SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Obermeyer Wealth Partners

CIK 0001349654 · 501 RIO GRANDE PLACE #107, ASPEN, CO, 81611 · 970-925-8747

Reported Value
$1.9B
Q1 2025
Positions
262
Filings on Record
30
2019–present window
Filed
May 6, 2025
original filing

Summary

Obermeyer Wealth Partners reported $1.9B in U.S.-listed holdings across 262 positions for Q1 2025.

Its largest position, BRK/B, represents 6.7% of the portfolio.

Compared with Q4 2024, the fund opened 23 new positions and exited 19.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $988MQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.1BQ3 ’19: $1.1BQ4 ’19: $1.1BQ4 ’19Q1 ’20: $936MQ2 ’20: $1.2BQ3 ’20: $1.3BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.8BQ3 ’21: $1.8BQ4 ’21: $1.9BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.4BQ4 ’22: $1.32TQ1 ’23: $1.3BQ1 ’23Q2 ’23: $1.4BQ3 ’23: $1.3BQ4 ’23: $1.5BQ1 ’24: $1.7BQ1 ’24Q2 ’24: $1.7BQ3 ’24: $1.9BQ4 ’24: $1.9BQ1 ’25: $1.9BQ1 ’25Q2 ’25: $2.0BQ3 ’25: $2.1BQ4 ’25: $2.2BQ1 ’26: $2.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.2B299Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.2B289Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B295Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.0B280Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.9B262May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.9B258Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B260Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.7B247Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B253May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.5B218Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B214Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.4B216Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B218May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.32T226Feb 8, 202313F-HRchanges · EDGAR ↗
Q2 2022$1.4B208Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B237May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.9B233Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.8B218Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.8B211Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B202May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B162Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B146Oct 22, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.2B137Jul 20, 202013F-HRchanges · EDGAR ↗
Q1 2020$936M119Apr 30, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B133Feb 3, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B123Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B118Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.1B113May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$988M110Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.