O'Brien Wealth Partners LLC

13F filer · CIK 0001689874

Last filed Jan 22, 2026

Inactive · not filing 13F

13F portfolio value$756MU.S. long equity reported on 13F

Positions645 new · 8 closed

Net flow last quarter-$4.12MBuys minus sells

Top 10 positions weight5.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Jan 22, 202664 positions
AAPLApple Inc.	$12.4M	1.64%	0.00%	-25.0%	Q4 2015
SPTSSports Media Inc	$11.9M	1.57%	Not reported	+2.1%	Q3 2023
MCDMcdonalds Corp	$3.82M	0.50%	0.00%	0.0%	Q4 2015
MSFTMicrosoft Corp	$2.2M	0.29%	0.00%	-5.0%	Q1 2018
GOOGAlphabet Inc.	$2.2M	0.29%	Not reported	+0.1%	Q1 2018
LLYELI LILLY & Co	$1.78M	0.24%	0.00%	-0.1%	Q1 2018
BRK.ABerkshire Hathaway Inc	$1.51M	0.20%	Not reported	Not reported	Q2 2025
CATCaterpillar Inc	$1.45M	0.19%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$1.34M	0.18%	0.00%	+0.1%	Q1 2018
LFSTLifeStance Health Group, Inc.	$1.26M	0.17%	0.05%	Not reported	Q2 2022
AMZNAmazon Com Inc	$1.16M	0.15%	0.00%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$786K	0.10%	0.00%	0.0%	Q1 2018
CSCOCisco Systems, Inc.	$758K	0.10%	0.00%	Not reported	Q1 2018
GLWCorning Inc	$681K	0.09%	0.00%	-3.0%	Q3 2025
ADIAnalog Devices Inc	$636K	0.08%	0.00%	Not reported	Q1 2018
ABBVAbbVie Inc.	$627K	0.08%	0.00%	Not reported	Q1 2018
HDHome Depot, Inc.	$610K	0.08%	0.00%	-0.6%	Q1 2018
ORCLOracle Corp	$593K	0.08%	0.00%	-0.2%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$580K	0.08%	Not reported	Not reported	Q4 2015
MRKMerck & Co., Inc.	$561K	0.07%	0.00%	+0.1%	Q1 2018
JNJJohnson & Johnson	$557K	0.07%	0.00%	0.0%	Q4 2015
ABTAbbott Laboratories	$537K	0.07%	0.00%	-0.2%	Q1 2018
TXNTexas Instruments Inc	$537K	0.07%	0.00%	0.0%	Q3 2025
RTXRTX Corp	$530K	0.07%	0.00%	Not reported	Q3 2025
ATRAptargroup, Inc.	$529K	0.07%	0.01%	Not reported	Q3 2025
APDAir Products & Chemicals, Inc.	$527K	0.07%	0.00%	-0.1%	Q1 2018
AMEAmetek Inc/	$523K	0.07%	0.00%	Not reported	Q4 2015
IBMInternational Business Machines Corp	$514K	0.07%	0.00%	+0.5%	Q4 2015
BNBROOKFIELD Corp	$481K	0.06%	Not reported	0.0%	Q3 2025
AMGNAmgen Inc	$475K	0.06%	0.00%	Not reported	Q4 2015
UPWKUpwork, Inc	$467K	0.06%	0.02%	Not reported	Q2 2020
BSVNBank7 Corp.	$456K	0.06%	0.06%	New	Q4 2025
EMXCEmax Holdings Corp	$437K	0.06%	Not reported	-0.5%	Q4 2024
METAMeta Platforms, Inc.	$359K	0.05%	Not reported	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$343K	0.05%	0.00%	-1.9%	Q2 2016
BRK.BBerkshire Hathaway Inc	$333K	0.04%	Not reported	Not reported	Q1 2018
IBTGInternational Building Technologies Group, Inc.	$253K	0.03%	Not reported	New	Q4 2025
LPLALPL Financial Holdings Inc.	$202K	0.03%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$186K	0.02%	0.00%	-6.4%	Q4 2021
LMTLockheed Martin Corp	$146K	0.02%	0.00%	-0.3%	Q3 2025
TJXTJX Companies Inc	$124K	0.02%	0.00%	Not reported	Q1 2018
KOCoca Cola Co	$109K	0.01%	0.00%	-10.3%	Q1 2018
XOMExxonMobil Holdings Corp	$88.8K	0.01%	0.00%	Not reported	Q4 2015
PEPPepsico Inc	$87.8K	0.01%	0.00%	-0.2%	Q1 2018
DISWalt Disney Co	$79.6K	0.01%	0.00%	Not reported	Q1 2018
PLTRPalantir Technologies Inc.	$76.6K	0.01%	0.00%	Not reported	Q2 2025
NSCNorfolk Southern Corp	$67.8K	0.01%	0.00%	Not reported	Q1 2018
VVisa Inc.	$56.1K	0.01%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$50.9K	0.01%	0.00%	-0.7%	Q3 2018
GEGeneral Electric Co	$39.7K	0.01%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 22, 202567 positions
AAPLApple Inc.	$15.5M	2.09%	0.00%	-0.1%	Q4 2015
SPTSSports Media Inc	$11.7M	1.58%	Not reported	+1.4%	Q3 2023
MCDMcdonalds Corp	$3.8M	0.51%	0.00%	+16.6%	Q4 2015
MSFTMicrosoft Corp	$2.48M	0.34%	0.00%	+156.0%	Q1 2018
GOOGAlphabet Inc.	$1.7M	0.23%	Not reported	+571.7%	Q1 2018
BRK.ABerkshire Hathaway Inc	$1.51M	0.20%	Not reported	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$1.31M	0.18%	0.00%	+247.7%	Q1 2018
LLYELI LILLY & Co	$1.26M	0.17%	0.00%	+3421.3%	Q1 2018
CATCaterpillar Inc	$1.21M	0.16%	0.00%	Not reported	Q1 2018
AMZNAmazon Com Inc	$1.1M	0.15%	0.00%	+262.4%	Q1 2018
LFSTLifeStance Health Group, Inc.	$981K	0.13%	0.05%	-17.6%	Q2 2022
ORCLOracle Corp	$858K	0.12%	0.00%	+15947.4%	Q3 2024
HDHome Depot, Inc.	$722K	0.10%	0.00%	+11043.8%	Q1 2018
