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Filers›Holding Co.›Obermeyer Wealth Partners
DOSSIER · 13F-HR · Q1 2026

Obermeyer Wealth Partners

Obermeyer Wealth's holding co. based in Stamford, CT — $2.2B in tracked AUM across 299 positions as of Q1 2026.

OW
Obermeyer Wealth·Stamford, CT·Holding Co.
CIK 0001349654 · last filed Mar 31, 2026
Total AUM
$2.2B
▲ 11.1%
vs prior
Holdings
299
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Obermeyer
haiku-4-5 · 299 positions indexed
Sector mix
  • Tech6%
  • Financials8%
  • Health Care38%
  • Cons. Disc.6%
  • Communications14%
  • Energy23%
  • Other5%
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