Obermeyer Wealth Partners

Q2 2025 13F-HR Holdings

Location
Aspen, CO
Holdings as of
6/30/2025
Date filed
8/5/2025
Form type
13F-HR
Num holdings
280
Total value ($000)
$2,008,735
Net value change ($000)
—
New positions
277
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2014 Next filing: 10/27/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 105,766 —
QUAL 100,765 —
BRK-B 98,789 —
VOO 86,635 —
GOOGL 70,722 —
AMZN 70,241 —
AAPL 69,850 —
MA 69,072 —
JAAA 63,255 —
TSM 60,951 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 138 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type