Corient Private Wealth LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$75.2B

Total Positions

2,672

New This Quarter

307

Filing Period

2025-12-31

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%

Other13.72%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OKLO7Q held

Oklo Inc

Avg $13.11 · $14.1M est. P&L

Est. P&L

+446.50%

HMY12Q held

HARMONY GOLD MINING CO LTD

Avg $4.06 · $289,084 est. P&L

Est. P&L

+394.17%

IDCC13Q held

InterDigital Inc

Avg $67.97 · $1.7M est. P&L

Est. P&L

+377.26%

Top Losers

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View plans

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

Top Holdings(Showing 25 of 2671 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT Microsoft Corp	17.8M	$5.2B	6.9%	—	$421.72	+15.59%	13 qtrs	Increased 100
AAPL Apple Inc	30.2M	$2.7B	3.6%	—	$234.16	+16.51%	13 qtrs	Increased 94
IVV ISHARES TR	17.4M	$2.6B	3.5%	—	$659.78	+4.57%	13 qtrs	Increased 94
VOO VANGUARD INDEX FDS	3.2M	$1.8B	2.4%	—	$533.60	+18.39%	13 qtrs	Increased 69
NVDA NVIDIA Corp	13.5M	$1.7B	2.3%	—	$141.23	+32.79%	13 qtrs	Increased 79
VEA VANGUARD TAX-MANAGED FDS	34.8M	$1.7B	2.2%	—	$54.46	+15.29%	13 qtrs	Increased 73
GOOGL Alphabet Inc	11.7M	$1.6B	2.1%	—	$222.65	+40.96%	13 qtrs	Increased 88
AMZN Amazon.com Inc	13.7M	$1.5B	2.0%	—	$173.82	+33.78%	13 qtrs	Increased 88
GOOG Alphabet Inc	6.9M	$1.3B	1.8%	—	$181.42	+73.38%	13 qtrs	Increased 73
META Meta Platforms Inc	5.5M	$1.3B	1.8%	—	$601.34	+10.75%	13 qtrs	Increased 81
AVGO Broadcom Inc	6.2M	$1.3B	1.7%	—	$240.80	+45.29%	13 qtrs	Increased 75
SPY SPDR S&P 500 ETF TR	28.3M	$1B	1.4%	—	$678.07	+1.32%	13 qtrs	Increased 81
JPM JPMORGAN CHASE & CO.	9.5M	$1B	1.4%	—	$259.55	+24.05%	13 qtrs	Increased 81
VUG VANGUARD INDEX FDS	1.6M	$702M	0.9%	—	$366.47	+34.17%	13 qtrs	Increased 49
BRK/B Berkshire Hathaway Inc	5.1M	$678.2M	0.9%	—	—	—	13 qtrs	Increased 72
VTI VANGUARD INDEX FDS	2M	$636.7M	0.8%	—	$271.40	+24.49%	13 qtrs	Increased 50
V Visa Inc	3M	$634.1M	0.8%	—	$312.20	+13.03%	13 qtrs	Increased 65
LLY Eli Lilly & Co	1.4M	$608.5M	0.8%	—	$863.26	+24.87%	13 qtrs	Increased 72
COST Costco Wholesale Corp	6.1M	$601.1M	0.8%	—	$831.70	+3.94%	13 qtrs	Increased 72
JNJ Johnson & Johnson	2.9M	$549.4M	0.7%	—	$163.35	+26.67%	13 qtrs	Increased 49
ABBV AbbVie Inc	2.5M	$538.6M	0.7%	—	$148.00	+53.99%	13 qtrs	Increased 47
LIN Linde PLC	1.4M	$529.8M	0.7%	—	$406.14	+5.47%	12 qtrs	Increased 71
MS Morgan Stanley	3.1M	$511.7M	0.7%	—	$138.50	+28.60%	13 qtrs	Increased 71
MRK Merck & Co Inc	5.2M	$492.4M	0.7%	—	$104.12	+1.86%	13 qtrs	Increased 71
SCHF SCHWAB STRATEGIC TR	20.4M	$490.3M	0.7%	—	$19.14	+26.43%	13 qtrs	Decreased 0
Showing 25 of 2,671 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

FRTFederal Realty Investment Trust

Q1 2024 → Q4 2025+33,405 shares+$897,000

PARPAR TECHNOLOGY CORP

Q2 2024 → Q4 2025+60,408 shares+$871,668

FELEFRANKLIN ELEC INC

Q2 2024 → Q4 2025+3,784 shares+$331,313

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer