O'Brien Wealth Partners LLC

CIK

1689874

Location

Waltham, MA

Portfolio Value

Small $749,556,706

Diversification

Diversified

Filing Date

Global Rank

#2,794 / 8,854 ▼ 39 · as of Dec 2025

Top Industry

Consumer Electronics 29.1%

Period ended 10 months ago

Filed Jan 22, 2026 · 10mo

24 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 89.3% of the book (60%+)

Turnover

Low turnover

6.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.3 quarters (12+), a floor since 22.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 87.3%; sector active share 81.9% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

17.7%

−0.3 pts

Top 5

65.1%

−0.3 pts

Top 10

89.3%

−0.2 pts

HHI

1,049

Diversified−6

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	94.3%	$707,042,098	51
Technology	2.5%	$18,632,643	15
Healthcare	0.8%	$6,339,401	9
Consumer Cyclical	0.8%	$5,745,106	5
Financial Services	0.5%	$3,945,961	9
Communication Services	0.5%	$3,893,443	6
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

20 positions

Ticker	Company	Δ Shares	Shares	Value
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+30,831	1,450,509	$41,832,679
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+27,303	191,387	$10,679,394
JMTG	JPMorgan Mortgage-Backed Securities ETF	+13,774	965,974	$49,322,632
AGG	iShares Core U.S. Aggregate Bond ETF	+11,584	15,085	$1,506,689
—		+8,409	406,398	$11,899,333
BN	BROOKFIELD Corp	+3,491	10,475	$480,697
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+2,860	5,720	$823,508
NULV	Nuveen ESG Large-Cap Value ETF	+1,892	270,178	$12,171,518
VOO	VANGUARD 500 INDEX FUND	+714	8,080	$5,067,210
NFLX	Netflix Inc	+51	60	$5,625
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+40	7,133	$992,628
IBM	International Business Machines Corp	+8	1,736	$514,220
MRK	Merck & Co., Inc.	+7	5,327	$560,720
IWV	iShares Russell 3000 ETF	+5	50,376	$19,487,955
GOOG	Alphabet Inc.	+5	6,997	$2,195,658
JPM	Jpmorgan Chase & Co	+3	4,148	$1,336,568
MCD	Mcdonalds Corp	+1	12,494	$3,818,541
JNJ	Johnson & Johnson	+1	2,692	$557,109
TXN	Texas Instruments Inc	+1	3,094	$536,778
GOOGL	Alphabet Inc.	+1	2,512	$786,256
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−15,665	928,154	$24,568,236
AAPL	Apple Inc.	−15,191	45,531	$12,378,057
USMC	Principal U.S. Mega-Cap ETF	−12,417	893,720	$61,175,134
XCEM	Columbia EM Core ex-China ETF	−11,884	730,973	$28,040,124
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	−10,852	1,199,151	$57,691,154
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	−6,843	1,778,177	$55,105,705
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−5,715	812,351	$65,166,797
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−3,725	447,667	$66,563,606
NULG	Nuveen ESG Large-Cap Growth ETF	−2,267	103,049	$10,078,192
IWF	iShares Russell 1000 Growth ETF	−1,995	37,249	$17,629,951
COWZ	Pacer US Cash Cows 100 ETF	−1,502	831,660	$50,040,982
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−1,471	89,713	$6,425,245
CVIE	Calvert International Responsible Index ETF	−1,305	119,705	$8,534,966
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,174	130,797	$43,852,310
USMV	iShares MSCI USA Min Vol Factor ETF	−1,071	9,119	$858,645
ESGE	iShares Trust	−1,054	151,187	$0
VUG	VANGUARD GROWTH INDEX FUND	−617	45,530	$22,212,265
CVLC	Calvert US Large-Cap Core Responsible Index ETF	−468	277,873	$23,408,021
GLW	Corning Inc	−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
EMXC	iShares MSCI Emerging Markets ex China ETF	−30	6,013	$437,024
HD	Home Depot, Inc.	−11	1,772	$609,745
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	17,820	$705,493
DFUV	Dimensional U.S. Marketwide Value ETF	10,960	$510,626
DUHP	Dimensional US High Profitability ETF	13,260	$504,277
MTUM	iShares MSCI USA Momentum Factor ETF	2,000	$500,620
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	5,789	$456,231
VEA	Vanguard FTSE Developed Markets ETF	5,766	$360,202
DFIC	Dimensional International Core Equity 2 ETF	10,447	$360,003
VB	Vanguard Index Funds	1,291	$333,013
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	11,541	$253,267
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	11,324	$253,261
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	11,269	$253,214
IBTK	iShares iBonds Dec 2030 Term Treasury ETF	12,744	$252,904
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	11,055	$252,883
BNDX	Vanguard Total International Bond ETF	5,088	$245,852
DFIV	Dimensional International Value ETF	4,882	$243,611
DIHP	Dimensional International High Profitability ETF	7,490	$237,170
IMTM	iShares MSCI Intl Momentum Factor ETF	4,834	$231,886
AVSC	Avantis U.S. Small Cap Equity 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	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

110 tracked positions · $749,556,706 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 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	447,667	-3,725	$66,563,606	+1.2%	24+	before history	8.88%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	812,351	-5,715	$65,166,797	+1.7%	8	$62.55	8.69%
USMC	Principal U.S. Mega-Cap ETF	Reduced	893,720	-12,417	$61,175,134	−1.0%	8	$53.43	8.16%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Reduced	1,199,151	-10,852	$57,691,154	+2.7%	15	$36.69	7.70%
HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETF	Reduced	1,778,177	-6,843	$55,105,705	+4.9%	3	$28.03	7.35%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	831,660	-1,502	$50,040,982	+4.5%	12	$48.65	6.68%
JMTG	JPMorgan Mortgage-Backed Securities ETF	Added	965,974	+13,774	$49,322,632	+1.6%	2	$50.39	6.58%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	130,797	-1,174	$43,852,310	+1.3%	24+	before history	5.85%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	1,450,509	+30,831	$41,832,679	+2.0%	20	unpriced	5.58%
XCEM	Columbia EM Core ex-China ETF	Reduced	730,973	-11,884	$28,040,124	+3.9%	6	$31.93	3.74%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Reduced	928,154	-15,665	$24,568,236	−3.4%	20	unpriced	3.28%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	Reduced	277,873	-468	$23,408,021	+2.7%	12	$54.50	3.12%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	45,530	-617	$22,212,265	+0.4%	22	unpriced	2.96%
IWV	iShares Russell 3000 ETF	Added	50,376	+5	$19,487,955	+2.1%	24+	before history	2.60%
IWF	iShares Russell 1000 Growth ETF	Reduced	37,249	-1,995	$17,629,951	−4.1%	24+	before history	2.35%
AAPL	Apple Inc. Technology	Reduced	45,531	-15,191	$12,378,057	−19.9%	24+	before history	1.65%
NULV	Nuveen ESG Large-Cap Value ETF	Added	270,178	+1,892	$12,171,518	+3.5%	12	$34.91	1.62%
		Added	406,398	+8,409	$11,899,333	+2.0%	10	$28.80	1.59%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	191,387	+27,303	$10,679,394	+14.5%	9	$56.72	1.42%
NULG	Nuveen ESG Large-Cap Growth ETF	Reduced	103,049	-2,267	$10,078,192	−3.8%	6	$80.18	1.34%
CVIE	Calvert International Responsible Index ETF	Reduced	119,705	-1,305	$8,534,966	+3.4%	12	$49.99	1.14%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Reduced	89,713	-1,471	$6,425,245	+1.6%	3	unpriced	0.86%
VOO	VANGUARD 500 INDEX FUND	Added	8,080	+714	$5,067,210	+12.3%	5	unpriced	0.68%
MCD	Mcdonalds Corp Consumer Cyclical	Added	12,494	+1	$3,818,541	+0.6%	24+	before history	0.51%
VXUS	Vanguard Total International Stock ETF	Held	39,603	0	$2,987,650	+2.7%	5	$61.95	0.40%
MSFT	Microsoft Corp Technology	Reduced	4,546	-238	$2,198,536	−11.3%	24+	before history	0.29%
GOOG	Alphabet Inc. Communication Services	Added	6,997	+5	$2,195,658	+28.9%	20	unpriced	0.29%
LLY	ELI LILLY & Co Healthcare	Reduced	1,654	-1	$1,777,520	+40.8%	10	$740.69	0.24%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,509,600	+0.1%	3	$761,794.60	0.20%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	15,085	+11,584	$1,506,689	+329.3%	6	unpriced	0.20%
CAT	Caterpillar Inc Industrials	Held	2,535	0	$1,452,225	+20.1%	2	$426.91	0.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,148	+3	$1,336,568	+2.2%	21	$259.22	0.18%
LFST	LifeStance Health Group, Inc. Healthcare	Held	178,371	0	$1,255,731	+28.0%	15	$7.66	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,012	0	$1,156,869	+5.1%	23	$208.22	0.15%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	7,133	+40	$992,628	−0.1%	24+	before history	0.13%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	9,119	-1,071	$858,645	−11.4%	24+	before history	0.11%
IVV	iShares Core S&P 500 ETF	Held	1,215	0	$832,202	+2.3%	23	unpriced	0.11%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	5,720	+2,860	$823,508	+2.2%	24+	before history	0.11%
GOOGL	Alphabet Inc. Communication Services	Added	2,512	+1	$786,256	+28.8%	23	$106.49	0.10%
CSCO	Cisco Systems, Inc. Technology	Held	9,839	0	$757,898	+12.6%	6	$65.83	0.10%
DFAC	Dimensional U.S. Core Equity 2 ETF	NEW	17,820	NEW	$705,493	NEW	1	$39.03	0.09%
GLW	Corning Inc Technology	Reduced	7,774	-239	$680,691	+3.6%	2	$65.35	0.09%
ADI	Analog Devices Inc Technology	Held	2,345	0	$635,964	+10.4%	15	$157.55	0.08%
ABBV	AbbVie Inc. Healthcare	Held	2,745	0	$627,205	−1.3%	13	$190.35	0.08%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,772	-11	$609,745	−15.6%	4	$393.06	0.08%
ORCL	Oracle Corp Technology	Reduced	3,044	-5	$593,306	−30.8%	3	$254.07	0.08%
SPY	Spdr S&P 500 ETF Trust	Held	851	0	$580,313	+2.4%	17	$468.72	0.08%
MRK	Merck & Co., Inc. Healthcare	Added	5,327	+7	$560,720	+25.6%	23	unpriced	0.07%
JNJ	Johnson & Johnson Healthcare	Added	2,692	+1	$557,109	+11.7%	24+	before history	0.07%
IWB	iShares Russell 1000 ETF	Held	1,488	0	$555,678	+2.2%	24+	before history	0.07%

Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.