Obermeyer Asset Management
Latest statistics and disclosures from Obermeyer Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, GOOG, TSM, VOO, VXUS, and represent 29.67% of Obermeyer Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$45M), VXUS (+$33M), JABS (+$16M), TBIL, TMUS, IVV, ARES, SAP, IWF, VUG.
- Started 23 new stock positions in TMUS, FTEC, SPHR, MU, VOE, ARM, ARES, JABS, MMM, CM. Roundhill Memory Etf, DD, CL, VBR, CSX, MRVL, CASY, ANET, HON, INTC, ITB, HONA, QCOM.
- Reduced shares in these 10 stocks: UNH (-$37M), QUAL (-$22M), LMBS (-$15M), , VEA (-$9.5M), URTH, GOOG, APO, MOAT, VBIL.
- Sold out of its positions in ADP, AZO, BA, BLDR, SYLD, COP, Dupont De Nemours, LMBS, FIVE, Honeywell International. INTU, MBB, IGIB, OXY, PLTR, SPIB, SPSB, CRM, SYK, ZION, ZTS.
- Obermeyer Wealth Partners was a net buyer of stock by $4.8M.
- Obermeyer Wealth Partners has $2.4B in assets under management (AUM), dropping by 12.61%.
- Central Index Key (CIK): 0001349654
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Portfolio Holdings for Obermeyer Wealth Partners
Obermeyer Wealth Partners holds 300 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.0 | $268M | +20% | 724k | 370.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $130M | 369k | 353.33 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.9 | $120M | 251k | 477.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $110M | 160k | 686.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.0 | $98M | +50% | 1.1M | 85.49 |
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| Apple (AAPL) | 3.8 | $92M | 319k | 289.36 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 3.4 | $84M | 42k | 1989.44 |
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| NVIDIA Corporation (NVDA) | 3.4 | $84M | 418k | 200.09 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.4 | $82M | +2% | 1.6M | 50.49 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.2 | $78M | -21% | 356k | 219.43 |
|
| Amazon (AMZN) | 3.1 | $76M | 319k | 238.34 |
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| Microsoft Corporation (MSFT) | 3.1 | $75M | 202k | 373.02 |
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| RBB F/m Us Treasury (TBIL) | 3.1 | $75M | +7% | 1.5M | 49.86 |
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| Broadcom (AVGO) | 3.0 | $73M | 192k | 377.75 |
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| Ishares Msci World Etf (URTH) | 2.7 | $66M | -6% | 326k | 202.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $66M | -2% | 131k | 500.39 |
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| Mastercard Incorporated Cl A (MA) | 2.5 | $60M | 117k | 513.60 |
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| Raytheon Technologies Corp (RTX) | 2.0 | $50M | 262k | 189.73 |
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| Meta Platforms Cl A (META) | 1.8 | $45M | 80k | 563.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $40M | 55k | 736.39 |
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| Texas Instruments Incorporated (TXN) | 1.4 | $33M | 112k | 298.07 |
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| Deere & Company (DE) | 1.4 | $33M | 53k | 634.33 |
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| Aon Shs Cl A (AON) | 1.3 | $33M | 98k | 331.69 |
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| Home Depot (HD) | 1.2 | $30M | -2% | 86k | 352.68 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.1 | $27M | +3% | 643k | 42.59 |
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| Moody's Corporation (MCO) | 1.0 | $25M | 55k | 452.92 |
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| Cme (CME) | 1.0 | $24M | 110k | 220.83 |
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| Motorola Solutions Com New (MSI) | 1.0 | $24M | 59k | 415.29 |
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| Sherwin-Williams Company (SHW) | 1.0 | $24M | 69k | 344.32 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $20M | +10% | 356k | 55.18 |
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| Sap Se Spon Adr (SAP) | 0.7 | $18M | +14% | 116k | 154.11 |
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| Janus Detroit Str Tr Henderson Asset (JABS) | 0.6 | $16M | NEW | 317k | 49.92 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $16M | -3% | 21k | 746.77 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $14M | -2% | 132k | 107.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $12M | -2% | 34k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $11M | 34k | 327.33 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $9.7M | 13.00 | 748850.00 |
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| UnitedHealth (UNH) | 0.4 | $9.6M | -79% | 23k | 415.62 |
