Q2 2026 13F · SEC CIK 1349654

Obermeyer Wealth Partners

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.4B
Reported positions: 300
Top holdings a year, 3 yrs: +19.6%
Assets under management: $3.0B

Obermeyer Wealth Partners is a wealth manager that reported 300 positions worth $2.4B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard Index Fds (VTI, 11.0%), Alphabet Inc (GOOG, 5.3%), Taiwan Semiconductor Manufac (TSM, 4.9%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.

Obermeyer Wealth Partners holdings largest 50 of 300 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Obermeyer Wealth Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	11.0%	8.9%	723,980	+20.3%	$267.9M
GOOGAlphabet Inc	5.3%	5.0%	369,046	-1.8%	$130.4M
TSMTaiwan Semiconductor Manufac	4.9%	3.9%	250,513	-1.2%	$119.6M
VOOVanguard S&p 500 ETF	4.5%	4.3%	159,773	+1.1%	$109.7M
VXUSVanguard Star Fds Vanguard Total Intl St	4.0%	2.7%	1,144,537	+50.1%	$97.8M
AAPLApple Inc	3.8%	3.8%	319,225	-1.5%	$92.4M
ASMLAsml Hldg NV	3.5%	2.6%	42,402	-0.8%	$84.4M
NVDANvidia Corporation Com	3.4%	3.4%	417,763	-1.5%	$83.6M
JAAAJanus Detroit Str Tr	3.4%	3.7%	1,631,646	+2.1%	$82.4M
QUALIshares Msci USA Quality Factor ETF	3.2%	4.0%	356,383	-21.8%	$78.2M
AMZNAmazon Com Inc Com	3.1%	3.1%	319,095	-0.6%	$76.1M
MSFTMicrosoft Corp	3.1%	3.5%	201,468	-0.6%	$75.2M
TBILRbb Fd Inc	3.1%	3.2%	1,498,328	+7.2%	$74.7M
AVGOBroadcom Inc	3.0%	2.7%	192,213	-0.3%	$72.6M
URTHIshares Inc	2.7%	2.9%	326,282	-6.8%	$66.1M
BRK-BBerkshire Hathaway Inc Del	2.7%	3.0%	131,389	-2.2%	$65.7M
MAMastercard Inc.	2.5%	2.7%	116,920	-0.4%	$60.0M
RTXRtx Corporation Com	2.0%	2.3%	261,544	-0.5%	$49.6M
METAMeta Platforms Inc Class A	1.8%	2.1%	79,955	+1.8%	$45.0M
QQQInvesco Qqq Tr	1.6%	1.4%	54,479	+0.5%	$40.1M
TXNTexas Instruments Inc	1.4%	1.0%	112,214	+0.5%	$33.4M
DEDeere & Co Com	1.4%	1.4%	52,482	-0.3%	$33.3M
AONAon PLC	1.3%	1.5%	98,034	-0.3%	$32.5M
HDHome Depot Inc Com	1.2%	1.3%	85,888	-2.6%	$30.3M
BNBrookfield Corp	1.1%	1.2%	642,466	+3.4%	$27.4M
MCOMoodys Corp	1.0%	1.1%	54,772	+0.6%	$24.8M
CMECme Group Inc	1.0%	1.5%	110,040	-0.1%	$24.3M
MSIMotorola Solutions Inc	1.0%	1.2%	58,503	-0.6%	$24.3M
SHWSherwin Williams Co Com	1.0%	1.0%	69,044	-0.3%	$23.8M
VGLTVanguard Long-Term Treasury ETF Total	0.8%	0.8%	356,030	+10.4%	$19.6M
SAPGFSap SE	0.7%	0.8%	116,031	+14.4%	$17.9M
JABSJanus Henderson Asset-Backed Securities	0.6%	—	316,896	—	$15.8M
SPYSpdr S&p 500 ETF Tr	0.6%	0.7%	21,101	-3.0%	$15.8M
UPSUnited Parcel Svcs Inc Cl B	0.6%	0.6%	131,712	-2.2%	$14.2M
GOOGLAlphabet Inc	0.5%	0.5%	33,831	-2.2%	$12.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	33,759	+0.5%	$11.1M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	13	+0.0%	$9.7M
UNHUnitedhealth Group Inc Com	0.4%	1.4%	23,140	-79.4%	$9.6M
USBUS Bancorp Del	0.3%	0.3%	136,184	+15.6%	$8.2M
VVisa Inc Com Cl A	0.3%	0.3%	22,822	-3.4%	$7.8M
VEAVanguard Tax-Managed Fds	0.3%	0.7%	108,524	-55.0%	$7.7M
IVVIshares Core S&p 500 ETF	0.3%	—	9,061	—	$6.8M
ARCCAres Capital Corp.	0.2%	0.2%	296,701	+3.6%	$5.5M
XLVSelect Sector Spdr Tr	0.2%	0.2%	33,946	-1.4%	$5.4M
XOMExxon Mobil Corp	0.2%	0.3%	38,371	+1.7%	$5.2M
EVLNMorgan Stanley ETF Trust	0.2%	0.3%	103,567	-12.9%	$5.0M
AMATApplied Matls Inc	0.2%	—	6,609	—	$4.8M
LOWLowes Cos Inc	0.2%	0.2%	20,867	-1.8%	$4.6M
TMUST-Mobile US Inc	0.2%	—	27,182	—	$4.6M
GLDSpdr Gold Shares	0.2%	0.2%	11,551	-3.6%	$4.3M

What Obermeyer Wealth Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +19.6% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.4B	300
Q1 2026	$2.2B	298
Q4 2025	$2.2B	288
Q3 2025	$2.1B	294
Q2 2025	$2.0B	277
Q1 2025	$1.9B	261
Q4 2024	$1.9B	257
Q3 2024	$1.9B	259
Q2 2024	$1.7B	245
Q1 2024	$1.7B	251
Q4 2023	$1.5B	216
Q3 2023	$1.3B	211

Questions about Obermeyer Wealth Partners's portfolio

What stocks does Obermeyer Wealth Partners own?

Obermeyer Wealth Partners's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 300 positions worth $2.4B. The largest are Vanguard Index Fds (VTI) at 11.0%, Alphabet Inc (GOOG) at 5.3%, Taiwan Semiconductor Manufac (TSM) at 4.9%, Vanguard S&p 500 ETF (VOO) at 4.5% and Vanguard Star Fds Vanguard Total Intl St (VXUS) at 4.0%.

What did Obermeyer Wealth Partners buy last quarter?

In Q2 2026, Obermeyer Wealth Partners added Vanguard Star Fds Vanguard Total Intl St (VXUS) (+50.1% shares), Vanguard Index Fds (VTI) (+20.3% shares) and US Bancorp Del (USB) (+15.6% shares), compared with its Q1 2026 filing.

What did Obermeyer Wealth Partners sell last quarter?

In Q2 2026, Obermeyer Wealth Partners cut from its top 50 First Tr Exchange-Traded Fd (LMBS), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Vaneck ETF Trust (MOAT), cut from its top 50 Canadian Nat Res Ltd Med Term Com (CNQ), Unitedhealth Group Inc Com (UNH) (-79.4% shares), Vanguard Tax-Managed Fds (VEA) (-55.0% shares) and Ishares Msci USA Quality Factor ETF (QUAL) (-21.8% shares), compared with its Q1 2026 filing.

How has Obermeyer Wealth Partners's portfolio performed?

A portfolio copying Obermeyer Wealth Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Obermeyer Wealth Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Obermeyer Wealth Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Obermeyer Wealth Partners manage?

Obermeyer Wealth Partners reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.4B.