Obermeyer Wealth Partners

Institutional manager (13F) · CIK 1349654

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$193M	601,790
2	ALPHABET INC	$108M	375,688
3	VANGUARD INDEX FDS	$94M	158,002
4	ISHARES TR	$87M	455,785
5	TAIWAN SEMICONDUCTOR MANUFAC	$86M	253,519
6	APPLE INC	$82M	324,220
7	JANUS DETROIT STR TR	$81M	1,598,343
8	MICROSOFT CORP	$75M	202,583
9	NVIDIA CORPORATION	$74M	423,977
10	RBB FD INC	$70M	1,398,165
11	AMAZON COM INC	$67M	320,958
12	BERKSHIRE HATHAWAY INC DEL	$64M	134,309
13	ISHARES INC	$63M	349,999
14	BROADCOM INC	$60M	192,804
15	VANGUARD STAR FDS	$59M	762,643
16	MASTERCARD INCORPORATED	$59M	117,429
17	ASML HLDG NV	$56M	42,728
18	RTX CORPORATION	$51M	262,779
19	META PLATFORMS INC	$45M	78,518
20	CME GROUP INC	$33M	110,120
21	AON PLC	$32M	98,353
22	INVESCO QQQ TR	$31M	54,214
23	UNITEDHEALTH GROUP INC	$30M	112,471
24	DEERE & CO	$30M	52,657
25	HOME DEPOT INC	$29M	88,191
26	MOTOROLA SOLUTIONS INC	$26M	58,833
27	BROOKFIELD CORP	$25M	621,562
28	MOODYS CORP	$24M	54,448
29	SHERWIN WILLIAMS CO	$22M	69,223
30	TEXAS INSTRS INC	$22M	111,662
31	VANGUARD SCOTTSDALE FDS	$18M	322,604
32	SAP SE	$17M	101,445
33	VANGUARD TAX-MANAGED FDS	$15M	241,193
34	FIRST TR EXCHANGE-TRADED FD	$15M	304,752
35	STATE STR SPDR S&P 500 ETF T	$14M	21,756
36	UNITED PARCEL SVCS INC	$13M	134,645
37	ZOETIS INC	$11M	89,399
38	ALPHABET INC	$10M	34,580
39	JPMORGAN CHASE & CO	$10M	33,576
40	BERKSHIRE HATHAWAY INC DEL	$9M	13
41	VISA INC	$7M	23,614
42	EXXON MOBIL CORP	$6M	37,719
43	US BANCORP	$6M	117,762
44	MORGAN STANLEY ETF TRUST	$6M	118,867
45	ARES CAPITAL CORP	$5M	286,452
46	SPDR GOLD TR	$5M	11,982
47	SELECT SECTOR SPDR TR	$5M	34,416
48	LOWES COS INC	$5M	21,247
49	VANECK ETF TRUST	$5M	46,605
50	CANADIAN NAT RES LTD MED TER	$4M	86,742

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.