O'Brien Wealth Partners LLC

The structure of the portfolio is heavily reliant on Exchange Traded Funds (ETFs), which account for approximately 61.8% of the total portfolio value ($467.70M). This suggests that O'Brien Wealth Partners utilizes a "core-satellite" or a purely model-based investment approach, prioritizing broad market exposure and factor-based investing rather than concentrated single-stock selection. The "Unknown" sector classification, totaling $240.48M (31.8%), likely represents ETFs with broad or multi-asset mandates that were not categorized into specific sectors in this dataset, further emphasizing the fund's preference for basket securities.

Key Holdings