Corient Private Wealth LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,432 positions
VANGUARD INDEX FDS | 2.3M | $6B | 8.0% | $451.32 | +24.07% | 11 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT | 11.1M | $5.5B | 7.4% | $375.98 | +31.00% | 11 qtrssince 2022-Q4 | Increased 98 |
ISHARES TR | 3M | $2.4B | 3.2% | $518.87 | +17.91% | 11 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 10.3M | $2.1B | 2.8% | $147.06 | +38.84% | 11 qtrssince 2022-Q4 | Decreased 0 |
AMAZON COM INC | 7M | $1.5B | 2.0% | $105.58 | +111.50% | 11 qtrssince 2022-Q4 | Increased 55 |
FACEBOOK INC | 2M | $1.5B | 2.0% | $501.16 | +46.68% | 11 qtrssince 2022-Q4 | Increased 81 |
NVIDIA CORP | 9.2M | $1.5B | 1.9% | $27.78 | +467.34% | 11 qtrssince 2022-Q4 | Increased 50 |
SCHWAB STRATEGIC TR | 32.8M | $1.4B | 1.9% | $40.40 | +1.06% | 11 qtrssince 2022-Q4 | Increased 81 |
VANGUARD TAX-MANAGED FDS | 21M | $1.1B | 1.5% | $45.90 | +20.43% | 11 qtrssince 2022-Q4 | Increased 57 |
BROADCOM INC | 3.9M | $1.1B | 1.4% | $76.96 | +254.92% | 11 qtrssince 2022-Q4 | Increased 51 |
SPDR S&P 500 ETF TR | 1.4M | $1B | 1.4% | $426.12 | +43.05% | 11 qtrssince 2022-Q4 | Increased 51 |
JP MORGAN CHASE & CO | 3.4M | $981.8M | 1.3% | $135.20 | +109.40% | 11 qtrssince 2022-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 1.9M | $922.7M | 1.2% | $319.87 | +51.87% | 11 qtrssince 2022-Q4 | Increased 51 |
ALPHABET INC | 5.1M | $902.1M | 1.2% | $106.42 | +65.02% | 11 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 4.9M | $873.2M | 1.2% | $97.41 | +81.48% | 11 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD STAR FDS | 12.3M | $851.1M | 1.1% | $63.41 | +5.69% | 11 qtrssince 2022-Q4 | Increased 81 |
COSTCO WHSL CORP NEW | 847,380 | $838.9M | 1.1% | $556.31 | +76.67% | 11 qtrssince 2022-Q4 | Decreased 0 |
VISA INC COM | 2M | $708.7M | 0.9% | $225.88 | +55.66% | 11 qtrssince 2022-Q4 | Increased 47 |
ISHARES TR | 10.2M | $632M | 0.8% | $57.92 | +5.38% | 11 qtrssince 2022-Q4 | Increased 72 |
ISHARES TR | 5.8M | $504.2M | 0.7% | $76.69 | +14.42% | 11 qtrssince 2022-Q4 | Increased 61 |
Corient Private Wealth LP manages $75.2B across 2432 positions as of Q2 2025. Top holdings: VOO (8.0%), MSFT (7.4%), IVV (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 286 new positions, 131 exits, 992 increased. Top move: MSFT (INCREASED, conviction 98). Portfolio: $75.2B across 2432 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR