Obermeyer Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Obermeyer Wealth Partners held in its portfolio 283 assets valued at $2,188,319,897 (i.e. $2.19B).
The most valuable assets in the portfolio included: ALPHABET INC ($120.76M), ISHARES TR ($108.96M), and MICROSOFT CORP ($97.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 283 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Obermeyer Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 384817 | 120755718 | CAP STK CL C |
| ISHARES TR | 548575 | 108957909 | MSCI USA QLT FCT |
| MICROSOFT CORP | 202616 | 97989223 | COM |
| VANGUARD INDEX FDS | 155497 | 97516959 | S&P 500 ETF SHS |
| APPLE INC | 327428 | 89014504 | COM |
| NVIDIA CORPORATION | 435459 | 81213050 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 256576 | 77971002 | SPONSORED ADS |
| JANUS DETROIT STR TR | 1508798 | 76314980 | HENDRSON AAA CL |
| AMAZON COM INC | 320638 | 74009656 | COM |
| MASTERCARD INCORPORATED | 118657 | 67738694 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 133977 | 67343288 | CL B NEW |
| BROADCOM INC | 192618 | 66664946 | COM |
| RBB FD INC | 1328849 | 66283010 | US TREAS 3 MNTH |
| ISHARES INC | 353023 | 65581065 | MSCI WORLD ETF |
| VANGUARD INDEX FDS | 192403 | 64506801 | TOTAL STK MKT |
| META PLATFORMS INC | 78425 | 51767529 | CL A |
| RTX CORPORATION | 263214 | 48273513 | COM |
| ASML HOLDING N V | 43202 | 46220206 | N Y REGISTRY SHS |
| WALMART INC | 352481 | 39269892 | COM |
| UNITEDHEALTH GROUP INC | 111147 | 36690872 | COM |
| AON PLC | 98342 | 34702931 | SHS CL A |
| HOME DEPOT INC | 87931 | 30256919 | COM |
| CME GROUP INC | 109457 | 29890652 | COM |
| BROOKFIELD CORP | 646169 | 29652713 | CL A LTD VT SH |
| NVR INC | 4013 | 29265886 | COM |
| INVESCO QQQ TR | 45798 | 28133949 | UNIT SER 1 |
| SAP SE | 106333 | 25829352 | SPON ADR |
| DEERE & CO | 52560 | 24470243 | COM |
| CHUBB LIMITED | 75494 | 23563309 | COM |
| NEXTERA ENERGY INC | 292859 | 23510752 | COM |
| EXXON MOBIL CORP | 167872 | 20201755 | COM |
| SHERWIN WILLIAMS CO | 60267 | 19528420 | COM |
| MOTOROLA SOLUTIONS INC | 49290 | 18893843 | COM NEW |
| TEXAS INSTRS INC | 96760 | 16786928 | COM |
| ELI LILLY & CO | 15584 | 16747538 | COM |
| VANECK ETF TRUST | 160193 | 16589635 | MRNGSTR WDE MOAT |
| FIRST TR EXCHANGE-TRADED FD | 325074 | 16250452 | FST LOW OPPT EFT |
| UNITED PARCEL SERVICE INC | 154266 | 15301645 | CL B |
| SPDR S&P 500 ETF TR | 20848 | 14216927 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 253496 | 14145104 | LONG TERM TREAS |
| VANGUARD TAX-MANAGED FDS | 225655 | 14096697 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 33707 | 10861117 | COM |
| ALPHABET INC | 34454 | 10784136 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 14 | 10567200 | CL A |
| ARES CAPITAL CORP | 413151 | 8358039 | COM |
| VISA INC | 21987 | 7711074 | COM CL A |
| NOVO-NORDISK A S | 140797 | 7163776 | ADR |
| US BANCORP DEL | 118336 | 6314402 | COM NEW |
| ZOETIS INC | 46863 | 5896274 | CL A |
| SPDR SERIES TRUST | 123907 | 5878521 | STATE STREET SPD |
| VOYAGER TECHNOLOGIES INC | 209281 | 5470605 | COM CL A |
| LOWES COS INC | 21887 | 5278258 | COM |
| SPDR GOLD TR | 11649 | 4616615 | GOLD SHS |
| VANGUARD INSTL INDEX FD | 59906 | 4518710 | 0-3 MO TREAS BIL |
| APOLLO GLOBAL MGMT INC | 28729 | 4158781 | COM |
| SELECT SECTOR SPDR TR | 22827 | 3533612 | STATE STREET HEA |
| ISHARES TR | 49337 | 3384518 | EUROPE ETF |
| VANGUARD INDEX FDS | 10535 | 3316269 | LARGE CAP ETF |
| EATON CORP PLC | 9846 | 3135924 | SHS |
| WASTE MGMT INC DEL | 13420 | 2948438 | COM |
| ATMOS ENERGY CORP | 17431 | 2921941 | COM |
| COSTCO WHSL CORP NEW | 3250 | 2802217 | COM |
| VANGUARD WHITEHALL FDS | 19420 | 2787189 | HIGH DIV YLD |
| ISHARES TR | 5789 | 2739934 | RUS 1000 GRW ETF |
| ISHARES TR | 3919 | 2684377 | CORE S&P500 ETF |
| ANALOG DEVICES INC | 9841 | 2668879 | COM |
| JOHNSON & JOHNSON | 12584 | 2604259 | COM |
| SHELL PLC | 33852 | 2487445 | SPON ADS |
| CANADIAN NAT RES LTD | 73225 | 2478651 | COM |
| BLUE OWL CAPITAL CORPORATION | 196263 | 2439548 | COM |
| ABBVIE INC | 10606 | 2423395 | COM |
| AMERICAN EXPRESS CO | 6201 | 2293919 | COM |
| CORTEVA INC | 33994 | 2278618 | COM |
| ISHARES TR | 17828 | 2142616 | CORE S&P SCP ETF |
| COCA COLA CO | 29412 | 2056164 | COM |
| UNION PAC CORP | 8876 | 2053196 | COM |
| VANGUARD INDEX FDS | 4175 | 2036816 | GROWTH ETF |
| PROCTER AND GAMBLE CO | 12417 | 1779472 | COM |
| TJX COS INC NEW | 11397 | 1750693 | COM |
| MPLX LP | 32346 | 1726306 | COM UNIT REP LTD |
| SPDR S&P MIDCAP 400 ETF TR | 2842 | 1714618 | UTSER1 S&PDCRP |
| VICI PPTYS INC | 60612 | 1704409 | COM |
| ABBOTT LABS | 13125 | 1644431 | COM |
| MORGAN STANLEY ETF TRUST | 32867 | 1626009 | EATON VANCE FLTG |
| APPLIED MATLS INC | 6120 | 1572779 | COM |
| MCDONALDS CORP | 5133 | 1568799 | COM |
| ISHARES TR | 27767 | 1519113 | MSCI EMG MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 7583 | 1452615 | S&P500 EQL WGT |
| AERCAP HOLDINGS NV | 10066 | 1447088 | SHS |
| BRITISH AMERN TOB PLC | 25274 | 1431014 | SPONSORED ADR |
| IDEXX LABS INC | 2103 | 1422743 | COM |
| AMGEN INC | 4229 | 1384156 | COM |
| ENTERPRISE PRODS PARTNERS L | 42772 | 1371270 | COM |
| QNITY ELECTRONICS INC | 16651 | 1359554 | COMMON STOCK |
| VANGUARD INDEX FDS | 7048 | 1346070 | VALUE ETF |
| PETROLEO BRASILEIRO SA PETRO | 117526 | 1324518 | SP ADR NON VTG |
| TOTALENERGIES SE | 20268 | 1324139 | ACT |
| ORACLE CORP | 6760 | 1317555 | COM |
| ROYAL BK CDA | 7611 | 1297599 | COM |
| ISHARES TR | 4992 | 1228831 | RUSSELL 2000 ETF |
| WELLS FARGO CO NEW | 12964 | 1208278 | COM |
| DISNEY WALT CO | 10616 | 1207770 | COM |
| CATERPILLAR INC | 2037 | 1166936 | COM |
| D R HORTON INC | 8022 | 1155409 | COM |
| DIMENSIONAL ETF TRUST | 28757 | 1138487 | US CORE EQUITY 2 |
| VANGUARD STAR FDS | 14929 | 1126244 | VG TL INTL STK F |
| INTERNATIONAL BUSINESS MACHS | 3665 | 1085610 | COM |
| SALESFORCE INC | 4011 | 1062554 | COM |
| ISHARES GOLD TR | 13045 | 1058863 | ISHARES NEW |
| J P MORGAN EXCHANGE TRADED F | 20750 | 1047875 | MUNICIPAL ETF |
| DUPONT DE NEMOURS INC | 25652 | 1031210 | COM |
| TESLA INC | 2245 | 1009397 | COM |
| SHOPIFY INC | 6253 | 1006545 | CL A SUB VTG SHS |
| CORNING INC | 11441 | 1001774 | COM |
| CHEVRON CORP NEW | 6570 | 1001334 | COM |
| EATON VANCE TAX-MANAGED BUY- | 69600 | 999456 | COM |
| ENERGY TRANSFER L P | 58217 | 960005 | COM UT LTD PTN |
| EQUINIX INC | 1246 | 954635 | COM |
| VANGUARD SCOTTSDALE FDS | 11825 | 942835 | SHRT TRM CORP BD |
| SELECT SECTOR SPDR TR | 6408 | 922560 | STATE STREET TEC |
| CENCORA INC | 2714 | 916654 | COM |
| EMERSON ELEC CO | 6883 | 913512 | COM |
| MERCK & CO INC | 8668 | 912394 | COM |
| PALO ALTO NETWORKS INC | 4710 | 867582 | COM |
| WEC ENERGY GROUP INC | 8179 | 862557 | COM |
| VANGUARD INTL EQUITY INDEX F | 15835 | 851290 | FTSE EMR MKT ETF |
| MARVELL TECHNOLOGY INC | 9954 | 845891 | COM |
| INVESCO EXCH TRADED FD TR II | 7362 | 842960 | S&P 500 REVENUE |
| INVESCO EXCH TRADED FD TR II | 17275 | 841638 | S&P SMALLCAP 600 |
| BRISTOL-MYERS SQUIBB CO | 15585 | 840655 | COM |
| BLACKROCK INC | 781 | 835936 | COM |
| ISHARES TR | 9785 | 810394 | 1 3 YR TREAS BD |
| S&P GLOBAL INC | 1504 | 785975 | COM |
| ISHARES TR | 8736 | 781534 | CORE MSCI EAFE |
| PEPSICO INC | 5422 | 778165 | COM |
| VANGUARD SPECIALIZED FUNDS | 3536 | 777079 | DIV APP ETF |
| HONEYWELL INTL INC | 3946 | 769825 | COM |
| ISHARES TR | 7963 | 766598 | RUS MID CAP ETF |
| VANGUARD WORLD FD | 2653 | 763749 | HEALTH CAR ETF |
| ACCENTURE PLC IRELAND | 2805 | 752505 | SHS CLASS A |
| ISHARES TR | 7719 | 742259 | 7-10 YR TRSY BD |
| AIR PRODS & CHEMS INC | 2976 | 735132 | COM |
| KKR & CO INC | 5699 | 726509 | COM |
| ISHARES TR | 2384 | 717942 | ISHARES SEMICDTR |
| CISCO SYS INC | 8778 | 676192 | COM |
| NEXTNAV INC | 49100 | 671040 | COMMON STOCK |
| FERRARI N V | 1768 | 653382 | COM |
| ISHARES TR | 6035 | 646409 | NATIONAL MUN ETF |
| ISHARES TR | 1715 | 640450 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 23249 | 637720 | US DIVIDEND EQ |
| ISHARES TR | 2966 | 623868 | RUS 1000 VAL ETF |
| PFIZER INC | 25045 | 623621 | COM |
| PACER FDS TR | 13923 | 605101 | CASH COWS ETF |
| J P MORGAN EXCHANGE TRADED F | 8372 | 600442 | ACTIVE VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 2357 | 596134 | NASDAQ 100 ETF |
| WELLTOWER INC | 3204 | 594694 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 6591 | 581392 | COM |
| SCHWAB STRATEGIC TR | 19346 | 572844 | US LCAP VA ETF |
| NETFLIX INC | 6080 | 570061 | COM |
| MORGAN STANLEY | 3207 | 569339 | COM NEW |
| GOLDMAN SACHS GROUP INC | 643 | 565197 | COM |
| GE AEROSPACE | 1823 | 561607 | COM NEW |
| FIVE BELOW INC | 2962 | 557922 | COM |
| DOW INC | 23791 | 556234 | COM |
