# EDGAR Filing Document

**Accession Number:** 0001689874
**File Stem:** 0001580642-23-000804
**Filing Date:** 2023-2
**Character Count:** 9103
**Document Hash:** cd586ffa015899666071f1aa40cd47f2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-23-000804.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001580642-23-000804

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** O'Brien Wealth Partners LLC
- **CENTRAL INDEX KEY:** 0001689874
- **IRS NUMBER:** 943459510
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17558
- **FILM NUMBER:** 23613311

**BUSINESS ADDRESS:**
- **STREET 1:** 177 HUNTINGTON AVE.
- **STREET 2:** SUITE 2010
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02115
- **BUSINESS PHONE:** 617-547-6717

**MAIL ADDRESS:**
- **STREET 1:** 177 HUNTINGTON AVE.
- **STREET 2:** SUITE 2010
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02115

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** O'Brien Wealth Partners LLC<br>**Address:** 177 Huntington Ave.<br>Suite 2010<br>Boston, MA 02115

**Form 13F File Number:** 028-17558

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Richard A. Davies<br>**Title:** Chief Compliance Officer<br>**Phone:** 617-547-6717

**Signature, Place, and Date of Signing:**

/s/ Richard Davies  Boston, MA  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $251829938

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 279262 | 1728 | SH |  | SOLE |  | 1728 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 116876 | 438 | SH |  | SOLE |  | 438 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 250926 | 2844 | SH |  | SOLE |  | 2844 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 131143 | 1478 | SH |  | SOLE |  | 1478 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 141960 | 1690 | SH |  | SOLE |  | 1690 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 505647 | 3619 | SH |  | SOLE |  | 3619 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 395804 | 2413 | SH |  | SOLE |  | 2413 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3163045 | 24344 | SH |  | SOLE |  | 24344 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 173651 | 727 | SH |  | SOLE |  | 727 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 329573 | 1296 | SH |  | SOLE |  | 1296 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 234455 | 759 | SH |  | SOLE |  | 759 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 243388 | 1356 | SH |  | SOLE |  | 1356 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 290761 | 4571 | SH |  | SOLE |  | 4571 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 37472628 | 1162663 | SH |  | SOLE |  | 1162663 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 153654 | 979 | SH |  | SOLE |  | 979 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 167177 | 1994 | SH |  | SOLE |  | 1994 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 221262 | 2006 | SH |  | SOLE |  | 2006 | 0 | 0 |
| HAEMONETICS CORP MASS | COM | 405024100 |  | 228478 | 2905 | SH |  | SOLE |  | 2905 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 105181 | 333 | SH |  | SOLE |  | 333 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 233761 | 1659 | SH |  | SOLE |  | 1659 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 392278 | 1021 | SH |  | SOLE |  | 1021 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 370305 | 1759 | SH |  | SOLE |  | 1759 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 11735712 | 54778 | SH |  | SOLE |  | 54778 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 12409418 | 56233 | SH |  | SOLE |  | 56233 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 338532 | 5019 | SH |  | SOLE |  | 5019 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 794109 | 11014 | SH |  | SOLE |  | 11014 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 84191203 | 992821 | SH |  | SOLE |  | 992821 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 215680 | 2541 | SH |  | SOLE |  | 2541 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 248103 | 3774 | SH |  | SOLE |  | 3774 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 349255 | 4121 | SH |  | SOLE |  | 4121 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 10061161 | 103734 | SH |  | SOLE |  | 103734 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 335794 | 4009 | SH |  | SOLE |  | 4009 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 483224 | 2735 | SH |  | SOLE |  | 2735 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 121476 | 906 | SH |  | SOLE |  | 906 | 0 | 0 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 |  | 4300557 | 870558 | SH |  | SOLE |  | 870558 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 144847 | 727 | SH |  | SOLE |  | 727 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 141178 | 406 | SH |  | SOLE |  | 406 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 2964866 | 11251 | SH |  | SOLE |  | 11251 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 251635 | 2268 | SH |  | SOLE |  | 2268 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 446461 | 3710 | SH |  | SOLE |  | 3710 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 604346 | 2520 | SH |  | SOLE |  | 2520 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 310156 | 3710 | SH |  | SOLE |  | 3710 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 530296 | 2152 | SH |  | SOLE |  | 2152 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 178078 | 1541 | SH |  | SOLE |  | 1541 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 250033 | 1384 | SH |  | SOLE |  | 1384 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 125179 | 2443 | SH |  | SOLE |  | 2443 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 396336 | 2615 | SH |  | SOLE |  | 2615 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 221877 | 1783 | SH |  | SOLE |  | 1783 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 474596 | 1241 | SH |  | SOLE |  | 1241 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 1069673 | 8550 | SH |  | SOLE |  | 8550 | 0 | 0 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 21851526 | 773779 | SH |  | SOLE |  | 773779 | 0 | 0 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 13639350 | 469836 | SH |  | SOLE |  | 469836 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 55669 | 105 | SH |  | SOLE |  | 105 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 410438 | 39314 | SH |  | SOLE |  | 39314 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 445083 | 2089 | SH |  | SOLE |  | 2089 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 35622481 | 186320 | SH |  | SOLE |  | 186320 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 510395 | 10376 | SH |  | SOLE |  | 10376 | 0 | 0 |

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