Corient Private Wealth LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,552 positions
MICROSOFT CORP | 5.3M | $2.7B | 4.3% | $375.98 | +36.63% | 12 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 9.3M | $2.3B | 3.7% | $147.06 | +72.51% | 12 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 3.5M | $2.1B | 3.3% | $537.75 | +23.01% | 12 qtrssince 2022-Q4 | Increased 67 |
NVIDIA CORPORATION | 8.5M | $1.6B | 2.5% | $27.78 | +570.05% | 12 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.5M | $1.5B | 2.4% | $464.77 | +30.26% | 12 qtrssince 2022-Q4 | Increased 60 |
VANGUARD TAX-MANAGED FDS | 24.4M | $1.5B | 2.3% | $47.62 | +22.58% | 12 qtrssince 2022-Q4 | Increased 63 |
AMAZON COM INC | 6.4M | $1.4B | 2.2% | $106.05 | +107.05% | 12 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 5.1M | $1.2B | 2.0% | $106.53 | +127.60% | 12 qtrssince 2022-Q4 | Increased 50 |
BROADCOM INC | 3.6M | $1.2B | 1.9% | $76.96 | +325.51% | 12 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 4.2M | $1B | 1.6% | $97.41 | +149.38% | 12 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.2M | $1B | 1.6% | $134.53 | +128.93% | 12 qtrssince 2022-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.5M | $998.4M | 1.6% | $445.21 | +48.04% | 12 qtrssince 2022-Q4 | Increased 55 |
BERKSHIRE HATHAWAY INC DEL | 1.4M | $699.3M | 1.1% | $319.87 | +57.17% | 12 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC | 929,519 | $679.4M | 1.1% | $501.16 | +46.04% | 12 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $673.8M | 1.1% | $66.08 | +20.46% | 12 qtrssince 2022-Q4 | Increased 80 |
VISA INC | 1.8M | $604M | 1.0% | $225.88 | +49.93% | 12 qtrssince 2022-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 652,437 | $603.6M | 1.0% | $556.31 | +65.42% | 12 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.7M | $566.5M | 0.9% | $251.33 | +29.10% | 12 qtrssince 2022-Q4 | Increased 61 |
ABBVIE INC | 2.3M | $542.9M | 0.9% | $140.23 | +59.16% | 12 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.6M | $481M | 0.8% | $156.68 | +15.73% | 12 qtrssince 2022-Q4 | Increased 51 |
Corient Private Wealth LP manages $63.5B across 2552 positions as of Q3 2025. Top holdings: MSFT (4.3%), AAPL (3.7%), IVV (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 266 new positions, 165 exits, 1101 increased. Top move: VUG (INCREASED, conviction 80). Portfolio: $63.5B across 2552 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