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Obermeyer Wealth Partners
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,512,956,850
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $291,355,604
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $120,880,903
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $113,380,857
- APPLE INC · COM · 037833100 · shares: $104,981,995
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $103,462,361
- MICROSOFT CORP · COM · 594918104 · shares: $103,278,636
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $102,755,944
- NVIDIA CORPORATION · COM · 67066G104 · shares: $93,953,353
- JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $92,832,341
- RBB FD INC · F/M US TREASURY · 74933W452 · shares: $86,380,650
Reported holdings
301 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EMPIRE ST RLTY OP L P | UNIT LTD PRT 60 | 292102209 | — | 10,738 shares | $7,583 |