Filed: 1/29/2026ACC: 0001349654-26-000001
📋 What this filing means
OBERMEYER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 288 equity positions with a total reported market value of $2.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
288
Positions
$2.19B
Total AUM (reported)
13.89M
Total Shares
Allocation by class
COM$892.21M40.8%
CL A$137.62M6.3%
CAP STK CL C$120.76M5.5%
MSCI USA QLT FCT$108.96M5.0%
S&P 500 ETF SHS$97.52M4.5%
SPONSORED ADS$77.97M3.6%
HENDRSON AAA CL$76.31M3.5%
Portfolio Concentration
Top 3$327.70M15.0%
4–10$563.78M25.8%
11–25$706.37M32.3%
Rest$590.47M27.0%
Top 3 weight
15.0%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 13.89M
Sole
Full voting authority
13.89M
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)
Sole288
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings288
Rows:
ALPHABET INC
SOLEShares384.82K
TypeSH
Market value$120.76M
5.52%
Sole
384.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares548.58K
TypeSH
Market value$108.96M
4.98%
Sole
548.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares202.62K
TypeSH
Market value$97.99M
4.48%
Sole
202.62K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares155.50K
TypeSH
Market value$97.52M
4.46%
Sole
155.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares327.43K
TypeSH
Market value$89.01M
4.07%
Sole
327.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares435.46K
TypeSH
Market value$81.21M
3.71%
Sole
435.46K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares256.58K
TypeSH
Market value$77.97M
3.56%
Sole
256.58K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares1.51M
TypeSH
Market value$76.31M
3.49%
Sole
1.51M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares320.64K
TypeSH
Market value$74.01M
3.38%
Sole
320.64K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares118.66K
TypeSH
Market value$67.74M
3.10%
Sole
118.66K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares133.98K
TypeSH
Market value$67.34M
3.08%
Sole
133.98K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares192.62K
TypeSH
Market value$66.66M
3.05%
Sole
192.62K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares1.33M
TypeSH
Market value$66.28M
3.03%
Sole
1.33M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares353.02K
TypeSH
Market value$65.58M
3.00%
Sole
353.02K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares192.40K
TypeSH
Market value$64.51M
2.95%
Sole
192.40K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares78.42K
TypeSH
Market value$51.77M
2.37%
Sole
78.42K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares263.21K
TypeSH
Market value$48.27M
2.21%
Sole
263.21K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares43.20K
TypeSH
Market value$46.22M
2.11%
Sole
43.20K
Shared
0.00
None
0.00
WALMART INC
SOLEShares352.48K
TypeSH
Market value$39.27M
1.79%
Sole
352.48K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares111.15K
TypeSH
Market value$36.69M
1.68%
Sole
111.15K
Shared
0.00
None
0.00
AON PLC
SOLEShares98.34K
TypeSH
Market value$34.70M
1.59%
Sole
98.34K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares87.93K
TypeSH
Market value$30.26M
1.38%
Sole
87.93K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares109.46K
TypeSH
Market value$29.89M
1.37%
Sole
109.46K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares646.17K
TypeSH
Market value$29.65M
1.36%
Sole
646.17K
Shared
0.00
None
0.00
NVR INC
SOLEShares4.01K
TypeSH
Market value$29.27M
1.34%
Sole
4.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 384.82K | SH | $120.76M 5.52% | 384.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 548.58K | SH | $108.96M 4.98% | 548.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 202.62K | SH | $97.99M 4.48% | 202.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 155.50K | SH | $97.52M 4.46% | 155.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 327.43K | SH | $89.01M 4.07% | 327.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 435.46K | SH | $81.21M 3.71% | 435.46K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 256.58K | SH | $77.97M 3.56% | 256.58K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.51M | SH | $76.31M 3.49% | 1.51M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 320.64K | SH | $74.01M 3.38% | 320.64K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 118.66K | SH | $67.74M 3.10% | 118.66K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 133.98K | SH | $67.34M 3.08% | 133.98K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 192.62K | SH | $66.66M 3.05% | 192.62K | 0.00 | 0.00 |
RBB FD INCSOLE | US TREAS 3 MNTH | 1.33M | SH | $66.28M 3.03% | 1.33M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 353.02K | SH | $65.58M 3.00% | 353.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 192.40K | SH | $64.51M 2.95% | 192.40K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 78.42K | SH | $51.77M 2.37% | 78.42K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 263.21K | SH | $48.27M 2.21% | 263.21K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 43.20K | SH | $46.22M 2.11% | 43.20K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 352.48K | SH | $39.27M 1.79% | 352.48K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 111.15K | SH | $36.69M 1.68% | 111.15K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 98.34K | SH | $34.70M 1.59% | 98.34K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 87.93K | SH | $30.26M 1.38% | 87.93K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 109.46K | SH | $29.89M 1.37% | 109.46K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 646.17K | SH | $29.65M 1.36% | 646.17K | 0.00 | 0.00 |
NVR INCSOLE | COM | 4.01K | SH | $29.27M 1.34% | 4.01K | 0.00 | 0.00 |
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