Corient Private Wealth LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,043 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 4.1M | $3B | 4.2% | $668.40 | +15.65% | 15 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 10.2M | $2.9B | 4.1% | $247.91 | +28.96% | 15 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 29.9M | $2.1B | 2.9% | $58.46 | +24.97% | 15 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 5.1M | $1.9B | 2.6% | $457.21 | +12.32% | 15 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORPORATION | 9.1M | $1.8B | 2.5% | $161.16 | +34.99% | 15 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 5M | $1.8B | 2.5% | $256.46 | +33.70% | 15 qtrssince 2022-Q4 | Increased 63 |
VANGUARD INDEX FDS | 2.5M | $1.7B | 2.4% | $565.08 | +25.16% | 15 qtrssince 2022-Q4 | Decreased 0 |
AMAZON COM INC | 6M | $1.4B | 2.0% | $209.84 | +26.97% | 15 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 3.9M | $1.4B | 1.9% | $250.69 | +38.25% | 15 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 3.3M | $1.3B | 1.7% | $345.74 | +6.67% | 15 qtrssince 2022-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.4M | $1B | 1.4% | $674.97 | +13.98% | 15 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.1M | $1B | 1.4% | $284.13 | +25.87% | 15 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.7M | $831.5M | 1.2% | $467.43 | +8.04% | 15 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 592,599 | $710.8M | 1.0% | $1,050.44 | +11.82% | 15 qtrssince 2022-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 754,706 | $706M | 1.0% | $849.31 | +11.32% | 15 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.9M | $693.7M | 1.0% | $300.23 | +26.36% | 15 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 6.7M | $578.3M | 0.8% | $83.77 | +5.69% | 15 qtrssince 2022-Q4 | Increased 72 |
JOHNSON & JOHNSON | 2.3M | $577.6M | 0.8% | $221.62 | +20.95% | 15 qtrssince 2022-Q4 | Decreased 0 |
VISA INC | 1.6M | $558.9M | 0.8% | $304.57 | +25.29% | 15 qtrssince 2022-Q4 | Decreased 0 |
CATERPILLAR INC | 505,859 | $538.7M | 0.7% | $619.48 | +29.18% | 15 qtrssince 2022-Q4 | Decreased 0 |
Corient Private Wealth LP manages $72.2B across 3043 positions as of Q2 2026. Top holdings: IVV (4.2%), AAPL (4.1%), VEA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 444 new positions, 239 exits, 1232 increased. Top move: VUG (INCREASED, conviction 72). Portfolio: $72.2B across 3043 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR