Obermeyer Wealth Partners
Obermeyer Wealth Partners reported 299 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VTI (11.6%), GOOG (4.8%) and TSM (4.5%). Compared with Q2 2026, the fund opened new positions in MCK, XOM and VGSH, added to VTI, VXUS and JAAA, trimmed GOOG, TSM and AAPL and sold out of XOM, PBR.A and VCIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $291M | 11.6% | 779K | +55K (+8%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $121M | 4.8% | 355K | −14K (−4%) | 8 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $113M | 4.5% | 249K | −1,974 (−1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $105M | 4.2% | 315K | −3,983 (−1%) | 8 of 8 | |
| 5 |  VXUS Vanguard Star Fds | $103M | 4.1% | 1.2M | +73K (+6%) | 5 of 8 | |
| 6 |  MSFT Microsoft Corp | $103M | 4.1% | 201K | No change | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $103M | 4.1% | 147K | −13K (−8%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $94M | 3.7% | 411K | −6,373 (−2%) | 8 of 8 | |
| 9 |  JAAA Janus Detroit Str TR | $92.8M | 3.7% | 1.8M | +208K (+13%) | 8 of 8 | |
| 10 |  TBIL US Treasury 3 Month Bill | $86.4M | 3.4% | 1.7M | +234K (+16%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.2M | 38K |
 PBR.A Petroleo Brasileiro SA Petro | $1.6M | 112K |
 VCIT Vanguard Scottsdale Fds | $408K | 4,935 |
 OKE Oneok Inc New | $314K | 3,608 |
 SHLD Global X Fds | $302K | 5,057 |
🔒 Free account: see all 16.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Obermeyer Wealth Partners 13F FAQ
What does Obermeyer Wealth Partners own?
Obermeyer Wealth Partners reported 299 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VTI (11.6%), GOOG (4.8%) and TSM (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Obermeyer Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 103 added to, 81 trimmed and 16 sold out. New positions include MCK, XOM and VGSH. It sold all of XOM, PBR.A and VCIT.
When will Obermeyer Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Obermeyer Wealth Partners's portfolio worth?
The Q3 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.