Obermeyer Wealth Partners
CIK 1349654
13F filing for Q2 2026・No. 1,459
- Holdings
- US$2.44B
- Quarter change
- +US$272.92M
- Entries
- 302
- Net bought (estimate)
- −US$514.47K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 21
- Cut 128
- Added 77
- Corporate actions 2
- Unchanged 72
Largest holdings
300 stocks worth US$2.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 723,980 | US$267.9M | 10.96% |
| GOOGALPHABET INCCAP STK CL C | Cut | 369,046 | US$130.39M | 5.33% |
| TSMTSMC ADRSPONSORED ADS | Cut | 250,513 | US$119.64M | 4.89% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 159,773 | US$109.73M | 4.49% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 1,144,537 | US$97.85M | 4.00% |
| AAPLAppleCOM | Cut | 319,225 | US$92.37M | 3.78% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 42,402 | US$84.36M | 3.45% |
| NVDANvidiaCOM | Cut | 417,763 | US$83.59M | 3.42% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 1,631,646 | US$82.38M | 3.37% |
| ISHARES TRMSCI USA QLT FCT | Cut | 356,383 | US$78.2M | 3.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.