Obermeyer Wealth Partners

13F filer · CIK 0001349654

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$2.44BU.S. long equity reported on 13F

Positions21415 new · 14 closed

Net flow last quarter-$44.4MBuys minus sells

Top 10 positions weight35.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026214 positions
GOOGAlphabet Inc.	$130M	5.33%	Not reported	-1.8%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$120M	4.89%	0.00%	-1.2%	Q1 2023
AAPLApple Inc.	$92.4M	3.78%	0.00%	-1.5%	Q2 2013
ASMLAsml Holding NV	$84.4M	3.45%	0.01%	-0.8%	Q1 2024
NVDANvidia Corp	$83.6M	3.42%	0.00%	-1.5%	Q1 2019
AMZNAmazon Com Inc	$76.1M	3.11%	0.00%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$75.2M	3.07%	0.00%	-0.6%	Q2 2013
AVGOBroadcom Inc.	$72.6M	2.97%	0.00%	-0.3%	Q1 2021
BRK.BBerkshire Hathaway Inc	$65.7M	2.69%	Not reported	-2.2%	Q2 2013
MAMastercard Inc	$60M	2.46%	0.01%	-0.4%	Q3 2013
RTXRTX Corp	$49.6M	2.03%	0.02%	-0.5%	Q2 2020
METAMeta Platforms, Inc.	$45M	1.84%	Not reported	+1.8%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$40.1M	1.64%	Not reported	+0.5%	Q1 2021
TXNTexas Instruments Inc	$33.4M	1.37%	0.01%	+0.5%	Q1 2022
DEDeere & Co	$33.3M	1.36%	0.02%	-0.3%	Q1 2021
AONAon plc	$32.5M	1.33%	0.05%	-0.3%	Q1 2017
HDHome Depot, Inc.	$30.3M	1.24%	0.01%	-2.6%	Q2 2013
BNBROOKFIELD Corp	$27.4M	1.12%	Not reported	+3.4%	Q2 2024
MCOMoodys Corp	$24.8M	1.01%	0.03%	+0.6%	Q1 2026
CMECme Group Inc.	$24.3M	0.99%	0.03%	-0.1%	Q2 2013
MSIMotorola Solutions, Inc.	$24.3M	0.99%	0.04%	-0.6%	Q1 2021
SHWSherwin Williams Co	$23.8M	0.97%	0.03%	-0.3%	Q3 2024
