StockDriftsStockDriftsTop 50 Obermeyer Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.96% | 724.0K | $267.9M | +20.30%(+122.19K) | $307.16(+24.81%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.33% | 369.0K | $130.4M | -1.77%(-6.64K) | $38.06(+800.35%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.89% | 250.5K | $119.6M | -1.19%(-3.01K) | $86.47(+393.66%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.49% | 159.8K | $109.7M | +1.12%(+1.77K) | $415.01(+71.73%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4% | 1.14M | $97.8M | +50.08%(+381.89K) | $77.46(+13.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.78% | 319.2K | $92.4M | -1.54%(-5.00K) | $139.31(+119.20%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.45% | 42.4K | $84.4M | -0.76%(-326) | $836.26(+123.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.42% | 417.8K | $83.6M | -1.47%(-6.21K) | $92.84(+143.49%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.37% | 1.63M | $82.4M | +2.08%(+33.30K) | $50.77(-0.31%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.2% | 356.4K | $78.2M | -21.81%(-99.40K) | $135.11(+66.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.75% | +71.71% | +7.93% | +46.49% |
| Top 20 Holdings Unweighted | +21.10% | +77.58% | +7.87% | +46.02% |
Obermeyer Wealth Partners reports $2.44B in US-listed equity holdings across 300 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.0%), GOOG (5.3%) and TSM (4.9%). The top 20 holdings account for 72.46% of reported assets. Its disclosed equity book has returned +71.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Obermeyer Wealth Partners, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Obermeyer Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1349654). View Obermeyer Wealth Partners’s 13F filings on SEC