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Corient Private Wealth LLC

All holdings · as of Dec 31, 2025

2,641 positions

CompanyClassValueShares% of portfolio
ABBOTT LABORATORIES$264.32M2,108,1820.4%
Morgan Stanley$263.05M1,505,9070.4%
VANGUARD BD INDEX FDS$257.80M3,270,9930.4%
Merck & Co., Inc.$256.22M2,433,2400.4%
STARBUCKS CORP$255.32M3,031,1420.4%
ECOLAB INC.$254.70M969,7090.4%
ASML HOLDING N V$241.96M226,1050.3%
DIMENSIONAL ETF TRUST$240.04M7,298,0720.3%
DIMENSIONAL ETF TRUST$238.67M4,782,4150.3%
Walmart Inc.$237.31M2,128,9720.3%
ServiceNow Inc$235.80M1,537,0810.3%
ORACLE CORP$235.78M1,208,7330.3%
DIMENSIONAL ETF TRUST$234.05M7,066,3650.3%
Accenture plc$230.34M858,3720.3%
DANAHER CORP /DE$229.02M999,1440.3%
BROOKFIELD CORP$224.57M4,891,4030.3%
ISHARES TR$223.65M2,331,1160.3%
iShares MSCI UAE ETF$223.18M891,6190.3%
GENERAL ELECTRIC CO$222.01M720,0920.3%
Parker-Hannifin Corp$219.34M249,2670.3%
VANGUARD INDEX FDS$218.71M1,144,0060.3%
TEXAS INSTRUMENTS INC$214.93M1,238,3770.3%
Intuitive Surgical Inc$214.89M378,8380.3%
DIMENSIONAL ETF TRUST$214.27M6,263,5080.3%
VANGUARD SCOTTSDALE FDS$212.32M3,542,4790.3%
LAM RESEARCH CORP$211.95M1,238,0300.3%
DBX ETF TR$208.36M4,330,9040.3%
SPDR GOLD TR$208.14M524,4690.3%
VANGUARD MUN BD FDS$206.77M4,111,6850.3%
PROGRESSIVE CORP/OH$206.43M905,5690.3%
COCA COLA CO$206.31M2,950,7660.3%
CISCO SYSTEMS, INC.$192.06M2,492,9580.3%
SELECT SECTOR SPDR TR$191.98M1,333,1700.3%
SCHWAB STRATEGIC TR$190.11M7,064,1000.3%
Chubb Ltd$184.49M590,9990.3%
DIMENSIONAL ETF TRUST$178.86M4,517,7430.2%
BERKSHIRE HATHAWAY INC DEL$178.14M2360.2%
AMGEN INC$176.00M537,6300.2%
Hilton Worldwide Holdings Inc.$174.28M606,7170.2%
VANGUARD SCOTTSDALE FDS$174.11M2,078,5140.2%
VANGUARD SCOTTSDALE FDS$172.04M2,157,7490.2%
ISHARES TR$171.36M814,4290.2%
VANGUARD STAR FDS$168.41M2,232,3900.2%
NEXTERA ENERGY INC$164.63M2,050,2890.2%
CUMMINS INC$163.44M320,1770.2%
WELLS FARGO & COMPANY/MN$162.26M1,739,1800.2%
DIMENSIONAL ETF TRUST$162.19M2,724,0330.2%
VANGUARD INDEX FDS$158.03M544,4120.2%
HARBOR ETF TRUST$155.66M5,004,3980.2%
ILLINOIS TOOL WORKS INC$153.33M615,7580.2%
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