SAPSap SE	$17.9M	0.73%	0.01%	+14.4%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$15.8M	0.64%	Not reported	-3.0%	Q2 2013
UPSUnited Parcel Service Inc	$14.2M	0.58%	0.02%	-2.2%	Q2 2013
GOOGLAlphabet Inc.	$12.1M	0.49%	0.00%	-2.2%	Q4 2015
JPMJPMorgan Chase & Co	$11.1M	0.45%	0.00%	+0.6%	Q2 2013
BRK.ABerkshire Hathaway Inc	$9.74M	0.40%	Not reported	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$9.62M	0.39%	0.00%	-79.4%	Q2 2013
USBUS Bancorp \de\	$8.23M	0.34%	0.01%	+15.6%	Q4 2014
VVisa Inc.	$7.83M	0.32%	0.00%	-3.4%	Q4 2014
ARCCAres Capital Corp	$5.5M	0.22%	0.04%	+3.6%	Q4 2020
XOMExxonMobil Holdings Corp	$5.25M	0.21%	0.00%	+1.7%	Q2 2013
AMATApplied Materials Inc	$4.78M	0.20%	0.00%	-0.2%	Q1 2021
LOWLowes Companies Inc	$4.6M	0.19%	0.00%	-1.8%	Q4 2014
TMUST-Mobile US, Inc.	$4.56M	0.19%	0.00%	Not reported	Q1 2024
GLDSPDR Gold Trust	$4.26M	0.17%	0.00%	-3.6%	Q2 2013
ETNEaton Corp plc	$4.06M	0.17%	0.00%	-1.2%	Q4 2014
ADIAnalog Devices Inc	$3.95M	0.16%	0.00%	+1.1%	Q4 2014
CNQCANADIAN NATURAL RESOURCES Ltd	$3.32M	0.14%	0.00%	-3.0%	Q2 2013
WMTWalmart Inc.	$3.19M	0.13%	0.00%	+0.4%	Q2 2013
COSTCostco Wholesale Corp	$3.18M	0.13%	0.00%	-1.4%	Q2 2013
JNJJohnson & Johnson	$3.1M	0.13%	0.00%	-0.9%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.03M	0.12%	Not reported	-0.1%	Q4 2018
GLWCorning Inc	$3M	0.12%	0.00%	+2.8%	Q3 2018
VOYGVoyager Technologies, Inc.	$2.98M	0.12%	Not reported	-0.9%	Q4 2025
ATOAtmos Energy Corp	$2.89M	0.12%	0.01%	-3.1%	Q2 2013
CTVACorteva, Inc.	$2.88M	0.12%	0.01%	Not reported	Q4 2019
WMWaste Management Inc	$2.86M	0.12%	0.00%	-1.5%	Q4 2021
QQnity Electronics, Inc.	$2.79M	0.11%	0.01%	+2.6%	Q4 2025

