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Obermeyer Wood Investment Counsel, LLLP
Ali Phillips · Investment Advisor · Value
Obermeyer Wood Investment Counsel, LLLP (rebranded as Obermeyer Wealth Partners) is an independent, SEC-registered investment advisory firm with offices in Aspen and Denver, Colorado. The firm was established in 2014 through the merger of Obermeyer Asset Management Company and Wood Investment Counsel, both founded in 1982. It provides comprehensive wealth management and financial planning services primarily to high-net-worth individuals, families, and foundations. As a fee-only fiduciary, the firm is known for its research-driven approach and commitment to personalized client service. Its team manages approximately $2.6 billion in assets, focusing on building customized portfolios that integrate investment management with estate, tax, and retirement planning. The firm's growth is anchored in a long-standing reputation for stability and transparency within the Colorado financial community.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.3% |
| YTD return | +11.7% |
| Sharpe ratio | 4.04 |
| Win rate | 57% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.obermeyerwealth.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 11.1% | +40.1% |
| TSM | Taiwan Semiconductor Manufacturing | 8.4% | +48.1% |
| MSFT | Microsoft Corporation | 8.3% | -2.6% |
| AAPL | Apple Inc | 8.2% | +31.5% |
| NVDA | NVIDIA Corporation | 7.3% | +18.2% |
| AMZN | Amazon.com Inc | 6.7% | +13.2% |
| BRK-A | Berkshire Hathaway Inc | 6.0% | +3.0% |
| ASML | ASML Holding NV ADR | 5.7% | +58.8% |
| AVGO | Broadcom Inc | 5.6% | +6.3% |
| MA | Mastercard Inc | 5.6% | -0.2% |
| RTX | Raytheon Technologies Corp | 4.4% | +14.6% |
| META | Meta Platforms Inc. | 3.7% | -5.3% |
| AON | Aon PLC | 2.8% | -16.4% |
| DE | Deere & Company | 2.6% | +32.0% |
| CME | CME Group Inc | 2.5% | +3.5% |
| TXN | Texas Instruments Incorporated | 2.3% | -3.7% |
| MSI | Motorola Solutions Inc | 2.3% | +4.5% |
| MCO | Moodys Corporation | 2.3% | +2.5% |
| HD | The Home Depot Inc | 2.3% | -22.8% |
| SAP | SAP SE ADR | 2.0% | -5.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 11.6% → 11.1% |
| Aug 31, 2026 | SELL | SHW | 1.9% → 0.0% |
| Aug 31, 2026 | SELL | BRK-A | 6.3% → 6.0% |
| Aug 31, 2026 | BUY | AMZN | 7.1% → 6.7% |
| Aug 31, 2026 | SELL | MSI | 2.1% → 2.3% |
Investment Style Analysis
Obermeyer Wood Investment Counsel, LLLP is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Obermeyer Wood Investment Counsel, LLLP made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Obermeyer Wood’s investment philosophy centers on a long-term, research-intensive approach aimed at both capital preservation and growth. The firm utilizes independent, bottom-up fundamental analysis to identify high-quality companies with durable business models, strong balance sheets, and attractive valuations. By focusing on securities that are undervalued relative to their intrinsic worth, they seek to minimize risk while achieving superior risk-adjusted returns over full market cycles. Their strategy emphasizes the power of compounding and avoids speculative market trends, prioritizing high-conviction investments in domestic and foreign common stocks, alongside bonds and other asset classes tailored to each client's specific financial objectives and risk profile.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Obermeyer Wood Investment Counsel, LLLP.
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Frequently asked questions
How is the simulated portfolio for Obermeyer Wood Investment Counsel, LLLP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Obermeyer Wood Investment Counsel, LLLP's largest holding?
As of the latest filing, Obermeyer Wood Investment Counsel, LLLP's top position is Alphabet Inc Class A (GOOGL), representing 11.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Obermeyer Wood Investment Counsel, LLLP's historical performance and risk profile?
Our simulation indicates a total return of +16.3% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 4.04, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Obermeyer Wood Investment Counsel, LLLP primarily invest in?
Obermeyer Wood Investment Counsel, LLLP has a strong preference for the Semiconductors sector, which makes up 23.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Obermeyer Wood Investment Counsel, LLLP's portfolio concentrated or diversified?
Obermeyer Wood Investment Counsel, LLLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Obermeyer Wood Investment Counsel, LLLP performed in 2026?
Our AI-simulated model portfolio for Obermeyer Wood Investment Counsel, LLLP tracks a Year-to-Date (YTD) return of +11.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ali Phillips manage Obermeyer Wood Investment Counsel, LLLP directly?
Yes, Ali Phillips serves as the key portfolio manager for Obermeyer Wood Investment Counsel, LLLP, overseeing the investment strategy and final capital allocation decisions.