13F Insight
DOSSIER · 13F-HR · Q3 2026

Obermeyer Wealth Partners

$2.5B in tracked AUM across 301 positions as of Q3 2026.

OW
CIK 0001349654 · last filed Sep 30, 2026
Total AUM
$2.5B
as of Q3 2026
Holdings
301
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Obermeyer Wealth Partners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$291M779K11.6%02
GOOG
ALPHABET INC
$121M355K4.8%03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$113M249K4.5%04
AAPL
APPLE INC
$105M315K4.2%05
VXUS
VANGUARD STAR FDS
$103M1.2M4.1%06
MSFT
MICROSOFT CORP
$103M201K4.1%07
VOO
VANGUARD INDEX FDS
$103M147K4.1%08
NVDA
NVIDIA CORPORATION
$94M411K3.7%09
JAAA
JANUS DETROIT STR TR
$93M1.8M3.7%10
TBIL
RBB FD INC
$86M1.7M3.4%

Filing history

2026Q3Sep 30
$2.5B▲ 2.8%
301 positionsView →2026Q2Jun 30
$2.4B▲ 12.6%
302 positionsView →2026Q1Mar 31
$2.2B▼ 0.8%
299 positionsView →2025Q4Dec 31
$2.2B▲ 2.5%
289 positionsView →2025Q3Sep 30
$2.1B▲ 6.3%
295 positionsLocked2025Q2Jun 30
$2.0B▲ 7.2%
280 positionsLocked2025Q1Mar 31
$1.9B▼ 2.4%
262 positionsLocked2024Q4Dec 31
$1.9B▲ 2.8%
258 positionsLocked2024Q3Sep 30
$1.9B▲ 7.1%
260 positionsLocked2024Q2Jun 30
$1.7B▲ 2.8%
247 positionsLocked2024Q1Mar 31
$1.7B▲ 15.9%
253 positionsLocked2023Q4Dec 31
$1.5B▲ 8.9%
218 positionsLocked
Showing 12 of 79