OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
204 holdingsFiling period: 2026-06-30Current AUM: $1.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | 1.84M | $153.8M | $153.9M | 8.32% | -4,600 | 2026-06-30 |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 1.19M | $70.8M | $70.3M | 3.80% | -5,911 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 239.4K | $69.3M | $79.3M | 4.29% | -43,755 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 141.1K | $52.6M | $70.1M | 3.79% | -14,871 | 2026-06-30 |
| 5 | EWJ | ISHARES INC | 530.3K | $49.5M | $51.4M | 2.78% | +2.3K | 2026-06-30 |
| 6 | VNQ | VANGUARD INDEX FDS | 464.3K | $44.8M | $43.7M | 2.36% | -21,138 | 2026-06-30 |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | 493.2K | $43.7M | $43.9M | 2.37% | +4.0K | 2026-06-30 |
| 8 | GOOG | ALPHABET INC | 116.1K | $41.0M | $39.6M | 2.14% | -3,543 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 159.6K | $38.0M | $39.7M | 2.14% | -19,354 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 178.3K | $35.7M | $37.8M | 2.05% | -8,495 | 2026-06-30 |
| 11 | RWX | SPDR INDEX SHS FDS | 1.18M | $31.8M | $31.3M | 1.69% | +22.3K | 2026-06-30 |
| 12 | DJP | BARCLAYS BANK PLC | 710.4K | $31.1M | $38.1M | 2.06% | -5,391 | 2026-06-30 |
| 13 | JPM | JPMORGAN CHASE & CO | 93.5K | $30.6M | $33.0M | 1.78% | -17,192 | 2026-06-30 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | 51.8K | $30.1M | $26.1M | 1.41% | -55,596 | 2026-06-30 |
| 15 | GOOGL | ALPHABET INC | 82.2K | $29.4M | $28.4M | 1.53% | -11,960 | 2026-06-30 |
| 16 | SRLN | SSGA ACTIVE ETF TR | 723.6K | $29.2M | $29.4M | 1.59% | -44,152 | 2026-06-30 |
| 17 | DAX | GLOBAL X FDS | 627.8K | $27.7M | $28.5M | 1.54% | +9.2K | 2026-06-30 |
| 18 | EWN | ISHARES INC | 392.6K | $27.6M | $26.0M | 1.41% | -973 | 2026-06-30 |
| 19 | XBI | SPDR SERIES TRUST | 169.0K | $26.7M | $26.0M | 1.41% | -1,812 | 2026-06-30 |
| 20 | ILF | ISHARES TR | 648.0K | $21.9M | $23.0M | 1.24% | -2,942 | 2026-06-30 |
| 21 | ICSH | ISHARES TR | 431.4K | $21.8M | $21.7M | 1.18% | -173,280 | 2026-06-30 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | 41.7K | $20.9M | $26.8M | 1.45% | -2,223 | 2026-06-30 |
| 23 | MNA | NEW YORK LIFE INVESTMENTS ET | 571.7K | $20.9M | $21.0M | 1.14% | +17.3K | 2026-06-30 |
| 24 | TLT | ISHARES TR | 225.4K | $19.5M | $18.2M | 0.98% | +3.7K | 2026-06-30 |
| 25 | PANW | PALO ALTO NETWORKS INC | 57.0K | $19.4M | $21.4M | 1.16% | -83,750 | 2026-06-30 |
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