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 |
|---|---|---|---|---|---|
| 201 | ARESARES MANAGEMENT CORPORATION | 2,453 | $396.0M | 0.02% | |
| 202 | BLDRBUILDERS FIRSTSOURCE INC | 3,844 | $395.0M | 0.02% | |
| 203 | SDYSPDR SERIES TRUST | 2,830 | $393.0M | 0.02% | |
| 204 | AG8AGILENT TECHNOLOGIES INC | 2,870 | $390.0M | 0.02% | |
| 205 | CITHE CIGNA GROUP | 1,399 | $385.0M | 0.02% | |
| 206 | BACBANK AMERICA CORP | 6,881 | $378.0M | 0.02% | |
| 207 | XELXCEL ENERGY INC | 5,085 | $375.0M | 0.02% | |
| 208 | GDGENERAL DYNAMICS CORP | 1,105 | $372.0M | 0.02% | |
| 209 | USMVISHARES TR | 3,890 | $366.0M | 0.02% | |
| 210 | PRFINVESCO EXCHANGE TRADED FD T | 7,740 | $363.0M | 0.02% | |
| 211 | GILDGILEAD SCIENCES INC | 2,954 | $362.0M | 0.02% | |
| 212 | SPGPINVESCO EXCHANGE TRADED FD T | 3,173 | $361.0M | 0.02% | |
| 213 | CMICUMMINS INC | 709 | $361.0M | 0.02% | |
| 214 | SNPSSYNOPSYS INC | 768 | $360.0M | 0.02% | |
| 215 | MDTMEDTRONIC PLC | 3,697 | $355.0M | 0.02% | |
| 216 | NOWSERVICENOW INC | 2,280 | $349.0M | 0.02% | |
| 217 | NSCNORFOLK SOUTHN CORP | 1,205 | $347.0M | 0.02% | |
| 218 | WSOWATSCO INC | 1,024 | $345.0M | 0.02% | |
| 219 | CPCANADIAN PACIFIC KANSAS CITY | 4,692 | $345.0M | 0.02% | |
| 220 | DOCUDOCUSIGN INC | 5,000 | $342.0M | 0.02% | |
| 221 | ESGVVANGUARD WORLD FD | 2,800 | $338.0M | 0.02% | |
| 222 | VGTVANGUARD WORLD FD | 446 | $336.0M | 0.02% | |
| 223 | SBUXSTARBUCKS CORP | 3,976 | $334.0M | 0.02% | |
| 224 | IGSBISHARES TR | 6,270 | $331.0M | 0.02% | |
| 225 | ICLNISHARES TR | 20,198 | $331.0M | 0.02% | |
| 226 | SCHCSCHWAB STRATEGIC TR | 7,231 | $329.0M | 0.02% | |
| 227 | SHLDGLOBAL X FDS | 5,043 | $326.0M | 0.01% | |
| 228 | GWWWW GRAINGER INC | 323 | $326.0M | 0.01% | |
| 229 | IJHISHARES TR | 4,877 | $321.0M | 0.01% | |
| 230 | PLTRPALANTIR TECHNOLOGIES INC | 1,811 | $321.0M | 0.01% | |
| 231 | ADPAUTOMATIC DATA PROCESSING IN | 1,250 | $321.0M | 0.01% | |
| 232 | IGIBISHARES TR | 5,960 | $321.0M | 0.01% | |
| 233 | MOALTRIA GROUP INC | 5,412 | $312.0M | 0.01% | |
| 234 | SCHWSCHWAB CHARLES CORP | 3,121 | $311.0M | 0.01% | |
| 235 | BNLBROADSTONE NET LEASE INC | 17,589 | $305.0M | 0.01% | |
| 236 | TRVTRAVELERS COMPANIES INC | 1,043 | $302.0M | 0.01% | |
| 237 | KRKROGER CO | 4,811 | $300.0M | 0.01% | |
| 238 | AWCAMERICAN WTR WKS CO INC NEW | 2,280 | $297.0M | 0.01% | |
| 239 | TRVCCITIGROUP INC | 2,523 | $294.0M | 0.01% | |
| 240 | EFVISHARES TR | 4,076 | $291.0M | 0.01% | |
| 241 | PGRPROGRESSIVE CORP | 1,276 | $290.0M | 0.01% | |
| 242 | DLNWISDOMTREE TR | 3,286 | $289.0M | 0.01% | |
| 243 | SRESEMPRA | 3,258 | $287.0M | 0.01% | |
| 244 | DONSPDR DOW JONES INDL AVERAGE | 596 | $286.0M | 0.01% | |
