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CIK: 0001349654
Total reported value
$2.5B
$2.5B
300 檔
28.9%
According to the latest 13F quarterly dataset, Obermeyer Wealth Partners managed an equity portfolio of $2.5B at the end of Q2 2026, spanning 300 distinct U.S. exchange-listed positions.
Obermeyer Wealth Partners executed strategic sector rebalancing during Q2 2026, establishing 23 new positions while fully exiting 21 holdings and trimming 75 positions.
Showing top 200 holdings (of 300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.96% | +0.63% | +20.30% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.33% | -0.52% | -1.77% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.89% | -0.38% | -1.19% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.49% | -0.40% | +1.12% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.00% | +0.12% | +50.08% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.40% | -1.54% | |
| 7 | ASML | ASML Holding N.V. | Stock-Tech | 3.45% | -0.38% | -0.76% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.32% | -1.47% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.37% | +0.32% | +2.08% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.20% | -0.39% | -21.81% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.07% | -0.58% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | +1.04% | -0.55% | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.06% | +0.38% | +7.16% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.97% | -0.27% | -0.31% | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 2.70% | -0.26% | -6.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.69% | -0.14% | -2.17% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.46% | +0.06% | -0.43% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 2.03% | -0.09% | -0.47% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.84% | +0.52% | +1.83% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | +0.25% | +0.49% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.37% | -0.10% | +0.49% | |
| 22 | DE | Deere & Co | Stock-Industrials | 1.36% | +0.04% | -0.33% | |
| 23 | AON | Aon plc | Stock-Financials | 1.33% | -1.27% | -0.32% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.29% | -2.61% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 1.12% | -0.16% | +3.36% | |
| 26 | MCO | Moody's CORP | Stock-Financials | 1.01% | — | +0.60% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 0.99% | +0.16% | -0.07% | |
| 28 | MSI | Motorola Solutions Inc | Stock-Tech | 0.99% | +0.09% | -0.56% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.97% | -0.07% | -0.26% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.80% | -0.06% | +10.36% | |
| 31 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.73% | +0.25% | +14.38% | |
| 32 | JABS | Janus Hdrsn Ass Bkd Sec ETF | ETF-Other | 0.65% | +0.08% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.02% | -3.01% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.09% | -2.18% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.03% | -2.17% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | +0.55% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.25% | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | -0.07% | -79.43% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.34% | -0.03% | +21.84% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.05% | -3.35% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | -0.02% | -55.01% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +92.50% | |
| 43 | ARCC | Ares Capital CORP | Stock-Financials | 0.22% | +0.06% | +3.58% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.22% | +0.02% | -1.37% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.21% | EXIT | |
| 46 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.21% | -0.02% | -12.87% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.20% | -0.07% | -0.17% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | -0.04% | -1.79% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.19% | -0.02% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | +0.01% | -3.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.1% | +20.30% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +1.3% | +50.08% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -1.19% | Trim |
| 4 | ASML | ASML Holding N.V. | +0.9% | -0.76% | Trim |
| 5 | JABS | Janus Hdrsn Ass Bkd Sec ETF | +0.7% | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -1.77% | Trim |
| 7 | TXN | Texas Instruments Inc | +0.4% | +0.49% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.31% | Trim |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.49% | Add |
| 10 | TMUS | T-mobile US Inc | +0.2% | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.12% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +92.50% | Add |
| 13 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.1% | -0.17% | Trim |
| 15 | USB | US Bancorp | +0.1% | +21.84% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +45.59% | Add |
| 17 | GLW | Corning Inc | +0.1% | +2.75% | Add |
| 18 | ✓ | +0.1% | NEW | New buy | |
| 19 | CL | Colgate-palmolive Co | 0% | NEW | New buy |
| 20 | AMZN | Amazon.com Inc | 0% | -0.58% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -2.17% | Trim |
| 22 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 23 | PANW | Palo Alto Networks Inc | 0% | +1.59% | Add |
| 24 | INTC | Intel CORP | 0% | NEW | New buy |
| 25 | NVDA | Nvidia CORP | 0% | -1.47% | Trim |
| 26 | JMUB | Jpmorgan Municipal ETF | 0% | +32.06% | Add |
| 27 | Q | Qnity Electronics Inc | 0% | +2.59% | Add |
| 28 | ADI | Analog Devices Inc | 0% | +1.07% | Add |
| 29 | VOYG | Voyager Technologies Inc-a | 0% | -0.87% | Trim |
| 30 | CAT | Caterpillar Inc | 0% | -3.11% | Trim |
| 31 | SNDK | Sandisk CORP | 0% | +1.50% | Add |
| 32 | LLY | Eli Lilly & Co | 0% | +3.11% | Add |
| 33 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 34 | WDC | Western Digital CORP | 0% | +1.49% | Add |
| 35 | ✓ | 0% | NEW | New buy | |
| 36 | ✓ | 0% | NEW | New buy | |
| 37 | LRCX | Lam Research CORP | 0% | +18.28% | Add |
| 38 | ETN | Eaton Corporation plc | 0% | -1.20% | Trim |
| 39 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 40 | CSCO | Cisco Systems Inc | 0% | +5.38% | Add |
| 41 | PFE | Pfizer Inc | 0% | +74.36% | Add |
| 42 | ETV | Eaton Vance T/m Buy-writ Opp | 0% | +23.81% | Add |
| 43 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 44 | RY | Royal Bank Of Canada | 0% | +0.96% | Add |
| 45 | ARM | Arm Holdings Plc-adr | 0% | NEW | New buy |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | SMH | Vaneck Semiconductor ETF | 0% | -9.13% | Trim |
| 48 | GE | General Electric | 0% | +15.09% | Add |
| 49 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 50 | VRT | Vertiv Holdings Co-a | 0% | +36.50% | Add |
According to official SEC Form 13F filings, Obermeyer Wealth Partners reported a total U.S. public equity portfolio value of $2.5B across 300 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GOOG, TSM) accounted for 28.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
JABS
市值: $15.8M
Top Position Liquidated / Trimmed
LMBS
前期市值: $15.2M
During Q2 2026, Obermeyer Wealth Partners's top holdings by market value included VTI (11.0%)、GOOG (5.3%)、TSM (4.9%). The largest single position, VTI, represented 11.0% of total portfolio value.
In Q2 2026, Obermeyer Wealth Partners made 180 total portfolio adjustments, initiating 23 new buys, adding to 61 positions, trimming 75 holdings, and fully liquidating 21 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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