Wally Obermeyer — Recent Buys
Obermeyer Wealth Partners · New and increased positions in the Q2 '26 13F filing.
Filed July 29, 2026 · Last updated
Wally Obermeyer opened 24 new positions and increased 80 existing holdings in the Q2 '26 filing — a combined buy footprint of $886.0M. Largest new position: JANUS DETROIT STR TR at $15.8M.
New positions (24)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| JSML | JANUS DETROIT STR TR | 316896 | $15.8M | 0.65% |
| TMUS | T-MOBILE US INC | 27182 | $4.6M | 0.19% |
| ARES-PB | ARES MANAGEMENT CORPORATION | 24610 | $2.7M | 0.11% |
| DD | DUPONT DE NEMOURS INC | 8788 | $1.2M | 0.05% |
| CL | COLGATE PALMOLIVE CO | 10516 | $964K | 0.04% |
| INTC | INTEL CORP | 5224 | $729K | 0.03% |
| MRVL | MARVELL TECHNOLOGY INC | 1450 | $432K | 0.02% |
| HONA | HONEYWELL AEROSPACE INC | 1921 | $425K | 0.02% |
| HON | HONEYWELL INTL INC | 1882 | $421K | 0.02% |
| ARM | ARM HOLDINGS PLC | 1003 | $356K | 0.01% |
| DRAM | ROUNDHILL ETF TRUST | 4800 | $354K | 0.01% |
| MU | MICRON TECHNOLOGY INC | 252 | $291K | 0.01% |
| VBR | VANGUARD INDEX FDS | 1094 | $266K | 0.01% |
| QCOM | QUALCOMM INC | 1399 | $259K | 0.01% |
| ANET | ARISTA NETWORKS INC | 1493 | $254K | 0.01% |
| SPHR | SPHERE ENTERTAINMENT CO | 1438 | $249K | 0.01% |
| FTEC | FIDELITY COVINGTON TRUST | 866 | $247K | 0.01% |
| VOE | VANGUARD INDEX FDS | 1177 | $233K | 0.01% |
| ITB | ISHARES TR | 2200 | $230K | 0.01% |
| CASY | CASEYS GEN STORES INC | 271 | $215K | 0.01% |
| CSX | CSX CORP | 4425 | $210K | 0.01% |
| MMM | 3M CO | 1280 | $207K | 0.01% |
| CNDIF | CANADIAN IMPERIAL BANK OF CO | 1761 | $203K | 0.01% |
| USB | US BANCORP | 7300 | $10K | 0.00% |
Increased positions (80)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 723980 | $267.9M | 10.96% | +20.3% |
| VOO | Vanguard S&P 500 ETF | 159773 | $109.7M | 4.49% | +1.1% |
| JAAA | JANUS DETROIT STR TR | 1631646 | $82.4M | 3.37% | +2.1% |
| TBIL | RBB FD INC | 1498328 | $74.7M | 3.06% | +7.2% |
| META | META PLATFORMS INC | 79955 | $45.0M | 1.84% | +1.8% |
| QQQ | Invesco QQQ Trust (Nasdaq-100) | 54479 | $40.1M | 1.64% | +0.5% |
| TXN | TEXAS INSTRS INC | 112214 | $33.4M | 1.37% | +0.5% |
| BN | BROOKFIELD CORP | 642466 | $27.4M | 1.12% | +3.4% |
| MCO | MOODYS CORP | 54772 | $24.8M | 1.01% | +0.6% |
| VGLT | VANGUARD SCOTTSDALE FDS | 356030 | $19.6M | 0.80% | +10.4% |
| SAP | SAP SE | 116031 | $17.9M | 0.73% | +14.4% |
| JPM | JPMORGAN CHASE & CO | 33759 | $11.1M | 0.45% | +0.5% |
| UNH | UNITEDHEALTH GROUP INC | 23140 | $9.6M | 0.39% | +-79.4% |
| USB | US BANCORP | 136184 | $8.2M | 0.34% | +15.6% |
| IVV | iShares Core S&P 500 ETF | 9061 | $6.8M | 0.28% | +92.5% |
| ARCC | ARES CAPITAL CORP | 296701 | $5.5M | 0.22% | +3.6% |
| XOM | EXXON MOBIL CORP | 38371 | $5.2M | 0.21% | +1.7% |
| ADI | ANALOG DEVICES INC | 9946 | $4.0M | 0.16% | +1.1% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 74215 | $3.8M | 0.15% | +32.1% |
| WMT | WALMART INC | 28193 | $3.2M | 0.13% | +0.4% |
| GLW | CORNING INC | 11756 | $3.0M | 0.12% | +2.8% |
| IEV | ISHARES TR | 40739 | $3.0M | 0.12% | +1.0% |
| Q | QNITY ELECTRONICS INC | 17082 | $2.8M | 0.11% | +2.6% |
| AZN | ASTRAZENECA PLC | 11635 | $2.2M | 0.09% | +0.4% |
| LLY | ELI LILLY & CO | 1757 | $2.1M | 0.09% | +3.1% |
