StockDriftsStockDriftsTop 50 Obermeyer Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.89% | 601.8K | $193.1M | +212.78%(+409.39K) | $300.32(+21.44%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.96% | 375.7K | $107.8M | -2.37%(-9.13K) | $38.06(+948.52%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.35% | 158.0K | $94.4M | +1.61%(+2.50K) | $412.56(+65.41%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.03% | 455.8K | $87.4M | -16.91%(-92.79K) | $135.11(+56.15%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.95% | 253.5K | $85.7M | -1.19%(-3.06K) | $86.47(+362.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.79% | 324.2K | $82.3M | -0.98%(-3.21K) | $139.31(+114.53%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.71% | 1.60M | $80.5M | +5.93%(+89.55K) | $50.77(-0.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.45% | 202.6K | $75.0M | -0.02%(-33) | $116.35(+248.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.41% | 424.0K | $73.9M | -2.64%(-11.48K) | $92.84(+143.24%) | 2026-03-31 | |
| TBIL | RBB FD INC | 3.21% | 1.40M | $69.7M | +5.22%(+69.32K) | $49.96(-0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.72% | +59.01% |
| Top 20 Holdings Unweighted | +18.64% | +67.00% |
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