CSCOCisco Systems, Inc.	$673K	0.09%	0.00%	+222.2%	Q1 2018
GLWCorning Inc	$657K	0.09%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$636K	0.09%	0.00%	+270.0%	Q1 2018
GOOGLAlphabet Inc.	$610K	0.08%	0.00%	-0.9%	Q1 2018
APDAir Products & Chemicals, Inc.	$583K	0.08%	0.00%	Not reported	Q1 2018
ATRAptargroup, Inc.	$580K	0.08%	0.01%	New	Q3 2025
ADIAnalog Devices Inc	$576K	0.08%	0.00%	Not reported	Q1 2018
ABTAbbott Laboratories	$575K	0.08%	0.00%	+445.5%	Q1 2018
TXNTexas Instruments Inc	$568K	0.08%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$567K	0.08%	Not reported	-1.3%	Q4 2015
JNJJohnson & Johnson	$499K	0.07%	0.00%	+7.7%	Q4 2015
IBMInternational Business Machines Corp	$488K	0.07%	0.00%	+0.4%	Q4 2015
RTXRTX Corp	$483K	0.07%	0.00%	New	Q3 2025
BNBROOKFIELD Corp	$479K	0.06%	Not reported	New	Q3 2025
AMEAmetek Inc/	$479K	0.06%	0.00%	Not reported	Q4 2015
MRKMerck & Co., Inc.	$447K	0.06%	0.00%	+149.8%	Q1 2018
UPWKUpwork, Inc	$438K	0.06%	0.02%	Not reported	Q2 2020
AMGNAmgen Inc	$409K	0.06%	0.00%	+72450.0%	Q4 2015
EMXCEmax Holdings Corp	$408K	0.06%	Not reported	Not reported	Q4 2024
METAMeta Platforms, Inc.	$399K	0.05%	Not reported	+0.4%	Q1 2018
PGPROCTER & GAMBLE Co	$375K	0.05%	0.00%	+74.2%	Q2 2016
BRK.BBerkshire Hathaway Inc	$333K	0.05%	Not reported	+0.3%	Q1 2018
KMBKimberly Clark Corp	$242K	0.03%	0.00%	New	Q3 2025
NVDANvidia Corp	$198K	0.03%	0.00%	+2.4%	Q4 2021
CARRCARRIER GLOBAL Corp	$172K	0.02%	0.00%	New	Q3 2025
PAYXPaychex Inc	$162K	0.02%	0.00%	Not reported	Q1 2018
LMTLockheed Martin Corp	$151K	0.02%	0.00%	New	Q3 2025
TJXTJX Companies Inc	$117K	0.02%	0.00%	Not reported	Q1 2018
KOCoca Cola Co	$115K	0.02%	0.00%	-0.2%	Q1 2018
CVXChevron Corp	$106K	0.01%	0.00%	+0.9%	Q1 2018
PEPPepsico Inc	$86.1K	0.01%	0.00%	Not reported	Q1 2018
COSTCostco Wholesale Corp	$86.1K	0.01%	0.00%	+31.0%	Q1 2018
XOMExxonMobil Holdings Corp	$83.2K	0.01%	0.00%	+3.5%	Q4 2015
DISWalt Disney Co	$80.2K	0.01%	0.00%	Not reported	Q1 2018
PLTRPalantir Technologies Inc.	$78.6K	0.01%	0.00%	-22.5%	Q2 2025
NSCNorfolk Southern Corp	$70.6K	0.01%	0.00%	-45.6%	Q1 2018
VVisa Inc.	$54.6K	0.01%	0.00%	+79.8%	Q1 2018

