O'Brien Wealth Partners LLC

CIK

1689874

Location

Waltham, MA

Portfolio Value

Small $724,518,167

Diversification

Diversified

Filing Date

Global Rank

#2,835 / 8,818 ▼ 50 · as of Dec 2025

Top Industry

Consumer Electronics 29.1%

3Y Alpha vs SPY

-4.4%

Period ended 8 months ago

Filed Jan 22, 2026 · 8mo

24 quarters · since Mar 2020

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+47.1%

SPY

+68.5%

Annualised alpha

-5.6%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.O'Brien Wealth Partners LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

79 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

18.3%

−0.3 pts

Top 5

63.9%

−0.3 pts

Top 10

88.9%

−0.2 pts

HHI

1,053

Diversified−7

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	94.1%	$681,987,342	22
Technology	2.6%	$18,648,860	15
Healthcare	0.9%	$6,339,401	9
Consumer Cyclical	0.8%	$5,745,106	5
Financial Services	0.5%	$3,945,961	8
Communication Services	0.5%	$3,893,443	5
Industrials	0.4%	$2,790,439	8
Consumer Defensive	0.1%	$550,214	4
Basic Materials	0.1%	$527,387	1
Energy	0.0%	$88,810	1
Utilities	0.0%	$1,204	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+68,511	781,829	$103,237,776
BNDW	Vanguard Total World Bond ETF	+27,303	191,387	$10,679,394
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+13,774	965,974	$49,322,632
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+9,491	3,198,147	$132,560,340
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+8,409	406,398	$11,899,333
BN	BROOKFIELD Corp /ON/	+3,491	10,475	$480,697
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,860	5,720	$823,508
VB	Vanguard Morningstar Small-Cap ETF	+214	185,698	$52,954,577
NFLX	Netflix Inc	+51	60	$5,625
IBM	International Business Machines Corp	+8	1,736	$514,220
MRK	Merck & Co., Inc.	+7	5,327	$560,720
GOOGL	Alphabet Inc.	+6	9,509	$2,981,914
JPM	Jpmorgan Chase & Co	+3	4,148	$1,336,568
TXN	Texas Instruments Inc	+1	3,094	$536,778
MCD	Mcdonalds Corp	+1	12,494	$3,818,541
JNJ	Johnson & Johnson	+1	2,692	$557,109
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	−17,695	2,977,328	$112,796,859
AAPL	Apple Inc.	−15,191	45,531	$12,378,057
BCHP	Principal Focused Blue Chip ETF	−12,417	893,720	$61,175,134
INCO	Columbia India Consumer ETF	−11,884	730,973	$28,040,124
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	−1,773	397,578	$31,942,987
AAAP	Pacer Barings CLO Market Flex ETF	−1,502	831,660	$50,040,982
EDV	Vanguard World Funds Extended Duration ETF	−1,471	89,713	$6,425,245
NCLO	Nuveen AA-BBB CLO ETF	−375	373,227	$22,249,710
GLW	Corning Inc /Ny	−239	7,774	$680,691
MSFT	Microsoft Corp	−238	4,546	$2,198,536
KO	Coca Cola Co	−178	1,553	$108,570
NVDA	Nvidia Corp	−68	995	$185,567
PG	PROCTER & GAMBLE Co	−47	2,395	$343,227
BKF	iShares MSCI BIC ETF	−30	6,013	$437,024
HD	Home Depot, Inc.	−11	1,772	$609,745
ABT	Abbott Laboratories	−7	4,286	$536,992
ORCL	Oracle Corp	−5	3,044	$593,306
APD	Air Products & Chemicals, Inc.	−2	2,135	$527,387
AVGO	Broadcom Inc.	−1	147	$50,876
ADP	Automatic Data Processing Inc	−1	5	$1,286
MA	Mastercard Inc	−1	21	$11,988
PEP	Pepsico Inc	−1	612	$87,834
LLY	ELI LILLY & Co	−1	1,654	$1,777,520
UNH	Unitedhealth Group Inc	−1	61	$20,136
LMT	Lockheed Martin Corp	−1	301	$145,584
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	64,859	$2,561,180
BIV	Vanguard Intermediate-Term Bond ETF	5,789	$456,231
VEA	Vanguard FTSE Developed Markets ETF	5,766	$360,202
BNDX	Vanguard Total International Bond ETF	5,088	$245,852
ACSG	American Century Small Cap Growth Insights ETF	3,580	$210,289
LPLA	LPL Financial Holdings Inc.	566	$202,158
AXP	American Express Co	33	$12,208
AMD	Advanced Micro Devices Inc	25	$5,354
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
KMB	Kimberly Clark Corp	1,948	$242,214
CARR	CARRIER GLOBAL Corp	2,881	$171,995
PAYX	Paychex Inc	1,279	$162,126
CVX	Chevron Corp	682	$105,907
COST	Costco Wholesale Corp /New	93	$86,083
VZ	Verizon Communications Inc	1,224	$53,794
PFE	Pfizer Inc	1,907	$48,590
AFL	Aflac Inc	9	$1,005
