Obermeyer Wealth Partners
Annual return '25
+40.4%
SPY '25
+17.7%
Alpha
+22.7ptsvs SPY
Invested
$2.2B
Holdings
297
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 107.1k shares)
8.9%
02
$GOOG
ALPHABET INC
Q4 2025: Sold 99.9% (402.4k → 375 shares)
5.0%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +19.7% (2.7k → 3.2k shares)
4.3%
04
$QUAL
ISHARES TR
Q4 2025: Exited (was 554.1k shares)
4.0%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: Sold 99.8% (268.0k → 504 shares)
3.9%
06
$AAPL
APPLE INC
Q4 2025: Sold 94.8% (339.6k → 17.5k shares)
3.8%
07
$JAAA
JANUS DETROIT STR TR
Q4 2025: Exited (was 1.34M shares)
3.7%
08
$MSFT
MICROSOFT CORP
Q4 2025: Sold 99.2% (210.0k → 1.6k shares)
3.5%
09
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 450.6k shares)
3.4%
10
$TBIL
RBB FD INC
Q4 2025: Exited (was 1.14M shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.