Obermeyer Asset Management
Latest statistics and disclosures from Obermeyer Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, GOOG, VOO, QUAL, TSM, and represent 26.17% of Obermeyer Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$131M), VXUS (+$58M), MCO (+$24M), ZTS (+$5.0M), QQQ, JAAA, EVLN, MSI, VGLT, TBIL.
- Started 23 new stock positions in OKE, MCO, KMB, WES, COP, SNDK, PIPR, FDX, LRCX, ETR. ITW, BA, AMLP, SO, WDC, PAA, DFAX, NUE, GEV, VSEC, OXY, AZN, NVCR.
- Reduced shares in these 10 stocks: WMT (-$40M), NEE (-$27M), NVR (-$26M), CB (-$23M), XOM (-$22M), QUAL (-$18M), LLY (-$13M), MOAT (-$11M), NVO (-$7.2M), VOYG.
- Sold out of its positions in ARES, CMCSA, DHR, ITB, INDY, MRVL, NKE, NVO, OBDC, Piper Jaffray Companies. QCOM, XLF, WSO.
- Obermeyer Wealth Partners was a net buyer of stock by $52M.
- Obermeyer Wealth Partners has $2.2B in assets under management (AUM), dropping by -0.76%.
- Central Index Key (CIK): 0001349654
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Portfolio Holdings for Obermeyer Wealth Partners
Obermeyer Wealth Partners holds 298 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.9 | $193M | +212% | 602k | 320.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $108M | -2% | 376k | 286.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $94M | 158k | 597.55 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.0 | $87M | -16% | 456k | 191.81 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $86M | 254k | 337.95 |
|
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| Apple (AAPL) | 3.8 | $82M | 324k | 253.79 |
|
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.7 | $81M | +5% | 1.6M | 50.37 |
|
| Microsoft Corporation (MSFT) | 3.5 | $75M | 203k | 370.17 |
|
|
| NVIDIA Corporation (NVDA) | 3.4 | $74M | -2% | 424k | 174.40 |
|
| RBB F/m Us Treasury (TBIL) | 3.2 | $70M | +5% | 1.4M | 49.86 |
|
| Amazon (AMZN) | 3.1 | $67M | 321k | 208.27 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $64M | 134k | 479.20 |
|
|
| Ishares Msci World Etf (URTH) | 2.9 | $63M | 350k | 180.02 |
|
|
| Broadcom (AVGO) | 2.7 | $60M | 193k | 309.51 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.7 | $59M | +5008% | 763k | 77.11 |
|
| Mastercard Incorporated Cl A (MA) | 2.7 | $59M | 117k | 499.66 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.6 | $56M | 43k | 1320.83 |
|
|
| Raytheon Technologies Corp (RTX) | 2.3 | $51M | 263k | 192.90 |
|
|
| Meta Platforms Cl A (META) | 2.1 | $45M | 79k | 572.13 |
|
|
| Cme (CME) | 1.5 | $33M | 110k | 295.35 |
|
|
| Aon Shs Cl A (AON) | 1.5 | $32M | 98k | 322.78 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $31M | +18% | 54k | 577.18 |
|
| UnitedHealth (UNH) | 1.4 | $30M | 113k | 270.59 |
|
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| Deere & Company (DE) | 1.4 | $30M | 53k | 563.30 |
|
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| Home Depot (HD) | 1.3 | $29M | 88k | 328.89 |
|
|
| Motorola Solutions Com New (MSI) | 1.2 | $26M | +19% | 59k | 433.97 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $25M | -3% | 622k | 40.47 |
|
| Moody's Corporation (MCO) | 1.1 | $24M | NEW | 54k | 436.25 |
|
| Sherwin-Williams Company (SHW) | 1.0 | $22M | +14% | 69k | 320.55 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $22M | +15% | 112k | 194.14 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $18M | +27% | 323k | 55.35 |
|
| Sap Se Spon Adr (SAP) | 0.8 | $17M | -4% | 101k | 171.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $16M | +6% | 241k | 64.08 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $15M | -6% | 305k | 49.81 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $14M | +4% | 22k | 650.33 |
|
| United Parcel Svcs CL B (UPS) | 0.6 | $13M | -12% | 135k | 98.38 |
|
| Zoetis Cl A (ZTS) | 0.5 | $11M | +90% | 89k | 118.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $9.9M | 35k | 287.56 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $9.9M | 34k | 294.16 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $9.3M | -7% | 13.00 | 718140.00 |
|
| Visa Com Cl A (V) | 0.3 | $7.1M | +7% | 24k | 302.24 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $6.4M | -77% | 38k | 169.66 |
|
