§ 13F · FUND PROFILE
Obermeyer Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 295Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 602K | $193M | 8.9% | +213% |
| 2 | GOOG | ALPHABET INC | 376K | $108M | 5.0% | −2% |
| 3 | VOO | VANGUARD INDEX FDS | 158K | $94M | 4.3% | +2% |
| 4 | QUAL | ISHARES TR | 456K | $87M | 4.0% | −17% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 254K | $86M | 3.9% | −1% |
| 6 | AAPL | APPLE INC | 324K | $82M | 3.8% | −1% |
| 7 | JAAA | JANUS DETROIT STR TR | 1.60M | $81M | 3.7% | +6% |
| 8 | MSFT | MICROSOFT CORP | 203K | $75M | 3.5% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 424K | $74M | 3.4% | −3% |
| 10 | TBIL | RBB FD INC | 1.40M | $70M | 3.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBERMEYER SIGNAL
AC read
Obermeyer Wealth Partners is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 295 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed