account_balance
Investment manager · 13F filer · SEC CIK 1349654
Obermeyer Wealth Partners
Reported value$2.51Bas of Sep 30, 2026
Positions299 13 new, 14 sold out
Top 10 weight48.3%VTI alone is 12%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
11.6%Added +8%
GOOGAlphabet Inc.
4.8%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.5%
AAPLApple Inc.
4.2%
VXUSVanguard Star FDS
4.1%Added +6%
MSFTMicrosoft Corp
4.1%
VOOVanguard Index FDS
4.1%Trimmed −8%
NVDANVIDIA Corp
3.7%
JAAAJanus Detroit STR Tr
3.7%Added +13%
TBILRBB Fd Inc
3.4%Added +16%
AMZNAmazon.com Inc
3.2%
ASMLASML Holding NV
3.1%
VTIVanguard Index FDS
11.6%Added +8%
GOOGAlphabet Inc.
4.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.5%
AAPLApple Inc.
4.2%
VXUSVanguard Star FDS
4.1%
MSFTMicrosoft Corp
4.1%
VOOVanguard Index FDS
4.1%
NVDANVIDIA Corp
3.7%
JAAAJanus Detroit STR Tr
3.7%
TBIL3.4%
AMZN3.2%ASML3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 11.6% Added +8%
GOOG Alphabet Inc. 4.8% Trimmed −4%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.5% HeldAAPL Apple Inc. 4.2% HeldVXUS Vanguard Star FDS 4.1% Added +6%
MSFT Microsoft Corp 4.1% HeldVOO Vanguard Index FDS 4.1% Trimmed −8%
NVDA NVIDIA Corp 3.7% HeldJAAA Janus Detroit STR Tr 3.7% Added +13%
TBIL RBB Fd Inc 3.4% Added +16%
AMZN Amazon.com Inc 3.2% HeldASML ASML Holding NV 3.1% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.