| Us Bancorp Com New (USB) | 0.3 | $6.1M | 118k | 52.01 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.3 | $5.7M | +261% | 119k | 48.18 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $5.2M | -30% | 287k | 18.02 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $5.2M | +2% | 12k | 430.29 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $5.0M | +50% | 34k | 146.61 |
|
| Lowe's Companies (LOW) | 0.2 | $5.0M | -2% | 21k | 236.28 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $4.5M | -70% | 47k | 96.70 |
|
| Canadian Natural Resources (CNQ) | 0.2 | $4.2M | +18% | 87k | 48.73 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.2 | $3.9M | -12% | 52k | 75.65 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.2 | $3.8M | -9% | 78k | 48.32 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.5M | -92% | 28k | 124.28 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.5M | 9.7k | 357.67 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $3.4M | +6% | 3.5k | 996.56 |
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| Atmos Energy Corporation (ATO) | 0.1 | $3.2M | 17k | 184.72 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.1M | 11k | 298.85 |
|
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| Analog Devices (ADI) | 0.1 | $3.1M | 9.8k | 318.14 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.1M | +20% | 4.7k | 653.23 |
|
| Shell Spon Ads (SHEL) | 0.1 | $3.0M | -3% | 33k | 93.00 |
|
| Johnson & Johnson (JNJ) | 0.1 | $3.0M | -2% | 12k | 244.44 |
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| Waste Management (WM) | 0.1 | $3.0M | -2% | 13k | 229.79 |
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| Corteva (CTVA) | 0.1 | $2.8M | 34k | 83.71 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.8M | 19k | 148.10 |
|
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $2.8M | +170% | 56k | 49.99 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $2.7M | -18% | 40k | 67.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.7M | +9% | 6.3k | 426.40 |
|
| Apollo Global Mgmt (APO) | 0.1 | $2.4M | -26% | 21k | 111.42 |
|
| Abbvie (ABBV) | 0.1 | $2.4M | +2% | 11k | 217.49 |
|
| Astrazeneca Ord (AZN) | 0.1 | $2.3M | NEW | 12k | 197.22 |
|
| Applied Materials (AMAT) | 0.1 | $2.3M | +8% | 6.6k | 341.79 |
|
| Coca-Cola Company (KO) | 0.1 | $2.2M | 29k | 76.05 |
|
|
| Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A) | 0.1 | $2.2M | 118k | 18.75 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $2.2M | 9.1k | 242.62 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | 18k | 124.31 |
|
|
| Voyager Technologies Com Cl A (VOYG) | 0.1 | $2.2M | -55% | 93k | 23.39 |
|
| Qnity Electronics Common Stock (Q) | 0.1 | $1.9M | 17k | 115.38 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.9M | +3% | 4.3k | 436.79 |
|
| American Express Company (AXP) | 0.1 | $1.9M | 6.2k | 302.46 |
|
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.8M | 32k | 57.07 |
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| Totalenergies Se Act (TTE) | 0.1 | $1.8M | 20k | 90.98 |
|
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| Procter & Gamble Company (PG) | 0.1 | $1.8M | +2% | 13k | 144.44 |
|
| TJX Companies (TJX) | 0.1 | $1.8M | 11k | 159.70 |
|
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| Vici Pptys (VICI) | 0.1 | $1.8M | +6% | 65k | 27.32 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.8M | 2.8k | 616.79 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $1.7M | +5% | 45k | 37.84 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | -89% | 1.7k | 920.02 |
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| Corning Incorporated (GLW) | 0.1 | $1.6M | 11k | 135.97 |
|
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| McDonald's Corporation (MCD) | 0.1 | $1.5M | -7% | 4.8k | 310.79 |
|
| Caterpillar (CAT) | 0.1 | $1.5M | +2% | 2.1k | 708.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.5M | 7.7k | 191.93 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.5M | 25k | 58.47 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.5M | -6% | 26k | 56.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | +6% | 7.5k | 196.20 |
|
| Amgen (AMGN) | 0.1 | $1.4M | -3% | 4.1k | 351.84 |
|
