCIPAL EXCHANGE TRADED FD | 8.37% | $61.8M | 906,137 | $55.25 | $68.17 | +$4.2M |
D DBEF | DBX ETF TR | 7.61% | $56.2M | 1,210,003 | $34.82 | $46.42 | +$3.2M |
H HDEF | DBX ETF TR | 7.11% | $52.5M | 1,785,020 | $28.86 | $29.42 | +$823.5K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Boston, MA , United States | |
L Lis Zimmerman | Principal | Boston, MA , United States |
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