Filed: 5/6/2025ACC: 0001085146-25-002611
📋 What this filing means
OBERMEYER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 261 equity positions with a total reported market value of $1.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
261
Positions
$1.87B
Total AUM (reported)
13.57M
Total Shares
Allocation by class
COM$810.02M43.2%
CL A$149.65M8.0%
CL B NEW$125.72M6.7%
MSCI USA QLT FCT$93.08M5.0%
MRNGSTR WDE MOAT$77.55M4.1%
S&P 500 ETF SHS$76.93M4.1%
CAP STK CL C$62.81M3.4%
Portfolio Concentration
Top 3$298.59M15.9%
4–10$478.91M25.6%
11–25$537.69M28.7%
Rest$559.18M29.8%
Top 3 weight
15.9%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 13.57M
Sole
Full voting authority
13.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole261
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings261
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares236.06K
TypeSH
Market value$125.72M
6.71%
Sole
236.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares544.69K
TypeSH
Market value$93.08M
4.97%
Sole
544.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares212.56K
TypeSH
Market value$79.79M
4.26%
Sole
212.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares358.64K
TypeSH
Market value$79.67M
4.25%
Sole
358.64K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares881.21K
TypeSH
Market value$77.55M
4.14%
Sole
881.21K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares149.70K
TypeSH
Market value$76.93M
4.10%
Sole
149.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares124.89K
TypeSH
Market value$68.46M
3.65%
Sole
124.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares402.04K
TypeSH
Market value$62.81M
3.35%
Sole
402.04K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares1.23M
TypeSH
Market value$62.25M
3.32%
Sole
1.23M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares269.37K
TypeSH
Market value$51.25M
2.73%
Sole
269.37K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares929.70K
TypeSH
Market value$46.49M
2.48%
Sole
929.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares79.23K
TypeSH
Market value$45.66M
2.44%
Sole
79.23K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares268.98K
TypeSH
Market value$44.65M
2.38%
Sole
268.98K
Shared
0.00
None
0.00
AON PLC
SOLEShares104.92K
TypeSH
Market value$41.87M
2.23%
Sole
104.92K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares75.90K
TypeSH
Market value$39.75M
2.12%
Sole
75.90K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares278.58K
TypeSH
Market value$36.90M
1.97%
Sole
278.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares330.73K
TypeSH
Market value$35.84M
1.91%
Sole
330.73K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares208.19K
TypeSH
Market value$34.86M
1.86%
Sole
208.19K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares89.39K
TypeSH
Market value$32.76M
1.75%
Sole
89.39K
Shared
0.00
None
0.00
WALMART INC
SOLEShares366.12K
TypeSH
Market value$32.14M
1.71%
Sole
366.12K
Shared
0.00
None
0.00
NVR INC
SOLEShares4.14K
TypeSH
Market value$29.96M
1.60%
Sole
4.14K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares44.77K
TypeSH
Market value$29.67M
1.58%
Sole
44.77K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares111.53K
TypeSH
Market value$29.59M
1.58%
Sole
111.53K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares105.09K
TypeSH
Market value$28.88M
1.54%
Sole
105.09K
Shared
0.00
None
0.00
SAP SE
SOLEShares106.72K
TypeSH
Market value$28.65M
1.53%
Sole
106.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 236.06K | SH | $125.72M 6.71% | 236.06K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 544.69K | SH | $93.08M 4.97% | 544.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 212.56K | SH | $79.79M 4.26% | 212.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 358.64K | SH | $79.67M 4.25% | 358.64K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 881.21K | SH | $77.55M 4.14% | 881.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 149.70K | SH | $76.93M 4.10% | 149.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 124.89K | SH | $68.46M 3.65% | 124.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 402.04K | SH | $62.81M 3.35% | 402.04K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.23M | SH | $62.25M 3.32% | 1.23M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 269.37K | SH | $51.25M 2.73% | 269.37K | 0.00 | 0.00 |
RBB FD INCSOLE | US TREAS 3 MNTH | 929.70K | SH | $46.49M 2.48% | 929.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 79.23K | SH | $45.66M 2.44% | 79.23K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 268.98K | SH | $44.65M 2.38% | 268.98K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 104.92K | SH | $41.87M 2.23% | 104.92K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 75.90K | SH | $39.75M 2.12% | 75.90K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 278.58K | SH | $36.90M 1.97% | 278.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 330.73K | SH | $35.84M 1.91% | 330.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 208.19K | SH | $34.86M 1.86% | 208.19K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 89.39K | SH | $32.76M 1.75% | 89.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 366.12K | SH | $32.14M 1.71% | 366.12K | 0.00 | 0.00 |
NVR INCSOLE | COM | 4.14K | SH | $29.96M 1.60% | 4.14K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 44.77K | SH | $29.67M 1.58% | 44.77K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 111.53K | SH | $29.59M 1.58% | 111.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 105.09K | SH | $28.88M 1.54% | 105.09K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 106.72K | SH | $28.65M 1.53% | 106.72K | 0.00 | 0.00 |
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