Filed: 10/27/2025ACC: 0001349654-25-000008
📋 What this filing means
OBERMEYER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 294 equity positions with a total reported market value of $2.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
294
Positions
$2.13B
Total AUM (reported)
13.79M
Total Shares
Allocation by class
COM$913.69M42.8%
CL A$170.88M8.0%
MSCI USA QLT FCT$107.78M5.0%
CAP STK CL C$98.01M4.6%
S&P 500 ETF SHS$92.73M4.3%
SPONSORED ADS$74.85M3.5%
CL B NEW$69.26M3.2%
Portfolio Concentration
Top 3$314.54M14.7%
4–10$546.67M25.6%
11–25$678.35M31.8%
Rest$595.28M27.9%
Top 3 weight
14.7%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 13.79M
Sole
Full voting authority
13.79M
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)
Sole294
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings294
Rows:
MICROSOFT CORP
SOLEShares209.96K
TypeSH
Market value$108.75M
5.09%
Sole
209.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares554.13K
TypeSH
Market value$107.78M
5.05%
Sole
554.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares402.43K
TypeSH
Market value$98.01M
4.59%
Sole
402.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares151.42K
TypeSH
Market value$92.73M
4.34%
Sole
151.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares339.63K
TypeSH
Market value$86.48M
4.05%
Sole
339.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares450.58K
TypeSH
Market value$84.07M
3.94%
Sole
450.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares268.01K
TypeSH
Market value$74.85M
3.51%
Sole
268.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares320.13K
TypeSH
Market value$70.29M
3.29%
Sole
320.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares137.76K
TypeSH
Market value$69.26M
3.24%
Sole
137.76K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares121.29K
TypeSH
Market value$68.99M
3.23%
Sole
121.29K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares1.34M
TypeSH
Market value$67.90M
3.18%
Sole
1.34M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares201.53K
TypeSH
Market value$66.49M
3.11%
Sole
201.53K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares351.53K
TypeSH
Market value$63.82M
2.99%
Sole
351.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares79.30K
TypeSH
Market value$58.23M
2.73%
Sole
79.30K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares1.14M
TypeSH
Market value$57.10M
2.67%
Sole
1.14M
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares272.98K
TypeSH
Market value$45.68M
2.14%
Sole
272.98K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares44.37K
TypeSH
Market value$42.95M
2.01%
Sole
44.37K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares114.21K
TypeSH
Market value$39.44M
1.85%
Sole
114.21K
Shared
0.00
None
0.00
WALMART INC
SOLEShares358.65K
TypeSH
Market value$36.96M
1.73%
Sole
358.65K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares88.98K
TypeSH
Market value$36.05M
1.69%
Sole
88.98K
Shared
0.00
None
0.00
AON PLC
SOLEShares101.07K
TypeSH
Market value$36.04M
1.69%
Sole
101.07K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares107.06K
TypeSH
Market value$35.13M
1.65%
Sole
107.06K
Shared
0.00
None
0.00
NVR INC
SOLEShares4.11K
TypeSH
Market value$33.02M
1.55%
Sole
4.11K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares110.36K
TypeSH
Market value$29.82M
1.40%
Sole
110.36K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares433.16K
TypeSH
Market value$29.71M
1.39%
Sole
433.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 209.96K | SH | $108.75M 5.09% | 209.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 554.13K | SH | $107.78M 5.05% | 554.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 402.43K | SH | $98.01M 4.59% | 402.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 151.42K | SH | $92.73M 4.34% | 151.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 339.63K | SH | $86.48M 4.05% | 339.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 450.58K | SH | $84.07M 3.94% | 450.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 268.01K | SH | $74.85M 3.51% | 268.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 320.13K | SH | $70.29M 3.29% | 320.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 137.76K | SH | $69.26M 3.24% | 137.76K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 121.29K | SH | $68.99M 3.23% | 121.29K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.34M | SH | $67.90M 3.18% | 1.34M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 201.53K | SH | $66.49M 3.11% | 201.53K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 351.53K | SH | $63.82M 2.99% | 351.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 79.30K | SH | $58.23M 2.73% | 79.30K | 0.00 | 0.00 |
RBB FD INCSOLE | US TREAS 3 MNTH | 1.14M | SH | $57.10M 2.67% | 1.14M | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 272.98K | SH | $45.68M 2.14% | 272.98K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 44.37K | SH | $42.95M 2.01% | 44.37K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 114.21K | SH | $39.44M 1.85% | 114.21K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 358.65K | SH | $36.96M 1.73% | 358.65K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 88.98K | SH | $36.05M 1.69% | 88.98K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 101.07K | SH | $36.04M 1.69% | 101.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 107.06K | SH | $35.13M 1.65% | 107.06K | 0.00 | 0.00 |
NVR INCSOLE | COM | 4.11K | SH | $33.02M 1.55% | 4.11K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 110.36K | SH | $29.82M 1.40% | 110.36K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 433.16K | SH | $29.71M 1.39% | 433.16K | 0.00 | 0.00 |
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