Obermeyer Wealth Partners - Portfolio overview

Obermeyer Wealth Partners has 329 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 8.70%
2. GOOG - ALPHABET INC, 4.86%
3. VOO - VANGUARD INDEX FDS, 4.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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