Obermeyer Wealth Partners
Q3 2025 13F Holdings
- Locationaspen, CO
- Num holdings
295
- Value ($000)
$2,134,834
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $108.75 M | 5 % | 209,955 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $107.78 M | 5 % | 554,127 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $98.01 M | 5 % | 402,434 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $92.73 M | 4 % | 151,418 | ||
AAPL APPLE INC | COM | 037833100 | $86.48 M | 4 % | 339,634 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $84.07 M | 4 % | 450,584 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $74.85 M | 4 % | 268,011 | ||
AMZN AMAZON COM INC | COM | 023135106 | $70.29 M | 3 % | 320,130 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $69.26 M | 3 % | 137,759 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $68.99 M | 3 % | 121,287 |
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