| Chevron Corporation (CVX) | 0.1 | $1.4M | +5% | 6.9k | 206.90 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $1.4M | 10k | 137.18 |
|
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | -2% | 13k | 102.67 |
|
| Chubb (CB) | 0.1 | $1.3M | -94% | 4.0k | 325.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.0k | 248.00 |
|
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| Rbc Cad (RY) | 0.1 | $1.2M | 7.6k | 161.78 |
|
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| Dupont De Nemours (DD) | 0.1 | $1.2M | 26k | 45.80 |
|
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| Goldman Sachs (GS) | 0.1 | $1.2M | +115% | 1.4k | 845.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | 13k | 88.16 |
|
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| IDEXX Laboratories (IDXX) | 0.1 | $1.1M | -4% | 2.0k | 561.89 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.1M | 58k | 19.30 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.1M | 29k | 38.86 |
|
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $1.1M | +17% | 82k | 13.67 |
|
| D.R. Horton (DHI) | 0.0 | $1.1M | 7.9k | 137.22 |
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|
| Equinix (EQIX) | 0.0 | $1.1M | -11% | 1.1k | 980.24 |
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| Walt Disney Company (DIS) | 0.0 | $1.0M | 11k | 96.38 |
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| Merck & Co (MRK) | 0.0 | $1.0M | 8.6k | 120.29 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.0M | -2% | 13k | 79.61 |
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| Oracle Corporation (ORCL) | 0.0 | $1.0M | 6.8k | 147.12 |
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| Dow (DOW) | 0.0 | $984k | 24k | 41.65 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $979k | +24% | 3.0k | 328.66 |
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| Bristol Myers Squibb (BMY) | 0.0 | $943k | 16k | 60.65 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $937k | 12k | 79.27 |
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| Emerson Electric (EMR) | 0.0 | $882k | -2% | 6.7k | 131.02 |
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| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $873k | 17k | 50.48 |
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| Wec Energy Group (WEC) | 0.0 | $869k | -8% | 7.5k | 115.77 |
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| Pepsi (PEP) | 0.0 | $868k | +3% | 5.6k | 155.29 |
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| Honeywell International (HON) | 0.0 | $867k | -2% | 3.8k | 226.03 |
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| Air Products & Chemicals (APD) | 0.0 | $865k | 3.0k | 290.49 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $852k | 6.4k | 132.90 |
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| AmerisourceBergen (COR) | 0.0 | $848k | 2.7k | 314.14 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $846k | 7.4k | 114.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $838k | +5% | 9.3k | 90.53 |
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| Tesla Motors (TSLA) | 0.0 | $835k | 2.2k | 371.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $807k | -5% | 15k | 54.05 |
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| Pfizer (PFE) | 0.0 | $795k | +12% | 28k | 28.08 |
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| Nextnav Common Stock (NN) | 0.0 | $787k | 49k | 16.02 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $774k | 8.0k | 97.23 |
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| Verizon Communications (VZ) | 0.0 | $768k | +21% | 15k | 50.20 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $761k | -5% | 9.2k | 82.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $760k | 3.5k | 215.04 |
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| salesforce (CRM) | 0.0 | $751k | 4.0k | 186.67 |
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| Blackrock (BLK) | 0.0 | $734k | -2% | 763.00 | 961.71 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $730k | 7.6k | 95.44 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $723k | 2.7k | 272.36 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $713k | 23k | 30.68 |
|
