OBWP
DUHP icon

O'Brien Wealth Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

O'Brien Wealth Partners’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$504K Buy
+13,260
New +$502K 0.07% 60

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

O'Brien Wealth Partners's DUHP Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025: 13,260 shares worth $504K. The stake represents 0.07% of the portfolio and ranks #60 among its holdings.

512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • O'Brien Wealth Partners held 13,260 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $504K as of Q4 2025.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new O'Brien Wealth Partners position in Q4 2025.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.07% of O'Brien Wealth Partners's portfolio in Q4 2025, its #60 holding.
  • 512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.