Obermeyer Wealth Partners 13F Holdings

CIK 0001349654 · ASPEN, CO

As of Sep 30, 2025, Obermeyer Wealth Partners reported 295 positions worth $2.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology209,955 08.7M5.15%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—554,127 07.8M5.11%
ALPHABET INCGOOGEquity402,434$98.0M4.65%
VANGUARD 500 INDEX FUNDVOO—151,418$92.7M4.40%
APPLE INCAAPLTechnology339,634$86.5M4.10%
NVIDIA CORPNVDATechnology450,584$84.1M3.98%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology268,011$74.9M3.55%
AMAZON.COM INCAMZNEquity320,130$70.3M3.33%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services137,759$69.3M3.28%
MASTERCARD INCMAFinancial Services121,287$69.0M3.27%
JANUS HENDERSON AAA CLO ETFJAAA—1,337,136$67.9M3.22%
BROADCOM INCAVGOTechnology201,533$66.5M3.15%
ISHARES INCURTH—351,532$63.8M3.03%
META PLATFORMS INCMETACommunication Services79,298$58.2M2.76%
F/M US TREASURY 3 MONTH BILL ETFTBIL—1,142,072$57.1M2.71%
RTX CORPRTXEquity272,983$45.7M2.17%
ASML HOLDING NVASMLTechnology44,370$43.0M2.04%
UNITEDHEALTH GROUP INCUNHHealthcare114,211$39.4M1.87%
WALMART INCWMTConsumer Defensive358,646$37.0M1.75%
HOME DEPOT INCHDConsumer Cyclical88,977$36.1M1.71%
AON PLCAONFinancial Services101,073$36.0M1.71%
VANGUARD TOTAL STOCK MKT ETFVTI—107,059$35.1M1.67%
NVR INCNVRConsumer Cyclical4,110$33.0M1.57%
CME GROUP INCCMEFinancial Services110,358$29.8M1.41%
BROOKFIELD CORPBNFinancial Services433,161$29.7M1.41%