Latest Portfolio Value
$2.19 B
12/31/2025
Total Holdings
289
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
40.77%
Obermeyer Wealth Partners (CIK: 0001349654) is a financial institution headquartered at 501 Rio Grande Place #107, , Aspen, Colorado 81611. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $2,188,319,897, comprising 289 distinct securities. Over its filing history, it has submitted 51 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 384,817 | $120.76 M | 5.52% | ▼ 17,617 | Reduce -4.4% | |
| 548,575 | $108.96 M | 4.98% | ▼ 5,552 | Reduce -1.0% | |
| 202,616 | $97.99 M | 4.48% | ▼ 7,339 | Reduce -3.5% | |
| 155,497 | $97.52 M | 4.46% | ▲ 4,079 | Add 2.7% | |
| 327,428 | $89.01 M | 4.07% | ▼ 12,206 | Reduce -3.6% | |
| 435,459 | $81.21 M | 3.71% | ▼ 15,125 | Reduce -3.4% | |
| 256,576 | $77.97 M | 3.56% | ▼ 11,435 | Reduce -4.3% | |
| 1.51 M | $76.31 M | 3.49% | ▲ 171,662 | Add 12.8% | |
| 320,638 | $74.01 M | 3.38% | ▲ 508 | Add 0.2% | |
| 118,657 | $67.74 M | 3.10% | ▼ 2,630 | Reduce -2.2% |