What Wally Obermeyer Bought in Q3 2025

Obermeyer Wealth Partners · Quarterly 13F recap as filed with the SEC.

Period: 2025-09-30 · Filed · Historical

$2.13B

Total Value

295

Holdings

25

New Buys

94

Reduced

In Q3 2025, Wally Obermeyer reported 295 long equity positions worth $2.13B in their Obermeyer Wealth Partners 13F filing, including 25 new positions (largest: UNITED PARCEL SERVICE INC at $13.0M) and 100 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MSFTMICROSOFT CORP209955$108.7M5.09%-1.3%
2QUALISHARES TR554127$107.8M5.05%+0.5%
3GOOGALPHABET INC402434$98.0M4.59%+0.9%
4VOOVanguard S&P 500 ETF151418$92.7M4.34%-0.7%
5AAPLAPPLE INC339634$86.5M4.05%-0.2%
6NVDANVIDIA CORPORATION450584$84.1M3.94%+24.1%
7TSMTAIWAN SEMICONDUCTOR MFG LTD268011$74.9M3.51%-0.4%
8AMZNAMAZON COM INC320130$70.3M3.29%-0.0%
9BRK.BBerkshire Hathaway Inc. Class B137759$69.3M3.24%-32.3%
10MAMASTERCARD INCORPORATED121287$69.0M3.23%-1.3%
11JAAAJANUS DETROIT STR TR1337136$67.9M3.18%+7.3%
12AVGOBROADCOM INC201533$66.5M3.11%-0.8%
13URTHISHARES INC351532$63.8M2.99%+2.9%
14METAMETA PLATFORMS INC79298$58.2M2.73%+0.9%
15TBILRBB FD INC1142072$57.1M2.67%17.9%
16RTXRTX CORPORATION272983$45.7M2.14%-0.5%
17ASMLASML HOLDING N V44370$43.0M2.01%+0.1%
18UNHUNITEDHEALTH GROUP INC114211$39.4M1.85%+0.8%
19WMTWALMART INC358646$37.0M1.73%-1.2%
20HDHOME DEPOT INC88977$36.1M1.69%-0.1%
21AONAON PLC101073$36.0M1.69%-1.4%
22VTIVanguard Total Stock Market ETF107059$35.1M1.65%+2.9%
23NVRNVR INC4110$33.0M1.55%+0.7%
24CMECME GROUP INC110358$29.8M1.40%-0.3%
25BNBROOKFIELD CORP433161$29.7M1.39%+1.2%
26SAPSAP SE107455$28.7M1.34%-0.8%
27QQQInvesco QQQ Trust (Nasdaq-100)46187$27.7M1.30%+18.5%
28SHWSHERWIN WILLIAMS CO72567$25.1M1.18%-1.8%
29DEDEERE & CO53720$24.6M1.15%-1.1%
30CBCHUBB LIMITED82443$23.3M1.09%-1.3%
31NEE-PSNEXTERA ENERGY INC295463$22.3M1.04%-0.3%
32TXNTEXAS INSTRS INC120845$22.2M1.04%-0.6%
33NVONOVO-NORDISK A S393320$21.8M1.02%-0.0%
34XOMEXXON MOBIL CORP171551$19.3M0.91%-0.7%
35ZTSZOETIS INC125463$18.4M0.86%-2.8%
36MOATVANECK ETF TRUST161743$16.0M0.75%-39.2%
37LMBSFIRST TR EXCHANGE-TRADED FD306094$15.2M0.71%+2.3%
38SPYSPDR S&P 500 ETF19654$13.1M0.61%+0.7%
39UPSUNITED PARCEL SERVICE INC155408$13.0M0.61%NEW
40VGLTVANGUARD SCOTTSDALE FDS220872$12.6M0.59%NEW
41CMCSAComcast Corporation393817$12.4M0.58%-17.3%
42LLYELI LILLY & CO15399$11.7M0.55%-5.5%
43BRK.ABerkshire Hathaway Inc. Class A15$11.3M0.53%
44VEAVanguard FTSE Developed Markets ETF181395$10.9M0.51%+6.0%
45JPMJPMORGAN CHASE & CO.33427$10.5M0.49%-2.4%
46GOOGLALPHABET INC37293$9.1M0.42%+3.8%
47VVISA INC24477$8.4M0.39%+2.0%
48ARCCARES CAPITAL CORP370159$7.6M0.35%+117.9%
