13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001349654
Total reported value
$2.4B
$2.4B
294 檔
20.2%
At the close of Q3 2025, Obermeyer Wealth Partners disclosed equity holdings valued at approximately $2.4B, spread across 294 reported holdings.
In Q3 2025, Obermeyer Wealth Partners displayed an active expansion posture, initiating 48 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | -0.38% | -1.26% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.05% | -0.83% | +0.54% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.59% | +0.37% | +0.94% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.14% | -0.72% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.05% | -0.01% | -0.24% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.94% | +0.02% | +24.05% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.51% | +0.94% | -0.41% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.29% | +0.03% | -0.01% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.24% | -0.27% | -32.26% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.23% | -0.24% | -1.33% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.18% | -0.34% | +7.28% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 3.11% | +0.22% | -0.76% | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 2.99% | -0.20% | +2.88% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.73% | -0.23% | +0.90% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.67% | -0.15% | +17.88% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 2.14% | -0.30% | -0.46% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.01% | +0.85% | +0.15% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.85% | -1.01% | +0.77% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.03% | -1.17% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | -0.10% | -0.08% | |
| 21 | AON | Aon plc | Stock-Financials | 1.69% | -0.13% | -1.39% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | +2.07% | +2.90% | |
| 23 | NVR | Nvr Inc | Stock-Consumer Disc | 1.55% | -0.01% | +0.74% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.40% | -0.51% | -0.30% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 1.39% | -0.04% | +1.20% | |
| 26 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.34% | -0.07% | -0.77% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.20% | +11.33% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.18% | -0.05% | -1.77% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.15% | -0.01% | -1.07% | |
| 30 | CB | Chubb Limited | Stock-Financials | 1.09% | -0.01% | -1.34% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 1.04% | — | -0.32% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | +0.37% | -0.55% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.02% | — | -0.00% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.08% | -0.73% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.86% | -0.49% | EXIT | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.75% | -0.08% | -39.21% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.71% | -0.70% | EXIT | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.01% | -14.62% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.03% | — | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.59% | -0.02% | — | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | — | -17.35% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.02% | -5.53% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.03% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.39% | +5.96% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | -2.41% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.03% | +3.80% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.01% | +1.96% | |
| 48 | ARCC | Ares Capital CORP | Stock-Financials | 0.35% | -0.02% | +117.93% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.27% | +0.06% | -2.80% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.04% | +18.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +24.05% | Add |
| 2 | AVGO | Broadcom Inc | +1.3% | -0.76% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | +0.94% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | -0.41% | Trim |
| 5 | ZTS | Zoetis Inc | +0.8% | -2.77% | Add |
| 6 | MSFT | Microsoft CORP | +0.8% | -1.26% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.6% | -0.01% | Add |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.5% | -0.00% | Add |
| 9 | ASML | ASML Holding N.V. | +0.4% | +0.15% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +11.33% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +0.90% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.72% | Add |
| 13 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +17.88% | Add |
| 14 | BN | Brookfield CORP | +0.2% | +1.20% | Add |
| 15 | RTX | Rtx CORP | +0.2% | -0.46% | Trim |
| 16 | ARCC | Ares Capital CORP | +0.2% | +117.93% | Add |
| 17 | MSI | Motorola Solutions Inc | +0.2% | +19.87% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.90% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -14.62% | Add |
| 20 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +0.54% | Add |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.96% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.80% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.95% | Add |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +64.18% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -2.41% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | -4.60% | Trim |
| 27 | MDY | State Street Spdr S&p Midcap | +0.1% | +44.39% | Add |
| 28 | SHEL | Shell Plc-adr | 0% | +0.55% | Add |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | +0.14% | Add |
| 30 | CTVA | Corteva Inc | 0% | — | Add |
| 31 | IAU | Ishares Gold Trust | 0% | +113.12% | Add |
| 32 | TSLA | Tesla Inc | 0% | +23.03% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +104.99% | Add |
| 34 | WMT | Walmart Inc | 0% | -1.17% | Trim |
| 35 | LOW | Lowe's Cos Inc | 0% | +18.38% | Add |
| 36 | GLD | Spdr Gold Shares | 0% | -8.25% | Add |
| 37 | ATO | Atmos Energy CORP | 0% | +6.62% | Add |
| 38 | SHOP | Shopify Inc - Class A | 0% | +1.57% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | +18.68% | Add |
| 40 | IDXX | Idexx Laboratories Inc | 0% | -0.97% | Trim |
| 41 | IBM | Intl Business Machines CORP | 0% | +5.30% | Add |
| 42 | CAT | Caterpillar Inc | 0% | -0.39% | Add |
| 43 | MUB | Ishares National Muni Bond E | 0% | +3.14% | Add |
| 44 | ETN | Eaton Corporation plc | 0% | +4.76% | Trim |
| 45 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 46 | GLW | Corning Inc | 0% | — | Add |
| 47 | BTI | British American Tob-sp Adr | 0% | +0.50% | Add |
| 48 | AXP | American Express Co | 0% | +0.15% | Add |
| 49 | VTV | Vanguard Value ETF | 0% | +19.04% | Add |
| 50 | DHI | Dr Horton Inc | 0% | — | Add |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 294 disclosed positions in Q3 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, GOOG) accounted for 20.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
URTH
市值: $63.8M
Top Position Liquidated / Trimmed
NOMD
前期市值: $864.6K
During Q3 2025, Obermeyer Wealth Partners's top holdings by market value included MSFT (5.1%)、QUAL (5.0%)、GOOG (4.6%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q3 2025, Obermeyer Wealth Partners made 191 total portfolio adjustments, initiating 48 new buys, adding to 67 positions, trimming 62 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.