Obermeyer Wealth Partners
Q2 2025 13F Holdings
- Locationaspen, CO
- Num holdings
280
- Value ($000)
$2,008,735
- Date Filed08/05/2025
- Form type13F-HR
- CIK0001349654
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $105.77M | 5 % | 212,633 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $100.76M | 5 % | 551,170 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $98.79M | 5 % | 203,367 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $86.64M | 4 % | 152,519 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $70.72M | 4 % | 398,683 | ||
AMZN AMAZON COM INC | COM | 023135106 | $70.24M | 4 % | 320,165 | ||
AAPL APPLE INC | COM | 037833100 | $69.85M | 4 % | 340,447 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $69.07M | 3 % | 122,918 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $63.26M | 3 % | 1,246,410 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $60.95M | 3 % | 269,109 |
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