Obermeyer Wealth Partners Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$2.0T
Holdings
277
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VTVVANGUARD INDEX FDS | 6,125 | $1.1B | 0.05% | |
| 102 | IWMISHARES TR | 4,935 | $1.1B | 0.05% | |
| 103 | WFCWELLS FARGO CO NEW | 13,140 | $1.1B | 0.05% | |
| 104 | DHID R HORTON INC | 8,022 | $1.0B | 0.05% | |
| 105 | DFACDIMENSIONAL ETF TRUST | 28,757 | $1.0B | 0.05% | |
| 106 | VUGVANGUARD INDEX FDS | 2,334 | $1.0B | 0.05% | |
| 107 | NFLXNETFLIX INC | 748 | $1.0B | 0.05% | |
| 108 | RYROYAL BK CDA | 7,611 | $1.0B | 0.05% | |
| 109 | EQIXEQUINIX INC | 1,251 | $995.1M | 0.05% | |
| 110 | IBMINTERNATIONAL BUSINESS MACHS | 3,303 | $973.7M | 0.05% | |
| 111 | IWRISHARES TR | 10,394 | $955.9M | 0.05% | |
| 112 | HONHONEYWELL INTL INC | 3,980 | $926.9M | 0.05% | |
| 113 | PANWPALO ALTO NETWORKS INC | 4,380 | $896.3M | 0.04% | |
| 114 | ADPAUTOMATIC DATA PROCESSING IN | 2,819 | $869.4M | 0.04% | |
| 115 | CVXCHEVRON CORP NEW | 5,912 | $846.5M | 0.04% | |
| 116 | APDAIR PRODS & CHEMS INC | 2,995 | $844.8M | 0.04% | |
| 117 | WECWEC ENERGY GROUP INC | 8,103 | $844.3M | 0.04% | |
| 118 | BLKBLACKROCK INC | 784 | $822.6M | 0.04% | |
| 119 | RWJINVESCO EXCH TRADED FD TR II | 18,921 | $819.1M | 0.04% | |
| 120 | ABGCENCORA INC | 2,716 | $814.4M | 0.04% | |
| 121 | CATCATERPILLAR INC | 2,076 | $805.9M | 0.04% | |
| 122 | HERDPACER FDS TR | 19,867 | $791.3M | 0.04% | |
| 123 | XLKSELECT SECTOR SPDR TR | 3,104 | $786.0M | 0.04% | |
| 124 | MRKMERCK & CO INC | 9,886 | $782.6M | 0.04% | |
| 125 | MRVLMARVELL TECHNOLOGY INC | 9,926 | $768.3M | 0.04% | |
| 126 | RWLINVESCO EXCH TRADED FD TR II | 7,362 | $767.8M | 0.04% | |
| 127 | KKRKKR & CO INC | 5,699 | $758.1M | 0.04% | |
| 128 | SPGPINVESCO EXCHANGE TRADED FD T | 6,764 | $728.5M | 0.04% | |
| 129 | CSCOCISCO SYS INC | 10,327 | $716.5M | 0.04% | |
| 130 | PFEPFIZER INC | 29,512 | $715.4M | 0.04% | |
| 131 | SHOPSHOPIFY INC | 6,191 | $714.1M | 0.04% | |
| 132 | PEPPEPSICO INC | 5,266 | $695.3M | 0.03% | |
| 133 | VWOVANGUARD INTL EQUITY INDEX F | 13,688 | $677.0M | 0.03% | |
| 134 | APOAPOLLO GLOBAL MGMT INC | 4,750 | $673.9M | 0.03% | |
| 135 | 4I1PHILIP MORRIS INTL INC | 3,610 | $657.5M | 0.03% | |
| 136 | GEGE AEROSPACE | 2,502 | $644.0M | 0.03% | |
| 137 | NOWSERVICENOW INC | 617 | $634.3M | 0.03% | |
| 138 | ALSALLSTATE CORP | 3,136 | $631.3M | 0.03% | |
| 139 | DOWDOW INC | 23,799 | $630.2M | 0.03% | |
| 140 | KK0NEXTNAV INC | 49,001 | $613.0M | 0.03% | Call |
| 141 | BACVERIZON COMMUNICATIONS INC | 14,046 | $607.8M | 0.03% | |
| 142 | GLWCORNING INC | 11,441 | $601.7M | 0.03% | |
| 143 | MDLZMONDELEZ INTL INC | 8,759 | $590.7M | 0.03% | |
| 144 | IWBISHARES TR | 1,715 | $582.4M | 0.03% | |
| 145 | TSLATESLA INC | 1,828 | $580.5M | 0.03% | |
| 146 | BMYBRISTOL-MYERS SQUIBB CO | 12,531 | $580.1M | 0.03% | |
| 147 | IWDISHARES TR | 2,966 | $576.1M | 0.03% | |
| 148 | INTUINTUIT | 724 | $570.2M | 0.03% | |
| 149 | SOXXISHARES TR | 2,384 | $569.1M | 0.03% | |
