Corient Private Wealth

$71.9B 13F equity value
3,273 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Corient Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
IVVISHARES TR4,050,717$3.0B4.2%
AAPLAPPLE INC10,200,127$2.9B4.1%
VEAVANGUARD TAX-MANAGED FDS29,867,238$2.1B3.0%
MSFTMICROSOFT CORP5,128,574$1.9B2.7%
NVDANVIDIA CORPORATION9,069,030$1.8B2.5%
GOOGALPHABET INC5,048,951$1.8B2.5%
VOOVANGUARD INDEX FDS2,490,905$1.7B2.4%
AMZNAMAZON COM INC6,029,405$1.4B2.0%
GOOGLALPHABET INC3,868,315$1.4B1.9%
AVGOBROADCOM INC3,325,514$1.3B1.7%

Track Corient Private Wealth's 13F portfolio: $71.9B in reported holdings, 3,273 positions. Top holdings and quarterly changes on SentiSense.

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