Q2 2025Reported Jul 9, 202557 positions
AAPLApple Inc.	$12.5M	1.96%	0.00%	-0.5%	Q4 2015
SPTSSports Media Inc	$11.5M	1.80%	Not reported	-0.4%	Q3 2023
MCDMcdonalds Corp	$3.13M	0.49%	0.00%	+0.2%	Q4 2015
BRK.ABerkshire Hathaway Inc	$1.46M	0.23%	Not reported	New	Q2 2025
LFSTLifeStance Health Group, Inc.	$1.12M	0.18%	0.06%	Not reported	Q2 2022
MSFTMicrosoft Corp	$930K	0.15%	0.00%	-18.6%	Q1 2018
ADIAnalog Devices Inc	$558K	0.09%	0.00%	+0.2%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$533K	0.08%	Not reported	-0.7%	Q4 2015
IBMInternational Business Machines Corp	$507K	0.08%	0.00%	Not reported	Q4 2015
AMEAmetek Inc/	$461K	0.07%	0.00%	Not reported	Q4 2015
GOOGLAlphabet Inc.	$447K	0.07%	0.00%	-4.1%	Q1 2018
METAMeta Platforms, Inc.	$400K	0.06%	Not reported	-61.2%	Q1 2018
EMXCEmax Holdings Corp	$382K	0.06%	Not reported	-95.7%	Q4 2024
JNJJohnson & Johnson	$382K	0.06%	0.00%	-0.9%	Q4 2015
JPMJPMorgan Chase & Co	$346K	0.05%	0.00%	+0.9%	Q1 2018
BRK.BBerkshire Hathaway Inc	$321K	0.05%	Not reported	-2.2%	Q1 2018
UPWKUpwork, Inc	$317K	0.05%	0.02%	Not reported	Q2 2020
AMZNAmazon Com Inc	$303K	0.05%	0.00%	+4.1%	Q1 2018
PGPROCTER & GAMBLE Co	$223K	0.04%	0.00%	+1.8%	Q2 2016
LPLALPL Financial Holdings Inc.	$212K	0.03%	0.00%	Not reported	Q1 2018
CSCOCisco Systems, Inc.	$212K	0.03%	0.00%	+1368.3%	Q1 2018
PAYXPaychex Inc	$186K	0.03%	0.00%	+0.2%	Q1 2018
GOOGAlphabet Inc.	$185K	0.03%	Not reported	+2.7%	Q1 2018
MRKMerck & Co., Inc.	$169K	0.03%	0.00%	-9.4%	Q1 2018
NVDANvidia Corp	$164K	0.03%	0.00%	-9.0%	Q4 2021
ABBVAbbVie Inc.	$138K	0.02%	0.00%	-1.7%	Q1 2018
KOCoca Cola Co	$123K	0.02%	0.00%	+0.7%	Q1 2018
ACNAccenture plc	$116K	0.02%	0.00%	+0.8%	Q1 2018
NSCNorfolk Southern Corp	$111K	0.02%	0.00%	-15.0%	Q1 2018
ABTAbbott Laboratories	$107K	0.02%	0.00%	+5.8%	Q1 2018
CVXChevron Corp	$96.8K	0.02%	0.00%	-13.8%	Q1 2018
DISWalt Disney Co	$86.8K	0.01%	0.00%	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$76.9K	0.01%	0.00%	-5.3%	Q4 2015
PLTRPalantir Technologies Inc.	$75.8K	0.01%	0.00%	New	Q2 2025
COSTCostco Wholesale Corp	$70.3K	0.01%	0.00%	Not reported	Q1 2018
VZVerizon Communications Inc	$51.8K	0.01%	0.00%	+4.9%	Q1 2018
LLYELI LILLY & Co	$36.6K	0.01%	0.00%	-20.3%	Q1 2018
BKNGBooking Holdings Inc.	$34.7K	0.01%	0.00%	New	Q2 2025
GEGeneral Electric Co	$33.2K	0.01%	0.00%	-20.9%	Q3 2024
VVisa Inc.	$31.6K	0.00%	0.00%	-42.6%	Q1 2018
AVGOBroadcom Inc.	$30.9K	0.00%	0.00%	-46.2%	Q3 2018
TAt&T Inc.	$26K	0.00%	0.00%	Not reported	Q1 2018
TSLATesla, Inc.	$25.1K	0.00%	0.00%	+29.5%	Q1 2018
UNHUnitedhealth Group Inc	$24K	0.00%	0.00%	-11.5%	Q3 2021
GEVGE Vernova Inc.	$19.6K	0.00%	0.00%	New	Q2 2025
MAMastercard Inc	$12.4K	0.00%	0.00%	-79.8%	Q4 2020
NFLXNetflix Inc	$12.1K	0.00%	0.00%	+28.6%	Q1 2025
APHAmphenol Corp	$11.9K	0.00%	0.00%	+500.0%	Q1 2024
ETNEaton Corp plc	$9.28K	0.00%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$5.87K	0.00%	0.00%	+77.8%	Q1 2018

