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 151–200 of 4,952
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | 1.0M | $1M+ | SH |
| MSTR | MICROSTRATEGY INC | 140K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.5M | $1M+ | SH |
| MASI | MASIMO CORP | 330K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 953K | $1M+ | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 273K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 548K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 438K | $1M+ | SH |
| NVS | NOVARTIS AG | 444K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 3.6M | $1M+ | SH |
| NTRS | NORTHERN TR CORP | 401K | $1M+ | SH |
| AVGO | BROADCOM INC | 183K | $1M+ | SH |
| MUB | ISHARES TR | 482K | $1M+ | SH |
| LSTR | LANDSTAR SYS INC | 360K | $1M+ | SH |
| FAF | FIRST AMERN FINL CORP | 816K | $1M+ | SH |
| LSTR | LANDSTAR SYS INC | 359K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 253K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 718K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 536K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 536K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 150K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 71K | $1M+ | SH |
| RACE | FERRARI N V | 95K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 161K | $1M+ | SH |
| IVV | ISHARES TR | 74K | $1M+ | SH |
| PRM | PERIMETER SOLUTIONS INC | 3.3M | $1M+ | SH |
| PRM | PERIMETER SOLUTIONS INC | 3.3M | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 893K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 893K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 68K | $1M+ | SH |
| HEI | HEICO CORP NEW | 137K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 866K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 866K | $1M+ | SH |
| IUSV | ISHARES TR | 456K | $1M+ | SH |
| IUSV | ISHARES TR | 455K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| MBB | ISHARES TR | 439K | $1M+ | SH |
| MBB | ISHARES TR | 439K | $1M+ | SH |
| BA | BOEING CO | 197K | $1M+ | SH |
| SGOV | ISHARES TR | 406K | $1M+ | SH |
| SGOV | ISHARES TR | 406K | $1M+ | SH |
| IWB | ISHARES TR | 137K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 1.1M | $1M+ | SH |
| IXUS | ISHARES TR | 731K | $1M+ | SH |
| IXUS | ISHARES TR | 730K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 943K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 943K | $1M+ | SH |