Obermeyer Wealth Partners Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$2.2T
Holdings
288
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (288 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WFCWELLS FARGO CO NEW | 12,964 | $1.2B | 0.06% | |
| 102 | DISDISNEY WALT CO | 10,616 | $1.2B | 0.06% | |
| 103 | CATCATERPILLAR INC | 2,037 | $1.2B | 0.05% | |
| 104 | DHID R HORTON INC | 8,022 | $1.2B | 0.05% | |
| 105 | DFACDIMENSIONAL ETF TRUST | 28,757 | $1.1B | 0.05% | |
| 106 | VXUSVANGUARD STAR FDS | 14,929 | $1.1B | 0.05% | |
| 107 | IBMINTERNATIONAL BUSINESS MACHS | 3,665 | $1.1B | 0.05% | |
| 108 | CRMSALESFORCE INC | 4,011 | $1.1B | 0.05% | |
| 109 | IAU*ISHARES GOLD TR | 13,045 | $1.1B | 0.05% | |
| 110 | JMUBJ P MORGAN EXCHANGE TRADED F | 20,750 | $1.0B | 0.05% | |
| 111 | DDDUPONT DE NEMOURS INC | 25,652 | $1.0B | 0.05% | |
| 112 | TSLATESLA INC | 2,245 | $1.0B | 0.05% | |
| 113 | SHOPSHOPIFY INC | 6,253 | $1.0B | 0.05% | |
| 114 | GLWCORNING INC | 11,441 | $1.0B | 0.05% | |
| 115 | CVXCHEVRON CORP NEW | 6,570 | $1.0B | 0.05% | |
| 116 | ETVEATON VANCE TAX-MANAGED BUY- | 69,600 | $999.0M | 0.05% | |
| 117 | ETENERGY TRANSFER L P | 58,217 | $960.0M | 0.04% | |
| 118 | EQIXEQUINIX INC | 1,246 | $954.0M | 0.04% | |
| 119 | VCSHVANGUARD SCOTTSDALE FDS | 11,825 | $942.0M | 0.04% | |
| 120 | XLKSELECT SECTOR SPDR TR | 6,408 | $922.0M | 0.04% | |
| 121 | ABGCENCORA INC | 2,714 | $916.0M | 0.04% | |
| 122 | EMREMERSON ELEC CO | 6,883 | $913.0M | 0.04% | |
| 123 | MRKMERCK & CO INC | 8,668 | $912.0M | 0.04% | |
| 124 | PANWPALO ALTO NETWORKS INC | 4,710 | $867.0M | 0.04% | |
| 125 | WECWEC ENERGY GROUP INC | 8,179 | $862.0M | 0.04% | |
| 126 | VWOVANGUARD INTL EQUITY INDEX F | 15,835 | $851.0M | 0.04% | |
| 127 | MRVLMARVELL TECHNOLOGY INC | 9,954 | $845.0M | 0.04% | |
| 128 | RWLINVESCO EXCH TRADED FD TR II | 7,362 | $842.0M | 0.04% | |
| 129 | RWJINVESCO EXCH TRADED FD TR II | 17,275 | $841.0M | 0.04% | |
| 130 | BMYBRISTOL-MYERS SQUIBB CO | 15,585 | $840.0M | 0.04% | |
| 131 | BLKBLACKROCK INC | 781 | $835.0M | 0.04% | |
| 132 | SHYISHARES TR | 9,785 | $810.0M | 0.04% | |
| 133 | SPGIS&P GLOBAL INC | 1,504 | $785.0M | 0.04% | |
| 134 | AQLTISHARES TR | 8,736 | $781.0M | 0.04% | |
| 135 | PEPPEPSICO INC | 5,422 | $778.0M | 0.04% | |
| 136 | VIGVANGUARD SPECIALIZED FUNDS | 3,536 | $777.0M | 0.04% | |
| 137 | HONHONEYWELL INTL INC | 3,946 | $769.0M | 0.04% | |
| 138 | IWRISHARES TR | 7,963 | $766.0M | 0.04% | |
| 139 | VHTVANGUARD WORLD FD | 2,653 | $763.0M | 0.03% | |
| 140 | ACNACCENTURE PLC IRELAND | 2,805 | $752.0M | 0.03% | |
| 141 | IEFISHARES TR | 7,719 | $742.0M | 0.03% | |
| 142 | APDAIR PRODS & CHEMS INC | 2,976 | $735.0M | 0.03% | |
| 143 | KKRKKR & CO INC | 5,699 | $726.0M | 0.03% | |
| 144 | SOXXISHARES TR | 2,384 | $717.0M | 0.03% | |
| 145 | CSCOCISCO SYS INC | 8,778 | $676.0M | 0.03% | |
| 146 | KK0NEXTNAV INC | 49,100 | $670.0M | 0.03% | Call |
| 147 | RACEFERRARI N V | 1,768 | $653.0M | 0.03% | |
| 148 | MUBISHARES TR | 6,035 | $646.0M | 0.03% | |
| 149 | IWBISHARES TR | 1,715 | $640.0M | 0.03% | |
| 150 | SCHDSCHWAB STRATEGIC TR | 23,249 | $637.0M | 0.03% | |
| 151 | IWDISHARES TR | 2,966 | $623.0M | 0.03% | |
| 152 | PFEPFIZER INC | 25,045 | $623.0M | 0.03% | |
| 153 | HERDPACER FDS TR | 13,923 | $605.0M | 0.03% | |
| 154 | JAVAJ P MORGAN EXCHANGE TRADED F | 8,372 | $600.0M | 0.03% | |
| 155 | QQQMINVESCO EXCH TRADED FD TR II | 2,357 | $596.0M | 0.03% | |
| 156 | WELLWELLTOWER INC | 3,204 | $594.0M | 0.03% | |
| 157 | PG4PRINCIPAL FINANCIAL GROUP IN | 6,591 | $581.0M | 0.03% | |
| 158 | SCHVSCHWAB STRATEGIC TR | 19,346 | $572.0M | 0.03% | |
| 159 | NFLXNETFLIX INC | 6,080 | $570.0M | 0.03% | |
| 160 | DWDMORGAN STANLEY | 3,207 | $569.0M | 0.03% | |
| 161 | GSGOLDMAN SACHS GROUP INC | 643 | $565.0M | 0.03% | |
| 162 | GEGE AEROSPACE | 1,823 | $561.0M | 0.03% | |
| 163 | FIVEFIVE BELOW INC | 2,962 | $557.0M | 0.03% | |
| 164 | DOWDOW INC | 23,791 | $556.0M | 0.03% | |
| 165 | VBVANGUARD INDEX FDS | 2,126 | $548.0M | 0.03% | |
| 166 | SCHGSCHWAB STRATEGIC TR | 16,184 | $527.0M | 0.02% | |
| 167 | 4I1PHILIP MORRIS INTL INC | 3,278 | $525.0M | 0.02% | |
| 168 | IEIISHARES TR | 4,316 | $515.0M | 0.02% | |
| 169 | BACVERIZON COMMUNICATIONS INC | 12,616 | $513.0M | 0.02% | |
| 170 | SPIBSPDR SERIES TRUST | 14,960 | $505.0M | 0.02% | |
| 171 | PIPRPIPER SANDLER COMPANIES | 1,469 | $499.0M | 0.02% | |
| 172 | WMBWILLIAMS COS INC | 8,275 | $497.0M | 0.02% | |
| 173 | HSYHERSHEY CO | 2,671 | $486.0M | 0.02% | |
| 174 | XLESELECT SECTOR SPDR TR | 10,800 | $482.0M | 0.02% | |
| 175 | VXFVANGUARD INDEX FDS | 2,268 | $474.0M | 0.02% | |
| 176 | MDLZMONDELEZ INTL INC | 8,710 | $468.0M | 0.02% | |
| 177 | BXBLACKSTONE INC | 3,019 | $465.0M | 0.02% | |
| 178 | AMDADVANCED MICRO DEVICES INC | 2,155 | $461.0M | 0.02% | |
| 179 | ALSALLSTATE CORP | 2,186 | $455.0M | 0.02% | |
| 180 | XARSPDR SERIES TRUST | 1,885 | $454.0M | 0.02% | |
| 181 | DGROISHARES TR | 6,534 | $453.0M | 0.02% | |
| 182 | NLYANNALY CAPITAL MANAGEMENT IN | 20,172 | $451.0M | 0.02% | |
| 183 | AJGGALLAGHER ARTHUR J & CO | 1,740 | $450.0M | 0.02% | |
| 184 | AQLTISHARES TR | 3,177 | $448.0M | 0.02% | |
| 185 | SYLDCAMBRIA ETF TR | 6,379 | $443.0M | 0.02% | |
| 186 | TROWPRICE T ROWE GROUP INC | 4,326 | $442.0M | 0.02% | |
| 187 | STIPISHARES TR | 4,326 | $442.0M | 0.02% | |
| 188 | GRBKGREEN BRICK PARTNERS INC | 6,975 | $437.0M | 0.02% | |
| 189 | INTUINTUIT | 659 | $436.0M | 0.02% | |
| 190 | SLVISHARES SILVER TR | 6,761 | $435.0M | 0.02% | |
| 191 | TELTE CONNECTIVITY PLC | 1,908 | $434.0M | 0.02% | |
| 192 | BNDVANGUARD BD INDEX FDS | 5,830 | $431.0M | 0.02% | |
| 193 | LMTLOCKHEED MARTIN CORP | 883 | $427.0M | 0.02% | |
| 194 | TMOTHERMO FISHER SCIENTIFIC INC | 718 | $416.0M | 0.02% | |
| 195 | VCITVANGUARD SCOTTSDALE FDS | 4,966 | $415.0M | 0.02% | |
| 196 | IEMGISHARES INC | 6,061 | $407.0M | 0.02% | |
| 197 | PWRQUANTA SVCS INC | 960 | $405.0M | 0.02% | |
| 198 | PSXPHILLIPS 66 | 3,145 | $405.0M | 0.02% | |
| 199 | ADBEADOBE INC | 1,152 | $403.0M | 0.02% | |
| 200 | CBRECBRE GROUP INC | 2,484 | $399.0M | 0.02% |