| VANGUARD INDEX FDS | 2126 | 548402 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 16184 | 527909 | US LCAP GR ETF |
| PHILIP MORRIS INTL INC | 3278 | 525791 | COM |
| ISHARES TR | 4316 | 515115 | 3 7 YR TREAS BD |
| VERIZON COMMUNICATIONS INC | 12616 | 513850 | COM |
| PIPER SANDLER COMPANIES | 1469 | 499034 | COM |
| WILLIAMS COS INC | 8275 | 497410 | COM |
| HERSHEY CO | 2671 | 486069 | COM |
| SELECT SECTOR SPDR TR | 10800 | 482868 | STATE STREET ENE |
| VANGUARD INDEX FDS | 2268 | 474254 | EXTEND MKT ETF |
| MONDELEZ INTL INC | 8710 | 468859 | CL A |
| BLACKSTONE INC | 3019 | 465290 | COM |
| ADVANCED MICRO DEVICES INC | 2155 | 461515 | COM |
| ALLSTATE CORP | 2186 | 455016 | COM |
| ISHARES TR | 6534 | 453606 | CORE DIV GRWTH |
| ANNALY CAPITAL MANAGEMENT IN | 20172 | 451046 | COM NEW |
| GALLAGHER ARTHUR J & CO | 1740 | 450295 | COM |
| ISHARES TR | 3177 | 448402 | SELECT DIVID ETF |
| CAMBRIA ETF TR | 6379 | 443438 | SHSHLD YIELD ETF |
| ISHARES TR | 4326 | 442939 | 0-5 YR TIPS ETF |
| PRICE T ROWE GROUP INC | 4326 | 442896 | COM |
| GREEN BRICK PARTNERS INC | 6975 | 437054 | COM |
| INTUIT | 659 | 436535 | COM |
| ISHARES SILVER TR | 6761 | 435544 | ISHARES |
| TE CONNECTIVITY PLC | 1908 | 434089 | ORD SHS |
| VANGUARD BD INDEX FDS | 5830 | 431828 | TOTAL BND MRKT |
| LOCKHEED MARTIN CORP | 883 | 427183 | COM |
| THERMO FISHER SCIENTIFIC INC | 718 | 416045 | COM |
| VANGUARD SCOTTSDALE FDS | 4966 | 415903 | INT-TERM CORP |
| ISHARES INC | 6061 | 407423 | CORE MSCI EMKT |
| PHILLIPS 66 | 3145 | 405831 | COM |
| QUANTA SVCS INC | 960 | 405178 | COM |
| ADOBE INC | 1152 | 403188 | COM |
| CBRE GROUP INC | 2484 | 399402 | CL A |
| ARES MANAGEMENT CORPORATION | 2453 | 396478 | CL A COM STK |
| BUILDERS FIRSTSOURCE INC | 3844 | 395509 | COM |
| AGILENT TECHNOLOGIES INC | 2870 | 390521 | COM |
| THE CIGNA GROUP | 1399 | 385047 | COM |
| BANK AMERICA CORP | 6881 | 378454 | COM |
| XCEL ENERGY INC | 5085 | 375578 | COM |
| GENERAL DYNAMICS CORP | 1105 | 372009 | COM |
| ISHARES TR | 3890 | 366329 | MSCI USA MIN VOL |
| INVESCO EXCHANGE TRADED FD T | 7740 | 363161 | RAFI US 1000 ETF |
| GILEAD SCIENCES INC | 2954 | 362574 | COM |
| CUMMINS INC | 709 | 361909 | COM |
| INVESCO EXCHANGE TRADED FD T | 3173 | 361266 | S&P 500 GARP ETF |
| SYNOPSYS INC | 768 | 360745 | COM |
| MEDTRONIC PLC | 3697 | 355134 | SHS |
| SERVICENOW INC | 2280 | 349273 | COM |
| NORFOLK SOUTHN CORP | 1205 | 347908 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4692 | 345472 | COM |
| WATSCO INC | 1024 | 345037 | COM |
| DOCUSIGN INC | 5000 | 342000 | COM |
| VANGUARD WORLD FD | 2800 | 338688 | ESG US STK ETF |
| VANGUARD WORLD FD | 446 | 336405 | INF TECH ETF |
| STARBUCKS CORP | 3976 | 334819 | COM |
| ISHARES TR | 20198 | 331853 | GL CLEAN ENE ETF |
| ISHARES TR | 6270 | 331577 | ISHS 1-5YR INVS |
| SCHWAB STRATEGIC TR | 7231 | 329227 | INTL SCEQT ETF |
| GLOBAL X FDS | 5043 | 326736 | DEFENSE TECH ETF |
| WW GRAINGER INC | 323 | 326193 | COM |
| PALANTIR TECHNOLOGIES INC | 1811 | 321905 | CL A |
| ISHARES TR | 4877 | 321882 | CORE S&P MCP ETF |
| AUTOMATIC DATA PROCESSING IN | 1250 | 321594 | COM |
| ISHARES TR | 5960 | 321125 | ISHS 5-10YR INVT |
| ALTRIA GROUP INC | 5412 | 312030 | COM |
| SCHWAB CHARLES CORP | 3121 | 311819 | COM |
| BROADSTONE NET LEASE INC | 17589 | 305521 | COM |
| TRAVELERS COMPANIES INC | 1043 | 302533 | COM |
| KROGER CO | 4811 | 300591 | COM |
| AMERICAN WTR WKS CO INC NEW | 2280 | 297540 | COM |
| CITIGROUP INC | 2523 | 294409 | COM NEW |
| ISHARES TR | 4076 | 291067 | EAFE VALUE ETF |
| PROGRESSIVE CORP | 1276 | 290579 | COM |
| WISDOMTREE TR | 3286 | 289431 | US LARGECAP DIVD |
| SEMPRA | 3258 | 287649 | COM |
| SPDR DOW JONES INDL AVERAGE | 596 | 286420 | UT SER 1 |
| INTERCONTINENTAL EXCHANGE IN | 1761 | 285212 | COM |
| INTUITIVE SURGICAL INC | 501 | 283746 | COM NEW |
| GENERAL MTRS CO | 3484 | 283319 | COM |
| ISHARES TR | 3321 | 281089 | CORE MSCI TOTAL |
| ISHARES TR | 2894 | 277911 | MSCI EAFE ETF |
| QUALCOMM INC | 1609 | 275219 | COM |
| KINDER MORGAN INC DEL | 10005 | 275035 | COM |
| DIGITAL RLTY TR INC | 1775 | 274610 | COM |
| ISHARES TR | 2842 | 270615 | MBS ETF |
| VANECK ETF TRUST | 747 | 269017 | SEMICONDUCTR ETF |
| TARGET CORP | 2744 | 268226 | COM |
| ISHARES TR | 2622 | 261885 | CORE US AGGBD ET |
| LINDE PLC | 598 | 254981 | SHS |
| SCHWAB STRATEGIC TR | 9600 | 251808 | US BRD MKT ETF |
| MERITAGE HOMES CORP | 3705 | 243789 | COM |
| VANGUARD INDEX FDS | 828 | 240302 | MID CAP ETF |
| SELECT SECTOR SPDR TR | 2000 | 238820 | STATE STREET CON |
| ZIONS BANCORPORATION N A | 4035 | 236209 | COM |
| MADISON SQUARE GRDN SPRT COR | 897 | 232009 | CL A |
| VALERO ENERGY CORP | 1421 | 231325 | COM |
| DOVER CORP | 1168 | 228040 | COM |
| AUTOZONE INC | 67 | 227231 | COM |
| ISHARES TR | 4601 | 226783 | INDIA 50 ETF |
| YUM BRANDS INC | 1490 | 225407 | COM |
| STRYKER CORPORATION | 641 | 225292 | COM |
| COMCAST CORP NEW | 7510 | 224460 | CL A |
| DANAHER CORPORATION | 976 | 223426 | COM |
| VERTIV HOLDINGS CO | 1370 | 221883 | COM CL A |
| PETROLEO BRASILEIRO SA PETRO | 18423 | 218313 | SPONSORED ADR |
| BANK AMERICA CORP | 172 | 215344 | 7.25%CNV PFD L |
| SCHWAB STRATEGIC TR | 7554 | 215138 | US SML CAP ETF |
| ISHARES TR | 2200 | 211860 | US HOME CONS ETF |
| SELECT SECTOR SPDR TR | 3861 | 211467 | STATE STREET FIN |
| ARCHER DANIELS MIDLAND CO | 3677 | 211391 | COM |
| FRANCO NEV CORP | 1015 | 210389 | COM |
| ISHARES TR | 641 | 207049 | RUS 2000 GRW ETF |
| KEYSIGHT TECHNOLOGIES INC | 1000 | 203190 | COM |
| VANGUARD INDEX FDS | 672 | 202877 | SML CP GRW ETF |
| NIKE INC | 3152 | 200835 | CL B |
| EMPIRE ST RLTY OP L P | 10738 | 68079 | UNIT LTD PRT 60 |
| PLUG POWER INC | 30000 | 59100 | COM NEW |
| LUCID DIAGNOSTICS INC | 13000 | 14170 | COM |
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