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OPPENHEIMER ASSET MANAGEMENT INC.

OPPENHEIMER ASSET MANAGEMENT INC. is an Investment Adviser institutional filer with the SEC under CIK 1269119, reporting 1,124 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NY
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-27

Top 10 portfolio positions

The largest reported holdings in OPPENHEIMER ASSET MANAGEMENT INC.'s most recent 13F filing, ranked by reported market value.

  1. MICROSOFT CORP (MSFT)
  2. GOLDMAN SACHS ETF TR (GBIL)
  3. NVIDIA CORPORATION (NVDA)
  4. SPDR SERIES TRUST (BIL)
  5. JPMORGAN CHASE & CO (JPM)
  6. APPLE INC (AAPL)
  7. CHEVRON CORPORATION (CVX)
  8. JOHNSON & JOHNSON (JNJ)
  9. AMAZON COM INC (AMZN)
  10. BROADCOM INC (AVGO)
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