O'Brien Wealth Partners LLC

CIK

1689874

Location

Waltham, MA

Portfolio Value

Micro $550,214

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	47.3%	$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
Energy	0.2%	$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

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
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
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.

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

4 positions · $550,214 total · Consumer Defensive only · as of Dec 31, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,395	-47	$343,227	−8.5%	62.38%
KO	Coca Cola Co Consumer Defensive	Reduced	1,553	-178	$108,570	−5.4%	19.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	612	-1	$87,834	+2.0%	15.96%
WMT	Walmart Inc. Consumer Defensive	Held	95	0	$10,583	+8.1%	1.92%