Top Holdings by value as of 2025-06-30:

1. VANGUARD INDEX FDS - $124.1M (6%)
2. ISHARES TR - $121.8M (6%)
3. BERKSHIRE HATHAWAY INC DEL - $109.7M (5%)
4. MICROSOFT CORP - $105.8M (5%)
5. ALPHABET INC - $77.1M (4%)

When compared to holdings as of 2025-03-31:

New Positions:

• ARES MANAGEMENT CORPORATION
• AT&T INC
• CANADIAN PACIFIC KANSAS CITY
• CUMMINS INC
• FIVE BELOW INC
• ... and 26 more

Closed Positions:

• CROWN CASTLE INC
• DRAFTKINGS INC NEW
• DUTCH BROS INC
• FISERV INC
• ISHARES TR - CORE HIGH DV ETF
• ... and 7 more

Increase Position by 25% or more:

• CORTEVA INC
• DOW INC
• DUPONT DE NEMOURS INC
• INTERNATIONAL BUSINESS MACHS
• ISHARES TR - NATIONAL MUN ETF
• ... and 15 more

Reduce Position by 25% or more:

• ABBVIE INC
• ENTERPRISE PRODS PARTNERS L
• JOHNSON & JOHNSON
• LOCKHEED MARTIN CORP
• MERCK & CO INC
• ... and 3 more

Obermeyer Wealth Partners is headquartered in Aspen, CO.

Source