Institutions / Corient Private Wealth LLC
Corient Private Wealth LLC
CIK 1948780 · Institution · as of Dec 31, 2025
Portfolio value
$72.61B
Positions
2,641
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,641 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $2.99B | 4.1% |
| Microsoft Corp | $2.92B | 4.0% |
| iShares Tr | $2.78B | 3.8% |
| NVIDIA Corp | $1.90B | 2.6% |
| Vanguard Index Fds | $1.83B | 2.5% |
| Vanguard Tax-Managed Fds | $1.73B | 2.4% |
| Amazon.com Inc | $1.71B | 2.4% |
| Alphabet Inc. | $1.62B | 2.2% |
| Alphabet Inc. | $1.59B | 2.2% |
| Broadcom Inc. | $1.36B | 1.9% |
| JPMORGAN CHASE & CO | $1.12B | 1.5% |
| SPDR S&P 500 ETF Tr | $1.07B | 1.5% |
| Meta Platforms Inc | $746.98M | 1.0% |
| Costco Wholesale Corp /New | $741.44M | 1.0% |
| ELI LILLY & Co | $737.40M | 1.0% |
| Vanguard Index Fds | $702.62M | 1.0% |
| Visa Inc | $692.78M | 1.0% |
| Vanguard Index Fds | $645.10M | 0.9% |
| Johnson & Johnson | $560.32M | 0.8% |
| AbbVie Inc. | $546.40M | 0.8% |
| Schwab Strategic Tr | $490.69M | 0.7% |
| Vanguard Intl Equity Index F | $469.17M | 0.6% |
| Dimensional ETF Trust | $463.63M | 0.6% |
| Thermo Fisher Scientific Inc. | $462.93M | 0.6% |
| Home Depot, Inc. | $415.13M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.