Q1 2026Reported Apr 21, 2026211 positions
GOOGAlphabet Inc.	$108M	4.96%	Not reported	-2.4%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$85.7M	3.95%	0.00%	-1.2%	Q1 2023
AAPLApple Inc.	$82.3M	3.79%	0.00%	-1.0%	Q2 2013
MSFTMicrosoft Corp	$75M	3.45%	0.00%	0.0%	Q2 2013
NVDANvidia Corp	$73.9M	3.40%	0.00%	-2.6%	Q1 2019
AMZNAmazon Com Inc	$66.8M	3.08%	0.00%	+0.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$64.4M	2.96%	Not reported	+0.3%	Q2 2013
AVGOBroadcom Inc.	$59.7M	2.75%	0.00%	+0.1%	Q1 2021
MAMastercard Inc	$58.7M	2.70%	0.01%	-1.0%	Q3 2013
ASMLAsml Holding NV	$56.4M	2.60%	0.01%	-1.1%	Q1 2024
RTXRTX Corp	$50.7M	2.33%	0.02%	-0.2%	Q2 2020
METAMeta Platforms, Inc.	$44.9M	2.07%	Not reported	+0.1%	Q2 2017
CMECme Group Inc.	$32.5M	1.50%	0.03%	+0.6%	Q2 2013
AONAon plc	$31.7M	1.46%	0.05%	0.0%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$31.3M	1.44%	Not reported	+18.4%	Q1 2021
UNHUnitedhealth Group Inc	$30.4M	1.40%	0.01%	+1.2%	Q2 2013
DEDeere & Co	$29.7M	1.37%	0.02%	+0.2%	Q1 2021
HDHome Depot, Inc.	$29M	1.34%	0.01%	+0.3%	Q2 2013
MSIMotorola Solutions, Inc.	$25.5M	1.18%	0.04%	+19.4%	Q1 2021
BNBROOKFIELD Corp	$25.2M	1.16%	Not reported	-3.8%	Q2 2024
MCOMoodys Corp	$23.8M	1.09%	0.03%	New	Q1 2026
SHWSherwin Williams Co	$22.2M	1.02%	0.03%	+14.9%	Q3 2024
TXNTexas Instruments Inc	$21.7M	1.00%	0.01%	+15.4%	Q1 2022
SAPSap SE	$17.4M	0.80%	0.01%	-4.6%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$14.1M	0.65%	Not reported	+4.4%	Q2 2013
UPSUnited Parcel Service Inc	$13.2M	0.61%	0.02%	-12.7%	Q2 2013
ZTSZoetis Inc.	$10.6M	0.49%	0.02%	+90.8%	Q4 2017
GOOGLAlphabet Inc.	$9.94M	0.46%	0.00%	+0.4%	Q4 2015
JPMJPMorgan Chase & Co	$9.88M	0.45%	0.00%	-0.4%	Q2 2013
BRK.ABerkshire Hathaway Inc	$9.34M	0.43%	Not reported	-7.1%	Q2 2013
VVisa Inc.	$7.14M	0.33%	0.00%	+7.4%	Q4 2014
XOMExxonMobil Holdings Corp	$6.4M	0.29%	0.00%	-77.5%	Q2 2013
USBUS Bancorp \de\	$6.12M	0.28%	0.01%	-0.5%	Q4 2014
ARCCAres Capital Corp	$5.16M	0.24%	0.04%	-30.7%	Q4 2020
GLDSPDR Gold Trust	$5.16M	0.24%	0.00%	+2.9%	Q2 2013
LOWLowes Companies Inc	$5.02M	0.23%	0.00%	-2.9%	Q4 2014
CNQCANADIAN NATURAL RESOURCES Ltd	$4.23M	0.19%	0.00%	+18.5%	Q2 2013
WMTWalmart Inc.	$3.49M	0.16%	0.00%	-92.0%	Q2 2013
ETNEaton Corp plc	$3.45M	0.16%	0.00%	-2.0%	Q4 2014
COSTCostco Wholesale Corp	$3.44M	0.16%	0.00%	+6.2%	Q2 2013
ATOAtmos Energy Corp	$3.2M	0.15%	0.01%	-0.6%	Q2 2013
ADIAnalog Devices Inc	$3.13M	0.14%	0.00%	Not reported	Q4 2014
SHELShell plc	$3.03M	0.14%	0.00%	-3.6%	Q4 2022
JNJJohnson & Johnson	$3.01M	0.14%	0.00%	-2.2%	Q2 2013
WMWaste Management Inc	$2.99M	0.14%	0.00%	-2.9%	Q4 2021
CTVACorteva, Inc.	$2.85M	0.13%	0.01%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.84M	0.13%	Not reported	-1.1%	Q4 2018
APOApollo Global Management, Inc.	$2.36M	0.11%	0.00%	-26.2%	Q2 2013
ABBVAbbVie Inc.	$2.36M	0.11%	0.00%	+2.3%	Q2 2013
AZNAstrazeneca PLC	$2.28M	0.11%	Not reported	New	Q1 2026

