Corient Private Wealth LLC
Institutional investor · Portfolio as of Q4 2025
SEC EDGAR SourceSEC Filings
Corient Private Wealth LLC manages $26B across 1000 positions as of Q4 2025. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q4 2025 Summary
Active quarter - 307 new positions, 159 exits, 1599 increased. No standout high-conviction moves this quarter. Portfolio: $26.0B across 1000 positions.
Top holdings by portfolio weight
MSFT6.88%
AAPL3.56%
IVV3.51%
VOO2.43%
NVDA2.30%
VEA2.22%
GOOGL2.14%
AMZN2.02%
GOOG1.78%
META1.76%
Other1.69%
Portfolio allocation by GICS sector
Unknown33.48%
Technology21.56%
Financial Services9.84%
Communication Services7.18%
Healthcare7.11%
Industrials6.21%
Consumer Cyclical6.11%
Consumer Defensive3.25%
Energy1.86%
Basic Materials1.79%
Other1.61%
Behavioral investing profile
7-dimension quality assessment
Strong(3.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings2,681 positions
No holdings data available
No holdings data available for 2025-Q4. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer