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CIK: 0001349654
Total reported value
$2.4B
$2.4B
277 檔
18.9%
During the Q2 2025 filing period, Obermeyer Wealth Partners (CIK: 0001349654) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.4B across 277 reported positions.
In Q2 2025, Obermeyer Wealth Partners displayed an active expansion posture, initiating 28 new positions and adding to 79 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | -0.38% | +0.04% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.02% | -0.83% | +1.19% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.92% | -0.27% | -13.85% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.31% | +0.14% | +1.88% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.52% | +0.37% | -0.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | +0.03% | +18.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.48% | -0.01% | -5.07% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.44% | -0.24% | -1.58% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.15% | -0.34% | +1.53% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.03% | +0.94% | +0.05% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.23% | -0.81% | |
| 12 | URTH | Ishares Msci World ETF | ETF-Other | 2.88% | -0.20% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.02% | +9.83% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | +0.22% | -2.46% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.41% | -0.15% | +4.21% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.99% | -0.30% | -1.56% | |
| 17 | AON | Aon plc | Stock-Financials | 1.82% | -0.13% | -2.30% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.77% | +0.85% | -1.05% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.03% | -0.88% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.76% | -1.01% | +49.32% | |
| 21 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.64% | -0.07% | +1.46% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | -0.10% | -0.38% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +2.07% | -1.00% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.52% | -0.51% | -0.75% | |
| 25 | NVR | Nvr Inc | Stock-Consumer Disc | 1.50% | -0.01% | -1.35% | |
| 26 | DE | Deere & Co | Stock-Industrials | 1.37% | -0.01% | -0.97% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.35% | — | +188.85% | |
| 28 | BN | Brookfield CORP | Stock-Financials | 1.32% | -0.04% | -0.29% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.26% | -0.05% | +0.02% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.26% | +0.37% | +0.37% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.24% | -0.08% | -69.81% | |
| 32 | CB | Chubb Limited | Stock-Financials | 1.21% | -0.01% | -0.32% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.20% | +11.04% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | — | -1.69% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | — | +0.28% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 1.00% | -0.49% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.08% | -1.54% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.85% | — | -2.81% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | -0.70% | EXIT | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.02% | -2.37% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.01% | +33.34% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.03% | -21.05% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | — | -0.46% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +3.06% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | -0.39% | +8.24% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.01% | -2.51% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.03% | -15.71% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.27% | +0.06% | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.22% | -0.05% | -83.77% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.04% | -1.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | URTH | Ishares Msci World ETF | +2.9% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +1% | +0.04% | Add |
| 3 | ZTS | Zoetis Inc | +1% | +6578.73% | Add |
| 4 | NVDA | Nvidia CORP | +1% | +9.83% | Add |
| 5 | AVGO | Broadcom Inc | +0.9% | -2.46% | Trim |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.9% | +188.85% | Add |
| 7 | AMZN | Amazon.com Inc | +0.8% | +18.86% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +0.05% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.5% | -0.81% | Trim |
| 10 | USB | US Bancorp | +0.3% | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.88% | Add |
| 12 | ASML | ASML Holding N.V. | +0.2% | -1.05% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -0.83% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.04% | Add |
| 15 | BN | Brookfield CORP | +0.1% | -0.29% | Trim |
| 16 | MSI | Motorola Solutions Inc | +0.1% | +261.05% | Add |
| 17 | SAP | Sap Se-sponsored Adr | +0.1% | +1.46% | Add |
| 18 | TXN | Texas Instruments Inc | +0.1% | +0.37% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +33.34% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -0.88% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.24% | Add |
| 22 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +1.19% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +3.06% | Add |
| 24 | CTVA | Corteva Inc | +0.1% | +50.51% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | +0.1% | +56.33% | Add |
| 26 | SHEL | Shell Plc-adr | 0% | +76.68% | Add |
| 27 | ORCL | Oracle CORP | 0% | -1.57% | Trim |
| 28 | HERD | Pacer Cash Cows Fund Of Fund | 0% | NEW | New buy |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.00% | Trim |
| 30 | 6D8 | Dupont De Nemours Inc | 0% | +73.56% | Add |
| 31 | SCHV | Schwab US Large-cap Value | 0% | NEW | New buy |
| 32 | MDY | State Street Spdr S&p Midcap | 0% | +75.02% | Add |
| 33 | RTX | Rtx CORP | 0% | -1.56% | Trim |
| 34 | GLD | Spdr Gold Shares | 0% | +13.12% | Add |
| 35 | VUG | Vanguard Growth ETF | 0% | +66.12% | Add |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | 0% | NEW | New buy |
| 37 | IEF | Ishares 7-10 Year Treasury B | 0% | NEW | New buy |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | NEW | New buy |
| 39 | ARES | Ares Management CORP - A | 0% | NEW | New buy |
| 40 | FIVE | Five Below | 0% | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | 0% | +37.17% | Add |
| 42 | CP | Canadian Pacific Kansas City | 0% | NEW | New buy |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | 0% | NEW | New buy |
| 44 | MUB | Ishares National Muni Bond E | 0% | +111.72% | Add |
| 45 | SHOP | Shopify Inc - Class A | 0% | +27.31% | Add |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | +11.81% | Add |
| 47 | ETN | Eaton Corporation plc | 0% | -11.06% | Trim |
| 48 | ATO | Atmos Energy CORP | 0% | +16.70% | Add |
| 49 | DIS | Walt Disney Co/the | 0% | -2.09% | Trim |
| 50 | AXP | American Express Co | 0% | +1.33% | Add |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 277 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, QUAL, BRK-B) accounted for 18.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
URTH
市值: $57.9M
Top Position Liquidated / Trimmed
NOMD
前期市值: $864.6K
During Q2 2025, Obermeyer Wealth Partners's top holdings by market value included MSFT (5.3%)、QUAL (5.0%)、BRK-B (4.9%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 2025, Obermeyer Wealth Partners made 185 total portfolio adjustments, initiating 28 new buys, adding to 79 positions, trimming 66 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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