§ 13F · FUND PROFILE
Obermeyer Wealth Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2008.7T (13F)Positions · 280Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 385K | $120.8T | 5.5% | −4% |
| 2 | QUAL | ISHARES TR | 549K | $109.0T | 5.0% | −1% |
| 3 | MSFT | MICROSOFT CORP | 203K | $98.0T | 4.5% | −3% |
| 4 | VOO | VANGUARD INDEX FDS | 155K | $97.5T | 4.5% | +3% |
| 5 | AAPL | APPLE INC | 327K | $89.0T | 4.1% | −4% |
| 6 | NVDA | NVIDIA CORPORATION | 435K | $81.2T | 3.7% | −3% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 257K | $78.0T | 3.6% | −4% |
| 8 | JAAA | JANUS DETROIT STR TR | 1.51M | $76.3T | 3.5% | +13% |
| 9 | AMZN | AMAZON COM INC | 321K | $74.0T | 3.4% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 119K | $67.7T | 3.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OBERMEYER SIGNAL
AC read
Obermeyer Wealth Partners is a Other fund managing $2008735.1 trillion in assets. The fund runs a broad portfolio of 280 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed