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Corient Private Wealth LP 13F holdings

Filed 2026-08-27 · Corient Private Wealth LP · 3,895 positions · $72.2B

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TickerCompanySharesValue% of portfolio
IVVISHARES TR3.9M$2.9B4.0%
AAPLAPPLE INC9.9M$2.8B3.9%
VEAVANGUARD TAX-MANAGED FDS28.6M$2.0B2.8%
MSFTMICROSOFT CORP5.0M$1.8B2.6%
GOOGALPHABET INC4.9M$1.7B2.4%
VOOVANGUARD INDEX FDS2.5M$1.7B2.4%
NVDANVIDIA CORPORATION8.4M$1.7B2.3%
AMZNAMAZON COM INC5.8M$1.4B1.9%
GOOGLALPHABET INC3.7M$1.3B1.8%
AVGOBROADCOM INC3.2M$1.2B1.7%
SPYSTATE STR SPDR S&P 500 ETF T1.3M$986.5M1.4%
JPMJPMORGAN CHASE & CO3.0M$984.3M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL1.6M$807.9M1.1%
COSTCOSTCO WHOLESALE CORPORATION745.0K$696.9M1.0%
LLYELI LILLY & CO565.2K$678.0M0.9%
VTIVANGUARD INDEX FDS1.8M$671.7M0.9%
VUGVANGUARD INDEX FDS6.7M$573.5M0.8%
JNJJOHNSON & JOHNSON2.2M$558.2M0.8%
VVISA INC1.6M$546.3M0.8%
CATCATERPILLAR INC496.1K$528.3M0.7%
ABBVABBVIE INC2.0M$498.8M0.7%
METAMETA PLATFORMS INC821.6K$462.8M0.6%
VWOVANGUARD INTL EQUITY INDEX F7.7M$459.2M0.6%
ASMLASML HLDG NV218.7K$435.1M0.6%
BNDVANGUARD BD INDEX FDS5.9M$432.4M0.6%
LRCXLAM RESEARCH CORP949.3K$411.3M0.6%
IJHISHARES TR5.1M$389.4M0.5%
QQQINVESCO QQQ TR520.9K$383.6M0.5%
CVXCHEVRON CORPORATION2.2M$368.1M0.5%
PANWPALO ALTO NETWORKS INC1.1M$366.7M0.5%
TXNTEXAS INSTRS INC1.2M$363.6M0.5%
DEDEERE & CO572.7K$363.3M0.5%
HDHOME DEPOT INC1.0M$354.8M0.5%
TMOTHERMO FISHER SCIENTIFIC INC700.6K$351.3M0.5%
VIGVANGUARD SPECIALIZED FUNDS1.5M$348.1M0.5%
TJXTJX COS INC NEW2.3M$348.1M0.5%
EXMOCEXXON MOBIL CORP2.5M$342.1M0.5%
IJRISHARES TR2.3M$337.8M0.5%
MAMASTERCARD INCORPORATED638.5K$328.0M0.5%
IEFAISHARES TR3.3M$321.2M0.4%
LINLINDE PLC617.2K$320.3M0.4%
PGPROCTER & GAMBLE CO2.1M$315.0M0.4%
SYKSTRYKER CORPORATION990.5K$311.8M0.4%
BSVVANGUARD BD INDEX FDS4.0M$308.3M0.4%
MSMORGAN STANLEY1.5M$308.2M0.4%
TSLATESLA INC725.1K$305.0M0.4%
MRKMERCK & CO INC2.3M$297.3M0.4%
AMDADVANCED MICRO DEVICES INC500.5K$290.7M0.4%
PEPPEPSICO INC2.1M$287.7M0.4%
SBUXSTARBUCKS CORP2.7M$280.8M0.4%
CSCOCISCO SYS INC2.2M$258.9M0.4%
RTXRTX CORPORATION1.3M$249.8M0.3%
AXPAMERICAN EXPRESS CO702.3K$237.5M0.3%
XLKSELECT SECTOR SPDR TR1.2M$235.3M0.3%
ECLECOLAB INC839.2K$233.8M0.3%
VTEBVANGUARD MUN BD FDS4.5M$229.5M0.3%
CBCHUBB LIMITED646.7K$220.4M0.3%
GEGE AEROSPACE577.3K$215.7M0.3%
NEENEXTERA ENERGY INC2.4M$214.4M0.3%
DFUVDIMENSIONAL ETF TRUST3.8M$209.1M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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