Obermeyer Wealth Partners
Top Portfolio Positions
201 positions ·
$1,274,360,704 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
253,519 | $85,676,746 | 6.72% | |
| AAPL |
Apple Inc.
Technology
|
324,220 | $82,283,793 | 6.46% | |
| MSFT |
Microsoft Corp
Technology
|
202,583 | $74,990,149 | 5.88% | |
| NVDA |
Nvidia Corp
Technology
|
423,977 | $73,941,588 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
320,958 | $66,845,922 | 5.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
134,309 | $64,360,872 | 5.05% | |
| AVGO |
Broadcom Inc.
Technology
|
192,804 | $59,674,766 | 4.68% | |
| MA |
Mastercard Inc
Financial Services
|
117,429 | $58,674,574 | 4.60% | |
| ASML |
Asml Holding NV
Technology
|
42,728 | $56,436,424 | 4.43% | |
| RTX |
RTX Corp
Industrials
|
262,779 | $50,690,069 | 3.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VOYG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,181,515 | 93,267 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,470,605 | 209,281 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||