DOSSIER · 13F-HR · Q2 2026

Obermeyer Wealth Partners

$2.4B in tracked AUM across 302 positions as of Q2 2026.

OW
CIK 0001349654 · last filed Jun 30, 2026
Total AUM
$2.4B
as of Q2 2026
Holdings
302
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Obermeyer Wealth Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$268M724K11.0%
02
GOOG
ALPHABET INC
$130M369K5.3%
03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$120M251K4.9%
04
VOO
VANGUARD INDEX FDS
$110M160K4.5%
05
VXUS
VANGUARD STAR FDS
$98M1.1M4.0%
06
AAPL
APPLE INC
$92M319K3.8%
07
N07059210
ASML HLDG NV
$84M42K3.5%
08
NVDA
NVIDIA CORPORATION
$84M418K3.4%
09
JAAA
JANUS DETROIT STR TR
$82M1.6M3.4%
10
QUAL
ISHARES TR
$78M356K3.2%

Filing history

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 positionsView →
2025Q2Jun 30
$2.0B 7.2%
280 positionsLocked
2025Q1Mar 31
$1.9B 2.4%
262 positionsLocked
2024Q4Dec 31
$1.9B 2.8%
258 positionsLocked
2024Q3Sep 30
$1.9B 7.1%
260 positionsLocked
2024Q2Jun 30
$1.7B 2.8%
247 positionsLocked
2024Q1Mar 31
$1.7B 15.9%
253 positionsLocked
2023Q4Dec 31
$1.5B 8.9%
218 positionsLocked
2023Q3Sep 30
$1.3B 3.3%
214 positionsLocked
Showing 12 of 78