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| Palo Alto Networks (PANW) | 0.0 | $675k | -10% | 4.2k | 160.32 |
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| Cisco Systems (CSCO) | 0.0 | $670k | 8.6k | 77.59 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $662k | 11k | 61.26 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $651k | 6.1k | 106.15 |
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| Cummins (CMI) | 0.0 | $646k | +69% | 1.2k | 538.02 |
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| NVR (NVR) | 0.0 | $639k | -97% | 97.00 | 6589.84 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $637k | 14k | 45.75 |
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| S&p Global (SPGI) | 0.0 | $636k | 1.5k | 425.34 |
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| International Business Machines (IBM) | 0.0 | $635k | -28% | 2.6k | 242.39 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $634k | 3.0k | 213.67 |
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| Welltower Inc Com reit (WELL) | 0.0 | $633k | 3.2k | 197.71 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $626k | +118% | 1.6k | 383.40 |
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| Morgan Stanley Com New (MS) | 0.0 | $625k | +18% | 3.8k | 164.57 |
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| Ge Aerospace Com New (GE) | 0.0 | $622k | +20% | 2.2k | 283.83 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $612k | 1.7k | 356.56 |
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| Williams Companies (WMB) | 0.0 | $602k | 8.3k | 72.78 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.0 | $601k | 8.4k | 71.75 |
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| Phillips 66 (PSX) | 0.0 | $595k | +3% | 3.3k | 182.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $594k | +6% | 2.3k | 261.92 |
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| Principal Financial (PFG) | 0.0 | $594k | 6.6k | 90.11 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $590k | 19k | 30.50 |
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| Netflix (NFLX) | 0.0 | $585k | 6.1k | 96.15 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $560k | 2.4k | 237.62 |
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| Hershey Company (HSY) | 0.0 | $555k | 2.7k | 207.89 |
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| Philip Morris International (PM) | 0.0 | $539k | 3.3k | 165.34 |
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| Quanta Services (PWR) | 0.0 | $527k | 960.00 | 549.02 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $527k | +2% | 4.4k | 118.60 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $519k | -2% | 859.00 | 604.58 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $517k | +12% | 7.6k | 68.14 |
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| Ferrari Nv Ord (RACE) | 0.0 | $514k | -14% | 1.5k | 338.45 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $502k | 15k | 33.54 |
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| Kkr & Co (KKR) | 0.0 | $500k | -5% | 5.4k | 92.50 |
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| Advanced Micro Devices (AMD) | 0.0 | $493k | +12% | 2.4k | 203.43 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $481k | 3.2k | 151.41 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $480k | 6.4k | 75.41 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $479k | 1.9k | 253.98 |
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| Nextera Energy (NEE) | 0.0 | $468k | -98% | 5.0k | 92.89 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $467k | 16k | 29.13 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $467k | 2.3k | 205.79 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $459k | 6.5k | 70.18 |
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| Five Below (FIVE) | 0.0 | $457k | -32% | 2.0k | 228.48 |
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| Allstate Corporation (ALL) | 0.0 | $456k | 2.2k | 207.34 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $454k | -9% | 7.9k | 57.64 |
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| Piper Sandler Companies Com New (PIPR) | 0.0 | $450k | NEW | 5.9k | 76.55 |
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| Green Brick Partners (GRBK) | 0.0 | $450k | 7.0k | 64.45 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $447k | 4.3k | 103.43 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $441k | +53% | 5.1k | 86.64 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $429k | 5.8k | 73.64 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $423k | NEW | 6.5k | 65.00 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $417k | NEW | 12k | 33.97 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $413k | 2.8k | 145.94 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $411k | 5.0k | 82.75 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $411k | -3% | 19k | 21.15 |
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| Gilead Sciences (GILD) | 0.0 | $410k | 2.9k | 139.37 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $401k | 1.9k | 209.02 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $395k | -6% | 5.7k | 69.75 |
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| Xcel Energy (XEL) | 0.0 | $391k | -3% | 4.9k | 79.44 |
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| T. Rowe Price (TROW) | 0.0 | $390k | 4.3k | 90.14 |
|
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $382k | 18k | 20.75 |
|
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| General Dynamics Corporation (GD) | 0.0 | $379k | 1.1k | 343.22 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $370k | 1.7k | 216.58 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $369k | 20k | 18.29 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $369k | 4.7k | 78.66 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $368k | 7.7k | 47.53 |
|
|
| Medtronic SHS (MDT) | 0.0 | $361k | +12% | 4.2k | 86.65 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $361k | 3.9k | 92.75 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $358k | 5.1k | 70.84 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $354k | +2% | 3.1k | 114.98 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $353k | +25% | 3.6k | 97.13 |
|
| Cigna Corp (CI) | 0.0 | $352k | -5% | 1.3k | 266.75 |
|
| Valero Energy Corporation (VLO) | 0.0 | $351k | 1.4k | 247.08 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $351k | 3.9k | 89.59 |
|
|
| Kroger (KR) | 0.0 | $348k | 4.8k | 72.36 |
|
|
| Norfolk Southern (NSC) | 0.0 | $346k | 1.2k | 287.00 |
|
|
| Target Corporation (TGT) | 0.0 | $345k | +3% | 2.8k | 121.20 |
|
| Boeing Company (BA) | 0.0 | $344k | NEW | 1.7k | 199.03 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $343k | 1.4k | 250.52 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $342k | 3.2k | 107.62 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $342k | -3% | 695.00 | 491.53 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $341k | -53% | 2.9k | 118.62 |
|
| Altria (MO) | 0.0 | $341k | -4% | 5.2k | 65.98 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $340k | +7% | 6.4k | 53.22 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $338k | 7.2k | 46.74 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $338k | +2% | 6.4k | 52.56 |
|
| Kinder Morgan (KMI) | 0.0 | $336k | 10k | 33.53 |
|
|
| W.W. Grainger (GWW) | 0.0 | $334k | -5% | 306.00 | 1091.76 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $333k | -40% | 1.7k | 198.26 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $329k | NEW | 8.0k | 41.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $328k | 4.8k | 67.53 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $327k | +16% | 1.3k | 243.08 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $326k | NEW | 6.2k | 52.64 |
|
| ConocoPhillips (COP) | 0.0 | $324k | NEW | 2.5k | 132.00 |
|
| Broadstone Net Lease (BNL) | 0.0 | $321k | 18k | 18.27 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $320k | 1.8k | 180.21 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $317k | -5% | 2.3k | 135.46 |
|
| Sempra Energy (SRE) | 0.0 | $317k | 3.3k | 97.17 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $317k | 3.8k | 82.33 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $314k | 2.8k | 112.27 |
|
|
| Western Digital (WDC) | 0.0 | $308k | NEW | 1.1k | 270.49 |
|
| Synopsys (SNPS) | 0.0 | $305k | 768.00 | 396.48 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $304k | -2% | 436.00 | 697.72 |
|
| Travelers Companies (TRV) | 0.0 | $301k | 1.0k | 291.68 |
|
|
| American Water Works (AWK) | 0.0 | $300k | -3% | 2.2k | 136.09 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $294k | 3.3k | 89.33 |
|
|
| Linde SHS (LIN) | 0.0 | $294k | 592.00 | 495.76 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $289k | 3.1k | 93.98 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $288k | 897.00 | 321.40 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $284k | -15% | 5.8k | 48.75 |
|
| Citigroup Com New (C) | 0.0 | $284k | 2.5k | 113.41 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $283k | NEW | 1.3k | 213.66 |
|
| Keysight Technologies (KEYS) | 0.0 | $282k | 1.0k | 282.37 |
|
|
| Intuit (INTU) | 0.0 | $280k | 648.00 | 432.38 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $280k | -7% | 3.8k | 74.35 |
|
| Intercontinental Exchange (ICE) | 0.0 | $277k | 1.8k | 157.28 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $276k | 596.00 | 463.19 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $264k | 3.6k | 72.69 |
|
|
| General Motors Company (GM) | 0.0 | $260k | 3.5k | 74.50 |
|
|
| Progressive Corporation (PGR) | 0.0 | $253k | 1.3k | 198.25 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $251k | 1.0k | 247.05 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $249k | NEW | 958.00 | 260.25 |
|
| Dover Corporation (DOV) | 0.0 | $244k | 1.2k | 208.45 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $241k | -10% | 2.5k | 94.95 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $241k | -7% | 2.4k | 99.27 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $241k | 9.6k | 25.10 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $240k | 8.0k | 30.07 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $238k | NEW | 2.5k | 96.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $238k | 828.00 | 287.18 |
|
|
| Oneok (OKE) | 0.0 | $238k | NEW | 2.6k | 90.39 |
|
| Docusign (DOCU) | 0.0 | $237k | 5.0k | 47.41 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $234k | -7% | 1.2k | 203.22 |
|
| Zions Bancorporation (ZION) | 0.0 | $233k | 4.0k | 57.62 |
|
|
| Servicenow (NOW) | 0.0 | $232k | -2% | 2.2k | 104.55 |
|
| Yum! Brands (YUM) | 0.0 | $232k | 1.5k | 155.48 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $231k | 501.00 | 460.99 |
|
|
| Meritage Homes Corporation (MTH) | 0.0 | $229k | 3.7k | 61.84 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $229k | -29% | 2.0k | 113.98 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $228k | 9.8k | 23.32 |
|
|
| Ge Vernova (GEV) | 0.0 | $228k | NEW | 261.00 | 873.19 |
|
| FedEx Corporation (FDX) | 0.0 | $226k | NEW | 634.00 | 356.18 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $223k | NEW | 10k | 22.33 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $218k | 2.0k | 108.98 |
|
|
| Entergy Corporation (ETR) | 0.0 | $217k | NEW | 1.9k | 112.36 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $217k | 7.5k | 29.08 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $212k | NEW | 334.00 | 635.34 |
|
| Nucor Corporation (NUE) | 0.0 | $211k | NEW | 1.3k | 169.10 |
|
| Stryker Corporation (SYK) | 0.0 | $211k | 641.00 | 328.59 |
|
|
| AutoZone (AZO) | 0.0 | $209k | -7% | 62.00 | 3377.77 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $208k | -21% | 1.4k | 146.28 |
|
| Southern Company (SO) | 0.0 | $206k | NEW | 2.1k | 96.52 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $205k | 172.00 | 1191.56 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $203k | 672.00 | 302.04 |
|
|
| VSE Corporation (VSEC) | 0.0 | $203k | NEW | 1.1k | 184.40 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $201k | 641.00 | 313.81 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $137k | NEW | 13k | 10.90 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $68k | 30k | 2.26 |
|
|
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $56k | 11k | 5.24 |
|
|
| Lucid Diagnostics (LUCD) | 0.0 | $15k | 13k | 1.15 |
|
Past Filings by Obermeyer Wealth Partners
SEC 13F filings are viewable for Obermeyer Wealth Partners going back to 2011
- 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
- Obermeyer Wood Investment Counsel, L 2022 Q2 filed Aug. 15, 2022