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| Us Bancorp Com New (USB) | 0.4 | $8.7M | +21% | 144k | 60.40 |
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| Visa Com Cl A (V) | 0.3 | $7.8M | -3% | 23k | 343.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $7.7M | -55% | 109k | 71.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $6.8M | +92% | 9.1k | 748.90 |
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| Ares Capital Corporation (ARCC) | 0.2 | $5.5M | +3% | 297k | 18.53 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $5.4M | 34k | 158.66 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $5.2M | 38k | 136.72 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.2 | $5.0M | -12% | 104k | 48.51 |
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| Applied Materials (AMAT) | 0.2 | $4.8M | 6.6k | 723.00 |
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| Lowe's Companies (LOW) | 0.2 | $4.6M | 21k | 220.49 |
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| Metropcs Communications (TMUS) | 0.2 | $4.6M | NEW | 27k | 167.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.3M | -3% | 12k | 368.38 |
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| Eaton Corp SHS (ETN) | 0.2 | $4.1M | 9.5k | 426.12 |
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| Analog Devices (ADI) | 0.2 | $4.0M | 9.9k | 397.17 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $3.8M | +32% | 74k | 50.66 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.6M | 11k | 343.91 |
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| Canadian Natural Resources (CNQ) | 0.1 | $3.3M | -3% | 84k | 39.50 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.2M | 28k | 113.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.2M | 3.4k | 935.60 |
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| Johnson & Johnson (JNJ) | 0.1 | $3.1M | 12k | 253.97 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $3.1M | -36% | 30k | 103.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.0M | 19k | 158.03 |
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| Corning Incorporated (GLW) | 0.1 | $3.0M | +2% | 12k | 255.44 |
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| Voyager Technologies Com Cl A (VOYG) | 0.1 | $3.0M | 93k | 32.25 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $3.0M | 41k | 72.85 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $2.9M | -34% | 51k | 57.67 |
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| Atmos Energy Corporation (ATO) | 0.1 | $2.9M | -3% | 17k | 172.27 |
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| Corteva (CTVA) | 0.1 | $2.9M | 34k | 84.69 |
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| Waste Management (WM) | 0.1 | $2.9M | 13k | 222.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.8M | +256% | 23k | 124.17 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $2.8M | +2% | 17k | 163.31 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $2.7M | NEW | 25k | 111.31 |
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| Abbvie (ABBV) | 0.1 | $2.7M | 11k | 251.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.6M | 17k | 148.31 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.5M | 9.1k | 272.00 |
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| Coca-Cola Company (KO) | 0.1 | $2.4M | 29k | 81.27 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.1 | $2.4M | -40% | 31k | 75.68 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.2M | +497% | 26k | 86.14 |
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| Astrazeneca Ord (AZN) | 0.1 | $2.2M | 12k | 187.07 |
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| Caterpillar (CAT) | 0.1 | $2.2M | -3% | 2.0k | 1064.90 |
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| Shell Spon Ads (SHEL) | 0.1 | $2.2M | -14% | 28k | 77.54 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.1M | +3% | 1.8k | 1199.43 |
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| American Express Company (AXP) | 0.1 | $2.1M | 6.2k | 338.23 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +45% | 3.5k | 580.91 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.0M | 2.8k | 703.38 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.9M | 3.0k | 640.76 |
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| Procter & Gamble Company (PG) | 0.1 | $1.9M | 13k | 146.64 |
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| TJX Companies (TJX) | 0.1 | $1.8M | +6% | 12k | 151.50 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.8M | 32k | 56.33 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | 26k | 68.41 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.7M | +3% | 47k | 36.76 |
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| Vici Pptys (VICI) | 0.1 | $1.7M | 64k | 26.55 |
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| Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) | 0.1 | $1.6M | -4% | 112k | 14.64 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.6M | 7.7k | 212.77 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.6M | 7.4k | 217.94 |
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| Totalenergies Se Act (TTE) | 0.1 | $1.6M | 21k | 77.73 |
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| Rbc Cad (RY) | 0.1 | $1.6M | 7.7k | 206.97 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.6M | 26k | 61.76 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $1.5M | +23% | 101k | 14.88 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | 5.0k | 300.45 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.5M | 10k | 145.78 |
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| Palo Alto Networks (PANW) | 0.1 | $1.5M | 4.3k | 341.02 |
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| Nextnav Common Stock (NN) | 0.1 | $1.5M | +66% | 82k | 17.83 |
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| Amgen (AMGN) | 0.1 | $1.4M | -2% | 4.0k | 362.11 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | -7% | 1.3k | 1011.37 |
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| Chubb (CB) | 0.1 | $1.3M | -4% | 3.8k | 340.74 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $1.3M | 29k | 44.36 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -3% | 4.6k | 270.31 |
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| D.R. Horton (DHI) | 0.1 | $1.2M | -4% | 7.6k | 162.88 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $1.2M | 6.4k | 190.52 |
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| Dupont De Nemours Common Stock (DD) | 0.0 | $1.2M | NEW | 8.8k | 135.64 |
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| Pfizer (PFE) | 0.0 | $1.2M | +74% | 49k | 24.08 |
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| Equinix (EQIX) | 0.0 | $1.2M | +2% | 1.1k | 1042.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $1.2M | +5% | 61k | 19.12 |
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| Abbott Laboratories (ABT) | 0.0 | $1.1M | -7% | 12k | 90.74 |
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| Merck & Co (MRK) | 0.0 | $1.1M | -2% | 8.4k | 128.50 |
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| Cisco Systems (CSCO) | 0.0 | $1.1M | +5% | 9.1k | 117.46 |
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| Walt Disney Company (DIS) | 0.0 | $1.1M | +3% | 11k | 96.25 |
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| Oracle Corporation (ORCL) | 0.0 | $1.0M | +2% | 7.0k | 146.56 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $1.0M | 17k | 59.50 |
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| IDEXX Laboratories (IDXX) | 0.0 | $1.0M | -3% | 1.9k | 526.44 |
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| Tesla Motors (TSLA) | 0.0 | $1000k | +5% | 2.4k | 420.51 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $973k | -9% | 1.5k | 655.89 |
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| Colgate-Palmolive Company (CL) | 0.0 | $964k | NEW | 11k | 91.68 |
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| Emerson Electric (EMR) | 0.0 | $962k | 6.7k | 143.15 |
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| Ge Aerospace Com New (GE) | 0.0 | $943k | +15% | 2.5k | 373.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $941k | 12k | 79.03 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $941k | 7.4k | 127.76 |
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| Wells Fargo & Company (WFC) | 0.0 | $937k | -10% | 11k | 82.64 |
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| Chevron Corporation (CVX) | 0.0 | $908k | -20% | 5.5k | 165.76 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $893k | 15k | 59.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $884k | +5% | 3.7k | 236.60 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $879k | 8.0k | 110.32 |
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| Wec Energy Group (WEC) | 0.0 | $875k | 7.5k | 116.77 |
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| Air Products & Chemicals (APD) | 0.0 | $873k | 3.0k | 293.18 |
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| Cummins (CMI) | 0.0 | $865k | 1.2k | 713.21 |
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| Morgan Stanley Com New (MS) | 0.0 | $845k | +6% | 4.0k | 209.04 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $774k | -2% | 2.6k | 299.04 |
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| Sandisk Corp (SNDK) | 0.0 | $771k | 339.00 | 2273.73 |
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| AmerisourceBergen (COR) | 0.0 | $764k | 2.7k | 282.98 |
