Obermeyer Wealth Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.17B
Q ending 2026-03-31
Prior quarter
$2.19B
Q ending 2025-12-31
Change
-0.8% QoQ · +15.9% YoY
Positions
299
reported holdings
Largest positions
Top 100 of 299 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $193.1M | 602K |
| Alphabet Inc | GOOG | Shares | $107.8M | 376K |
| Vanguard Index Fds | VOO | Shares | $94.4M | 158K |
| Ishares Tr | QUAL | Shares | $87.4M | 456K |
| Taiwan Semiconductor Manufac | TSM | Shares | $85.7M | 254K |
| Apple Inc | AAPL | Shares | $82.3M | 324K |
| Janus Detroit Str Tr | JAAA | Shares | $80.5M | 1.6M |
| Microsoft Corp | MSFT | Shares | $75.0M | 203K |
| Nvidia Corporation | NVDA | Shares | $73.9M | 424K |
| Rbb Fd Inc | TBIL | Shares | $69.7M | 1.4M |
| Amazon Com Inc | AMZN | Shares | $66.8M | 321K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $64.4M | 134K |
| Ishares Inc | URTH | Shares | $63.0M | 350K |
| Broadcom Inc | AVGO | Shares | $59.7M | 193K |
| Vanguard Star Fds | VXUS | Shares | $58.8M | 763K |
| Mastercard Incorporated | MA | Shares | $58.7M | 117K |
| Asml Hldg Nv | Shares | $56.4M | 43K | |
| Rtx Corporation | RTX | Shares | $50.7M | 263K |
| Meta Platforms Inc | META | Shares | $44.9M | 79K |
| Cme Group Inc | CME | Shares | $32.5M | 110K |
| Aon Plc | Shares | $31.7M | 98K | |
| Invesco Qqq Tr | QQQ | Shares | $31.3M | 54K |
| Unitedhealth Group Inc | UNH | Shares | $30.4M | 112K |
| Deere & Co | DE | Shares | $29.7M | 53K |
| Home Depot Inc | HD | Shares | $29.0M | 88K |
| Motorola Solutions Inc | MSI | Shares | $25.5M | 59K |
| Brookfield Corp | BN | Shares | $25.2M | 622K |
| Moodys Corp | MCO | Shares | $23.8M | 54K |
| Sherwin Williams Co | SHW | Shares | $22.2M | 69K |
| Texas Instrs Inc | TXN | Shares | $21.7M | 112K |
| Vanguard Scottsdale Fds | VGLT | Shares | $17.9M | 323K |
| Sap Se | SAP | Shares | $17.4M | 101K |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.5M | 241K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $15.2M | 305K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $14.1M | 22K |
| United Parcel Svcs Inc | UPS | Shares | $13.2M | 135K |
| Zoetis Inc | ZTS | Shares | $10.6M | 89K |
| Alphabet Inc | GOOGL | Shares | $9.9M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $9.9M | 34K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $9.3M | 13 |
| Visa Inc | V | Shares | $7.1M | 24K |
| Exxon Mobil Corp | XOM | Shares | $6.4M | 38K |
| Us Bancorp | USB | Shares | $6.1M | 118K |
| Morgan Stanley Etf Trust | EVLN | Shares | $5.7M | 119K |
| Ares Capital Corp | ARCC | Shares | $5.2M | 286K |
| Spdr Gold Tr | GLD | Shares | $5.2M | 12K |
| Select Sector Spdr Tr | XLV | Shares | $5.0M | 34K |
| Lowes Cos Inc | LOW | Shares | $5.0M | 21K |
| Vaneck Etf Trust | MOAT | Shares | $4.5M | 47K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $4.2M | 87K |
| Vanguard Instl Index Fd | VBIL | Shares | $3.9M | 52K |
| Spdr Series Trust | SPSM | Shares | $3.8M | 78K |
| Walmart Inc | WMT | Shares | $3.5M | 28K |
| Eaton Corp Plc | Shares | $3.5M | 10K | |
| Costco Wholesale Corporation | COST | Shares | $3.4M | 3K |
| Atmos Energy Corp | ATO | Shares | $3.2M | 17K |
| Vanguard Index Fds | VV | Shares | $3.1M | 10K |
| Analog Devices Inc | ADI | Shares | $3.1M | 10K |
| Ishares Tr | IVV | Shares | $3.1M | 5K |
| Shell Plc | SHEL | Shares | $3.0M | 33K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Waste Mgmt Inc Del | WM | Shares | $3.0M | 13K |
| Corteva Inc | CTVA | Shares | $2.8M | 34K |
| Vanguard Whitehall Fds | VYM | Shares | $2.8M | 19K |
| J P Morgan Exchange Traded F | JMUB | Shares | $2.8M | 56K |
| Ishares Tr | IEV | Shares | $2.7M | 40K |
| Ishares Tr | IWF | Shares | $2.7M | 6K |
| Apollo Global Mgmt Inc | APO | Shares | $2.4M | 21K |
| Abbvie Inc | ABBV | Shares | $2.4M | 11K |
| Astrazeneca Plc | Shares | $2.3M | 12K | |
| Applied Matls Inc | AMAT | Shares | $2.3M | 7K |
| Coca Cola Co | KO | Shares | $2.2M | 29K |
| Petroleo Brasileiro S A | PBR/A | Shares | $2.2M | 117K |
| Union Pac Corp | UNP | Shares | $2.2M | 9K |
| Ishares Tr | IJR | Shares | $2.2M | 18K |
| Voyager Technologies Inc | VOYG | Shares | $2.2M | 93K |
| Qnity Electronics Inc | Q | Shares | $1.9M | 17K |
| Vanguard Index Fds | VUG | Shares | $1.9M | 4K |
| American Express Co | AXP | Shares | $1.9M | 6K |
| Mplx Lp | MPLX | Shares | $1.8M | 32K |
| Totalenergies Se | Shares | $1.8M | 20K | |
| Procter & Gamble Co | PG | Shares | $1.8M | 13K |
| Tjx Cos Inc New | TJX | Shares | $1.8M | 11K |
| Vici Pptys Inc | VICI | Shares | $1.8M | 65K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.8M | 3K |
| Enterprise Prods Partners L | EPD | Shares | $1.7M | 45K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Corning Inc | GLW | Shares | $1.6M | 11K |
| Mcdonalds Corp | MCD | Shares | $1.5M | 5K |
| Caterpillar Inc | CAT | Shares | $1.5M | 2K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.5M | 8K |
| British Amern Tob Plc | BTI | Shares | $1.5M | 25K |
| Ishares Tr | EEM | Shares | $1.5M | 26K |
| Vanguard Index Fds | VTV | Shares | $1.5M | 7K |
| Amgen Inc | AMGN | Shares | $1.4M | 4K |
| Chevron Corporation | CVX | Shares | $1.4M | 7K |
| Aercap Holdings Nv | Shares | $1.4M | 10K | |
| Abbott Laboratories | ABT | Shares | $1.3M | 13K |
| Chubb Ltd Switz | Shares | $1.3M | 4K | |
| Ishares Tr | IWM | Shares | $1.2M | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.