Wally Obermeyer — Recent Buys
Obermeyer Wealth Partners · New and increased positions in the Q3 '26 13F filing.
Filed October 21, 2026 · Last updated
Wally Obermeyer opened 15 new positions and increased 110 existing holdings in the Q3 '26 filing — a combined buy footprint of $1.37B. Largest new position: MCKESSON CORP at $25.6M.
New positions (15)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| MCK | MCKESSON CORP | 29936 | $25.6M | 1.02% |
| XOM | EXXONMOBIL HOLDINGS CORP | 36279 | $5.9M | 0.23% |
| VGSH | VANGUARD SCOTTSDALE FDS | 29364 | $1.7M | 0.07% |
| FAF | FIRST AMERN FINL CORP | 18827 | $1.1M | 0.05% |
| SGOV | ISHARES TR | 3757 | $378K | 0.02% |
| FIVE | FIVE BELOW INC | 1620 | $356K | 0.01% |
| OKE | ONEOK INC NEW | 3608 | $308K | 0.01% |
| XLF | Financial Select Sector SPDR | 5754 | $307K | 0.01% |
| JMBS | JANUS DETROIT STR TR | 7000 | $296K | 0.01% |
| BNY | BANK OF NY MELLON CORP | 1561 | $226K | 0.01% |
| BLDR | BUILDERS FIRSTSOURCE INC | 3844 | $219K | 0.01% |
| CPER | UNITED STS COMMODITY INDEX F | 5496 | $219K | 0.01% |
| PLTR | PALANTIR TECHNOLOGIES INC | 1132 | $212K | 0.01% |
| SJM | SMUCKER J M CO | 1700 | $202K | 0.01% |
| NTRSO | NORTHERN TR CORP | 1183 | $200K | 0.01% |
Increased positions (110)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 778526 | $291.4M | 11.59% | +7.5% |
| VXUS | VANGUARD STAR FDS | 1217777 | $103.5M | 4.12% | +6.4% |
| JAAA | JANUS DETROIT STR TR | 1839357 | $92.8M | 3.69% | +12.7% |
| TBIL | RBB FD INC | 1732811 | $86.4M | 3.44% | +15.6% |
| AMZN | AMAZON COM INC | 321227 | $80.0M | 3.18% | +0.7% |
| ASML | ASML HLDG NV | 42557 | $77.1M | 3.07% | +0.4% |
| AVGO | BROADCOM INC | 193428 | $67.9M | 2.70% | +0.6% |
| META | META PLATFORMS INC | 81627 | $59.2M | 2.36% | +2.1% |
| RTX | RTX CORPORATION | 262055 | $48.7M | 1.94% | +0.2% |
| QQQ | Invesco QQQ Trust (Nasdaq-100) | 64155 | $47.5M | 1.89% | +17.8% |
| TXN | TEXAS INSTRS INC | 114374 | $32.0M | 1.27% | +1.9% |
| CME | CME GROUP INC | 110623 | $29.0M | 1.15% | +0.5% |
| MSI | MOTOROLA SOLUTIONS INC | 60618 | $27.0M | 1.08% | +3.6% |
| MCO | MOODYS CORP | 56011 | $25.4M | 1.01% | +2.3% |
| SAP | SAP SE | 117765 | $24.6M | 0.98% | +1.5% |
| BN | BROOKFIELD CORP | 662416 | $24.2M | 0.96% | +3.1% |
| SHW | SHERWIN WILLIAMS CO | 69713 | $22.5M | 0.90% | +1.0% |
| VGLT | VANGUARD SCOTTSDALE FDS | 372331 | $18.7M | 0.74% | +4.6% |
| JSML | JANUS DETROIT STR TR | 373853 | $18.4M | 0.73% | +18.0% |
| SPY | SPDR S&P 500 ETF | 21779 | $16.6M | 0.66% | +3.2% |
| JPM | JPMORGAN CHASE & CO | 34275 | $11.3M | 0.45% | +1.5% |
| IVV | iShares Core S&P 500 ETF | 9157 | $7.0M | 0.28% | +1.1% |
| ARCC | ARES CAPITAL CORP | 362739 | $6.9M | 0.28% | +22.3% |
