Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Obermeyer Wealth Partners (CIK 1349654) reported $2.17B across 296 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($193.1M, 8.89%), GOOG ($107.8M, 4.96%), VOO ($94.4M, 4.35%), QUAL ($87.4M, 4.03%), TSM ($85.7M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $193.1M | 8.89% | 601,790 | Added |
| 2 | GOOG | ALPHABET INC | $107.8M | 4.96% | 375,688 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $94.4M | 4.35% | 158,002 | Added |
| 4 | QUAL | ISHARES TR | $87.4M | 4.03% | 455,785 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.7M | 3.95% | 253,519 | Trimmed |
| 6 | AAPL | APPLE INC | $82.3M | 3.79% | 324,220 | Trimmed |
| 7 | JAAA | JANUS DETROIT STR TR | $80.5M | 3.71% | 1.6M | Added |
| 8 | MSFT | MICROSOFT CORP | $75.0M | 3.45% | 202,583 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $73.9M | 3.40% | 423,977 | Trimmed |
| 10 | TBIL | RBB FD INC | $69.7M | 3.21% | 1.4M | Added |
| 11 | AMZN | AMAZON COM INC | $66.8M | 3.08% | 320,958 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.4M | 2.96% | 134,309 | Added |
| 13 | URTH | ISHARES INC | $63.0M | 2.90% | 349,999 | Trimmed |
| 14 | AVGO | BROADCOM INC | $59.7M | 2.75% | 192,804 | Added |
| 15 | VXUS | VANGUARD STAR FDS | $58.8M | 2.71% | 762,643 | Added |
| 16 | MA | MASTERCARD INCORPORATED | $58.7M | 2.70% | 117,429 | Trimmed |
| 17 | ASML | ASML HLDG NV | $56.4M | 2.60% | 42,728 | Trimmed |
| 18 | RTX | RTX CORPORATION | $50.7M | 2.33% | 262,779 | Trimmed |
| 19 | META | META PLATFORMS INC | $44.9M | 2.07% | 78,518 | Added |
| 20 | CME | CME GROUP INC | $32.5M | 1.50% | 110,120 | Added |
| 21 | AON | AON PLC | $31.7M | 1.46% | 98,353 | Added |
| 22 | QQQ | INVESCO QQQ TR | $31.3M | 1.44% | 54,214 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC | $30.4M | 1.40% | 112,471 | Added |
| 24 | DE | DEERE & CO | $29.7M | 1.37% | 52,657 | Added |
| 25 | HD | HOME DEPOT INC | $29.0M | 1.34% | 88,191 | Added |
Source: SEC Form 13F filings · as of 2026-03-31