Obermeyer Wealth Partners has filed a Form 13F-HR with the Securities and Exchange Commission, reporting its equity holdings as of the close of business on September 30, 2026. The filing, signed by President Alexandra Phillips on October 21, 2026, lists the firm's total reported holdings across 301 distinct securities.
The top holdings in the portfolio include Alphabet Inc. Class A and Class C shares, which are listed with 33,413 and 354,760 shares, respectively. Other significant positions include Microsoft Corporation with 201,362 shares, Amazon.com Inc. with 321,227 shares, and Broadcom Inc. with 193,428 shares. The filing also details a substantial position in the iShares Core S&P 500 ETF, which holds 7,012,998 shares.
The portfolio is diversified across various sectors, including technology, healthcare, and consumer goods. Notable healthcare positions include Eli Lilly & Co. and Merck & Co., while consumer staples include Procter & Gamble Co. and Coca-Cola Co. The filing also lists various exchange-traded funds, including iShares funds covering global markets, emerging markets, and specific sectors such as energy and clean energy.
