Corient Private Wealth LP
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,719 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 23.9M | $8.1B | 5.4% | $462.79 | +5.33% | 13 qtrssince 2022-Q4 | Increased 100 |
APPLE INC | 41.2M | $5.7B | 3.8% | $243.26 | +11.45% | 13 qtrssince 2022-Q4 | Increased 94 |
ISHARES CORE S&P 500 ETF | 21.5M | $5.4B | 3.6% | $665.56 | +3.66% | 13 qtrssince 2022-Q4 | Increased 94 |
VANGUARD S&P 500 ETF | 6.1M | $3.7B | 2.5% | $565.08 | +11.79% | 13 qtrssince 2022-Q4 | Increased 88 |
NVIDIA CORP | 23.8M | $3.6B | 2.4% | $161.16 | +16.37% | 13 qtrssince 2022-Q4 | Increased 88 |
VANGUARD FTSE DEVELOPED ETF | 62.6M | $3.4B | 2.3% | $57.05 | +10.05% | 13 qtrssince 2022-Q4 | Increased 88 |
AMAZON.COM INC | 21.1M | $3.2B | 2.2% | $194.17 | +19.76% | 13 qtrssince 2022-Q4 | Increased 88 |
ALPHABET INC-CL A | 16.9M | $3.2B | 2.2% | $250.69 | +25.19% | 13 qtrssince 2022-Q4 | Increased 88 |
ALPHABET INC-CL C | 12M | $2.9B | 2.0% | $237.59 | +32.39% | 13 qtrssince 2022-Q4 | Increased 81 |
BROADCOM INC | 10.1M | $2.6B | 1.8% | $279.45 | +23.40% | 13 qtrssince 2022-Q4 | Increased 81 |
JPMORGAN CHASE & CO | 13M | $2.2B | 1.5% | $276.29 | +16.53% | 13 qtrssince 2022-Q4 | Increased 81 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 29.9M | $2.1B | 1.4% | $674.97 | +1.78% | 13 qtrssince 2022-Q4 | Increased 81 |
META PLATFORMS INC-CLASS A | 6.6M | $2.1B | 1.4% | $642.50 | +3.65% | 13 qtrssince 2022-Q4 | Increased 81 |
BERKSHIRE HATHAWAY INC-CL B | 7M | $1.6B | 1.1% | $466.87 | +7.89% | 13 qtrssince 2022-Q4 | Increased 81 |
VANGUARD GROWTH ETF | 3M | $1.4B | 0.9% | $74.11 | +9.48% | 13 qtrssince 2022-Q4 | Increased 73 |
ELI LILLY & CO | 2.1M | $1.3B | 0.9% | $925.43 | +15.57% | 13 qtrssince 2022-Q4 | Increased 73 |
COSTCO WHOLESALE CORP | 7M | $1.3B | 0.9% | $830.32 | +3.40% | 13 qtrssince 2022-Q4 | Increased 73 |
VISA INC-CLASS A SHARES | 4.9M | $1.3B | 0.9% | $304.14 | +14.62% | 13 qtrssince 2022-Q4 | Increased 73 |
VANGUARD TOTAL STOCK MARKET VIPERS | 3.9M | $1.3B | 0.9% | $300.23 | +12.53% | 13 qtrssince 2022-Q4 | Increased 73 |
JOHNSON & JOHNSON | 5.6M | $1.1B | 0.7% | $184.39 | +12.21% | 13 qtrssince 2022-Q4 | Increased 73 |
Corient Private Wealth LP manages $148.8B across 2719 positions as of Q4 2025. Top holdings: MSFT (5.4%), AAPL (3.8%), IVV (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 319 new positions, 134 exits, 2307 increased. Top move: MSFT (INCREASED, conviction 100). Portfolio: $148.8B across 2719 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