How many stocks does Corient Private Wealth LLC own?

As of Q4 2025, Corient Private Wealth LLC holds 2,671 positions in their 13F portfolio.

What is Corient Private Wealth LLC's largest holding?

MSFT at 6.9% of portfolio, worth $5.2B.

What is Corient Private Wealth LLC's total portfolio value?

$75.2B as of Q4 2025, tracked across 2,671 holdings.

Is Corient Private Wealth LLC a hedge fund?

Corient Private Wealth LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Corient Private Wealth LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Corient Private Wealth LLC's portfolio changed in Q4 2025?

View Corient Private Wealth LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Corient Private Wealth LLC's investment strategy?

Corient Private Wealth LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Corient Private Wealth LLC Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Corient Private Wealth LLC

Institutional investor · Portfolio as of Q4 2025

Strong(4.0 / 5.0)

$75.2B

AUM

2,671

Positions

307

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Corient Private Wealth LLC manages $75.2B across 2671 positions as of Q4 2025. Top holdings: MSFT (6.9%), AAPL (3.6%), IVV (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q4 2025 Summary

Active quarter - 307 new positions, 159 exits, 1599 increased. Top move: MSFT (INCREASED, conviction 100). Portfolio: $75.2B across 2671 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT6.88%

AAPL3.56%

IVV3.51%

VOO2.43%

NVDA2.30%

VEA2.22%

GOOGL2.14%

AMZN2.02%

GOOG1.78%

META1.76%

Other1.69%

Similar Funds

Funds with similar investing DNA

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$87.4B

SCHRODER INVESTMENT MANAGEMENT GROUP

$131.9B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

INTS1Q held

Intensity Therapeutics, Inc.

Avg $0.38 · $714,000 est. P&L

Est. P&L

+1878.95%

SNDK4Q held

Sandisk Corporation

Avg $63.33 · $5.5M est. P&L

Est. P&L

+792.84%

THM13Q held

International Tower Hill Mines,

Avg $0.46 · $34,313 est. P&L

Est. P&L

+603.30%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 2681

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corporation	17.8M	$5.2B	6.9%	—	$421.72	-4.22%	13 qtrssince 2022-Q4	Increased 100
AAPL Apple Inc.	30.2M	$2.7B	3.6%	—	$234.16	+12.64%	13 qtrssince 2022-Q4	Increased 94
IVVETF iShares Core S&P 500 ETF	17.4M	$2.6B	3.5%	—	$659.78	+3.58%	13 qtrssince 2022-Q4	Increased 94
VOOETF Vanguard S&P 500 ETF	3.2M	$1.8B	2.4%	—	$533.60	+17.26%	13 qtrssince 2022-Q4	Increased 69
NVDA NVIDIA Corporation	13.5M	$1.7B	2.3%	—	$141.23	+27.49%	13 qtrssince 2022-Q4	Increased 79
VEAETF Vanguard FTSE Developed Markets	34.8M	$1.7B	2.2%	—	$54.46	+22.31%	13 qtrssince 2022-Q4	Increased 73
GOOGL Alphabet Inc.	11.7M	$1.6B	2.1%	—	$222.65	+36.35%	13 qtrssince 2022-Q4	Increased 88
AMZN Amazon.com, Inc.	13.7M	$1.5B	2.0%	—	$173.82	+20.08%	13 qtrssince 2022-Q4	Increased 88
GOOG Alphabet Inc.	6.9M	$1.3B	1.8%	—	$181.42	+67.32%	13 qtrssince 2022-Q4	Increased 73
META Meta Platforms, Inc.	5.5M	$1.3B	1.8%	—	$601.34	+8.94%	13 qtrssince 2022-Q4	Increased 81
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