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CIK: 0001349654
Total reported value
$2.4B
$2.4B
298 檔
23.2%
The Q1 2026 SEC filing reveals that Obermeyer Wealth Partners held a total portfolio value of $2.4B, covering 298 public equity positions.
Obermeyer Wealth Partners executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 13 holdings and trimming 73 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GOOG, VOO) accounted for 23.2% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.89% | +2.07% | +212.78% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.96% | +0.37% | -2.37% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.14% | +1.61% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.03% | -0.83% | -16.91% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.95% | +0.94% | -1.19% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.79% | -0.01% | -0.98% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.71% | -0.34% | +5.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.38% | -0.02% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | +0.02% | -2.64% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.21% | -0.15% | +5.22% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | +0.03% | +0.10% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.96% | -0.27% | +0.25% | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 2.90% | -0.20% | -0.86% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.75% | +0.22% | +0.10% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.71% | +1.29% | +5008.47% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.70% | -0.24% | -1.03% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.60% | +0.85% | -1.10% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 2.33% | -0.30% | -0.17% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.07% | -0.23% | +0.12% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.50% | -0.51% | +0.61% | |
| 21 | AON | Aon plc | Stock-Financials | 1.46% | -0.13% | +0.01% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.44% | +0.20% | +18.38% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.40% | -1.01% | +1.19% | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.37% | -0.01% | +0.18% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.10% | +0.30% | |
| 26 | MSI | Motorola Solutions Inc | Stock-Tech | 1.18% | -0.19% | +19.36% | |
| 27 | BN | Brookfield CORP | Stock-Financials | 1.16% | -0.04% | -3.81% | |
| 28 | MCO | Moody's CORP | Stock-Financials | 1.09% | -0.08% | — | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.02% | -0.05% | +14.86% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.00% | +0.37% | +15.40% | |
| 31 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.82% | -0.02% | +27.26% | |
| 32 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.80% | -0.07% | -4.60% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.39% | +6.89% | |
| 34 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.70% | -0.70% | EXIT | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.01% | +4.36% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | -0.03% | -12.72% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.49% | -0.49% | EXIT | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.03% | +0.37% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | -0.39% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.03% | -7.14% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.01% | +7.40% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.08% | -77.53% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.28% | +0.06% | -0.49% | |
| 44 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.26% | -0.05% | +261.66% | |
| 45 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | -0.02% | -30.67% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.07% | +2.86% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.23% | -0.01% | +50.77% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.23% | -0.04% | -2.92% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.21% | -0.08% | -70.91% | |
| 50 | CNQ | Canadian Natural Resources | Stock-Energy | 0.19% | -0.05% | +18.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +5.9% | +212.78% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +2.7% | +5008.47% | Add |
| 3 | ASML | ASML Holding N.V. | +0.5% | -1.10% | Trim |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.19% | Trim |
| 5 | MSI | Motorola Solutions Inc | +0.3% | +19.36% | Add |
| 6 | DE | Deere & Co | +0.3% | +0.18% | Add |
| 7 | TXN | Texas Instruments Inc | +0.2% | +15.40% | Add |
| 8 | ZTS | Zoetis Inc | +0.2% | +90.77% | Add |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +5.93% | Add |
| 10 | EVLN | Eaton Vance Floating-rate | +0.2% | +261.66% | Add |
| 11 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +5.22% | Add |
| 12 | VGLT | Vanguard Long-term Treasury | +0.2% | +27.26% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +18.38% | Add |
| 14 | SHW | Sherwin-williams Co/the | +0.1% | +14.86% | Add |
| 15 | CME | Cme Group Inc | +0.1% | +0.61% | Add |
| 16 | RTX | Rtx CORP | +0.1% | -0.17% | Trim |
| 17 | JMUB | Jpmorgan Municipal ETF | +0.1% | +170.84% | Add |
| 18 | CNQ | Canadian Natural Resources | +0.1% | +18.46% | Add |
| 19 | XLV | Ss Health Care Select Sector | +0.1% | +50.77% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.89% | Add |
| 21 | PBR-A | Petroleo Brasil-sp Pref Adr | 0% | -0.03% | Trim |
| 22 | AMAT | Applied Materials Inc | 0% | +8.17% | Add |
| 23 | COST | Costco Wholesale CORP | 0% | +6.18% | Add |
| 24 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 25 | Q | Qnity Electronics Inc | 0% | — | Unchanged |
| 26 | SHEL | Shell Plc-adr | 0% | -3.62% | Trim |
| 27 | GLD | Spdr Gold Shares | 0% | +2.86% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | +115.09% | Add |
| 29 | GLW | Corning Inc | 0% | — | Unchanged |
| 30 | TTE | TotalEnergies SE | 0% | — | Unchanged |
| 31 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 32 | CVX | Chevron CORP | 0% | +5.28% | Add |
| 33 | DOW | Dow Inc | 0% | -0.71% | Trim |
| 34 | JNJ | Johnson & Johnson | 0% | -2.18% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +20.11% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | 0% | +118.47% | Add |
| 37 | EPD | Enterprise Products Partners | 0% | +5.84% | Add |
| 38 | ETN | Eaton Corporation plc | 0% | -1.95% | Trim |
| 39 | CAT | Caterpillar Inc | 0% | +2.70% | Add |
| 40 | ATO | Atmos Energy CORP | 0% | -0.57% | Trim |
| 41 | SOXX | Ishares Semiconductor ETF | 0% | +24.96% | Add |
| 42 | VZ | Verizon Communications Inc | 0% | +21.25% | Add |
| 43 | CMI | Cummins Inc | 0% | +69.25% | Add |
| 44 | PSX | Phillips 66 | 0% | +3.88% | Add |
| 45 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 46 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 47 | PFE | Pfizer Inc | 0% | +12.98% | Add |
| 48 | PBR | Petroleo Brasileiro-spon Adr | 0% | — | Unchanged |
| 49 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 50 | IXUS | Ishares Core Intl Stock ETF | 0% | +53.33% | Add |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.4B across 298 disclosed positions in Q1 2026.
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.
Top New Position Initiated
MCO
市值: $23.8M
Top Position Liquidated / Trimmed
NVO
前期市值: $7.2M
During Q1 2026, Obermeyer Wealth Partners's top holdings by market value included VTI (8.9%)、GOOG (5.0%)、VOO (4.3%). The largest single position, VTI, represented 8.9% of total portfolio value.
In Q1 2026, Obermeyer Wealth Partners made 172 total portfolio adjustments, initiating 23 new buys, adding to 63 positions, trimming 73 holdings, and fully liquidating 13 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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