| AXP | AMERICAN EXPRESS CO | 6200 | $2.1M | 0.09% | +0.3% |
| AMD | ADVANCED MICRO DEVICES INC | 3529 | $2.1M | 0.08% | +45.6% |
| TJX | TJX COS INC NEW | 12119 | $1.8M | 0.08% | +6.3% |
| EPD | ENTERPRISE PRODS PARTNERS L | 46716 | $1.7M | 0.07% | +3.2% |
| TTE | TOTALENERGIES SE | 20472 | $1.6M | 0.07% | +1.0% |
| RY | ROYAL BK CDA | 7684 | $1.6M | 0.07% | +1.0% |
| BTI | BRITISH AMERN TOB PLC | 25475 | $1.6M | 0.06% | +0.8% |
| AER | AERCAP HOLDINGS NV | 10167 | $1.5M | 0.06% | +1.0% |
| PANW | PALO ALTO NETWORKS INC | 4277 | $1.5M | 0.06% | +1.6% |
| PFE | PFIZER INC | 49336 | $1.2M | 0.05% | +74.4% |
| EQIX | EQUINIX INC | 1133 | $1.2M | 0.05% | +2.4% |
| ET | ENERGY TRANSFER L P | 61445 | $1.2M | 0.05% | +5.5% |
| CSCO | CISCO SYS INC | 9094 | $1.1M | 0.04% | +5.4% |
| DIS | DISNEY WALT CO | 11095 | $1.1M | 0.04% | +3.2% |
| ORCL | ORACLE CORP | 7002 | $1.0M | 0.04% | +2.9% |
| TSLA | TESLA INC | 2377 | $1000K | 0.04% | +5.8% |
| GE | GE AEROSPACE | 2524 | $943K | 0.04% | +15.1% |
| VCSH | VANGUARD SCOTTSDALE FDS | 11903 | $941K | 0.04% | +0.7% |
| VWO | Vanguard FTSE Emerging Markets ETF | 14955 | $893K | 0.04% | +0.1% |
| VIG | Vanguard Dividend Appreciation ETF | 3736 | $884K | 0.04% | +5.7% |
| CMI | CUMMINS INC | 1213 | $865K | 0.04% | +1.1% |
| MS | MORGAN STANLEY | 4040 | $845K | 0.03% | +6.4% |
| SNDK | SANDISK CORP | 339 | $771K | 0.03% | +1.5% |
| WDC | WESTERN DIGITAL CORP | 1157 | $739K | 0.03% | +1.5% |
| DOW | DOW HLDGS INC | 26469 | $724K | 0.03% | +12.1% |
| WMB | WILLIAMS COS INC | 9189 | $683K | 0.03% | +11.0% |
| LRCX | LAM RESEARCH CORP | 1566 | $679K | 0.03% | +18.3% |
| SCHV | SCHWAB STRATEGIC TR | 19349 | $674K | 0.03% | +0.0% |
| VRT | VERTIV HOLDINGS CO | 1870 | $626K | 0.03% | +36.5% |
| SBUX | STARBUCKS CORP | 5036 | $515K | 0.02% | +28.6% |
| SRE | SEMPRA | 4820 | $447K | 0.02% | +47.9% |
| NFLX | NETFLIX INC. | 6082 | $434K | 0.02% | +0.0% |
| BAC | BANK OF AMER CORP | 7231 | $412K | 0.02% | +24.0% |
| SNPS | SYNOPSYS INC | 922 | $411K | 0.02% | +20.1% |
| GEV | GE VERNOVA INC | 341 | $401K | 0.02% | +30.7% |
| IAU | iShares Gold Trust | 5079 | $384K | 0.02% | +-61.0% |
| APO | APOLLO GLOBAL MGMT INC | 3148 | $372K | 0.02% | +-85.2% |
| GD | GENERAL DYNAMICS CORP | 980 | $347K | 0.01% | +-11.3% |
| KMI | KINDER MORGAN INC DEL | 10445 | $334K | 0.01% | +4.4% |
| SCHA | SCHWAB STRATEGIC TR | 8960 | $324K | 0.01% | +20.1% |
| OKE | ONEOK INC NEW | 3608 | $314K | 0.01% | +37.2% |
| PGR | PROGRESSIVE CORP | 1429 | $312K | 0.01% | +12.0% |
| LIN | LINDE PLC | 601 | $312K | 0.01% | +1.5% |
| NOW | SERVICENOW INC | 3093 | $307K | 0.01% | +39.3% |
| TRV | TRAVELERS COMPANIES INC | 910 | $300K | 0.01% | +-11.9% |
| GM | GENERAL MTRS CO | 3876 | $299K | 0.01% | +11.3% |
| SCHW | SCHWAB CHARLES CORP | 3093 | $285K | 0.01% | +0.5% |
| FNV | FRANCO NEV CORP | 1330 | $277K | 0.01% | +31.0% |
| ICE | Intercontinental Exchange | 2226 | $274K | 0.01% | +26.4% |
| ETR | ENTERGY CORP NEW | 2184 | $251K | 0.01% | +12.9% |
| YUM | YUM BRANDS INC | 1527 | $244K | 0.01% | +2.5% |
| ACN | ACCENTURE PLC IRELAND | 1853 | $231K | 0.01% | +10.2% |
| ISRG | Intuitive Surgical | 553 | $220K | 0.01% | +10.4% |
| FDX | FEDEX CORP | 662 | $207K | 0.01% | +4.4% |
| NN | NEXTNAV INC | 49500 | $206K | 0.01% | +200.0% |