Institutions / Obermeyer Wealth Partners
Obermeyer Wealth Partners
CIK 1349654 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$2.17B
Positions
298
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.17B-0.8%Positions
298+3.5%Top holdings
Mar 31, 2026View all 298 โ
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $193.06M | 8.9% |
| Alphabet Inc. | $107.77M | 5.0% |
| Vanguard Index Fds | $94.41M | 4.3% |
| iShares MSCI UAE ETF | $87.42M | 4.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $85.68M | 3.9% |
| Apple Inc. | $82.28M | 3.8% |
| Janus Detroit Str Tr | $80.51M | 3.7% |
| Microsoft Corp | $74.99M | 3.5% |
| NVIDIA Corp | $73.94M | 3.4% |
| Rbb Fd Inc | $69.71M | 3.2% |
| Amazon.com Inc | $66.85M | 3.1% |
| Warren E. Buffett | $64.36M | 3.0% |
| iShares Inc | $63.01M | 2.9% |
| Broadcom Inc. | $59.67M | 2.7% |
| Vanguard Star Fds | $58.81M | 2.7% |
| Mastercard Inc | $58.67M | 2.7% |
| Asml Hldg NV | $56.44M | 2.6% |
| RTX Corp | $50.69M | 2.3% |
| Meta Platforms Inc | $44.92M | 2.1% |
| CME Group Inc | $32.52M | 1.5% |
| Aon plc | $31.75M | 1.5% |
| Invesco Qqq Tr | $31.29M | 1.4% |
| Unitedhealth Group Inc | $30.43M | 1.4% |
| Deere & Co | $29.66M | 1.4% |
| Home Depot, Inc. | $29.01M | 1.3% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 922908769 Common stock | $131.34M | +409K +212.78% | 601,790 8.89% of portfolio | high |
| Q1 2026 as of | Add | 921909768 Common stock | $57.66M | +748K +5008.47% | 762,643 2.71% of portfolio | high |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-40.31M | -324K -92.03% | 28,094 0.16% of portfolio | medium |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-26.73M | -288K -98.28% | 5,043 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Nvr Inc Common stock | $-25.81M | -4K -97.58% | 97 0.03% of portfolio | medium |
| Q1 2026 as of | New | Moody's Corp Common stock | $23.75M | +54K | 54,448 1.09% of portfolio | medium |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-23.31M | -72K -94.75% | 3,965 0.06% of portfolio | medium |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-22.08M | -130K -77.53% | 37,719 0.29% of portfolio | medium |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-17.80M | -93K -16.91% | 455,785 4.03% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-12.77M | -14K -89.07% | 1,704 0.07% of portfolio | medium |