Obermeyer Wealth Partners 13F Holdings · Q2 2026
Obermeyer Wealth Partners reported 300 securities worth $2.44B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (10.96%), GOOG (5.33%), TSM (4.89%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $267.9M | 10.96% | 723,980 | Added |
| 2 | GOOG | ALPHABET INC | $130.4M | 5.33% | 369,046 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $119.6M | 4.89% | 250,513 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $109.7M | 4.49% | 159,773 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $97.8M | 4.00% | 1.1M | Added |
| 6 | AAPL | APPLE INC | $92.4M | 3.78% | 319,225 | Trimmed |
| 7 | ASML | ASML HLDG NV | $84.4M | 3.45% | 42,402 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $83.6M | 3.42% | 417,763 | Trimmed |
| 9 | JAAA | JANUS DETROIT STR TR | $82.4M | 3.37% | 1.6M | Added |
| 10 | QUAL | ISHARES TR | $78.2M | 3.20% | 356,383 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $76.1M | 3.11% | 319,095 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $75.2M | 3.07% | 201,468 | Trimmed |
| 13 | TBIL | RBB FD INC | $74.7M | 3.06% | 1.5M | Added |
| 14 | AVGO | BROADCOM INC | $72.6M | 2.97% | 192,213 | Trimmed |
| 15 | URTH | ISHARES INC | $66.1M | 2.70% | 326,282 | Trimmed |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $65.7M | 2.69% | 131,389 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $60.0M | 2.46% | 116,920 | Trimmed |
| 18 | RTX | RTX CORPORATION | $49.6M | 2.03% | 261,544 | Trimmed |
| 19 | META | META PLATFORMS INC | $45.0M | 1.84% | 79,955 | Added |
| 20 | QQQ | INVESCO QQQ TR | $40.1M | 1.64% | 54,479 | Added |
| 21 | TXN | TEXAS INSTRS INC | $33.4M | 1.37% | 112,214 | Added |
| 22 | DE | DEERE & CO | $33.3M | 1.36% | 52,482 | Trimmed |
| 23 | AON | AON PLC | $32.5M | 1.33% | 98,034 | Trimmed |
| 24 | HD | HOME DEPOT INC | $30.3M | 1.24% | 85,888 | Trimmed |
| 25 | BN | BROOKFIELD CORP | $27.4M | 1.12% | 642,466 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR