Obermeyer Wealth Partners
Q4 2025 13F Holdings
- Locationaspen, CO
- Num holdings
289
- Value ($000)
$2,188,320
- Date Filed01/29/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 02079K107 | $120.76M | 6 % | 384,817 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $108.96M | 5 % | 548,575 | ||
MICROSOFT CORP | COM | 594918104 | $97.99M | 5 % | 202,616 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $97.52M | 5 % | 155,497 | ||
APPLE INC | COM | 037833100 | $89.01M | 4 % | 327,428 | ||
NVIDIA CORPORATION | COM | 67066G104 | $81.21M | 4 % | 435,459 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $77.97M | 4 % | 256,576 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $76.31M | 4 % | 1,508,798 | ||
AMAZON COM INC | COM | 023135106 | $74.01M | 3 % | 320,638 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | $67.74M | 3 % | 118,657 |
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