O'Brien Wealth Partners LLC

CIK

1689874

Location

Waltham, MA

Portfolio Value

Micro $39,300,853

Diversification

Diversified

Filing Date

Global Rank

#7,235 / 8,662 ▼ 494 · as of Dec 2025

Top Industry

Consumer Electronics 32.0%

3Y Alpha vs SPY

-7.4%

Period ended 6 months ago

Filed Jan 22, 2026 · 6mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.8%

SPY

+76.0%

Annualised alpha

-7.3%

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

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

Top Position

31.5%

−5.4 pts

Top 5

55.0%

−3.0 pts

Top 10

68.5%

−1.1 pts

HHI

1,229

Diversified−329

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	47.4%	$18,632,643	15
Healthcare	16.1%	$6,339,401	9
Consumer Cyclical	14.6%	$5,745,106	5
Industrials	7.1%	$2,790,439	8
Financial Services	6.2%	$2,436,361	8
Communication Services	4.3%	$1,697,785	5
Unclassified	1.5%	$580,313	1
Consumer Defensive	1.4%	$550,214	4
Basic Materials	1.3%	$527,387	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

9 positions

Ticker	Company	Δ Shares	Shares	Value
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
TXN	Texas Instruments Inc	+1	3,094	$536,778
GOOGL	Alphabet Inc.	+1	2,512	$786,256
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

17 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

3 positions

Ticker	Company	Shares	Value
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

57 positions · $39,300,853 total · as of Dec 31, 2025

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	45,531	-15,191	$12,378,057	−19.9%	31.50%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,494	+1	$3,818,541	+0.6%	9.72%
MSFT	Microsoft Corp Technology	Reduced	4,546	-238	$2,198,536	−11.3%	5.59%
LLY	ELI LILLY & Co Healthcare	Reduced	1,654	-1	$1,777,520	+40.8%	4.52%
CAT	Caterpillar Inc Industrials	Held	2,535	0	$1,452,225	+20.1%	3.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,148	+3	$1,336,568	+2.2%	3.40%
LFST	LifeStance Health Group, Inc. Healthcare	Held	178,371	0	$1,255,731	+28.0%	3.20%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,012	0	$1,156,869	+5.1%	2.94%
GOOGL	Alphabet Inc. Communication Services	Added	2,512	+1	$786,256	+28.8%	2.00%
CSCO	Cisco Systems, Inc. Technology	Held	9,839	0	$757,898	+12.6%	1.93%
GLW	Corning Inc /Ny Technology	Reduced	7,774	-239	$680,691	+3.6%	1.73%
ADI	Analog Devices Inc Technology	Held	2,345	0	$635,964	+10.4%	1.62%
ABBV	AbbVie Inc. Healthcare	Held	2,745	0	$627,205	−1.3%	1.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,772	-11	$609,745	−15.6%	1.55%
ORCL	Oracle Corp Technology	Reduced	3,044	-5	$593,306	−30.8%	1.51%
SPY	Spdr S&P 500 ETF Trust	Held	851	0	$580,313	+2.4%	1.48%
MRK	Merck & Co., Inc. Healthcare	Added	5,327	+7	$560,720	+25.6%	1.43%
JNJ	Johnson & Johnson Healthcare	Added	2,692	+1	$557,109	+11.7%	1.42%
ABT	Abbott Laboratories Healthcare	Reduced	4,286	-7	$536,992	−6.6%	1.37%
TXN	Texas Instruments Inc Technology	Added	3,094	+1	$536,778	−5.5%	1.37%
RTX	RTX Corp Industrials	Held	2,888	0	$529,659	+9.6%	1.35%
ATR	Aptargroup, Inc. Healthcare	Held	4,338	0	$529,062	−8.8%	1.35%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,135	-2	$527,387	−9.5%	1.34%
AME	Ametek Inc/ Industrials	Held	2,547	0	$522,924	+9.2%	1.33%
IBM	International Business Machines Corp Technology	Added	1,736	+8	$514,220	+5.5%	1.31%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	10,475	+3,491	$480,697	+50.5%	1.22%
AMGN	Amgen Inc Healthcare	Held	1,451	0	$474,926	+16.0%	1.21%
UPWK	Upwork, Inc Communication Services	Held	23,571	0	$467,177	+6.7%	1.19%
META	Meta Platforms, Inc. Communication Services	Held	544	0	$359,088	−10.1%	0.91%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,395	-47	$343,227	−8.5%	0.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	663	0	$333,256	−0.0%	0.85%
LPLA	LPL Financial Holdings Inc. Financial Services	NEW	566	NEW	$202,158	NEW	0.51%
NVDA	Nvidia Corp Technology	Reduced	995	-68	$185,567	−6.4%	0.47%
LMT	Lockheed Martin Corp Industrials	Reduced	301	-1	$145,584	−3.4%	0.37%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	810	0	$124,424	+6.3%	0.32%
KO	Coca Cola Co Consumer Defensive	Reduced	1,553	-178	$108,570	−5.4%	0.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	612	-1	$87,834	+2.0%	0.22%
DIS	Walt Disney Co Communication Services	Held	700	0	$79,639	−0.6%	0.20%
PLTR	Palantir Technologies Inc. Technology	Held	431	0	$76,610	−2.6%	0.19%
NSC	Norfolk Southern Corp Industrials	Held	235	0	$67,849	−3.9%	0.17%
V	Visa Inc. Financial Services	Held	160	0	$56,113	+2.7%	0.14%
AVGO	Broadcom Inc. Technology	Reduced	147	-1	$50,876	+4.2%	0.13%
GE	General Electric Co Industrials	Held	129	0	$39,735	+2.4%	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Held	79	0	$35,527	+1.1%	0.09%
GEV	GE Vernova Inc. Industrials	Held	37	0	$24,182	+6.3%	0.06%
UNH	Unitedhealth Group Inc Healthcare	Reduced	61	-1	$20,136	−5.9%	0.05%
APH	Amphenol Corp /De/ Technology	Held	120	0	$16,216	+9.2%	0.04%
AXP	American Express Co Financial Services	NEW	33	NEW	$12,208	NEW	0.03%
MA	Mastercard Inc Financial Services	Reduced	21	-1	$11,988	−4.2%	0.03%
WMT	Walmart Inc. Consumer Defensive	Held	95	0	$10,583	+8.1%	0.03%