Filed: 4/21/2026ACC: 0001349654-26-000002
📋 What this filing means
OBERMEYER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 298 equity positions with a total reported market value of $2.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
298
Positions
$2.17B
Total AUM (reported)
13.91M
Total Shares
Allocation by class
COM$734.91M33.8%
TOTAL STK MKT$193.06M8.9%
CL A$124.77M5.7%
CAP STK CL C$107.77M5.0%
S&P 500 ETF SHS$94.41M4.3%
MSCI USA QLT FCT$87.42M4.0%
SPONSORED ADS$85.68M3.9%
Portfolio Concentration
Top 3$395.24M18.2%
4–10$554.54M25.5%
11–25$708.08M32.6%
Rest$513.76M23.7%
Top 3 weight
18.2%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 13.91M
Sole
Full voting authority
13.91M
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)
Sole298
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings298
Rows:
VANGUARD INDEX FDS
SOLEShares601.79K
TypeSH
Market value$193.06M
8.89%
Sole
601.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares375.69K
TypeSH
Market value$107.77M
4.96%
Sole
375.69K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares158K
TypeSH
Market value$94.41M
4.35%
Sole
158K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares455.79K
TypeSH
Market value$87.42M
4.03%
Sole
455.79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares253.52K
TypeSH
Market value$85.68M
3.95%
Sole
253.52K
Shared
0.00
None
0.00
APPLE INC
SOLEShares324.22K
TypeSH
Market value$82.28M
3.79%
Sole
324.22K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares1.60M
TypeSH
Market value$80.51M
3.71%
Sole
1.60M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares202.58K
TypeSH
Market value$74.99M
3.45%
Sole
202.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares423.98K
TypeSH
Market value$73.94M
3.40%
Sole
423.98K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares1.40M
TypeSH
Market value$69.71M
3.21%
Sole
1.40M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares320.96K
TypeSH
Market value$66.85M
3.08%
Sole
320.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares134.31K
TypeSH
Market value$64.36M
2.96%
Sole
134.31K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares350K
TypeSH
Market value$63.01M
2.90%
Sole
350K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares192.80K
TypeSH
Market value$59.67M
2.75%
Sole
192.80K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares762.64K
TypeSH
Market value$58.81M
2.71%
Sole
762.64K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares117.43K
TypeSH
Market value$58.67M
2.70%
Sole
117.43K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares42.73K
TypeSH
Market value$56.44M
2.60%
Sole
42.73K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares262.78K
TypeSH
Market value$50.69M
2.33%
Sole
262.78K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares78.52K
TypeSH
Market value$44.92M
2.07%
Sole
78.52K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares110.12K
TypeSH
Market value$32.52M
1.50%
Sole
110.12K
Shared
0.00
None
0.00
AON PLC
SOLEShares98.35K
TypeSH
Market value$31.75M
1.46%
Sole
98.35K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares54.21K
TypeSH
Market value$31.29M
1.44%
Sole
54.21K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares112.47K
TypeSH
Market value$30.43M
1.40%
Sole
112.47K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares52.66K
TypeSH
Market value$29.66M
1.37%
Sole
52.66K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares88.19K
TypeSH
Market value$29.01M
1.34%
Sole
88.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 601.79K | SH | $193.06M 8.89% | 601.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 375.69K | SH | $107.77M 4.96% | 375.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 158K | SH | $94.41M 4.35% | 158K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 455.79K | SH | $87.42M 4.03% | 455.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 253.52K | SH | $85.68M 3.95% | 253.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 324.22K | SH | $82.28M 3.79% | 324.22K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 1.60M | SH | $80.51M 3.71% | 1.60M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 202.58K | SH | $74.99M 3.45% | 202.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 423.98K | SH | $73.94M 3.40% | 423.98K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 1.40M | SH | $69.71M 3.21% | 1.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 320.96K | SH | $66.85M 3.08% | 320.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 134.31K | SH | $64.36M 2.96% | 134.31K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 350K | SH | $63.01M 2.90% | 350K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 192.80K | SH | $59.67M 2.75% | 192.80K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 762.64K | SH | $58.81M 2.71% | 762.64K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 117.43K | SH | $58.67M 2.70% | 117.43K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 42.73K | SH | $56.44M 2.60% | 42.73K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 262.78K | SH | $50.69M 2.33% | 262.78K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 78.52K | SH | $44.92M 2.07% | 78.52K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 110.12K | SH | $32.52M 1.50% | 110.12K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 98.35K | SH | $31.75M 1.46% | 98.35K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.21K | SH | $31.29M 1.44% | 54.21K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 112.47K | SH | $30.43M 1.40% | 112.47K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 52.66K | SH | $29.66M 1.37% | 52.66K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 88.19K | SH | $29.01M 1.34% | 88.19K | 0.00 | 0.00 |
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