Obermeyer Wealth Partners
299 holdingsFiling period: 2026-03-31Current AUM: $2.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 601.8K | $193.1M | $221.6M | 9.06% | +409.4K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 375.7K | $107.8M | $134.0M | 5.48% | -9,129 | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 158.0K | $94.4M | $108.5M | 4.44% | +2.5K | 2026-03-31 |
| 4 | QUAL | ISHARES TR | 455.8K | $87.4M | $100.0M | 4.09% | -92,790 | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 253.5K | $85.7M | $102.5M | 4.19% | -3,057 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 324.2K | $82.3M | $100.2M | 4.10% | -3,208 | 2026-03-31 |
| 7 | JAAA | JANUS DETROIT STR TR | 1.60M | $80.5M | $80.7M | 3.30% | +89.5K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 202.6K | $75.0M | $94.1M | 3.85% | -33 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 424.0K | $73.9M | $85.1M | 3.48% | -11,482 | 2026-03-31 |
| 10 | TBIL | RBB FD INC | 1.40M | $69.7M | $69.7M | 2.85% | +69.3K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 321.0K | $66.8M | $87.2M | 3.57% | +320 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 134.3K | $64.4M | $64.4M | 2.63% | +332 | 2026-03-31 |
| 13 | URTH | ISHARES INC | 350.0K | $63.0M | $71.2M | 2.91% | -3,024 | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 192.8K | $59.7M | $75.1M | 3.07% | +186 | 2026-03-31 |
| 15 | VXUS | VANGUARD STAR FDS | 762.6K | $58.8M | $64.5M | 2.64% | +747.7K | 2026-03-31 |
| 16 | MA | MASTERCARD INCORPORATED | 117.4K | $58.7M | $67.3M | 2.75% | -1,228 | 2026-03-31 |
| 17 | — | ASML HLDG NV | 42.7K | $56.4M | $56.4M | 2.31% | -474 | 2026-03-31 |
| 18 | RTX | RTX CORPORATION | 262.8K | $50.7M | $56.6M | 2.31% | -435 | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 78.5K | $44.9M | $43.7M | 1.79% | +93 | 2026-03-31 |
| 20 | CME | CME GROUP INC | 110.1K | $32.5M | $29.5M | 1.21% | +663 | 2026-03-31 |
| 21 | — | AON PLC | 98.4K | $31.7M | $31.7M | 1.30% | +11 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 54.2K | $31.3M | $37.3M | 1.53% | +8.4K | 2026-03-31 |
| 23 | UNH | UNITEDHEALTH GROUP INC | 112.5K | $30.4M | $46.6M | 1.91% | +1.3K | 2026-03-31 |
| 24 | DE | DEERE & CO | 52.7K | $29.7M | $31.2M | 1.28% | +97 | 2026-03-31 |
| 25 | HD | HOME DEPOT INC | 88.2K | $29.0M | $29.3M | 1.20% | +260 | 2026-03-31 |
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