CIK 1948780
Corient Private Wealth LLC
Institutional 13F holdings & portfolio
Holdings
4,952
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
1
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 2.3M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2.2M | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 720K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 32.8M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1.3M | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 2.3M | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 12.3M | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 82K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 862K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 21.1M | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 20.8M | $1M+ | SH |
| SYK | STRYKER CORPORATION | 1.1M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 10.1M | $1M+ | SH |
| HD | HOME DEPOT INC | 1.2M | $1M+ | SH |
| IWM | ISHARES TR | 520K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 1.1M | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 1.0M | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 4.0M | $1M+ | SH |
| IWF | ISHARES TR | 696K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 3.8M | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 3.8M | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 962K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 6.1M | $1M+ | SH |
| DBEF | DBX ETF TR | 5.9M | $1M+ | SH |
| DBEF | DBX ETF TR | 5.9M | $1M+ | SH |
| MCD | MCDONALDS CORP | 851K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 315 | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 3.0M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 3.0M | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 808K | $1M+ | SH |
| IWF | ISHARES TR | 473K | $1M+ | SH |
| MTUM | ISHARES TR | 816K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 6.6M | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.0M | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 3.7M | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 3.7M | $1M+ | SH |
| PWR | QUANTA SVCS INC | 471K | $1M+ | SH |
| ASML | ASML HOLDING N V | 221K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 5.6M | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 628K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 4.8M | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 5.8M | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.1M | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.1M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.8M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.8M | $1M+ | SH |
| CB | CHUBB LIMITED | 574K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 811K | $1M+ | SH |
| GLD | SPDR GOLD TR | 539K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.0M | $1M+ | SH |