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $724,518,167 total · filing declares 110 positions · $756,234,825 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	3,198,147	+9,491	$132,560,340	+0.8%	18.30%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Reduced	2,977,328	-17,695	$112,796,859	+3.8%	15.57%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	781,829	+68,511	$103,237,776	+4.2%	14.25%
BCHP	Principal Focused Blue Chip ETF	Reduced	893,720	-12,417	$61,175,134	−1.0%	8.44%
VB	Vanguard Morningstar Small-Cap ETF	Added	185,698	+214	$52,954,577	+2.8%	7.31%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	831,660	-1,502	$50,040,982	+4.5%	6.91%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	965,974	+13,774	$49,322,632	+1.6%	6.81%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Reduced	397,578	-1,773	$31,942,987	+2.9%	4.41%
INCO	Columbia India Consumer ETF	Reduced	730,973	-11,884	$28,040,124	+3.9%	3.87%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	373,227	-375	$22,249,710	+0.1%	3.07%
AAPL	Apple Inc. Technology	Reduced	45,531	-15,191	$12,378,057	−19.9%	1.71%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Added	406,398	+8,409	$11,899,333	+2.0%	1.64%
BNDW	Vanguard Total World Bond ETF	Added	191,387	+27,303	$10,679,394	+14.5%	1.47%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	89,713	-1,471	$6,425,245	+1.6%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,494	+1	$3,818,541	+0.6%	0.53%
VXUS	Vanguard Total International Stock ETF	Held	39,603	0	$2,987,650	+2.7%	0.41%
GOOGL	Alphabet Inc. Communication Services	Added	9,509	+6	$2,981,914	+28.9%	0.41%
DCOR	Dimensional US Core Equity 1 ETF	NEW	64,859	NEW	$2,561,180	NEW	0.35%
MSFT	Microsoft Corp Technology	Reduced	4,546	-238	$2,198,536	−11.3%	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	665	0	$1,842,856	+0.1%	0.25%
LLY	ELI LILLY & Co Healthcare	Reduced	1,654	-1	$1,777,520	+40.8%	0.25%
CAT	Caterpillar Inc Industrials	Held	2,535	0	$1,452,225	+20.1%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,148	+3	$1,336,568	+2.2%	0.18%
LFST	LifeStance Health Group, Inc. Healthcare	Held	178,371	0	$1,255,731	+28.0%	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,012	0	$1,156,869	+5.1%	0.16%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	5,720	+2,860	$823,508	+104.3%	0.11%
CSCO	Cisco Systems, Inc. Technology	Held	9,839	0	$757,898	+12.6%	0.10%
GLW	Corning Inc /Ny Technology	Reduced	7,774	-239	$680,691	+3.6%	0.09%
ADI	Analog Devices Inc Technology	Held	2,345	0	$635,964	+10.4%	0.09%
ABBV	AbbVie Inc. Healthcare	Held	2,745	0	$627,205	−1.3%	0.09%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,772	-11	$609,745	−15.6%	0.08%
ORCL	Oracle Corp Technology	Reduced	3,044	-5	$593,306	−30.8%	0.08%
SPY	Spdr S&P 500 ETF Trust	Held	851	0	$580,313	+2.4%	0.08%
MRK	Merck & Co., Inc. Healthcare	Added	5,327	+7	$560,720	+25.6%	0.08%
JNJ	Johnson & Johnson Healthcare	Added	2,692	+1	$557,109	+11.7%	0.08%
ABT	Abbott Laboratories Healthcare	Reduced	4,286	-7	$536,992	−6.6%	0.07%
TXN	Texas Instruments Inc Technology	Added	3,094	+1	$536,778	−5.5%	0.07%
RTX	RTX Corp Industrials	Held	2,888	0	$529,659	+9.6%	0.07%
ATR	Aptargroup, Inc. Healthcare	Held	4,338	0	$529,062	−8.8%	0.07%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,135	-2	$527,387	−9.5%	0.07%
AME	Ametek Inc/ Industrials	Held	2,547	0	$522,924	+9.2%	0.07%
IBM	International Business Machines Corp Technology	Added	1,736	+8	$514,220	+5.5%	0.07%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	10,475	+3,491	$480,697	+0.4%	0.07%
AMGN	Amgen Inc Healthcare	Held	1,451	0	$474,926	+16.0%	0.07%
UPWK	Upwork, Inc Communication Services	Held	23,571	0	$467,177	+6.7%	0.06%
BIV	Vanguard Intermediate-Term Bond ETF	NEW	5,789	NEW	$456,231	NEW	0.06%
BKF	iShares MSCI BIC ETF	Reduced	6,013	-30	$437,024	+7.1%	0.06%
VEA	Vanguard FTSE Developed Markets ETF	NEW	5,766	NEW	$360,202	NEW	0.05%
META	Meta Platforms, Inc. Communication Services	Held	544	0	$359,088	−10.1%	0.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,395	-47	$343,227	−8.5%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.