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 51–100 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 2.0M | $1M+ | SH |
| CSL | CARLISLE COS INC | 429K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 5.3M | $1M+ | SH |
| DIS | DISNEY WALT CO | 1.3M | $1M+ | SH |
| EEM | ISHARES TR | 553K | $1M+ | SH |
| MTUM | ISHARES TR | 647K | $1M+ | SH |
| RTX | RTX CORPORATION | 1.1M | $1M+ | SH |
| EZU | ISHARES INC | 208K | $1M+ | SH |
| EZU | ISHARES INC | 2.6M | $1M+ | SH |
| RTX | RTX CORPORATION | 1.0M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 6.3M | $1M+ | SH |
| IWD | ISHARES TR | 788K | $1M+ | SH |
| IVV | ISHARES TR | 243K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 2.8M | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 2.1M | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 629K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 242K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 239K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 1.6M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 3.5M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 508K | $1M+ | SH |
| QUAL | ISHARES TR | 642K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| IQLT | ISHARES TR | 2.6M | $1M+ | SH |
| IQLT | ISHARES TR | 2.6M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 476K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.5M | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 130K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 880K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 400K | $1M+ | SH |
| UNP | UNION PAC CORP | 479K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 391K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 594K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 1.0M | $1M+ | SH |
| BLK | BLACKROCK INC | 100K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 2.6M | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 2.6M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 2.9M | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 419K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 231K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 3.4M | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 3.3M | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 1.1M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.5M | $1M+ | SH |
| MCO | MOODYS CORP | 197K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 424K | $1M+ | SH |
| IEFA | ISHARES TR | 1.5M | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 1.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 192K | $1M+ | SH |