Obermeyer Wood Investment Counsel, LLLP
Obermeyer Wood Investment Counsel, LLLP—doing business as Obermeyer Wealth Partners—is an independent investment adviser headquartered in Aspen, Colorado. The firm was founded in 1997 and manages approximately $2.6 billion in assets as of late 2024, serving primarily high-net-worth individuals, families, and select institutions. With an employee count between 24 and 28, Obermeyer Wealth specializes in comprehensive wealth and investment management, financial planning, and risk management. They serve clients across more than 40 U.S. states.
Investment Strategy
Obermeyer Wood Investment Counsel employs a long-term, research-driven investment approach focused on building diversified portfolios of stocks, bonds, mutual funds, and ETFs tailored to client needs. The firm emphasizes rigorous fundamental analysis, strategic asset allocation, and risk management to achieve consistent growth while preserving client capital. Their philosophy is grounded in personalized advice, disciplined rebalancing, and transparency, seeking to deliver lasting value for families and institutions over multiple generations.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.27% | $105.8M | 212,633 | $111.28 | $497.41 | +$26.0M |
Q QUAL | ISHARES TR | 5.02% | $100.8M | 551,170 | $138.99 | $182.82 | +$7.7M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.92% | $98.8M | 203,367 | $192.38 | $485.77 | -$26.9M |
V VOO | VANGUARD INDEX FDS | 4.31% | $86.6M | 152,519 | $412.69 | $568.03 | +$9.7M |
G GOOG | ALPHABET INC | 3.52% | $70.7M | 398,683 | $41.42 | $177.39 | +$7.9M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NN | NEXTNAV INC | Sold | Call | $119.0K | 165 | $15.20 | $10.15 | -14 | +$52.4K |
S SPY | SPDR S&P 500 ETF TR | New | Put | $10.3K | 35 | $617.85 | $617.85 | +35 | +$10.3K |
Q QQQ | INVESCO QQQ TR | New | Put | $8.6K | 25 | $551.64 | $551.64 | +25 | +$8.6K |