Obermeyer Wealth Partners
SEC Form 13F institutional filer · CIK 0001349654
13F-HR · 175 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.56B
Top-10 concentration
57.2%
Obermeyer Wealth Partners — $1.56B AUM allocation strategy
Obermeyer Wealth Partners files SEC Form 13F and reports $1.56B of long US equity value across 175 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.2%, followed by Financials 16.8% and Communication Services 9.7%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Obermeyer Wealth Partners — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.56B
total across 175 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTI +409K sh · +$129M+$MS +86.6K sh · +$4.16M+$USB +68.7K sh · +$3.24M
Biggest trims (shares)
−$WMT −324K sh · −$35.8M−$NEE −288K sh · −$23M−$XOM −130K sh · −$13.8M
Exited to nil (held last quarter, gone now)
$MRVL ($846K last qtr)$ARES ($396K last qtr)$QCOM ($275K last qtr)$CMCSA ($224K last qtr)$DHR ($223K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services9.7%—
- Semiconductors8.5%—
- Technology Hardware, Storage & Peripherals5.2%—
- Diversified Banks4.8%—
- Systems Software4.8%—
- Broadline Retail4.3%—
- Multi-Sector Holdings4.1%—
- Transaction & Payment Processing Services3.8%—
- Other holdings54.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 376K | $108M | -9.13K | 6.9% |
| $AAPL | Apple Inc | 324K | $82.3M | -3.21K | 5.3% |
| $USB | U.S. Bancorp | 1.52M | $75.8M | +68.7K | 4.9% |
| $MSFT | Microsoft Corporation | 203K | $75M | -33 | 4.8% |
| $NVDA | NVIDIA Corporation | 424K | $73.9M | -11.5K | 4.7% |
| $AMZN | Amazon.com Inc | 321K | $66.8M | +320 | 4.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 134K | $64.4M | +332 | 4.1% |
| $AVGO | Broadcom Inc | 193K | $59.7M | +186 | 3.8% |
…and 167 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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