13F Insight
DOSSIER · 13F-HR · Q1 2026

Obermeyer Wealth Partners

$2.2B in tracked AUM across 299 positions as of Q1 2026.

OW
CIK 0001349654 · last filed Mar 31, 2026
Total AUM
$2.2B
as of Q1 2026
Holdings
299
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Obermeyer Wealth Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$193M602K8.9%02
GOOG
ALPHABET INC
$108M376K5.0%03
VOO
VANGUARD INDEX FDS
$94M158K4.3%04
QUAL
ISHARES TR
$87M456K4.0%05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$86M254K3.9%06
AAPL
APPLE INC
$82M324K3.8%07
JAAA
JANUS DETROIT STR TR
$81M1.6M3.7%08
MSFT
MICROSOFT CORP
$75M203K3.5%09
NVDA
NVIDIA CORPORATION
$74M424K3.4%10
TBIL
RBB FD INC
$70M1.4M3.2%

Filing history

2026Q1Mar 31
$2.2B▼ 0.8%
299 positionsView →2025Q4Dec 31
$2.2B▲ 2.5%
289 positionsView →2025Q3Sep 30
$2.1B▲ 6.3%
295 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$1.3B▼ 3.3%
214 positionsLocked2023Q2Jun 30
$1.4B▲ 3.8%
216 positionsLocked
Showing 12 of 77