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| Pepsi (PEP) | 0.0 | $752k | 5.6k | 135.40 |
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| Western Digital (WDC) | 0.0 | $739k | 1.2k | 638.72 |
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| Intel Corporation (INTC) | 0.0 | $729k | NEW | 5.2k | 139.63 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $728k | -3% | 8.9k | 82.11 |
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| Welltower Inc Com reit (WELL) | 0.0 | $726k | 3.2k | 226.97 |
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| Dow (DOW) | 0.0 | $724k | +12% | 27k | 27.36 |
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| Bristol Myers Squibb (BMY) | 0.0 | $722k | -19% | 13k | 57.62 |
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| Blackrock (BLK) | 0.0 | $715k | -2% | 744.00 | 961.56 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $714k | 2.4k | 302.97 |
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| Principal Financial (PFG) | 0.0 | $704k | 6.5k | 107.78 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $702k | 1.7k | 409.50 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $702k | -2% | 7.4k | 94.57 |
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| Williams Companies (WMB) | 0.0 | $683k | +11% | 9.2k | 74.34 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $679k | +18% | 1.6k | 433.33 |
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| Quanta Services (PWR) | 0.0 | $678k | 942.00 | 720.04 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $674k | 19k | 34.81 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $665k | 8.4k | 79.41 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $650k | 14k | 47.06 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $644k | -6% | 2.1k | 303.12 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $626k | +36% | 1.9k | 334.77 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $622k | -5% | 5.8k | 107.62 |
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| Verizon Communications (VZ) | 0.0 | $620k | -4% | 15k | 42.34 |
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| International Business Machines (IBM) | 0.0 | $616k | -16% | 2.2k | 281.21 |
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| S&p Global (SPGI) | 0.0 | $605k | 1.5k | 407.26 |
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| Philip Morris International (PM) | 0.0 | $587k | 3.2k | 180.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $579k | -21% | 18k | 31.71 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $574k | 11k | 53.11 |
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| Green Brick Partners (GRBK) | 0.0 | $558k | 7.0k | 80.04 |
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| Phillips 66 (PSX) | 0.0 | $547k | 3.2k | 169.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $543k | 16k | 33.84 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $536k | -4% | 2.2k | 246.19 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $535k | 1.9k | 283.79 |
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| Allstate Corporation (ALL) | 0.0 | $515k | 2.2k | 237.94 |
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| Starbucks Corporation (SBUX) | 0.0 | $515k | +28% | 5.0k | 102.19 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $507k | -2% | 4.3k | 117.45 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $497k | 3.2k | 156.30 |
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| T. Rowe Price (TROW) | 0.0 | $492k | 4.3k | 113.69 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $486k | 5.1k | 95.44 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $474k | -4% | 6.3k | 75.79 |
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| Ferrari Nv Ord (RACE) | 0.0 | $470k | -16% | 1.3k | 372.29 |
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| Hershey Company (HSY) | 0.0 | $464k | 2.6k | 175.45 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $455k | 7.9k | 57.84 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $453k | -37% | 1.9k | 242.43 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $453k | 12k | 36.84 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $450k | -49% | 4.7k | 96.58 |
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| Sempra Energy (SRE) | 0.0 | $447k | +47% | 4.8k | 92.71 |
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| Kkr & Co (KKR) | 0.0 | $442k | -10% | 4.8k | 91.78 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $438k | 859.00 | 509.66 |
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| Netflix (NFLX) | 0.0 | $434k | 6.1k | 71.40 |
