Corient Private Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Apple Inc. | $2.99B | 4.1% |
| MICROSOFT CORP | $2.92B | 4.0% |
| ISHARES TR | $2.78B | 3.8% |
| NVIDIA Corp | $1.90B | 2.6% |
| VANGUARD INDEX FDS | $1.83B | 2.5% |
| VANGUARD TAX-MANAGED FDS | $1.73B | 2.4% |
| Amazon.com Inc | $1.71B | 2.4% |
| Alphabet Inc. | $1.62B | 2.2% |
| Alphabet Inc. | $1.59B | 2.2% |
| Broadcom Inc. | $1.36B | 1.9% |
| JPMORGAN CHASE & CO | $1.12B | 1.5% |
| SPDR S&P 500 ETF TR | $1.07B | 1.5% |
| Meta Platforms Inc | $746.98M | 1.0% |
| COSTCO WHOLESALE CORP /NEW | $741.44M | 1.0% |
| ELI LILLY & Co | $737.40M | 1.0% |
| VANGUARD INDEX FDS | $702.62M | 1.0% |
| Visa Inc | $692.78M | 1.0% |
| VANGUARD INDEX FDS | $645.10M | 0.9% |
| JOHNSON & JOHNSON | $560.32M | 0.8% |
| AbbVie Inc. | $546.40M | 0.8% |
| SCHWAB STRATEGIC TR | $490.69M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $469.17M | 0.6% |
| DIMENSIONAL ETF TRUST | $463.63M | 0.6% |
| THERMO FISHER SCIENTIFIC INC. | $462.93M | 0.6% |
| HOME DEPOT, INC. | $415.13M | 0.6% |
| CHEVRON CORP | $400.68M | 0.6% |
| EXXON MOBIL CORP | $391.27M | 0.5% |
| Mastercard Inc | $388.63M | 0.5% |
| TJX Cos Inc/The | $377.69M | 0.5% |
| PEPSICO INC | $366.10M | 0.5% |
| AMERICAN CENTY ETF TR | $360.95M | 0.5% |
| PROCTER & GAMBLE Co | $357.63M | 0.5% |
| Tesla Inc | $349.35M | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $345.76M | 0.5% |
| STRYKER CORP | $345.02M | 0.5% |
| ISHARES TR | $336.25M | 0.5% |
| S&P Global Inc. | $332.22M | 0.5% |
| ROPER TECHNOLOGIES INC | $329.30M | 0.5% |
| CATERPILLAR INC | $322.83M | 0.4% |
| ISHARES TR | $321.55M | 0.4% |
| VANGUARD BD INDEX FDS | $309.84M | 0.4% |
| VANGUARD INDEX FDS | $309.63M | 0.4% |
| LINDE PLC | $309.56M | 0.4% |
| ISHARES TR | $297.65M | 0.4% |
| DEERE & CO | $294.35M | 0.4% |
| AMERICAN EXPRESS CO | $291.18M | 0.4% |
| Palo Alto Networks Inc | $272.84M | 0.4% |
| Netflix Inc | $270.20M | 0.4% |
| MCDONALD'S CORP | $268.99M | 0.4% |
| ISHARES TR | $267.99M | 0.4% |