Corient Private Wealth LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,642 positions
Apple Inc | 11M | $3B | 4.1% | $243.26 | +11.45% | 13 qtrssince 2022-Q4 | Increased 69 |
Microsoft Corp | 6M | $2.9B | 4.0% | $457.21 | +5.11% | 13 qtrssince 2022-Q4 | Increased 66 |
iShares Core S&P 500 ETF | 4.1M | $2.8B | 3.8% | $656.40 | +3.49% | 13 qtrssince 2022-Q4 | Increased 68 |
NVIDIA Corp | 10.2M | $1.9B | 2.6% | $129.69 | +43.47% | 13 qtrssince 2022-Q4 | Increased 65 |
VANGUARD S&P500 INDEX ETF | 2.9M | $1.8B | 2.5% | $558.35 | +11.35% | 13 qtrssince 2022-Q4 | Increased 64 |
VANGUARD FTSE DEV MKT ETF | 27.7M | $1.7B | 2.4% | $56.32 | +9.87% | 13 qtrssince 2022-Q4 | Increased 62 |
Amazon.com Inc | 7.4M | $1.7B | 2.3% | $194.17 | +19.76% | 13 qtrssince 2022-Q4 | Increased 63 |
Alphabet Inc | 5.2M | $1.6B | 2.2% | $249.81 | +25.05% | 13 qtrssince 2022-Q4 | Increased 55 |
Alphabet Inc | 5.1M | $1.6B | 2.2% | $236.95 | +32.17% | 13 qtrssince 2022-Q4 | Increased 65 |
Broadcom Inc | 3.9M | $1.4B | 1.8% | $247.82 | +38.89% | 13 qtrssince 2022-Q4 | Increased 54 |
JPMorgan Chase & Co | 3.5M | $1.1B | 1.5% | $272.86 | +16.43% | 13 qtrssince 2022-Q4 | Increased 55 |
SPDR S&P 500 ETF Trust | 1.6M | $1.1B | 1.5% | $665.00 | +1.75% | 13 qtrssince 2022-Q4 | Increased 53 |
Berkshire Hathaway Inc | 1.9M | $933.9M | 1.3% | $466.19 | +7.82% | 13 qtrssince 2022-Q4 | Increased 64 |
Facebook Inc | 1.1M | $747M | 1.0% | $636.24 | +3.48% | 13 qtrssince 2022-Q4 | Increased 60 |
Costco Wholesale Corp | 859,419 | $741.4M | 1.0% | $830.32 | +3.40% | 13 qtrssince 2022-Q4 | Increased 64 |
Eli Lilly & Co | 685,924 | $737.4M | 1.0% | $925.43 | +15.57% | 13 qtrssince 2022-Q4 | Increased 66 |
VANGUARD INDEX FDS | 1.4M | $702.6M | 1.0% | $74.03 | +9.48% | 13 qtrssince 2022-Q4 | Increased 46 |
Visa Inc | 2M | $692.8M | 0.9% | $304.14 | +14.62% | 13 qtrssince 2022-Q4 | Increased 49 |
VANGUARD TOTAL STOCK MARKET ETF | 1.9M | $645.1M | 0.9% | $296.43 | +12.14% | 13 qtrssince 2022-Q4 | Increased 50 |
Johnson & Johnson | 2.7M | $560.3M | 0.8% | $181.89 | +11.97% | 13 qtrssince 2022-Q4 | Increased 46 |
Corient Private Wealth LP manages $73.5B across 2642 positions as of Q4 2025. Top holdings: AAPL (4.1%), MSFT (4.0%), IVV (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 289 new positions, 173 exits, 1462 increased. Top move: AAPL (INCREASED, conviction 69). Portfolio: $73.5B across 2642 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