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| Marvell Technology (MRVL) | 0.0 | $432k | NEW | 1.5k | 297.89 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $431k | 2.8k | 152.18 |
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| Piper Sandler Companies Com New (PIPR) | 0.0 | $425k | 5.9k | 72.34 |
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| Honeywell Aerospace (HONA) | 0.0 | $425k | NEW | 1.9k | 221.08 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $425k | 5.8k | 73.41 |
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| Honeywell International (HON) | 0.0 | $421k | NEW | 1.9k | 223.90 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $418k | 7.7k | 54.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $417k | +700% | 3.5k | 119.52 |
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| W.W. Grainger (GWW) | 0.0 | $417k | 306.00 | 1361.59 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $412k | -4% | 18k | 22.36 |
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| Bank of America Corporation (BAC) | 0.0 | $412k | +24% | 7.2k | 56.98 |
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| Synopsys (SNPS) | 0.0 | $411k | +20% | 922.00 | 446.07 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $411k | -7% | 4.0k | 102.16 |
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| NVR (NVR) | 0.0 | $409k | -38% | 60.00 | 6813.40 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $408k | 4.9k | 82.65 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $407k | 4.7k | 86.65 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $405k | -2% | 20k | 20.49 |
|
| Nextera Energy (NEE) | 0.0 | $402k | -9% | 4.6k | 87.78 |
|
| Ge Vernova (GEV) | 0.0 | $401k | +30% | 341.00 | 1175.29 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $392k | 1.7k | 229.57 |
|
|
| Xcel Energy (XEL) | 0.0 | $389k | 4.8k | 80.30 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $387k | 1.9k | 201.61 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $384k | -61% | 5.1k | 75.51 |
|
| Norfolk Southern (NSC) | 0.0 | $379k | 1.2k | 314.59 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $377k | 3.6k | 103.88 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $374k | 4.8k | 77.11 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $372k | -85% | 3.1k | 118.31 |
|
| Altria (MO) | 0.0 | $372k | 5.2k | 71.94 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $370k | 2.8k | 132.24 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $370k | 1.4k | 260.44 |
|
|
| Gilead Sciences (GILD) | 0.0 | $366k | 2.9k | 126.34 |
|
|
| Broadstone Net Lease (BNL) | 0.0 | $364k | 18k | 20.67 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $363k | -6% | 3.0k | 122.27 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $361k | 897.00 | 401.84 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $356k | NEW | 1.0k | 354.57 |
|
| Roundhill Etf Trust Memory Etf | 0.0 | $355k | NEW | 4.8k | 73.85 |
|
| Target Corporation (TGT) | 0.0 | $353k | -4% | 2.7k | 130.61 |
|
| Citigroup Com New (C) | 0.0 | $350k | 2.5k | 139.96 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $350k | 8.0k | 43.76 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $350k | 1.0k | 350.07 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $348k | 7.2k | 48.12 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $347k | -11% | 980.00 | 354.24 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $346k | -7% | 3.6k | 96.47 |
|
| Cigna Corp (CI) | 0.0 | $334k | -8% | 1.2k | 275.68 |
|
| Kinder Morgan (KMI) | 0.0 | $334k | +4% | 10k | 31.97 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $329k | -2% | 6.3k | 52.41 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $328k | 2.9k | 114.18 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $327k | -6% | 652.00 | 501.36 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $324k | +20% | 9.0k | 36.13 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $317k | 3.3k | 96.32 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $316k | -22% | 5.9k | 53.47 |
|
| Digital Realty Trust (DLR) | 0.0 | $314k | 1.8k | 179.58 |
|
|
| Oneok (OKE) | 0.0 | $314k | +37% | 3.6k | 86.94 |
|
| Progressive Corporation (PGR) | 0.0 | $312k | +11% | 1.4k | 218.46 |
|
| Linde SHS (LIN) | 0.0 | $312k | 601.00 | 518.94 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $311k | 596.00 | 522.39 |
|
|
| Servicenow (NOW) | 0.0 | $307k | +39% | 3.1k | 99.28 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $302k | 5.1k | 59.71 |
|
|
| Travelers Companies (TRV) | 0.0 | $300k | -11% | 910.00 | 330.12 |
|
| General Motors Company (GM) | 0.0 | $299k | +11% | 3.9k | 77.08 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $298k | 18k | 16.16 |
|
|
| Meritage Homes Corporation (MTH) | 0.0 | $297k | -4% | 3.5k | 83.85 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $297k | -7% | 5.7k | 51.85 |
