Q3 2026 13F · SEC CIK 1349654

Obermeyer Wealth Partners

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 299
Top holdings a year, 3 yrs: +19.6%
Assets under management: $3.0B

Obermeyer Wealth Partners is a wealth manager that reported 299 positions worth $2.5B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Vanguard Index Fds (VTI, 11.6%), Alphabet Inc (GOOG, 4.8%), Taiwan Semiconductor Manufac (TSM, 4.5%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.

Obermeyer Wealth Partners holdings largest 50 of 299 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Obermeyer Wealth Partners 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	11.6%	11.0%	778,526	+7.5%	$291.4M
GOOGAlphabet Inc	4.8%	5.3%	354,760	-3.9%	$120.9M
TSMTaiwan Semiconductor Manufac	4.5%	4.9%	248,539	-0.8%	$113.4M
AAPLApple Inc	4.2%	3.8%	315,242	-1.2%	$105.0M
VXUSVanguard Star Fds	4.1%	4.0%	1,217,777	+6.4%	$103.5M
MSFTMicrosoft Corp	4.1%	3.1%	201,362	-0.1%	$103.3M
VOOVanguard Index Fds	4.1%	4.5%	146,614	-8.2%	$102.8M
NVDANvidia Corporation	3.7%	3.4%	411,390	-1.5%	$94.0M
JAAAJanus Detroit Str Tr	3.7%	3.4%	1,839,357	+12.7%	$92.8M
TBILRbb Fd Inc	3.4%	3.1%	1,732,811	+15.6%	$86.4M
AMZNAmazon Com Inc	3.2%	3.1%	321,227	+0.7%	$80.0M
ASMLAsml Hldg NV	3.1%	3.5%	42,557	+0.4%	$77.1M
QUALIshares Tr	2.8%	3.2%	317,743	-10.8%	$70.6M
AVGOBroadcom Inc	2.7%	3.0%	193,428	+0.6%	$67.9M
BRK-BBerkshire Hathaway Inc Del	2.5%	2.7%	128,601	-2.1%	$64.0M
MAMastercard Incorporated	2.5%	2.5%	114,662	-1.9%	$63.2M
URTHIshares Inc	2.4%	2.7%	297,300	-8.9%	$61.3M
METAMeta Platforms Inc	2.4%	1.8%	81,627	+2.1%	$59.2M
RTXRtx Corporation	1.9%	2.0%	262,055	+0.2%	$48.7M
QQQInvesco Qqq Tr	1.9%	1.6%	64,155	+17.8%	$47.5M
DEDeere & Co	1.4%	1.4%	52,368	-0.2%	$35.2M
TXNTexas Instrs Inc	1.3%	1.4%	114,374	+1.9%	$32.0M
CMECme Group Inc	1.2%	1.0%	110,623	+0.5%	$29.0M
MSIMotorola Solutions Inc	1.1%	1.0%	60,618	+3.6%	$27.0M
MCKMckesson Corp	1.0%	—	29,936	—	$25.6M
MCOMoodys Corp	1.0%	1.0%	56,011	+2.3%	$25.4M
SAPGFSap SE	1.0%	0.7%	117,765	+1.5%	$24.6M
BNBrookfield Corp	1.0%	1.1%	662,416	+3.1%	$24.2M
HDHome Depot Inc	1.0%	1.2%	84,235	-1.9%	$24.0M
SHWSherwin Williams Co	0.9%	1.0%	69,713	+1.0%	$22.5M
VGLTVanguard Scottsdale Fds	0.7%	0.8%	372,331	+4.6%	$18.7M
JABSJanus Detroit Str Tr	0.7%	0.6%	373,853	+18.0%	$18.4M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.6%	21,779	+3.2%	$16.6M
UPSUnited Parcel Svcs Inc	0.5%	0.6%	131,650	-0.0%	$12.3M
GOOGLAlphabet Inc	0.5%	0.5%	33,413	-1.2%	$11.5M
JPMJpmorgan Chase & Co	0.5%	0.5%	34,275	+1.5%	$11.3M
UNHUnitedhealth Group Inc	0.3%	0.4%	22,223	-4.0%	$8.2M
USBUS Bancorp	0.3%	0.3%	136,184	+0.0%	$7.9M
VEAVanguard Ftse Developed Markets Index Fu	0.3%	0.3%	108,470	-0.0%	$7.7M
IVVIshares Tr	0.3%	0.3%	9,157	+1.1%	$7.0M
ARCCAres Capital Corp	0.3%	0.2%	362,739	+22.3%	$6.9M
VVisa Inc	0.3%	0.3%	18,930	-17.1%	$6.8M
XLVSelect Sector Spdr Tr	0.2%	0.2%	36,311	+7.0%	$6.1M
XOMExxonmobil Holdings Corp	0.2%	—	36,279	—	$5.9M
EVLNMorgan Stanley ETF Trust	0.2%	0.2%	96,800	-6.5%	$4.7M
GLDSpdr Gold Tr	0.2%	0.2%	12,184	+5.5%	$4.6M
JMUBJ P Morgan Exchange Traded F	0.2%	—	97,215	—	$4.6M
TMUST-Mobile US Inc	0.2%	0.2%	26,098	-4.0%	$4.3M
ETNEaton Corp PLC	0.2%	—	9,728	—	$4.2M
CNQCanadian Nat Res Ltd Med Ter	0.2%	—	86,208	—	$4.1M