Q4 2025Reported Jan 29, 2026199 positions
GOOGAlphabet Inc.	$121M	5.52%	Not reported	-4.4%	Q4 2015
MSFTMicrosoft Corp	$98M	4.48%	0.00%	-3.5%	Q2 2013
AAPLApple Inc.	$89M	4.07%	0.00%	-3.6%	Q2 2013
NVDANvidia Corp	$81.2M	3.71%	0.00%	-3.4%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$78M	3.56%	0.00%	-4.3%	Q1 2023
AMZNAmazon Com Inc	$74M	3.38%	0.00%	+0.2%	Q2 2013
MAMastercard Inc	$67.7M	3.10%	0.01%	-2.2%	Q3 2013
BRK.BBerkshire Hathaway Inc	$67.3M	3.08%	Not reported	-2.8%	Q2 2013
AVGOBroadcom Inc.	$66.7M	3.05%	0.00%	-4.4%	Q1 2021
METAMeta Platforms, Inc.	$51.8M	2.37%	Not reported	-1.1%	Q2 2017
RTXRTX Corp	$48.3M	2.21%	0.02%	-3.6%	Q2 2020
ASMLAsml Holding NV	$46.2M	2.11%	0.01%	-2.6%	Q1 2024
WMTWalmart Inc.	$39.3M	1.79%	0.00%	-1.7%	Q2 2013
UNHUnitedhealth Group Inc	$36.7M	1.68%	0.01%	-2.7%	Q2 2013
AONAon plc	$34.7M	1.59%	0.05%	-2.7%	Q1 2017
HDHome Depot, Inc.	$30.3M	1.38%	0.01%	-1.2%	Q2 2013
CMECme Group Inc.	$29.9M	1.37%	0.03%	-0.8%	Q2 2013
BNBROOKFIELD Corp	$29.7M	1.36%	Not reported	-0.6%	Q2 2024
NVRNVR Inc	$29.3M	1.34%	0.14%	-2.4%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$28.1M	1.29%	Not reported	-0.8%	Q1 2021
SAPSap SE	$25.8M	1.18%	0.01%	-1.0%	Q3 2024
DEDeere & Co	$24.5M	1.12%	0.02%	-2.2%	Q1 2021
CBChubb Ltd	$23.6M	1.08%	0.02%	-8.4%	Q1 2021
NEENextera Energy Inc	$23.5M	1.07%	0.01%	-0.9%	Q4 2021
XOMExxonMobil Holdings Corp	$20.2M	0.92%	0.00%	-2.1%	Q2 2013
SHWSherwin Williams Co	$19.5M	0.89%	0.02%	-17.0%	Q3 2024
MSIMotorola Solutions, Inc.	$18.9M	0.86%	0.03%	+409.4%	Q1 2021
TXNTexas Instruments Inc	$16.8M	0.77%	0.01%	-19.9%	Q1 2022
LLYELI LILLY & Co	$16.7M	0.77%	0.00%	+1.2%	Q4 2014
UPSUnited Parcel Service Inc	$15.3M	0.70%	0.02%	-0.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$14.2M	0.65%	Not reported	+6.1%	Q2 2013
JPMJPMorgan Chase & Co	$10.9M	0.50%	0.00%	+0.8%	Q2 2013
GOOGLAlphabet Inc.	$10.8M	0.49%	0.00%	-7.6%	Q4 2015
BRK.ABerkshire Hathaway Inc	$10.6M	0.48%	Not reported	-6.7%	Q2 2013
ARCCAres Capital Corp	$8.36M	0.38%	0.06%	+11.6%	Q4 2020
VVisa Inc.	$7.71M	0.35%	0.00%	-10.2%	Q4 2014
NVONovo Nordisk A S	$7.16M	0.33%	Not reported	-64.2%	Q2 2013
USBUS Bancorp \de\	$6.31M	0.29%	0.01%	+0.5%	Q4 2014
ZTSZoetis Inc.	$5.9M	0.27%	0.01%	-62.7%	Q4 2017
VOYGVoyager Technologies, Inc.	$5.47M	0.25%	Not reported	New	Q4 2025
LOWLowes Companies Inc	$5.28M	0.24%	0.00%	-0.6%	Q4 2014
GLDSPDR Gold Trust	$4.62M	0.21%	0.00%	-3.5%	Q2 2013
APOApollo Global Management, Inc.	$4.16M	0.19%	0.01%	+504.8%	Q2 2013
ETNEaton Corp plc	$3.14M	0.14%	0.00%	-1.3%	Q4 2014
WMWaste Management Inc	$2.95M	0.13%	0.00%	-1.7%	Q4 2021
ATOAtmos Energy Corp	$2.92M	0.13%	0.01%	-1.2%	Q2 2013
COSTCostco Wholesale Corp	$2.8M	0.13%	0.00%	+0.8%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.79M	0.13%	Not reported	+4.6%	Q4 2018
ADIAnalog Devices Inc	$2.67M	0.12%	0.00%	-0.2%	Q4 2014
JNJJohnson & Johnson	$2.6M	0.12%	0.00%	-2.1%	Q2 2013