|
| Micron Technology (MU) | 0.0 | $291k | NEW | 252.00 | 1154.29 |
|
| American Water Works (AWK) | 0.0 | $290k | 2.2k | 131.58 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $288k | 3.8k | 76.55 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $285k | 3.1k | 92.27 |
|
|
| Nucor Corporation (NUE) | 0.0 | $278k | 1.3k | 222.75 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $278k | 9.6k | 28.96 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $278k | 3.6k | 76.40 |
|
|
| Medtronic SHS (MDT) | 0.0 | $278k | -14% | 3.6k | 78.23 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $277k | +31% | 1.3k | 208.44 |
|
| Intercontinental Exchange (ICE) | 0.0 | $274k | +26% | 2.2k | 123.11 |
|
| Illinois Tool Works (ITW) | 0.0 | $270k | +4% | 1.0k | 270.43 |
|
| Kroger (KR) | 0.0 | $267k | 4.8k | 55.53 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $267k | 2.0k | 132.83 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $267k | +300% | 3.3k | 80.57 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $266k | NEW | 1.1k | 243.03 |
|
| Dover Corporation (DOV) | 0.0 | $262k | 1.2k | 224.28 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $260k | -5% | 1.3k | 205.02 |
|
| Qualcomm (QCOM) | 0.0 | $259k | NEW | 1.4k | 184.79 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $257k | -45% | 3.1k | 82.84 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $255k | -5% | 2.3k | 109.77 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $255k | -19% | 1.9k | 134.69 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $254k | NEW | 1.5k | 169.88 |
|
| VSE Corporation (VSEC) | 0.0 | $251k | 1.1k | 228.50 |
|
|
| Entergy Corporation (ETR) | 0.0 | $251k | +12% | 2.2k | 114.86 |
|
| Sphere Entertainment Cl A (SPHR) | 0.0 | $249k | NEW | 1.4k | 173.03 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $247k | NEW | 866.00 | 285.58 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $246k | 672.00 | 365.45 |
|
|
| Yum! Brands (YUM) | 0.0 | $244k | +2% | 1.5k | 159.86 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $237k | -34% | 2.0k | 117.65 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $235k | 2.0k | 117.28 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $233k | NEW | 1.2k | 197.65 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $231k | +10% | 1.9k | 124.44 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $230k | NEW | 2.2k | 104.48 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.0 | $230k | 9.8k | 23.44 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $227k | -5% | 2.3k | 98.98 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $223k | 10k | 22.26 |
|
|
| Docusign (DOCU) | 0.0 | $222k | 5.0k | 44.42 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $222k | -12% | 563.00 | 393.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $220k | +10% | 553.00 | 397.68 |
|
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $216k | 172.00 | 1254.50 |
|
|
| Casey's General Stores (CASY) | 0.0 | $215k | NEW | 271.00 | 794.79 |
|
| CSX Corporation (CSX) | 0.0 | $210k | NEW | 4.4k | 47.53 |
|
| FedEx Corporation (FDX) | 0.0 | $207k | +4% | 662.00 | 313.13 |
|
| 3M Company (MMM) | 0.0 | $207k | NEW | 1.3k | 161.91 |
|
| Southern Company (SO) | 0.0 | $205k | 2.1k | 95.71 |
|
|
| Cibc Cad (CM) | 0.0 | $203k | NEW | 1.8k | 115.00 |
|
| Novocure Ord Shs (NVCR) | 0.0 | $190k | 13k | 15.15 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $81k | 30k | 2.71 |
|
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $51k | 11k | 4.75 |
|
|
| Lucid Diagnostics (LUCD) | 0.0 | $14k | 13k | 1.07 |
|
Past Filings by Obermeyer Wealth Partners
SEC 13F filings are viewable for Obermeyer Wealth Partners going back to 2011
- Obermeyer Wealth Partners 2026 Q2 filed July 29, 2026
- Obermeyer Wealth Partners 2026 Q1 filed April 21, 2026
- Obermeyer Wealth Partners 2025 Q4 filed Jan. 29, 2026
- Obermeyer Wealth Partners 2025 Q3 filed Oct. 27, 2025
- Obermeyer Wealth Partners 2025 Q2 filed Aug. 5, 2025
- Obermeyer Wealth Partners 2025 Q1 filed May 6, 2025
- Obermeyer Wealth Partners 2024 Q4 filed Feb. 14, 2025
- Obermeyer Wood Investment Counsel, L 2024 Q3 filed Nov. 5, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q2 filed Aug. 1, 2024
- Obermeyer Wood Investment Counsel, L 2024 Q1 filed May 7, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q4 filed Jan. 31, 2024
- Obermeyer Wood Investment Counsel, L 2023 Q3 filed Nov. 8, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q2 filed Aug. 7, 2023
- Obermeyer Wood Investment Counsel, L 2023 Q1 filed May 9, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q4 filed Feb. 8, 2023
- Obermeyer Wood Investment Counsel, L 2022 Q3 filed Dec. 9, 2022