Corient Private Wealth LP
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,838 positions
ISHARES TR | 4.6M | $2.8B | 4.0% | $568.12 | +14.34% | 14 qtrssince 2022-Q4 | Increased 66 |
APPLE INC | 10.4M | $2.6B | 3.7% | $166.76 | +51.92% | 14 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 5.7M | $2.1B | 3.0% | $388.21 | -5.03% | 14 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 33.4M | $2.1B | 3.0% | $51.74 | +22.89% | 14 qtrssince 2022-Q4 | Increased 65 |
NVIDIA CORPORATION | 11M | $1.9B | 2.7% | $63.09 | +175.81% | 14 qtrssince 2022-Q4 | Increased 59 |
VANGUARD INDEX FDS | 3M | $1.7B | 2.4% | $491.43 | +20.93% | 14 qtrssince 2022-Q4 | Increased 56 |
ALPHABET INC | 4.8M | $1.4B | 2.0% | $108.62 | +164.41% | 14 qtrssince 2022-Q4 | Decreased 0 |
AMAZON COM INC | 6.4M | $1.3B | 1.9% | $123.02 | +69.30% | 14 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 4.4M | $1.3B | 1.8% | $132.51 | +116.21% | 14 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 3.7M | $1.1B | 1.6% | $95.61 | +222.63% | 14 qtrssince 2022-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.5M | $965.5M | 1.4% | $456.36 | +41.79% | 14 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $928.3M | 1.3% | $149.65 | +93.72% | 14 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.8M | $831.9M | 1.2% | $365.65 | +31.05% | 14 qtrssince 2022-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 758,986 | $732.8M | 1.0% | $629.10 | +57.91% | 14 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.7M | $649.6M | 0.9% | $158.59 | +52.50% | 14 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $617.7M | 0.9% | $66.44 | +9.34% | 14 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 654,787 | $615.4M | 0.9% | $621.69 | +47.48% | 14 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC | 1.1M | $606.5M | 0.9% | $529.18 | +7.93% | 14 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.9M | $605.3M | 0.9% | $260.24 | +22.61% | 14 qtrssince 2022-Q4 | Increased 44 |
EXXON MOBIL CORP | 3.2M | $538.1M | 0.8% | $99.47 | +68.32% | 14 qtrssince 2022-Q4 | Decreased 0 |
Corient Private Wealth LP manages $69.9B across 2838 positions as of Q1 2026. Top holdings: IVV (4.0%), AAPL (3.7%), MSFT (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 384 new positions, 188 exits, 1282 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $69.9B across 2838 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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