Q3 2025Reported Oct 27, 2025211 positions
MSFTMicrosoft Corp	$109M	5.09%	0.00%	-1.3%	Q2 2013
GOOGAlphabet Inc.	$98M	4.59%	Not reported	+0.9%	Q4 2015
AAPLApple Inc.	$86.5M	4.05%	0.00%	-0.2%	Q2 2013
NVDANvidia Corp	$84.1M	3.94%	0.00%	+24.1%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$74.9M	3.51%	0.00%	-0.4%	Q1 2023
AMZNAmazon Com Inc	$70.3M	3.29%	0.00%	0.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$69.3M	3.24%	Not reported	-32.3%	Q2 2013
MAMastercard Inc	$69M	3.23%	0.01%	-1.3%	Q3 2013
AVGOBroadcom Inc.	$66.5M	3.11%	0.00%	-0.8%	Q1 2021
METAMeta Platforms, Inc.	$58.2M	2.73%	Not reported	+0.9%	Q2 2017
RTXRTX Corp	$45.7M	2.14%	0.02%	-0.5%	Q2 2020
ASMLAsml Holding NV	$43M	2.01%	0.01%	+0.2%	Q1 2024
UNHUnitedhealth Group Inc	$39.4M	1.85%	0.01%	+0.8%	Q2 2013
WMTWalmart Inc.	$37M	1.73%	0.00%	-1.2%	Q2 2013
HDHome Depot, Inc.	$36.1M	1.69%	0.01%	-0.1%	Q2 2013
AONAon plc	$36M	1.69%	0.05%	-1.4%	Q1 2017
NVRNVR Inc	$33M	1.55%	0.14%	+0.7%	Q1 2022
CMECme Group Inc.	$29.8M	1.40%	0.03%	-0.3%	Q2 2013
BNBROOKFIELD Corp	$29.7M	1.39%	Not reported	+1.2%	Q2 2024
SAPSap SE	$28.7M	1.34%	0.01%	-0.8%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$27.7M	1.30%	Not reported	+18.5%	Q1 2021
SHWSherwin Williams Co	$25.1M	1.18%	0.03%	-1.8%	Q3 2024
DEDeere & Co	$24.6M	1.15%	0.02%	-1.1%	Q1 2021
CBChubb Ltd	$23.3M	1.09%	0.02%	-1.3%	Q1 2021
NEENextera Energy Inc	$22.3M	1.04%	0.01%	-0.3%	Q4 2021
TXNTexas Instruments Inc	$22.2M	1.04%	0.01%	-0.6%	Q1 2022
NVONovo Nordisk A S	$21.8M	1.02%	Not reported	0.0%	Q2 2013
XOMExxonMobil Holdings Corp	$19.3M	0.91%	0.00%	-0.7%	Q2 2013
ZTSZoetis Inc.	$18.4M	0.86%	0.03%	-2.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$13.1M	0.61%	Not reported	+0.7%	Q2 2013
UPSUnited Parcel Service Inc	$13M	0.61%	0.02%	Not reported	Q2 2013
CMCSAComcast Corp	$12.4M	0.58%	0.01%	-17.4%	Q2 2013
LLYELI LILLY & Co	$11.7M	0.55%	0.00%	-5.5%	Q4 2014
BRK.ABerkshire Hathaway Inc	$11.3M	0.53%	Not reported	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$10.5M	0.49%	0.00%	-2.4%	Q2 2013
GOOGLAlphabet Inc.	$9.07M	0.42%	0.00%	+3.8%	Q4 2015
VVisa Inc.	$8.36M	0.39%	0.00%	+2.0%	Q4 2014
ARCCAres Capital Corp	$7.55M	0.35%	0.05%	+117.9%	Q4 2020
USBUS Bancorp \de\	$5.69M	0.27%	0.01%	-2.8%	Q4 2014
LOWLowes Companies Inc	$5.53M	0.26%	0.00%	+18.4%	Q4 2014
MSIMotorola Solutions, Inc.	$4.43M	0.21%	0.01%	+19.9%	Q1 2021
GLDSPDR Gold Trust	$4.29M	0.20%	0.00%	-8.3%	Q2 2013
ETNEaton Corp plc	$3.73M	0.17%	0.00%	+4.8%	Q4 2014
WMWaste Management Inc	$3.02M	0.14%	0.00%	+5.8%	Q4 2021
ATOAtmos Energy Corp	$3.01M	0.14%	0.01%	+6.6%	Q2 2013
COSTCostco Wholesale Corp	$2.98M	0.14%	0.00%	-1.2%	Q2 2013
ORCLOracle Corp	$2.86M	0.13%	0.00%	-4.6%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.62M	0.12%	Not reported	Not reported	Q4 2018
SHELShell plc	$2.48M	0.12%	0.00%	+0.6%	Q4 2022
ABBVAbbVie Inc.	$2.43M	0.11%	0.00%	-11.0%	Q2 2013

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