Obermeyer Wealth Partners
All 13F Filings
- Location
- Aspen, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,444,548
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 302 | 2,444,548 | 13F-HR | Obermeyer Wealth Partners |
| Q1 2026 | 4/20/2026 | 299 | 2,171,626 | 13F-HR | Obermeyer Wealth Partners |
| Q4 2025 | 1/29/2026 | 289 | 2,188,320 | 13F-HR | Obermeyer Wealth Partners |
| Q3 2025 | 10/27/2025 | 295 | 2,134,834 | 13F-HR | Obermeyer Wealth Partners |
| Q2 2025 | 8/5/2025 | 280 | 2,008,735 | 13F-HR | Obermeyer Wealth Partners |
| Q2 2014 | 7/18/2014 | 65 | 411,003 | 13F-HR | OBERMEYER ASSET MANAGEMENT CO |
| Q1 2014 | 4/17/2014 | 63 | 400,439 | 13F-HR | OBERMEYER ASSET MANAGEMENT CO |
| Q4 2013 | 1/14/2014 | 61 | 391,847 | 13F-HR | OBERMEYER ASSET MANAGEMENT CO |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
217
(0.0% of total reported value)
· QoQ Δ:
+118
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.647 M | 67.4% | 141.9 K | 0 | 141.9 K |
| ETFs | 796.9 K | 32.6% | 130.9 K | 0 | 130.9 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,444,548
Holdings
302
QoQ value change ($000)
272,922
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.