Obermeyer Wealth Partners

CIK 0001349654 · ASPEN, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Obermeyer Wealth Partners reported 302 positions worth $2.44B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VTI (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.44B
2026 Q2
Positions
302
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.9%
Est. Net Flow (Q)
2026 Q2
10 / 302 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$267.9M10.96%723,980
2GOOGALPHABET INCSH$130.4M5.33%369,046
3TSMTAIWAN SEMICONDUCTOR MANUFACSH$119.6M4.89%250,513
4VOOVANGUARD INDEX FDSSH$109.7M4.49%159,773
5VXUSVANGUARD STAR FDSSH$97.8M4.00%1,144,537
6AAPLAPPLE INCSH$92.4M3.78%319,225
7ASMLASML HLDG NVSH$84.4M3.45%42,402
8NVDANVIDIA CORPORATIONSH$83.6M3.42%417,763
9JAAAJANUS DETROIT STR TRSH$82.4M3.37%1,631,646
10QUALISHARES TRSH$78.2M3.20%356,383

The free plan shows the top 10 positions. The remaining 292 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Obermeyer Wealth Partners hold as of Q2 2026?

Obermeyer Wealth Partners reported 302 positions worth $2.44B in its Q2 2026 13F filing. Largest positions: VTI (11.0%), GOOG (5.3%), TSM (4.9%), VOO (4.5%) and VXUS (4.0%).

What did Obermeyer Wealth Partners buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Obermeyer Wealth Partners sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.