# Wally Obermeyer — Obermeyer Wealth Partners

Source: SEC EDGAR 13F filings (CIK 0001349654).
Page URL: https://superinvestorclub.com/manager/3283
Last updated: 2026-07-27T02:07:08.922Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-04-21), Wally Obermeyer reported 299 long equity positions in their Obermeyer Wealth Partners 13F filing, with a total reported value of $2.17B.

### About

Aspen-based quality value manager

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | VTI | Vanguard Total Stock Market ETF | 601790 | $193.1M | 8.89% | +212.8% |
| 2 | GOOG | ALPHABET INC | 375688 | $107.8M | 4.96% | -2.4% |
| 3 | VOO | Vanguard S&P 500 ETF | 158002 | $94.4M | 4.35% | +1.6% |
| 4 | QUAL | ISHARES TR | 455785 | $87.4M | 4.03% | -16.9% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 253519 | $85.7M | 3.95% | -1.2% |
| 6 | AAPL | APPLE INC | 324220 | $82.3M | 3.79% | -1.0% |
| 7 | JAAA | JANUS DETROIT STR TR | 1598343 | $80.5M | 3.71% | +5.9% |
| 8 | MSFT | MICROSOFT CORP | 202583 | $75.0M | 3.45% | -0.0% |
| 9 | NVDA | NVIDIA CORPORATION | 423977 | $73.9M | 3.40% | -2.6% |
| 10 | TBIL | RBB FD INC | 1398165 | $69.7M | 3.21% | +5.2% |
| 11 | AMZN | AMAZON COM INC | 320958 | $66.8M | 3.08% | +0.1% |
| 12 | BRK.B | Berkshire Hathaway Inc. Class B | 134309 | $64.4M | 2.96% | +0.2% |
| 13 | URTH | ISHARES INC | 349999 | $63.0M | 2.90% | -0.9% |
| 14 | AVGO | BROADCOM INC | 192804 | $59.7M | 2.75% | +0.1% |
| 15 | VXUS | VANGUARD STAR FDS | 762643 | $58.8M | 2.71% | +5008.5% |
| 16 | MA | MASTERCARD INCORPORATED | 117429 | $58.7M | 2.70% | -1.0% |
| 17 | ASML | ASML HLDG NV | 42728 | $56.4M | 2.60% | -1.1% |
| 18 | RTX | RTX CORPORATION | 262779 | $50.7M | 2.33% | -0.2% |
| 19 | META | META PLATFORMS INC | 78518 | $44.9M | 2.07% | +0.1% |
| 20 | CME | CME GROUP INC | 110120 | $32.5M | 1.50% | +0.6% |
| 21 | AON | AON PLC | 98353 | $31.7M | 1.46% | +0.0% |
| 22 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 54214 | $31.3M | 1.44% | +18.4% |
| 23 | UNH | UNITEDHEALTH GROUP INC | 112471 | $30.4M | 1.40% | +1.2% |
| 24 | DE | DEERE & CO | 52657 | $29.7M | 1.37% | +0.2% |
| 25 | HD | HOME DEPOT INC | 88191 | $29.0M | 1.34% | +0.3% |

## New positions this quarter (23)

- MCO (MOODYS CORP): 54448 shares, $23.8M
- AZN (ASTRAZENECA PLC): 11584 shares, $2.3M
- PIPR (PIPER SANDLER COMPANIES): 5876 shares, $449,808
- OXY (OCCIDENTAL PETE CORP): 6503 shares, $422,695
- DFAX (DIMENSIONAL ETF TRUST): 12285 shares, $417,321
- BA-PA (BOEING CO): 1729 shares, $344,123
- WES (WESTERN MIDSTREAM PARTNERS L): 8000 shares, $329,360
- AMLP (ALPS ETF TR): 6190 shares, $325,861
- COP (CONOCOPHILLIPS): 2456 shares, $324,192
- WDC (WESTERN DIGITAL CORP): 1140 shares, $308,359
- LRCX (LAM RESEARCH CORP): 1324 shares, $282,886
- ITW (ILLINOIS TOOL WKS INC): 958 shares, $249,322
- KMB (KIMBERLY-CLARK CORP): 2465 shares, $237,831
- OKE (ONEOK INC NEW): 2629 shares, $237,635
- GEV (GE VERNOVA INC): 261 shares, $227,903
- FDX (FEDEX CORP): 634 shares, $225,818
- PAA (PLAINS ALL AMERN PIPELINE L): 10000 shares, $223,300
- ETR (ENTERGY CORP NEW): 1934 shares, $217,304
- SNDK (SANDISK CORP): 334 shares, $212,204
- NUE (NUCOR CORP): 1250 shares, $211,375

