O'Brien Wealth Partners LLC
Filing Date
Global Rank
#7,008
/ 8,420
▼ 273
Top Industry
Consumer Electronics
31.9%
3Y Alpha vs SPY
-9.2%
Period ended 6 months ago
Filed Jan 22, 2026 · 5mo
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+39.0%
SPY
+76.3%
Annualised alpha
-9.2%
Max drawdown
−22.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
58 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
31.4%
−5.4 pts
Top 5
54.9%
−3.0 pts
Top 10
68.3%
−1.1 pts
HHI
1,224
Diversified−328
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.3% | $18,632,643 |
| Healthcare | 16.1% | $6,339,401 |
| Consumer Cyclical | 14.6% | $5,745,106 |
| Industrials | 7.1% | $2,790,439 |
| Financial Services | 6.2% | $2,436,361 |
| Communication Services | 4.3% | $1,697,785 |
| Unclassified | 1.5% | $580,313 |
| Consumer Defensive | 1.4% | $550,214 |
| Basic Materials | 1.3% | $527,387 |
| Energy | 0.2% | $88,810 |
| Utilities | 0.0% | $1,204 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BN | BROOKFIELD Corp /ON/ | +3,491 | 10,475 | $480,697 | |
| 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 | |
| JPM | Jpmorgan Chase & Co | +3 | 4,148 | $1,336,568 | |
| MCD | Mcdonalds Corp | +1 | 12,494 | $3,818,541 | |
| GOOGL | Alphabet Inc. | +1 | 2,512 | $786,256 | |
| TXN | Texas Instruments Inc | +1 | 3,094 | $536,778 | |
| JNJ | Johnson & Johnson | +1 | 2,692 | $557,109 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −15,191 | 45,531 | $12,378,057 | |
| 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 | |
| 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 | |
| PEP | Pepsico Inc | −1 | 612 | $87,834 | |
| ADP | Automatic Data Processing Inc | −1 | 5 | $1,286 | |
| LMT | Lockheed Martin Corp | −1 | 301 | $145,584 | |
| UNH | Unitedhealth Group Inc | −1 | 61 | $20,136 | |
| MA | Mastercard Inc | −1 | 21 | $11,988 | |
| LLY | ELI LILLY & Co | −1 | 1,654 | $1,777,520 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
58 positions ·
$39,389,663 total
· 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 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 45,531 | $12,378,057 | 31.42% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 12,494 | $3,818,541 | 9.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,546 | $2,198,536 | 5.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,654 | $1,777,520 | 4.51% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,535 | $1,452,225 | 3.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,148 | $1,336,568 | 3.39% | |
| LFST |
LifeStance Health Group, Inc.
Healthcare
|
Held | 178,371 | $1,255,731 | 3.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 5,012 | $1,156,869 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,512 | $786,256 | 2.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 9,839 | $757,898 | 1.92% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 7,774 | $680,691 | 1.73% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 2,345 | $635,964 | 1.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,745 | $627,205 | 1.59% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,772 | $609,745 | 1.55% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,044 | $593,306 | 1.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 851 | $580,313 | 1.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,327 | $560,720 | 1.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,692 | $557,109 | 1.41% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 4,286 | $536,992 | 1.36% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 3,094 | $536,778 | 1.36% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,888 | $529,659 | 1.34% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Held | 4,338 | $529,062 | 1.34% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 2,135 | $527,387 | 1.34% | |
| AME |
Ametek Inc/
Industrials
|
Held | 2,547 | $522,924 | 1.33% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,736 | $514,220 | 1.31% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 10,475 | $480,697 | 1.22% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,451 | $474,926 | 1.21% | |
| UPWK |
Upwork, Inc
Communication Services
|
Held | 23,571 | $467,177 | 1.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 544 | $359,088 | 0.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,395 | $343,227 | 0.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 663 | $333,256 | 0.85% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
NEW | 566 | $202,158 | 0.51% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 995 | $185,567 | 0.47% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 301 | $145,584 | 0.37% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 810 | $124,424 | 0.32% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 1,553 | $108,570 | 0.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 738 | $88,810 | 0.23% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 612 | $87,834 | 0.22% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 700 | $79,639 | 0.20% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 431 | $76,610 | 0.19% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 235 | $67,849 | 0.17% | |
| V |
Visa Inc.
Financial Services
|
Held | 160 | $56,113 | 0.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 147 | $50,876 | 0.13% | |
| GE |
General Electric Co
Industrials
|
Held | 129 | $39,735 | 0.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 79 | $35,527 | 0.09% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 37 | $24,182 | 0.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 61 | $20,136 | 0.05% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 120 | $16,216 | 0.04% | |
| AXP |
American Express Co
Financial Services
|
NEW | 33 | $12,208 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 21 | $11,988 | 0.03% |