Obermeyer Wealth Partners holds a diversified book of 298 stocks worth $2.2B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). This quarter they opened Moody's Corp and trimmed Alphabet Inc-CL C. Their largest long position is Vanguard Total Stock MKT ETF at 9% of the equity book. They also disclosed $99K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Obermeyer Wealth Partners's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $193.1M | 601.8K | 8.9% | ▲+213% Added · +409K sh | |
| 2 | Alphabet Inc CAP STK CL C | $107.8M | 375.7K | 5.0% | ▼−2.4% Reduced · −9K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $94.4M | 158.0K | 4.3% | ▲+1.6% Added · +3K sh | |
| 4 | Ishares TR MSCI USA QLT FCT | $87.4M | 455.8K | 4.0% | ▼−17% Reduced · −93K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $85.7M | 253.5K | 3.9% | ▼−1.2% Reduced · −3K sh | |
| 6 | Apple Inc COM | $82.3M | 324.2K | 3.8% | ▼−1.0% Reduced · −3K sh | |
| 7 | Janus Detroit STR TR HENDRSON AAA CL | $80.5M | 1.60M | 3.7% | ▲+5.9% Added · +90K sh | |
| 8 | Microsoft Corp COM | $75.0M | 202.6K | 3.5% | ▼~0% Reduced · −33 sh | |
| 9 | Nvidia Corporation COM | $73.9M | 424.0K | 3.4% | ▼−2.6% Reduced · −11K sh | |
| 10 | RBB FD Inc F/M US TREASURY | $69.7M | 1.40M | 3.2% | ▲+5.2% Added · +69K sh | |
| 11 | Amazon Com Inc COM | $66.8M | 321.0K | 3.1% | ▲+0.1% Added · +320 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $64.4M | 134.3K | 3.0% | ▲+0.2% Added · +332 sh | |
| 13 | Ishares Inc MSCI WORLD ETF | $63.0M | 350.0K | 2.9% | ▼−0.8% Reduced · −3K sh | |
| 14 | Broadcom Inc COM | $59.7M | 192.8K | 2.7% | ▲+0.1% Added · +186 sh | |
| 15 | Vanguard Star FDS VG TL INTL STK F | $58.8M | 762.6K | 2.7% | ▲51× Added · +748K sh | |
| 16 | Mastercard Incorporated CL A | $58.7M | 117.4K | 2.7% | ▼−1.0% Reduced · −1K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $56.4M | 42.7K | 2.6% | ▼−1.1% Reduced · −474 sh | |
| 18 | RTX Corporation COM | $50.7M | 262.8K | 2.3% | ▼−0.2% Reduced · −435 sh | |
| 19 | Meta Platforms Inc CL A | $44.9M | 78.5K | 2.1% | ▲+0.1% Added · +93 sh | |
| 20 | Cme Group Inc COM | $32.5M | 110.1K | 1.5% | ▲+0.6% Added · +663 sh | |
| 21 | Aon PLC SHS CL A | $31.7M | 98.4K | 1.5% | ▲~0% Added · +11 sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $31.3M | 54.2K | 1.4% | ▲+18% Added · +8K sh | |
| 23 | Unitedhealth Group Inc COM | $30.4M | 112.5K | 1.4% | ▲+1.2% Added · +1K sh | |
| 24 | Deere & Co COM | $29.7M | 52.7K | 1.4% | ▲+0.2% Added · +97 sh | |
| 25 | Home Depot Inc COM | $29.0M | 88.2K | 1.3% | ▲+0.3% Added · +260 sh | |
| 26 | Motorola Solutions Inc COM NEW | $25.5M | 58.8K | 1.2% | ▲+19% Added · +10K sh | |
| 27 | Brookfield Corp CL A LTD VT SH | $25.2M | 621.6K | 1.2% | ▼−3.8% Reduced · −25K sh | |
| 28 | Moodys Corp COM | $23.8M | 54.4K | 1.1% | ▲New New position | |
| 29 | Sherwin Williams Co COM | $22.2M | 69.2K | 1.0% | ▲+15% Added · +9K sh | |
| 30 | Texas Instrs Inc COM | $21.7M | 111.7K | 1.0% | ▲+15% Added · +15K sh | |
| 31 | Vanguard Scottsdale FDS LONG TERM TREAS | $17.9M | 322.6K | 0.8% | ▲+27% Added · +69K sh | |
| 32 | Sap SE SPON ADR | $17.4M | 101.4K | 0.8% | ▼−4.6% Reduced · −5K sh | |
| 33 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $15.5M | 241.2K | 0.7% | ▲+6.9% Added · +16K sh | |
| 34 | First TR Exchange-Traded FD FST LOW OPPT EFT | $15.2M | 304.8K | 0.7% | ▼−6.3% Reduced · −20K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $14.1M | 21.8K | 0.7% | ▲+4.3% Added · +908 sh | |
| 36 | United Parcel Svcs Inc CL B | $13.2M | 134.6K | 0.6% | ▼−13% Reduced · −20K sh | |
| 37 | Zoetis Inc CL A | $10.6M | 89.4K | 0.5% | ▲+91% Added · +43K sh | |
| 38 | Alphabet Inc CAP STK CL A | $9.9M | 34.6K | 0.5% | ▲+0.4% Added · +126 sh | |
| 39 | JPMorgan Chase & Co COM | $9.9M | 33.6K | 0.5% | ▼−0.4% Reduced · −131 sh | |
| 40 | Berkshire Hathaway Inc Del CL A | $9.3M | 13 | 0.4% | ▼−7.1% Reduced · −1 sh | |
| 41 | Visa Inc COM CL A | $7.1M | 23.6K | 0.3% | ▲+7.4% Added · +2K sh | |
| 42 | Exxon Mobil Corp COM | $6.4M | 37.7K | 0.3% | ▼−78% Reduced · −130K sh | |
| 43 | US Bancorp COM NEW | $6.1M | 117.8K | 0.3% | ▼−0.5% Reduced · −574 sh | |
| 44 | Morgan Stanley ETF Trust EATON VANCE FLTG | $5.7M | 118.9K | 0.3% | ▲+262% Added · +86K sh | |
| 45 | Ares Capital Corp COM | $5.2M | 286.5K | 0.2% | ▼−31% Reduced · −127K sh | |
| 46 | SPDR Gold TR GOLD SHS | $5.2M | 12.0K | 0.2% | ▲+2.9% Added · +333 sh | |
| 47 | Select Sector SPDR TR STATE STREET HEA | $5.0M | 34.4K | 0.2% | ▲+51% Added · +12K sh | |
| 48 | Lowes Cos Inc COM | $5.0M | 21.2K | 0.2% | ▼−2.9% Reduced · −640 sh | |
| 49 | Vaneck ETF Trust MRNGSTR WDE MOAT | $4.5M | 46.6K | 0.2% | ▼−71% Reduced · −114K sh | |
| 50 | Canadian Nat Res Ltd Med Ter COM | $4.2M | 86.7K | 0.2% | ▲+18% Added · +14K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NEXTNAV INCNN | $99K | 17K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 299 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 289 | $2.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 295 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 280 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 262 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 258 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 260 | $1.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 247 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 253 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 218 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 214 | $1.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 216 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 218 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 226 | $1.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Dec 9, 2022 | 213 | $1.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 208 | $1.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 237 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 233 | $1.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 19, 2021 | 218 | $1.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 211 | $1.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 202 | $1.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 3, 2021 | 162 | $1.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 22, 2020 | 146 | $1.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 20, 2020 | 137 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.