Q1 2025Reported Apr 28, 202544 positions
AAPLApple Inc.	$13.6M	2.52%	0.00%	0.0%	Q4 2015
SPTSSports Media Inc	$11.5M	2.15%	Not reported	-0.6%	Q3 2023
EMXCEmax Holdings Corp	$7.66M	1.43%	Not reported	+2920.2%	Q4 2024
MCDMcdonalds Corp	$3.34M	0.62%	0.00%	+0.5%	Q4 2015
LFSTLifeStance Health Group, Inc.	$1.44M	0.27%	0.06%	Not reported	Q2 2022
MSFTMicrosoft Corp	$862K	0.16%	0.00%	+80.4%	Q1 2018
METAMeta Platforms, Inc.	$805K	0.15%	Not reported	-15.3%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$486K	0.09%	Not reported	-7.9%	Q4 2015
ADIAnalog Devices Inc	$472K	0.09%	0.00%	Not reported	Q1 2018
AMEAmetek Inc/	$438K	0.08%	0.00%	-1.2%	Q4 2015
IBMInternational Business Machines Corp	$428K	0.08%	0.00%	+1.5%	Q4 2015
JNJJohnson & Johnson	$418K	0.08%	0.00%	+5.0%	Q4 2015
GOOGLAlphabet Inc.	$409K	0.08%	0.00%	+19.0%	Q1 2018
BRK.BBerkshire Hathaway Inc	$360K	0.07%	Not reported	+4.0%	Q1 2018
UPWKUpwork, Inc	$308K	0.06%	0.02%	Not reported	Q2 2020
JPMJPMorgan Chase & Co	$290K	0.05%	0.00%	+31.1%	Q1 2018
AMZNAmazon Com Inc	$253K	0.05%	0.00%	+21.4%	Q1 2018
PGPROCTER & GAMBLE Co	$235K	0.04%	0.00%	+15.0%	Q2 2016
MRKMerck & Co., Inc.	$211K	0.04%	0.00%	+11.9%	Q1 2018
PAYXPaychex Inc	$197K	0.04%	0.00%	Not reported	Q1 2018
GOOGAlphabet Inc.	$158K	0.03%	Not reported	-12.6%	Q1 2018
ABBVAbbVie Inc.	$158K	0.03%	0.00%	+2.9%	Q1 2018
CVXChevron Corp	$131K	0.02%	0.00%	-9.6%	Q1 2018
NVDANvidia Corp	$124K	0.02%	0.00%	+404.9%	Q4 2021
KOCoca Cola Co	$123K	0.02%	0.00%	+1.2%	Q1 2018
NSCNorfolk Southern Corp	$120K	0.02%	0.00%	+24.5%	Q1 2018
ACNAccenture plc	$120K	0.02%	0.00%	Not reported	Q1 2018
ABTAbbott Laboratories	$98.7K	0.02%	0.00%	+1.4%	Q1 2018
PEPPepsico Inc	$97.8K	0.02%	0.00%	+56.4%	Q1 2018
XOMExxonMobil Holdings Corp	$89.6K	0.02%	0.00%	-20.4%	Q4 2015
MAMastercard Inc	$59.7K	0.01%	0.00%	+9.0%	Q4 2020
VVisa Inc.	$54.3K	0.01%	0.00%	Not reported	Q1 2018
VZVerizon Communications Inc	$51.7K	0.01%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$48.7K	0.01%	0.00%	+25.5%	Q1 2018
UNHUnitedhealth Group Inc	$45.6K	0.01%	0.00%	+74.0%	Q3 2021
AVGOBroadcom Inc.	$34.8K	0.01%	0.00%	+593.3%	Q3 2018
GEGeneral Electric Co	$32.6K	0.01%	0.00%	Not reported	Q3 2024
TSLATesla, Inc.	$15.8K	0.00%	0.00%	+205.0%	Q1 2018
CSCOCisco Systems, Inc.	$12.8K	0.00%	0.00%	+7.8%	Q1 2018
NFLXNetflix Inc	$6.53K	0.00%	0.00%	New	Q1 2025
HDHome Depot, Inc.	$3.3K	0.00%	0.00%	Not reported	Q1 2018
AMGNAmgen Inc	$1.56K	0.00%	0.00%	Not reported	Q4 2015
APHAmphenol Corp	$1.31K	0.00%	0.00%	Not reported	Q1 2024
NEENextera Energy Inc	$709	0.00%	0.00%	Not reported	Q1 2018

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