| 150 | PBRPETROLEO BRASILEIRO SA PETRO | 44,650 | $558.6M | 0.03% | |
| 151 | AJGGALLAGHER ARTHUR J & CO | 1,740 | $557.0M | 0.03% | |
| 152 | JAVAJ P MORGAN EXCHANGE TRADED F | 8,372 | $548.4M | 0.03% | |
| 153 | ADBEADOBE INC | 1,399 | $541.2M | 0.03% | |
| 154 | SCHVSCHWAB STRATEGIC TR | 19,344 | $535.2M | 0.03% | |
| 155 | VBVANGUARD INDEX FDS | 2,249 | $533.0M | 0.03% | |
| 156 | WMBWILLIAMS COS INC | 8,383 | $526.5M | 0.03% | |
| 157 | MUBISHARES TR | 5,024 | $524.9M | 0.03% | |
| 158 | SCHDSCHWAB STRATEGIC TR | 19,564 | $518.4M | 0.03% | |
| 159 | WELLWELLTOWER INC | 3,325 | $511.2M | 0.03% | |
| 160 | CITHE CIGNA GROUP | 1,534 | $507.1M | 0.03% | |
| 161 | STIPISHARES TR | 4,918 | $506.1M | 0.03% | |
| 162 | PG4PRINCIPAL FINANCIAL GROUP IN | 6,343 | $503.8M | 0.03% | |
| 163 | SPIBSPDR SERIES TRUST | 14,960 | $502.4M | 0.03% | |
| 164 | SHYISHARES TR | 6,058 | $502.0M | 0.02% | |
| 165 | IEFISHARES TR | 5,170 | $495.1M | 0.02% | |
| 166 | XLESELECT SECTOR SPDR TR | 5,806 | $492.4M | 0.02% | |
| 167 | SCHGSCHWAB STRATEGIC TR | 16,040 | $468.5M | 0.02% | |
| 168 | TMOTHERMO FISHER SCIENTIFIC INC | 1,141 | $462.6M | 0.02% | |
| 169 | LMTLOCKHEED MARTIN CORP | 970 | $449.3M | 0.02% | |
| 170 | HSYHERSHEY CO | 2,671 | $443.3M | 0.02% | |
| 171 | GRBKGREEN BRICK PARTNERS INC | 6,975 | $438.6M | 0.02% | |
| 172 | IAU*ISHARES GOLD TR | 7,028 | $438.3M | 0.02% | |
| 173 | BXBLACKSTONE INC | 2,927 | $437.8M | 0.02% | |
| 174 | CLCOLGATE PALMOLIVE CO | 4,801 | $436.4M | 0.02% | |
| 175 | SYYSYSCO CORP | 5,598 | $424.0M | 0.02% | |
| 176 | SCHXSCHWAB STRATEGIC TR | 17,187 | $420.1M | 0.02% | |
| 177 | TROWPRICE T ROWE GROUP INC | 4,326 | $417.5M | 0.02% | |
| 178 | ARESARES MANAGEMENT CORPORATION | 2,404 | $416.4M | 0.02% | |
| 179 | SYLDCAMBRIA ETF TR | 6,363 | $413.8M | 0.02% | |
| 180 | MOALTRIA GROUP INC | 6,990 | $409.8M | 0.02% | |
| 181 | PIPRPIPER SANDLER COMPANIES | 1,469 | $408.3M | 0.02% | |
| 182 | BABOEING CO | 1,929 | $404.2M | 0.02% | |
| 183 | GSGOLDMAN SACHS GROUP INC | 571 | $404.1M | 0.02% | |
| 184 | FIVEFIVE BELOW INC | 3,036 | $398.3M | 0.02% | |
| 185 | XARSPDR SERIES TRUST | 1,885 | $397.6M | 0.02% | |
| 186 | DOCUDOCUSIGN INC | 5,000 | $389.4M | 0.02% | |
| 187 | PCARPACCAR INC | 4,069 | $386.8M | 0.02% | |
| 188 | SNPSSYNOPSYS INC | 740 | $379.4M | 0.02% | |
| 189 | AQLTISHARES TR | 4,491 | $374.9M | 0.02% | |
| 190 | CPCANADIAN PACIFIC KANSAS CITY | 4,726 | $374.6M | 0.02% | |
| 191 | SBUXSTARBUCKS CORP | 4,077 | $373.6M | 0.02% | |
| 192 | AQLTISHARES TR | 2,799 | $371.7M | 0.02% | |
| 193 | IEIISHARES TR | 3,073 | $366.0M | 0.02% | |
| 194 | TRVTRAVELERS COMPANIES INC | 1,366 | $365.5M | 0.02% | |
| 195 | PWRQUANTA SVCS INC | 942 | $356.2M | 0.02% | |
| 196 | DWDMORGAN STANLEY | 2,510 | $353.6M | 0.02% | |
| 197 | VIGVANGUARD SPECIALIZED FUNDS | 1,725 | $353.0M | 0.02% | |
| 198 | VCITVANGUARD SCOTTSDALE FDS | 4,246 | $352.1M | 0.02% | |
| 199 | XELXCEL ENERGY INC | 5,083 | $346.2M | 0.02% | |
| 200 | SDYSPDR SERIES TRUST | 2,550 | $346.1M | 0.02% |