§ 13F · FUND PROFILE
Obermeyer Wealth Partners.
AUM · $2.4B (13F)Positions · 302Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 724K | $268M | 11.0% | +20% |
| 2 | GOOG | ALPHABET INC | 369K | $130M | 5.3% | −2% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 251K | $120M | 4.9% | −1% |
| 4 | VOO | VANGUARD INDEX FDS | 160K | $110M | 4.5% | +1% |
| 5 | VXUS | VANGUARD STAR FDS | 1.14M | $98M | 4.0% | +50% |
| 6 | AAPL | APPLE INC | 319K | $92M | 3.8% | −2% |
| 7 | ASML | ASML HLDG NV | 42K | $84M | 3.5% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 418K | $84M | 3.4% | −1% |
| 9 | JAAA | JANUS DETROIT STR TR | 1.63M | $82M | 3.4% | +2% |
| 10 | QUAL | ISHARES TR | 356K | $78M | 3.2% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBERMEYER SIGNAL
AC read
Obermeyer Wealth Partners is a Other fund managing $2.4 billion in assets. The fund runs a broad portfolio of 302 positions.
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