49USBUS BANCORP DEL117762$5.7M0.27%-2.8%
50LOWLOWES COS INC22017$5.5M0.26%+18.4%
51MSIMOTOROLA SOLUTIONS INC9677$4.4M0.21%+19.9%
52GLDSPDR Gold Shares12073$4.3M0.20%-8.2%
53SPTSSPDR SERIES TRUST90765$4.2M0.20%+-12.9%
54ETNEATON CORP PLC9971$3.7M0.17%+4.8%
55IEVISHARES TR50263$3.3M0.15%+0.5%
56VVVANGUARD INDEX FDS10489$3.2M0.15%
57WMWASTE MGMT INC DEL13654$3.0M0.14%+5.8%
58ATOATMOS ENERGY CORP17649$3.0M0.14%+6.6%
59COSTCOSTCO WHSL CORP NEW3225$3.0M0.14%-1.2%
60ORCLORACLE CORP10164$2.9M0.13%-4.6%
61IWFISHARES TR5793$2.7M0.13%+3.9%
62VYMVanguard High Dividend Yield ETF18561$2.6M0.12%
63IVViShares Core S&P 500 ETF3880$2.6M0.12%-10.7%
64SHELSHELL PLC34705$2.5M0.12%+0.6%
65ABBVABBVIE INC10502$2.4M0.11%-11.0%
66ADIANALOG DEVICES INC9865$2.4M0.11%-0.1%
67JNJJOHNSON & JOHNSON12847$2.4M0.11%-18.7%
68CNQCANADIAN NAT RES LTD74203$2.4M0.11%+3.8%
69CTVACORTEVA INC34002$2.3M0.11%
70WSOWATSCO INC5671$2.3M0.11%+3.4%
71OBDCBLUE OWL CAPITAL CORPORATION174475$2.2M0.10%+6.2%
72UNPUNION PAC CORP9142$2.2M0.10%-4.4%
73IJRISHARES TR17999$2.1M0.10%+0.5%
74AXPAMERICAN EXPRESS CO6194$2.1M0.10%+0.1%
75BTIBRITISH AMERN TOB PLC37688$2.0M0.09%+0.5%
76VICIVICI PPTYS INC60612$2.0M0.09%+1.1%
77KOCOCA COLA CO29744$2.0M0.09%+0.1%
78DDDUPONT DE NEMOURS INC25195$2.0M0.09%+0.1%
79PGPROCTER AND GAMBLE CO12712$2.0M0.09%-90.3%
80OWLBLUE OWL CAPITAL INC115326$2.0M0.09%+6.0%
81VUGVANGUARD INDEX FDS3832$1.8M0.09%+64.2%
82ABTABBOTT LABS13204$1.8M0.08%-6.0%
83MDYSPDR S&P MIDCAP 400 ETF TR2843$1.7M0.08%+44.4%
84MPLXPMPLX LP33763$1.7M0.08%-1.3%
85TJXTJX COS INC NEW11551$1.7M0.08%-0.2%
86MCDMCDONALDS CORP5245$1.6M0.07%-28.2%
87DISDISNEY WALT CO13161$1.5M0.07%-8.5%
88EEMiShares MSCI Emerging Markets ETF27891$1.5M0.07%+1.2%
89IDXXIDEXX LABS INC2255$1.4M0.07%-1.0%
90PBRAPETROLEO BRASILEIRO SA PETRO118050$1.4M0.07%+6.6%
91VTVVANGUARD INDEX FDS7291$1.4M0.06%+19.0%
92DHID R HORTON INC8022$1.4M0.06%
93EPDENTERPRISE PRODS PARTNERS L42772$1.3M0.06%
94AMATAPPLIED MATLS INC6217$1.3M0.06%-0.1%
95AMGNAMGEN INC4401$1.2M0.06%-5.4%
96AERAERCAP HOLDINGS NV10052$1.2M0.06%+0.5%
97EEMiShares MSCI Emerging Markets ETF4991$1.2M0.06%+1.1%
98RSPINVESCO EXCHANGE TRADED FD T6143$1.2M0.05%+0.4%
99ETVEATON VANCE TAX-MANAGED BUY-80055$1.1M0.05%-0.3%
100RYROYAL BK CDA7611$1.1M0.05%
101DFACDIMENSIONAL ETF TRUST28757$1.1M0.05%
102WFCWELLS FARGO CO NEW13032$1.1M0.05%-0.8%
103IAUiShares Gold Trust14978$1.1M0.05%113.1%
104SYKSTRYKER CORPORATION2941$1.1M0.05%+1.4%
105EMREMERSON ELEC CO7916$1.0M0.05%-11.9%
106ETENERGY TRANSFER L P59035$1.0M0.05%-3.3%
107IWRISHARES TR10394$1.0M0.05%
108TSLATESLA INC2249$1000K0.05%+23.0%
109CATCATERPILLAR INC2068$987K0.05%-0.4%
110IBMINTERNATIONAL BUSINESS MACHS3478$981K0.05%+5.3%
111EQIXEQUINIX INC1246$976K0.05%-0.4%
112CRMSALESFORCE INC4058$962K0.05%-18.4%
113VCSHVANGUARD SCOTTSDALE FDS11838$946K0.04%-90.8%
114GLWCORNING INC11441$939K0.04%
115WECWEC ENERGY GROUP INC8168$936K0.04%+0.8%
116SHOPSHOPIFY INC6288$934K0.04%+1.6%
117RWJINVESCO EXCH TRADED FD TR II18861$911K0.04%-0.3%
118BLKBLACKROCK INC781$911K0.04%-0.4%
119NFLXNETFLIX INC755$905K0.04%+0.9%
120PANWPALO ALTO NETWORKS INC4326$881K0.04%-1.2%
121VWOVanguard FTSE Emerging Markets ETF16245$880K0.04%+18.7%
122XLKTechnology Select Sector SPDR3104$875K0.04%
123HONHONEYWELL INTL INC4008$844K0.04%+0.7%
124CORCENCORA INC2699$844K0.04%-0.6%
125PTLCPACER FDS TR19822$840K0.04%-0.2%
126SHYiShares 1-3 Year Treasury Bond ETF10108$839K0.04%66.9%
127MRVLMARVELL TECHNOLOGY INC9926$834K0.04%
128CVXCHEVRON CORP NEW5319$826K0.04%-10.0%
129APDAIR PRODS & CHEMS INC2995$817K0.04%
130RWLINVESCO EXCH TRADED FD TR II7362$815K0.04%
131IEFiShares 7-10 Year Treasury Bond ETF7994$771K0.04%+54.6%
132VIGVanguard Dividend Appreciation ETF3536$763K0.04%+105.0%
133SPGPINVESCO EXCHANGE TRADED FD T6644$755K0.04%-1.8%
134ACNACCENTURE PLC IRELAND3053$753K0.04%+-72.5%
135MRKMERCK & CO INC8829$741K0.03%-10.7%
136KKRKKR & CO INC5699$741K0.03%
137SPGIS&P GLOBAL INC1504$732K0.03%-60.1%
138PEPPEPSICO INC5212$732K0.03%-1.0%
139SOXXISHARES TR2384$646K0.03%
140PFEPFIZER INC25137$640K0.03%-14.8%
141VZVERIZON COMMUNICATIONS INC14450$635K0.03%+2.9%
142APOAPOLLO GLOBAL MGMT INC4750$633K0.03%
143IWBISHARES TR1715$627K0.03%
144IWDISHARES TR2966$604K0.03%
145PMPHILIP MORRIS INTL INC3628$588K0.03%+0.5%
146CSCOCISCO SYS INC8595$588K0.03%+-16.8%
147VBVANGUARD INDEX FDS2307$587K0.03%+2.6%
148NOWSERVICENOW INC636$585K0.03%+3.1%
149WELLWELLTOWER INC3265$582K0.03%-1.8%
150JAVAJ P MORGAN EXCHANGE TRADED F8372$577K0.03%
151PBRPETROLEO BRASILEIRO SA PETRO44650$565K0.03%
152SCHVSCHWAB STRATEGIC TR19345$563K0.03%+0.0%
153IEIISHARES TR4710$563K0.03%+53.3%
154MUBISHARES TR5182$552K0.03%+3.1%
155TMOTHERMO FISHER SCIENTIFIC INC1129$548K0.03%-1.1%
156MDLZMondelez International8759$547K0.03%
157DOWDOW INC23799$546K0.03%
158AJGGALLAGHER ARTHUR J & CO1761$545K0.03%+1.2%
159GEGE AEROSPACE1799$541K0.03%-28.1%
160SCHDSCHWAB STRATEGIC TR19564$534K0.03%
161PFGPRINCIPAL FINANCIAL GROUP IN6343$526K0.02%
162WMBWILLIAMS COS INC8275$524K0.02%-1.3%
163GRBKGREEN BRICK PARTNERS INC6975$515K0.02%
164SCHGSCHWAB STRATEGIC TR16040$512K0.02%
165BXBLACKSTONE INC2993$511K0.02%+2.3%
166INTUINTUIT747$510K0.02%+3.2%
167PIPRPIPER SANDLER COMPANIES1469$510K0.02%
168MSMORGAN STANLEY3200$509K0.02%+27.5%
169SPIBSPDR SERIES TRUST14960$507K0.02%
170MOALTRIA GROUP INC7640$505K0.02%+9.3%
171HSYHERSHEY CO2671$500K0.02%
172XLEEnergy Select Sector SPDR5566$497K0.02%-4.1%
173EVLNMORGAN STANLEY ETF TRUST10000$497K0.02%NEW
174STIPISHARES TR4577$473K0.02%-6.9%
175GSGOLDMAN SACHS GROUP INC588$468K0.02%+3.0%
176BLDRBUILDERS FIRSTSOURCE INC3853$467K0.02%+99.7%
177ALL-PJALLSTATE CORP2170$466K0.02%-30.8%
178QQQMINVESCO EXCH TRADED FD TR II1868$462K0.02%+54.3%
179NNNEXTNAV INC32245$461K0.02%-0.8%
180FIVEFIVE BELOW INC2962$458K0.02%-2.4%
181BMYBristol-Myers Squibb10082$455K0.02%-19.5%
182TROWPRICE T ROWE GROUP INC4326$444K0.02%
183ADBEADOBE INC1257$443K0.02%-10.2%
184SPLGSPDR SERIES TRUST1885$443K0.02%
185GSBDGOLDMAN SACHS BDC INC43000$437K0.02%NEW
186LMTLOCKHEED MARTIN CORP875$437K0.02%-9.8%
187SYLDCAMBRIA ETF TR6363$437K0.02%
188CITHE CIGNA GROUP1497$432K0.02%-2.4%
189PSXPHILLIPS 663135$426K0.02%+8.6%
190MSDLMORGAN STANLEY DIRECT LENDIN26000$418K0.02%NEW
191VCITVANGUARD SCOTTSDALE FDS4966$418K0.02%+17.0%
192TELTE CONNECTIVITY PLC1898$417K0.02%
193BA-PABOEING CO1929$416K0.02%
194XELLLXCEL ENERGY INC5157$416K0.02%+1.5%
195PWRQUANTA SVCS INC987$409K0.02%+4.8%
196NCDLNUVEEN CHURCHILL DIRECT LEND29500$407K0.02%NEW
197PCARPACCAR INC4069$400K0.02%
198DVYISHARES TR2799$398K0.02%
199ARES-PBARES MANAGEMENT CORPORATION2453$392K0.02%+2.0%
200IEFAISHARES TR4491$392K0.02%
201CBRECBRE GROUP INC2469$389K0.02%+1.5%
202SNPSSYNOPSYS INC768$379K0.02%+3.8%
203AAGILENT TECHNOLOGIES INC2870$368K0.02%
204ADPAUTOMATIC DATA PROCESSING IN1250$367K0.02%-55.7%
205NSCNORFOLK SOUTHN CORP1212$364K0.02%
206DOCUDOCUSIGN INC5000$360K0.02%
207BNDVanguard Total Bond Market ETF4842$360K0.02%NEW
208SDYSPDR SERIES TRUST2550$357K0.02%
209BDXBECTON DICKINSON & CO1897$355K0.02%
210CPCANADIAN PACIFIC KANSAS CITY4726$352K0.02%
211MDTMEDTRONIC PLC3695$352K0.02%+7.2%
212PRFINVESCO EXCHANGE TRADED FD T7740$350K0.02%+27.9%
213AMDADVANCED MICRO DEVICES INC2155$349K0.02%+33.6%
214GDGENERAL DYNAMICS CORP1011$345K0.02%
215SBUXSTARBUCKS CORP4052$343K0.02%-0.6%
216PJPINVESCO EXCHANGE TRADED FD T3700$342K0.02%
217IGSBISHARES TR6430$341K0.02%+2.7%
218SLVSPDR Silver Shares7889$334K0.02%
219GILDGILEAD SCIENCES INC2943$327K0.02%-0.7%
220KRKROGER CO4811$324K0.02%+1.7%
221IGIBISHARES TR5960$322K0.02%
222IJHISHARES TR4927$322K0.02%+8.6%
223SYYSYSCO CORP3897$321K0.02%-30.4%
224AWKAmerican Water Works2280$317K0.01%
225BNLBROADSTONE NET LEASE INC17589$314K0.01%
226SCHCSCHWAB STRATEGIC TR6898$314K0.01%
227ICLNISHARES TR20198$313K0.01%-1.1%
228ESGVVANGUARD WORLD FD2635$312K0.01%
229GWWGRAINGER W W INC323$308K0.01%
230DLR-PLDIGITAL RLTY TR INC1775$307K0.01%
231SCHWSCHWAB CHARLES CORP3175$303K0.01%+2.2%