## Increased positions (79)

- VTI: 601790 shares (+212.8%), $193.1M
- VOO: 158002 shares (+1.6%), $94.4M
- JAAA: 1598343 shares (+5.9%), $80.5M
- TBIL: 1398165 shares (+5.2%), $69.7M
- AMZN: 320958 shares (+0.1%), $66.8M
- BRK.B: 134309 shares (+0.2%), $64.4M
- AVGO: 192804 shares (+0.1%), $59.7M
- VXUS: 762643 shares (+5008.5%), $58.8M
- META: 78518 shares (+0.1%), $44.9M
- CME: 110120 shares (+0.6%), $32.5M
- AON: 98353 shares (+0.0%), $31.7M
- QQQ: 54214 shares (+18.4%), $31.3M
- UNH: 112471 shares (+1.2%), $30.4M
- DE: 52657 shares (+0.2%), $29.7M
- HD: 88191 shares (+0.3%), $29.0M
- MSI: 58833 shares (+19.4%), $25.5M
- SHW: 69223 shares (+14.9%), $22.2M
- VGLT: 322604 shares (+27.3%), $17.9M
- VEA: 241193 shares (+6.9%), $15.5M
- SPY: 21756 shares (+4.4%), $14.1M

## Reduced positions (105)

- GOOG: 375688 shares (-2.4%), $107.8M
- QUAL: 455785 shares (-16.9%), $87.4M
- TSM: 253519 shares (-1.2%), $85.7M
- AAPL: 324220 shares (-1.0%), $82.3M
- MSFT: 202583 shares (-0.0%), $75.0M
- NVDA: 423977 shares (-2.6%), $73.9M
- URTH: 349999 shares (-0.9%), $63.0M
- MA: 117429 shares (-1.0%), $58.7M
- ASML: 42728 shares (-1.1%), $56.4M
- RTX: 262779 shares (-0.2%), $50.7M
- BN: 621562 shares (-3.8%), $25.2M
- TXN: 111662 shares (15.4%), $21.7M
- SAP: 101445 shares (-4.6%), $17.4M
- LMBS: 304752 shares (-6.3%), $15.2M
- UPS: 134645 shares (-12.7%), $13.2M
- JPM: 33576 shares (-0.4%), $9.9M
- BRK.A: 13 shares (-7.1%), $9.3M
- USB: 117762 shares (-0.5%), $6.1M
- EVLN: 118867 shares (261.7%), $5.7M
- ARCC: 286452 shares (-30.7%), $5.2M

## Sold positions (13)

- NVO: previously held 140797 shares worth $7.2M
- OBDC: previously held 196263 shares worth $2.4M
- MRVL: previously held 9954 shares worth $845,891
- PIPR: previously held 1469 shares worth $499,034
- ARES-PB: previously held 2453 shares worth $396,478
- WSO: previously held 1024 shares worth $345,037
- QCOM: previously held 1609 shares worth $275,219
- INDY: previously held 4601 shares worth $226,783
- CMCSA: previously held 7510 shares worth $224,460
- DHR: previously held 976 shares worth $223,426
- ITB: previously held 2200 shares worth $211,860
- XLF: previously held 3861 shares worth $211,467
- NKE: previously held 3152 shares worth $200,835

## Filing history (12)

- 2026-03-31 (filed 2026-04-21)
- 2025-12-31 (filed 2026-01-29)
- 2025-09-30 (filed 2025-10-27)
- 2025-06-30 (filed 2025-08-05)
- 2025-03-31 (filed 2025-05-06)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-05)
- 2024-06-30 (filed 2024-08-01)
- 2024-03-31 (filed 2024-05-07)
- 2023-12-31 (filed 2024-01-31)
- 2023-09-30 (filed 2023-11-08)
- 2023-06-30 (filed 2023-08-07)

## Citation

When citing, use: "Wally Obermeyer, Obermeyer Wealth Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/3283)".