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Alexandra Phillips

Obermeyer Wealth Partners

Assets Managed
$2.172B
Holdings
298
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-0.76%(2Q avg: 0.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Obermeyer Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 298 positions.

Assets under management

The assets under management (AUM) of Obermeyer Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.172B in assets, with a quarterly growth rate of -0.76% and a 2-quarter average growth rate of 0.88%. The portfolio is managed by Alexandra Phillips, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 212.78%
8.9%
$193.06M
601,790 shares@ $320.82 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.37%
4.97%
$107.77M
375,688 shares@ $286.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.62%
4.35%
$94.414M
158,002 shares@ $597.55 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -16.91%
4.03%
$87.424M
455,785 shares@ $191.82 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -1.19%
3.95%
$85.677M
253,519 shares@ $337.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.97%
3.79%
$82.284M
324,220 shares@ $253.79 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 5.94%
3.71%
$80.509M
1.598M shares@ $50.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.01%
3.46%
$74.99M
202,583 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.63%
3.41%
$73.942M
423,977 shares@ $174.4 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Increased 5.22%
3.22%
$69.713M
1.398M shares@ $49.87 avg price

1-10 of 298