# EDGAR Filing Document

**Accession Number:** 0001689874
**File Stem:** 0001580642-25-004184
**Filing Date:** 2025-7
**Character Count:** 11939
**Document Hash:** 07c7669f6b8d1b571e6c92ebb44f45ae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001580642-25-004184.hdr.sgml**: 20250709

**ACCESSION NUMBER**: 0001580642-25-004184

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250709

**DATE AS OF CHANGE**: 20250709

**EFFECTIVENESS DATE**: 20250709

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** O'Brien Wealth Partners LLC
- **CENTRAL INDEX KEY:** 0001689874

**ORGANIZATION NAME:**
- **EIN:** 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:** 251114022

**BUSINESS ADDRESS:**
- **STREET 1:** 51 SAWYER RD.
- **STREET 2:** SUITE 600
- **CITY:** WALTHAM
- **STATE:** MA
- **ZIP:** 02453
- **BUSINESS PHONE:** 617-547-6717

**MAIL ADDRESS:**
- **STREET 1:** 51 SAWYER RD.
- **STREET 2:** SUITE 600
- **CITY:** WALTHAM
- **STATE:** MA
- **ZIP:** 02453

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** 51 Sawyer Rd.<br>Suite 600<br>Waltham, MA 02453

**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:** COO  CCO Principal<br>**Phone:** 617-547-6717-225

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

/s/ Richard A. Davies  Waltham, MA  07-08-2025<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:** 87

**Form 13F Information Table Value Total:** $637148140

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 107040 | 787 | SH |  | SOLE |  | 787 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 137730 | 742 | SH |  | SOLE |  | 742 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 115969 | 388 | SH |  | SOLE |  | 388 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 1055 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 446600 | 2534 | SH |  | SOLE |  | 2534 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 184663 | 1041 | SH |  | SOLE |  | 1041 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 303416 | 1383 | SH |  | SOLE |  | 1383 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 460905 | 2547 | SH |  | SOLE |  | 2547 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 558 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 11850 | 120 | SH |  | SOLE |  | 120 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 558157 | 2345 | SH |  | SOLE |  | 2345 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 12464536 | 60752 | SH |  | SOLE |  | 60752 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 2014 | 11 | SH |  | SOLE |  | 11 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 25959 | 897 | SH |  | SOLE |  | 897 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1234 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 321094 | 661 | SH |  | SOLE |  | 661 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1457600 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 34735 | 6 | SH |  | SOLE |  | 6 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 30873 | 112 | SH |  | SOLE |  | 112 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 96796 | 676 | SH |  | SOLE |  | 676 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 211887 | 3054 | SH |  | SOLE |  | 3054 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 122647 | 1734 | SH |  | SOLE |  | 1734 | 0 | 0 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 25565791 | 747975 | SH |  | SOLE |  | 747975 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 70286 | 71 | SH |  | SOLE |  | 71 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 53003045 | 1211498 | SH |  | SOLE |  | 1211498 | 0 | 0 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 |  | 51691781 | 1791122 | SH |  | SOLE |  | 1791122 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 86807 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 9282 | 26 | SH |  | SOLE |  | 26 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 36638 | 47 | SH |  | SOLE |  | 47 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 76861 | 713 | SH |  | SOLE |  | 713 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 33203 | 129 | SH |  | SOLE |  | 129 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 19579 | 37 | SH |  | SOLE |  | 37 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 5866 | 16 | SH |  | SOLE |  | 16 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 507246 | 1721 | SH |  | SOLE |  | 1721 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 3151 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 272520 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 381555 | 6043 | SH |  | SOLE |  | 6043 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 6097829 | 155676 | SH |  | SOLE |  | 155676 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 327973 | 3676 | SH |  | SOLE |  | 3676 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 956535 | 10190 | SH |  | SOLE |  | 10190 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 61625296 | 456348 | SH |  | SOLE |  | 456348 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 240064 | 2420 | SH |  | SOLE |  | 2420 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 754394 | 1215 | SH |  | SOLE |  | 1215 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 508676 | 1498 | SH |  | SOLE |  | 1498 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 17226985 | 40574 | SH |  | SOLE |  | 40574 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 17846940 | 50846 | SH |  | SOLE |  | 50846 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 381512 | 2498 | SH |  | SOLE |  | 2498 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 345580 | 1192 | SH |  | SOLE |  | 1192 | 0 | 0 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 |  | 1118638 | 216371 | SH |  | SOLE |  | 216371 | 0 | 0 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 212233 | 566 | SH |  | SOLE |  | 566 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 12363 | 22 | SH |  | SOLE |  | 22 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 3130006 | 10713 | SH |  | SOLE |  | 10713 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 168611 | 2130 | SH |  | SOLE |  | 2130 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 400334 | 542 | SH |  | SOLE |  | 542 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 929502 | 1869 | SH |  | SOLE |  | 1869 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT INTERNAT | 61774R106 |  | 8313124 | 127700 | SH |  | SOLE |  | 127700 | 0 | 0 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 |  | 21549538 | 281546 | SH |  | SOLE |  | 281546 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 12052 | 9 | SH |  | SOLE |  | 9 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1041 | 15 | SH |  | SOLE |  | 15 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 110579 | 432 | SH |  | SOLE |  | 432 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 11421324 | 272488 | SH |  | SOLE |  | 272488 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 10098404 | 107487 | SH |  | SOLE |  | 107487 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 164002 | 1038 | SH |  | SOLE |  | 1038 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 4154 | 19 | SH |  | SOLE |  | 19 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 45604360 | 827665 | SH |  | SOLE |  | 827665 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 75794 | 556 | SH |  | SOLE |  | 556 | 0 | 0 |
| PAYCHEX INC | COM | 704326107 |  | 186043 | 1279 | SH |  | SOLE |  | 1279 | 0 | 0 |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 |  | 57587730 | 920520 | SH |  | SOLE |  | 920520 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 223380 | 1402 | SH |  | SOLE |  | 1402 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 724238 | 2860 | SH |  | SOLE |  | 2860 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 532587 | 862 | SH |  | SOLE |  | 862 | 0 | 0 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 958030 | 7058 | SH |  | SOLE |  | 7058 | 0 | 0 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 40254863 | 1399196 | SH |  | SOLE |  | 1399196 | 0 | 0 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 24399012 | 917946 | SH |  | SOLE |  | 917946 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 60038775 | 825956 | SH |  | SOLE |  | 825956 | 0 | 0 |
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 |  | 11496517 | 392507 | SH |  | SOLE |  | 392507 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 25095 | 79 | SH |  | SOLE |  | 79 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 24022 | 77 | SH |  | SOLE |  | 77 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 316794 | 23571 | SH |  | SOLE |  | 23571 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3979050 | 7005 | SH |  | SOLE |  | 7005 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 40251643 | 132437 | SH |  | SOLE |  | 132437 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 19693576 | 44921 | SH |  | SOLE |  | 44921 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 9114665 | 162414 | SH |  | SOLE |  | 162414 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 2736171 | 39603 | SH |  | SOLE |  | 39603 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 6023773 | 91966 | SH |  | SOLE |  | 91966 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 51805 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 31599 | 89 | SH |  | SOLE |  | 89 | 0 | 0 |

---