| XLV | Health Care Select Sector SPDR | 36311 | $6.1M | 0.24% | +7.0% |
| EVLN | MORGAN STANLEY ETF TRUST | 96800 | $4.7M | 0.19% | +-6.5% |
| GLD | SPDR Gold Shares | 12184 | $4.6M | 0.18% | +5.5% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 97215 | $4.6M | 0.18% | +31.0% |
| ETN | EATON CORP PLC | 9728 | $4.2M | 0.17% | +2.0% |
| CNQ | CANADIAN NAT RES LTD MED TER | 86208 | $4.1M | 0.16% | +2.5% |
| VV | VANGUARD INDEX FDS | 10670 | $3.8M | 0.15% | +1.7% |
| BRK.A | Berkshire Hathaway Inc. Class A | 5 | $3.7M | 0.15% | +-61.5% |
| AMAT | APPLIED MATLS INC | 6630 | $3.4M | 0.13% | +0.3% |
| COST | COSTCO WHOLESALE CORPORATION | 3443 | $3.1M | 0.12% | +1.2% |
| ARES-PB | ARES MANAGEMENT CORPORATION | 26568 | $3.1M | 0.12% | +8.0% |
| IEV | ISHARES TR | 40976 | $2.9M | 0.12% | +0.6% |
| IWF | ISHARES TR | 23019 | $2.9M | 0.11% | +2.3% |
| ABBV | ABBVIE INC | 10908 | $2.9M | 0.11% | +0.7% |
| ATO | ATMOS ENERGY CORP | 17273 | $2.7M | 0.11% | +2.8% |
| KO | COCA COLA CO | 29038 | $2.5M | 0.10% | +0.1% |
| UNP | UNION PAC CORP | 9057 | $2.5M | 0.10% | +0.0% |
| AMD | ADVANCED MICRO DEVICES INC | 3530 | $2.2M | 0.09% | +0.0% |
| LLY | ELI LILLY & CO | 1864 | $2.2M | 0.09% | +6.1% |
| PG | PROCTER & GAMBLE CO | 13667 | $2.0M | 0.08% | +7.7% |
| AZN | ASTRAZENECA PLC | 11705 | $1.9M | 0.08% | +0.6% |
| GLW | CORNING INC | 11794 | $1.8M | 0.07% | +0.3% |
| PANW | PALO ALTO NETWORKS INC | 4560 | $1.8M | 0.07% | +6.6% |
| TTE | TOTALENERGIES SE | 20591 | $1.8M | 0.07% | +0.6% |
| AMGN | AMGEN INC | 3992 | $1.7M | 0.07% | +0.2% |
| CAT | CATERPILLAR INC | 2040 | $1.7M | 0.07% | +0.6% |
| TJX | TJX COS INC NEW | 12189 | $1.6M | 0.06% | +0.6% |
| AER | AERCAP HOLDINGS NV | 10227 | $1.5M | 0.06% | +0.6% |
| PFE | PFIZER INC | 49636 | $1.4M | 0.06% | +0.6% |
| BTI | BRITISH AMERN TOB PLC | 25626 | $1.4M | 0.06% | +0.6% |
| EEM | iShares MSCI Emerging Markets ETF | 4993 | $1.4M | 0.06% | +0.0% |
| XLK | Technology Select Sector SPDR | 6523 | $1.3M | 0.05% | +1.8% |
| ETV | EATON VANCE TAX-MANAGED BUY- | 84516 | $1.3M | 0.05% | +-16.4% |
| MRK | MERCK & CO INC | 8660 | $1.3M | 0.05% | +3.6% |
| ABT | ABBOTT LABORATORIES | 11958 | $1.2M | 0.05% | +1.0% |
| CVX | CHEVRON CORPORATION | 5690 | $1.2M | 0.05% | +3.9% |
| RWJ | INVESCO EXCH TRADED FD TR II | 17103 | $962K | 0.04% | +0.1% |
| CL | COLGATE PALMOLIVE CO | 10894 | $929K | 0.04% | +3.6% |
| TSLA | TESLA INC | 2582 | $916K | 0.04% | +8.6% |
| VWO | Vanguard FTSE Emerging Markets ETF | 14996 | $889K | 0.04% | +0.3% |
| VIG | Vanguard Dividend Appreciation ETF | 3758 | $877K | 0.03% | +0.6% |
| MS | MORGAN STANLEY | 4555 | $857K | 0.03% | +12.7% |
| PSX | PHILLIPS 66 | 3267 | $834K | 0.03% | +1.0% |
