Obermeyer Wealth Partners
•CIK: 1349654•Filing: Q4 2025
**OBERMEYER WOOD INVESTMENT COUNSEL, LLLP** manages $2.2B across a diversified portfolio of 288 positions. The fund exhibits significant concentration in mega-cap technology and growth names, notably holding GOOG at $120.8M and QUAL at $109.0M. Further top allocations include MSFT ($98.0M), VOO ($97.5M), and AAPL ($89.0M). This structure indicates a conviction-driven, large-cap technology and index exposure strategy.
Total AUM
$2.2B
QoQ Performance
+2.5%
Positions
220
Top 10 Concentration
41.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
GOOG5.5%
QUAL5.0%
MSFT4.5%
VOO4.5%
AAPL4.1%
NVDA3.7%
TSM3.6%
JAAA3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.2%
Technology25.0%
Financial11.9%
Consumer7.1%
ETF5.3%
Industrial4.3%
Healthcare3.0%
Utilities1.1%
🚪 Exited Positionssold since Q3 2025
+98 more exited positions
Changes from Q3 2025
NEW9 new positions
↑66 increased
↓99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023