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CIK: 0001349654
Total reported value
$2.5B
$2.5B
288 檔
20.5%
In Q4 2025, Obermeyer Wealth Partners's U.S. equity holdings reached a combined market value of $2.5B, distributed across 288 disclosed stock positions.
In Q4 2025, Obermeyer Wealth Partners adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 23 holdings to manage risk exposure.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.52% | -0.52% | -4.38% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.98% | -0.39% | -1.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | +1.04% | -3.50% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.46% | -0.40% | +2.69% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.07% | +0.40% | -3.59% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | +0.32% | -3.36% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.56% | -0.38% | -4.27% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.49% | +0.32% | +12.84% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | +0.07% | +0.16% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.10% | +0.06% | -2.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | -0.14% | -2.75% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 3.05% | -0.27% | -4.42% | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.03% | +0.38% | +16.35% | |
| 14 | URTH | Ishares Msci World ETF | ETF-Other | 3.00% | -0.26% | +0.42% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.95% | +0.63% | +79.72% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | +0.52% | -1.10% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.21% | -0.09% | -3.58% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 2.11% | -0.38% | -2.63% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.79% | -0.01% | -1.72% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.68% | -0.07% | -2.68% | |
| 21 | AON | Aon plc | Stock-Financials | 1.59% | -1.27% | -2.70% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.29% | -1.18% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.37% | +0.16% | -0.82% | |
| 24 | BN | Brookfield CORP | Stock-Financials | 1.36% | -0.16% | +49.18% | |
| 25 | NVR | Nvr Inc | Stock-Consumer Disc | 1.34% | +0.01% | -2.36% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.25% | -0.84% | |
| 27 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.18% | +0.25% | -1.04% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.12% | +0.04% | -2.16% | |
| 29 | CB | Chubb Limited | Stock-Financials | 1.08% | — | -8.43% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.07% | -0.01% | -0.88% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.21% | EXIT | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.89% | -0.07% | -16.95% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.86% | +0.09% | +409.35% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | -0.10% | -19.93% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | — | +1.20% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.76% | -0.01% | -0.96% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.74% | — | +6.20% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.70% | -0.09% | -0.73% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.02% | +6.08% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.65% | -0.06% | +14.77% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.02% | +24.40% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | +0.84% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.03% | -7.61% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.25% | -6.67% | |
| 45 | ARCC | Ares Capital CORP | Stock-Financials | 0.38% | +0.06% | +11.61% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.05% | -10.17% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.33% | — | -64.20% | |
| 48 | USB | US Bancorp | Stock-Financials | 0.29% | -0.03% | +0.49% | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.27% | — | -62.65% | |
| 50 | VOYG | Voyager Technologies Inc-a | Stock-Other | 0.25% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +79.72% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -4.38% | Trim |
| 3 | MSI | Motorola Solutions Inc | +0.7% | +409.35% | Add |
| 4 | TBIL | F/m US Treasury 3 Month Bill | +0.4% | +16.35% | Add |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +12.84% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.20% | Add |
| 7 | APO | Apollo Global Management Inc | +0.2% | +504.82% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.40% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.69% | Add |
| 10 | ASML | ASML Holding N.V. | +0.1% | -2.63% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.16% | Add |
| 12 | UPS | United Parcel Service-cl B | +0.1% | -0.73% | Trim |
| 13 | RTX | Rtx CORP | +0.1% | -3.58% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.61% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | -1.72% | Trim |
| 16 | VGLT | Vanguard Long-term Treasury | +0.1% | +14.77% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -4.27% | Trim |
| 18 | EVLN | Eaton Vance Floating-rate | +0.1% | +228.67% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.08% | Add |
| 20 | NEE | Nextera Energy Inc | 0% | -0.88% | Trim |
| 21 | LMBS | First Trust Low Duration Opp | 0% | +6.20% | Add |
| 22 | ARCC | Ares Capital CORP | 0% | +11.61% | Add |
| 23 | AAPL | Apple Inc | 0% | -3.59% | Trim |
| 24 | USB | US Bancorp | 0% | +0.49% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | +94.52% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +54.58% | Add |
| 27 | RACE | Ferrari N.V. | 0% | +211.27% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | 0% | +23.44% | Add |
| 29 | URTH | Ishares Msci World ETF | 0% | +0.42% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | -2.14% | Trim |
| 31 | MOAT | Vaneck Morningstar Wide Moat | 0% | -0.96% | Trim |
| 32 | GLD | Spdr Gold Shares | 0% | -3.51% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +0.84% | Add |
| 34 | AMAT | Applied Materials Inc | 0% | -1.56% | Trim |
| 35 | ADI | Analog Devices Inc | 0% | -0.24% | Trim |
| 36 | AER | AerCap Holdings N.V. | 0% | +0.14% | Add |
| 37 | VXF | Vanguard Extended Market ETF | 0% | +90.27% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | -2.05% | Trim |
| 39 | OBDC | Blue Owl Capital CORP | 0% | +12.49% | Add |
| 40 | DGRO | Ishares Core Dividend Growth | 0% | +83.54% | Add |
| 41 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 42 | CVX | Chevron CORP | 0% | +23.52% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | -1.82% | Trim |
| 44 | VYM | Vanguard High Dvd Yield ETF | 0% | +4.63% | Add |
| 45 | IEMG | Ishares Core Msci Emerging | 0% | +67.43% | Add |
| 46 | QQQM | Invesco Nasdaq 100 ETF | 0% | +26.18% | Add |
| 47 | VGT | Vanguard Info Tech ETF | 0% | +60.43% | Add |
| 48 | WFC | Wells Fargo & Co | 0% | -0.52% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | 0% | +18.84% | Add |
| 50 | FIVE | Five Below | 0% | — | Unchanged |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.5B across 288 disclosed positions in Q4 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 GOOG, QUAL, MSFT) accounted for 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOYG
市值: $5.5M
Top Position Liquidated / Trimmed
OWL
前期市值: $2.0M
During Q4 2025, Obermeyer Wealth Partners's top holdings by market value included GOOG (5.5%)、QUAL (5.0%)、MSFT (4.5%). The largest single position, GOOG, represented 5.5% of total portfolio value.
In Q4 2025, Obermeyer Wealth Partners made 186 total portfolio adjustments, initiating 18 new buys, adding to 60 positions, trimming 85 holdings, and fully liquidating 23 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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