232AGGiShares Core U.S. Aggregate Bond ETF3003$301K0.01%NEW
233LINLINDE PLC631$300K0.01%+0.3%
234CMICUMMINS INC700$296K0.01%
235ICEIntercontinental Exchange1751$295K0.01%-0.6%
236SRESEMPRA3258$293K0.01%-28.5%
237SHLDGLOBAL X FDS4155$292K0.01%
238TRVTRAVELERS COMPANIES INC1033$288K0.01%-24.4%
239AZOAUTOZONE INC67$287K0.01%+4.7%
240DLNWISDOMTREE TR3286$286K0.01%+10.9%
241IXUSISHARES TR3463$286K0.01%+4.5%
242BACBANK AMERICA CORP5518$285K0.01%-1.8%
243DIASPDR DOW JONES INDL AVERAGE607$281K0.01%+3.4%
244DOVDOVER CORP1668$278K0.01%
245RACEFERRARI N V568$276K0.01%-2.2%
246FDXFEDEX CORP1155$272K0.01%
247IOOISHARES TR2251$270K0.01%
248MTHMERITAGE HOMES CORP3705$268K0.01%NEW
249QCOMQUALCOMM INC1591$265K0.01%-0.9%
250EFVISHARES TR3812$259K0.01%+1.4%
251IBITISHARES BITCOIN TRUST ETF3958$257K0.01%-24.0%
252TGTTARGET CORP2860$257K0.01%+4.0%
253CCITIGROUP INC2503$254K0.01%NEW
254PLTRPALANTIR TECHNOLOGIES INC1385$253K0.01%NEW
255MBBISHARES TR2653$252K0.01%NEW
256VXFVANGUARD INDEX FDS1192$250K0.01%NEW
257SCHBSCHWAB STRATEGIC TR9600$247K0.01%
258VOVANGUARD INDEX FDS828$243K0.01%-11.2%
259DGROISHARES TR3560$242K0.01%NEW
260DHRDANAHER CORPORATION1221$242K0.01%+2.1%
261SPSBSPDR SERIES TRUST7984$242K0.01%
262XLYConsumer Discretionary Select Sector SPDR1000$240K0.01%
263VLOVALERO ENERGY CORP1406$239K0.01%NEW
264IEMGiShares Core MSCI Emerging Markets ETF3620$239K0.01%+7.7%
265ITBISHARES TR2200$236K0.01%
266INDYISHARES TR4601$234K0.01%
267PGRPROGRESSIVE CORP940$232K0.01%+-7.2%
268YUMYUM BRANDS INC1507$229K0.01%-11.8%
269FNVFRANCO NEV CORP1015$226K0.01%NEW
270ISRGIntuitive Surgical501$224K0.01%+10.1%
271KMIKINDER MORGAN INC DEL7901$224K0.01%
272BAC-PLBANK AMERICA CORP172$220K0.01%
273ADMARCHER DANIELS MIDLAND CO3637$217K0.01%NEW
274BFAMBRIGHT HORIZONS FAM SOL IN D2000$217K0.01%
275FNDFLOOR & DECOR HLDGS INC2925$216K0.01%
276KMBKIMBERLY-CLARK CORP1732$215K0.01%
277MRSHMARSH & MCLENNAN COS INC1059$213K0.01%
278GMGENERAL MTRS CO3484$212K0.01%NEW
279COWZPACER FDS TR3686$212K0.01%+0.5%
280COPCONOCOPHILLIPS2219$210K0.01%-33.3%
281VGTVANGUARD WORLD FD278$208K0.01%NEW
282VRTVERTIV HOLDINGS CO1369$207K0.01%NEW
283JPSTJ P MORGAN EXCHANGE TRADED F4063$206K0.01%NEW
284IWOISHARES TR641$205K0.01%NEW
285TAT&T INC7233$204K0.01%+4.1%
286WFC-PLWELLS FARGO CO NEW165$204K0.01%NEW
287MSGSMADISON SQUARE GRDN SPRT COR897$204K0.01%NEW
288NKENIKE INC2881$201K0.01%
289UBERUBER TECHNOLOGIES INC2047$201K0.01%NEW
290CLFCLEVELAND-CLIFFS INC NEW10000$122K0.01%
291NNNEXTNAV INC16500$90K0.00%
292OGCPEMPIRE ST RLTY OP L P10738$81K0.00%
293PLUGPLUG POWER INC30000$70K0.00%+50.0%
294LUCDLUCID DIAGNOSTICS INC13000$13K0.00%
295PAVMPAVMED INC21500$9K0.00%