Institution
Corient Private Wealth LP
CIK 0001948780 - 2026Q2 report dated 2026-06-30
Shown positions
100
Shown market value
$20,693,549,090
Net value change
+$1,671,323,665
96 changed positions shown
Latest filing
0001948780-26-000011Largest reported increase
GOOG
ALPHABET INC
+$504,633,883
Largest reported decrease
DFUV
DIMENSIONAL ETF TRUST
-$262,671,596
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| AAPL | APPLE INC 037833100 | $2,840,067,451 | 9,871,048 | REDUCED -2.3% | +$309,076,056 | 2026-06-30SEC filing |
| GOOG | ALPHABET INC 02079K107 | $1,736,264,962 | 4,914,014 | INCREASED +15.9% | +$504,633,883 | 2026-06-30SEC filing |
| AMZN | AMAZON COM INC 023135106 | $1,382,470,785 | 5,800,414 | REDUCED -6.5% | +$94,355,203 | 2026-06-30SEC filing |
| GOOGL | ALPHABET INC 02079K305 | $1,335,631,719 | 3,737,390 | REDUCED -19.9% | +$3,563,824 | 2026-06-30SEC filing |
| AVGO | BROADCOM INC 11135F101 | $1,194,556,514 | 3,162,293 | REDUCED -9.4% | +$113,035,110 | 2026-06-30SEC filing |
| BRK-B | BERKSHIRE HATHAWAY INC DEL 084670702 | $807,858,898 | 1,614,460 | REDUCED -6.0% | -$7,616,702 | 2026-06-30SEC filing |
| COST | COSTCO WHOLESALE CORPORATION 22160K105 | $696,921,783 | 744,994 | REDUCED -0.8% | -$28,294,599 | 2026-06-30SEC filing |
| CAT | CATERPILLAR INC 149123101 | $528,298,760 | 496,102 | REDUCED -7.2% | +$174,683,912 | 2026-06-30SEC filing |
| ABBV | ABBVIE INC 00287Y109 | $498,754,799 | 1,981,925 | REDUCED -6.7% | +$37,313,072 | 2026-06-30SEC filing |
| META | META PLATFORMS INC 30303M102 | $462,810,791 | 821,619 | CURRENT | Unknown | 2026-06-30SEC filing |
| CVX | CHEVRON CORPORATION 166764100 | $368,100,288 | 2,220,581 | REDUCED -2.9% | -$73,632,232 | 2026-06-30SEC filing |
| DE | DEERE & CO 244199105 | $363,287,164 | 572,658 | REDUCED -10.7% | +$14,572,871 | 2026-06-30SEC filing |
| XOM | EXXON MOBIL CORP 30231G102 | $342,074,936 | 2,502,010 | CURRENT | Unknown | 2026-06-30SEC filing |
| AMD | ADVANCED MICRO DEVICES INC 007903107 | $290,721,711 | 500,468 | REDUCED -16.7% | +$169,390,133 | 2026-06-30SEC filing |
| CSCO | CISCO SYS INC 17275R102 | $258,878,821 | 2,203,972 | REDUCED -9.1% | +$71,664,836 | 2026-06-30SEC filing |
| AXP | AMERICAN EXPRESS CO 025816109 | $237,536,901 | 702,253 | REDUCED -11.3% | -$13,607,299 | 2026-06-30SEC filing |
| ECL | ECOLAB INC 278865100 | $233,813,244 | 839,198 | REDUCED -10.6% | -$15,600,063 | 2026-06-30SEC filing |
| DFUV | DIMENSIONAL ETF TRUST 25434V724 | $209,132,275 | 3,801,714 | REDUCED -61.0% | -$262,671,596 | 2026-06-30SEC filing |
| AVDE | AMERICAN CENTY ETF TR 025072703 | $202,634,031 | 2,271,682 | REDUCED -54.6% | -$221,478,789 | 2026-06-30SEC filing |
| CMI | CUMMINS INC 231021106 | $201,272,183 | 282,206 | REDUCED -4.4% | +$42,899,394 | 2026-06-30SEC filing |
| AMAT | APPLIED MATLS INC 038222105 | $192,088,177 | 265,682 | REDUCED -13.2% | +$88,406,681 | 2026-06-30SEC filing |
| DFIV | DIMENSIONAL ETF TRUST 25434V807 | $190,030,765 | 3,517,784 | REDUCED -35.4% | -$96,905,265 | 2026-06-30SEC filing |
| KO | COCA COLA CO 191216100 | $187,080,063 | 2,301,837 | REDUCED -17.2% | -$23,714,884 | 2026-06-30SEC filing |
| DFAC | DIMENSIONAL ETF TRUST 25434V708 | $173,614,922 | 3,913,772 | NEW new | +$173,614,922 | 2026-06-30SEC filing |
| ADI | ANALOG DEVICES INC 032654105 | $164,417,957 | 413,975 | INCREASED +36.9% | +$68,925,241 | 2026-06-30SEC filing |