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Portfolio (Quarterly) Guide ↗

Obermeyer Wealth Partners

· CIK 0001349654
13F Portfolio $2.2B AUM 299 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 64 Added 94 Reduced 13 Exited
Page 10 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DGRO ISHARES TR 6,534.0 $459K 0.02% $70.18 +8.2%
182 FIVE FIVE BELOW INC Consumer Cyclical 2,000.0 $457K 0.02% -962.0 -32.5% $228.48 -15.0%
183 ALL ALLSTATE CORP Financial Services 2,201.0 $456K 0.02% +15.0 +0.7% $207.34 +7.6%
184 MDLZ MONDELEZ INTL INC Consumer Defensive 7,871.0 $454K 0.02% -839.0 -9.6% $57.64 +6.6%
185 PIPR PIPER SANDLER COMPANIES Financial Services 5,876.0 $450K 0.02% NEW $76.55 +7.1%
186 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,975.0 $450K 0.02% $64.45 +16.1%
187 STIP ISHARES TR 4,326.0 $447K 0.02% $103.43 -1.0%
188 IXUS ISHARES TR 5,092.0 $441K 0.02% +2K +53.3% $86.64 +12.2%
189 BND VANGUARD BD INDEX FDS 5,830.0 $429K 0.02% $73.64 -0.3%
190 OXY OCCIDENTAL PETE CORP Energy 6,503.0 $423K 0.02% NEW $65.00 -17.7%
191 DFAX DIMENSIONAL ETF TRUST 12,285.0 $417K 0.02% NEW $33.97 +12.3%
192 SDY SPDR SERIES TRUST 2,830.0 $413K 0.02% $145.94 +4.5%
193 VCIT VANGUARD SCOTTSDALE FDS 4,966.0 $411K 0.02% $82.75 -0.2%
194 ANNALY CAPITAL MANAGEMENT IN 19,407.0 $410K 0.02% -765.0 -3.8% $21.15
195 GILD GILEAD SCIENCES INC Healthcare 2,943.0 $410K 0.02% $139.37 -8.9%
196 TEL TE CONNECTIVITY PLC Technology 1,919.0 $401K 0.02% +11.0 +0.6% $209.02 +4.5%
197 IEMG ISHARES INC 5,667.0 $395K 0.02% -394.0 -6.5% $69.75 +21.1%
198 XEL XCEL ENERGY INC Utilities 4,925.0 $391K 0.02% -160.0 -3.1% $79.44 -0.5%
199 TROW PRICE T ROWE GROUP INC Financial Services 4,326.0 $390K 0.02% $90.14 +21.1%
200 PBR PETROLEO BRASILEIRO S A Energy 18,423.0 $382K 0.02% $20.75 -18.0%
Page 10 of 15  ·  299 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Financial Services 20.6%
Communication Services 12.6%
Industrials 8.7%
Consumer Cyclical 8.3%
Healthcare 4.5%
Basic Materials 2.2%
Energy 1.8%
Consumer Defensive 1.3%
Utilities 0.5%