Corient Private Wealth LP

CIK 0001948780 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-27 · Open the SEC source

Corient Private Wealth LP reported 3,043 positions worth $72.24B as of June 30, 2026 (13F filed August 27, 2026). Largest holding: IVV (4.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$72.24B
2026 Q2
Positions
3,043
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.8%
Est. Net Flow (Q)
2026 Q2
10 / 3043 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$3.03B4.20%4,050,717
2AAPLAPPLE INCSH$2.94B4.06%10,200,127
3VEAVANGUARD TAX-MANAGED FDSSH$2.13B2.95%29,867,238
4MSFTMICROSOFT CORPSH$1.91B2.65%5,128,574
5NVDANVIDIA CORPORATIONSH$1.80B2.49%9,069,030
6GOOGALPHABET INCSH$1.78B2.47%5,048,951
7VOOVANGUARD INDEX FDSSH$1.71B2.37%2,490,905
8AMZNAMAZON COM INCSH$1.44B1.99%6,029,405
9GOOGLALPHABET INCSH$1.38B1.91%3,868,315
10AVGOBROADCOM INCSH$1.26B1.74%3,325,514

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Corient Private Wealth LP hold as of Q2 2026?

Corient Private Wealth LP reported 3043 positions worth $72.24B in its Q2 2026 13F filing. Largest positions: IVV (4.2%), AAPL (4.1%), VEA (2.9%), MSFT (2.6%) and NVDA (2.5%).

What did Corient Private Wealth LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Corient Private Wealth LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.