| 245 | ICEINTERCONTINENTAL EXCHANGE IN | 1,761 | $285.0M | 0.01% | |
| 246 | GMGENERAL MTRS CO | 3,484 | $283.0M | 0.01% | |
| 247 | ISRGINTUITIVE SURGICAL INC | 501 | $283.0M | 0.01% | |
| 248 | IXUSISHARES TR | 3,321 | $281.0M | 0.01% | |
| 249 | EFAISHARES TR | 2,894 | $277.0M | 0.01% | |
| 250 | QCOMQUALCOMM INC | 1,609 | $275.0M | 0.01% | |
| 251 | KMIKINDER MORGAN INC DEL | 10,005 | $275.0M | 0.01% | |
| 252 | FQIDIGITAL RLTY TR INC | 1,775 | $274.0M | 0.01% | |
| 253 | MBBISHARES TR | 2,842 | $270.0M | 0.01% | |
| 254 | SMHVANECK ETF TRUST | 747 | $269.0M | 0.01% | |
| 255 | DYHTARGET CORP | 2,744 | $268.0M | 0.01% | |
| 256 | AGGISHARES TR | 2,622 | $261.0M | 0.01% | |
| 257 | LINLINDE PLC | 598 | $254.0M | 0.01% | |
| 258 | SCHBSCHWAB STRATEGIC TR | 9,600 | $251.0M | 0.01% | |
| 259 | MTHMERITAGE HOMES CORP | 3,705 | $243.0M | 0.01% | |
| 260 | SPSBSPDR SERIES TRUST | 7,984 | $241.0M | 0.01% | |
| 261 | VOVANGUARD INDEX FDS | 828 | $240.0M | 0.01% | |
| 262 | XLYSELECT SECTOR SPDR TR | 2,000 | $238.0M | 0.01% | |
| 263 | ZIONZIONS BANCORPORATION N A | 4,035 | $236.0M | 0.01% | |
| 264 | MSGSMADISON SQUARE GRDN SPRT COR | 897 | $232.0M | 0.01% | |
| 265 | VLOVALERO ENERGY CORP | 1,421 | $231.0M | 0.01% | |
| 266 | SPHYSPDR SERIES TRUST | 9,795 | $231.0M | 0.01% | |
| 267 | DOVDOVER CORP | 1,168 | $228.0M | 0.01% | |
| 268 | AZOAUTOZONE INC | 67 | $227.0M | 0.01% | |
| 269 | INDYISHARES TR | 4,601 | $226.0M | 0.01% | |
| 270 | SYKSTRYKER CORPORATION | 641 | $225.0M | 0.01% | |
| 271 | YUMYUM BRANDS INC | 1,490 | $225.0M | 0.01% | |
| 272 | CMCSACOMCAST CORP NEW | 7,510 | $224.0M | 0.01% | |
| 273 | DHRDANAHER CORPORATION | 976 | $223.0M | 0.01% | |
| 274 | VRTVERTIV HOLDINGS CO | 1,370 | $221.0M | 0.01% | |
| 275 | PBRPETROLEO BRASILEIRO SA PETRO | 18,423 | $218.0M | 0.01% | |
| 276 | SCHASCHWAB STRATEGIC TR | 7,554 | $215.0M | 0.01% | |
| 277 | BAC 7.25 PERP LBANK AMERICA CORP | 172 | $215.0M | 0.01% | |
| 278 | ITBISHARES TR | 2,200 | $211.0M | 0.01% | |
| 279 | XLFSELECT SECTOR SPDR TR | 3,861 | $211.0M | 0.01% | |
| 280 | ADMARCHER DANIELS MIDLAND CO | 3,677 | $211.0M | 0.01% | |
| 281 | FNVFRANCO NEV CORP | 1,015 | $210.0M | 0.01% | |
| 282 | IWOISHARES TR | 641 | $207.0M | 0.01% | |
| 283 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,000 | $203.0M | 0.01% | |
| 284 | VBKVANGUARD INDEX FDS | 672 | $202.0M | 0.01% | |
| 285 | NKENIKE INC | 3,152 | $200.0M | 0.01% | |
| 286 | OGCPEMPIRE ST RLTY OP L P | 10,738 | $68.0M | 0.00% | |
| 287 | PLUNPLUG POWER INC | 30,000 | $59.0M | 0.00% | |
| 288 | LUCDLUCID DIAGNOSTICS INC | 13,000 | $14.0M | 0.00% |
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