Obermeyer Wealth Partners
Q1 2026 13F Holdings
- Locationaspen, CO
- Num holdings
299
- Value ($000)
$2,171,626
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0001349654
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $193.06M | 9 % | 601,790 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $107.77M | 5 % | 375,688 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $94.41M | 4 % | 158,002 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $87.42M | 4 % | 455,785 | ||
TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | $85.68M | 4 % | 253,519 | ||
APPLE INC | COM | 037833100 | $82.28M | 4 % | 324,220 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $80.51M | 4 % | 1,598,343 | ||
MICROSOFT CORP | COM | 594918104 | $74.99M | 4 % | 202,583 | ||
NVIDIA CORPORATION | COM | 67066G104 | $73.94M | 3 % | 423,977 | ||
RBB FD INC | F/M US TREASURY | 74933W452 | $69.71M | 3 % | 1,398,165 |
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