What Obermeyer Wealth Partners bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

V Visa Inc-17.1% shares
QUAL Ishares Tr-10.8% shares
URTH Ishares Inc-8.9% shares
VOO Vanguard Index Fds-8.2% shares
EVLN Morgan Stanley ETF Trust-6.5% shares

Left the top 50

AON Aon PLCwas 1.3%
BRK-A Berkshire Hathaway Inc Delwas 0.4%
XOM Exxon Mobil Corpwas 0.2%
AMAT Applied Matls Incwas 0.2%
LOW Lowes Cos Incwas 0.2%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.5% /yr; S&P 500 +20.1%
3 years: +19.6% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.5B	299
Q2 2026	$2.4B	300
Q1 2026	$2.2B	298
Q4 2025	$2.2B	288
Q3 2025	$2.1B	294
Q2 2025	$2.0B	277
Q1 2025	$1.9B	261
Q4 2024	$1.9B	257
Q3 2024	$1.9B	259
Q2 2024	$1.7B	245
Q1 2024	$1.7B	251
Q4 2023	$1.5B	216

Questions about Obermeyer Wealth Partners's portfolio

What stocks does Obermeyer Wealth Partners own?

Obermeyer Wealth Partners's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 299 positions worth $2.5B. The largest are Vanguard Index Fds (VTI) at 11.6%, Alphabet Inc (GOOG) at 4.8%, Taiwan Semiconductor Manufac (TSM) at 4.5%, Apple Inc (AAPL) at 4.2% and Vanguard Star Fds (VXUS) at 4.1%.

What did Obermeyer Wealth Partners buy last quarter?

In Q3 2026, Obermeyer Wealth Partners added Ares Capital Corp (ARCC) (+22.3% shares), Janus Detroit Str Tr (JABS) (+18.0% shares) and Invesco Qqq Tr (QQQ) (+17.8% shares), compared with its Q2 2026 filing.

What did Obermeyer Wealth Partners sell last quarter?

In Q3 2026, Obermeyer Wealth Partners cut from its top 50 Aon PLC (AON), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Lowes Cos Inc (LOW), Visa Inc (V) (-17.1% shares), Ishares Tr (QUAL) (-10.8% shares) and Ishares Inc (URTH) (-8.9% shares), compared with its Q2 2026 filing.

How has Obermeyer Wealth Partners's portfolio performed?

A portfolio copying Obermeyer Wealth Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.5% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is Obermeyer Wealth Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Obermeyer Wealth Partners's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Obermeyer Wealth Partners manage?

Obermeyer Wealth Partners reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.5B.