No buy transactions available for this period
No sell transactions available for this period
Obermeyer Wealth Partners filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 2.19 B reflecting a +2.51% change from the prior quarter, spanning 289 assets. The top 10 holdings comprised 40.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 23 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Obermeyer Wealth Partners submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Obermeyer Wealth Partners reported a managed portfolio value of 2.19 B, consisting of 289 individual positions.
This page displays the raw filing documents. To see which stocks Obermeyer Wealth Partners bought or sold during Q4 2025, please visit Obermeyer Wealth Partners's Portfolio Analysis page.