| BLK | BLACKROCK INC | 746 | $789K | 0.03% | +0.3% |
| BMY | Bristol-Myers Squibb | 12602 | $786K | 0.03% | +0.6% |
| APO | APOLLO GLOBAL MGMT INC | 6548 | $760K | 0.03% | +108.0% |
| XLE | Energy Select Sector SPDR | 12137 | $746K | 0.03% | +12.4% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 6591 | $738K | 0.03% | +0.9% |
| WELL | WELLTOWER INC | 3200 | $737K | 0.03% | +0.1% |
| IWB | ISHARES TR | 1733 | $721K | 0.03% | +1.0% |
| SCHV | SCHWAB STRATEGIC TR | 19350 | $645K | 0.03% | +0.0% |
| SCHD | SCHWAB STRATEGIC TR | 19794 | $644K | 0.03% | +8.4% |
| INTC | INTEL CORP | 5244 | $630K | 0.03% | +0.4% |
| WMB | WILLIAMS COS INC | 9275 | $630K | 0.03% | +0.9% |
| NN | NEXTNAV INC | 42875 | $617K | 0.02% | +32.7% |
| SCHG | SCHWAB STRATEGIC TR | 16290 | $585K | 0.02% | +1.6% |
| IBM | INTERNATIONAL BUSINESS MACHS | 2401 | $528K | 0.02% | +9.6% |
| BAC | BANK OF AMER CORP | 9451 | $514K | 0.02% | +30.7% |
| KKR | KKR & CO INC | 5404 | $493K | 0.02% | +12.3% |
| ALL-PJ | ALLSTATE CORP | 2186 | $485K | 0.02% | +1.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | 698 | $471K | 0.02% | +7.1% |
| VRT | VERTIV HOLDINGS CO | 1936 | $467K | 0.02% | +3.5% |
| NOW | SERVICENOW INC | 3456 | $463K | 0.02% | +11.7% |
| VGT | VANGUARD WORLD FD | 3584 | $450K | 0.02% | +2.8% |
| C | CITIGROUP INC | 3474 | $450K | 0.02% | +38.8% |
| GILD | GILEAD SCIENCES INC | 2943 | $439K | 0.02% | +1.7% |
| SHOP | SHOPIFY INC | 2955 | $438K | 0.02% | +2.8% |
| MRVL | MARVELL TECHNOLOGY INC | 1473 | $389K | 0.02% | +1.6% |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2971 | $353K | 0.01% | +0.0% |
| GEV | GE VERNOVA INC | 363 | $345K | 0.01% | +6.5% |
| IGSB | ISHARES TR | 6682 | $342K | 0.01% | +6.5% |
| ACN | ACCENTURE PLC IRELAND | 1858 | $341K | 0.01% | +0.3% |
| MU | MICRON TECHNOLOGY INC | 310 | $330K | 0.01% | +23.0% |
| GD | GENERAL DYNAMICS CORP | 995 | $330K | 0.01% | +1.5% |
| KMI | KINDER MORGAN INC DEL | 10734 | $324K | 0.01% | +2.8% |
| HONA | HONEYWELL AEROSPACE INC | 2078 | $322K | 0.01% | +8.2% |
| DLR-PL | DIGITAL RLTY TR INC | 1775 | $312K | 0.01% | +1.4% |
| ANET | ARISTA NETWORKS INC | 1525 | $310K | 0.01% | +2.1% |
| GM | GENERAL MTRS CO | 3926 | $302K | 0.01% | +1.3% |
| PGR | PROGRESSIVE CORP | 1452 | $301K | 0.01% | +1.6% |
| DRAM | ROUNDHILL ETF TRUST | 4934 | $298K | 0.01% | +2.8% |
| SCHA | SCHWAB STRATEGIC TR | 9108 | $297K | 0.01% | +1.7% |
| QCOM | QUALCOMM INC | 1420 | $261K | 0.01% | +1.5% |
| BX | BLACKSTONE INC | 2108 | $236K | 0.01% | +4.5% |
| MTH | MERITAGE HOMES CORP | 3705 | $233K | 0.01% | +4.5% |
| VBK | VANGUARD INDEX FDS | 673 | $227K | 0.01% | +0.1% |
| XLY | Consumer Discretionary Select Sector SPDR | 2080 | $226K | 0.01% | +4.0% |