Corient Private Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1948780
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$72.2B
Holdings
3,043
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Corient Private Wealth LLC disclosed 3,043 positions worth $72.2B in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 427 new positions and exited 223 — including a new stake in $VIK and a full exit from $MASI. The portfolio is most concentrated in Other (33.5% of disclosed assets). All figures are sourced directly from Corient Private Wealth LLC’s Form 13F-HR filing with the SEC under CIK 1948780.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
4.5% weight
Held 10 quarters
$AAPL3.8% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
3.4% weight
Held 10 quarters
$NVDA2.6% weight
Held 10 quarters
$MSFT2.6% weight
Held 10 quarters
$NNN9 quarters accumulating
$FELE9 quarters accumulating
$OZK8 quarters accumulating
VANGUARD WELLINGTON FD - U
8 quarters accumulating
$FFIV7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$3.0B4,050,717 sh- 76.4#84
Quality
$2.9B10,200,127 sh VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$2.1B29,867,238 sh- 79.8
Quality
$1.9B5,128,574 sh - 85.9
Quality
$1.8B9,069,030 sh - 78.2
Quality
$1.8B5,048,951 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$1.7B2,490,905 sh- 68.7
Quality
$1.4B6,029,405 sh - 78.2
Quality
$1.4B3,868,315 sh - 84.5
Quality
$1.3B3,325,514 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $3.0B | 4,050,717 |
| Apple Inc.$AAPL | 76.4#84 | $2.9B | 10,200,127 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.1B | 29,867,238 |
| MICROSOFT CORP$MSFT | 79.8 | $1.9B | 5,128,574 |
| NVIDIA CORP$NVDA | 85.9 | $1.8B | 9,069,030 |
 Alphabet Inc.$GOOGL | 78.2 | $1.8B | 5,048,951 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.7B | 2,490,905 |
 AMAZON COM INC$AMZN | 68.7 | $1.4B | 6,029,405 |
 Alphabet Inc.$GOOG | 78.2 | $1.4B | 3,868,315 |
 Broadcom Inc.$AVGO | 84.5 | $1.3B | 3,325,514 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Corient Private Wealth LLC's 3,043 positions.
Showing top 10 of 3,043 holdings.
Sector Allocation
Other
$24.2B
Technology
$18.5B
Financials
$7.0B
Industrials
$6.0B
Consumer Discretionary
$5.3B
Healthcare
$4.5B
Energy
$1.7B
Consumer Staples
$1.5B
Top Holdings — Corient Private Wealth LLC (Q2 2026)
Top 150 of 3,043 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $3.0B | 4.2% | -11% | — |
| 2 | $AAPL | Apple Inc. | $2.9B | 4.1% | -2% | 76.4 |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.1B | 3.0% | -11% | — |
| 4 | $MSFT | MICROSOFT CORP | $1.9B | 2.6% | -10% | 79.8 |
| 5 | $NVDA | NVIDIA CORP | $1.8B | 2.5% | -17% | 85.9 |
| 6 | $GOOGL | Alphabet Inc. | $1.8B | 2.5% | +16% | 78.2 |
| 7 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.7B | 2.4% | -17% | — |
| 8 | $AMZN | AMAZON COM INC | $1.4B | 2.0% | -6% | 68.7 |
| 9 | $GOOG | Alphabet Inc. | $1.4B | 1.9% | -19% | 78.2 |
| 10 | $AVGO | Broadcom Inc. | $1.3B | 1.7% | -9% | 84.5 |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0B | 1.4% | -11% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $1.0B | 1.4% | -2% | 70.7 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $831.5M | 1.1% | -5% | 73.8 |
| 14 |  $LLY | ELI LILLY & Co | $710.8M | 1.0% | -9% | 87.5 |
| 15 |  $COST | COSTCO WHOLESALE CORP /NEW | $706.0M | 1.0% | -1% | 66.1 |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $693.7M | 1.0% | -4% | — |
| 17 | — | VANGUARD INDEX FDS - GROWTH ETF | $578.3M | 0.8% | +374% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $577.6M | 0.8% | -15% | 69 |
| 19 |  $V | VISA INC. | $558.9M | 0.8% | -3% | 82.9 |
| 20 |  $CAT | CATERPILLAR INC | $538.7M | 0.8% | -7% | 66.5 |
| 21 |  $ABBV | AbbVie Inc. | $519.3M | 0.7% | -6% | 72.7 |
| 22 |  $META | Meta Platforms, Inc. | $490.4M | 0.7% | -19% | 79.6 |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $478.4M | 0.7% | -6% | — |
| 24 |  $ASML | ASML HOLDING NV | $435.1M | 0.6% | +9% | — |
| 25 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $432.4M | 0.6% | +13% | — |
| 26 |  $LRCX | LAM RESEARCH CORP | $422.8M | 0.6% | -12% | 79.4 |
| 27 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $401.6M | 0.6% | +507% | — |
| 28 | — | ISHARES TR - CORE S&P MCP ETF | $394.4M | 0.6% | +4% | — |
| 29 |  $CVX | CHEVRON CORP | $381.3M | 0.5% | -3% | 62.8 |
| 30 |  $PANW | Palo Alto Networks Inc | $373.4M | 0.5% | +36% | 65.5 |
| 31 |  $TXN | TEXAS INSTRUMENTS INC | $370.1M | 0.5% | +3% | 73.4 |
| 32 |  $DE | DEERE & CO | $367.8M | 0.5% | -10% | 55.4 |
| 33 |  $HD | HOME DEPOT, INC. | $366.2M | 0.5% | -7% | 60.3 |
| 34 |  $XOM.R34088 | EXXON MOBIL CORP | $359.2M | 0.5% | -19% | 57.9 |
| 35 |  $TJX | TJX COMPANIES INC /DE/ | $354.9M | 0.5% | +8% | 68.7 |
| 36 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $354.7M | 0.5% | -15% | 65.2 |
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $348.1M | 0.5% | -5% | — |
| 38 | — | ISHARES TR - CORE S&P SCP ETF | $341.1M | 0.5% | +9% | — |
| 39 |  $MA | Mastercard Inc | $336.3M | 0.5% | -4% | 85.1 |
| 40 |  $TSLA | Tesla, Inc. | $332.0M | 0.5% | -8% | 53.9 |
| 41 |  $LIN | LINDE PLC | $326.7M | 0.5% | -10% | — |
| 42 | — | ISHARES TR - CORE MSCI EAFE | $326.2M | 0.5% | +1% | — |
| 43 |  $PG | PROCTER & GAMBLE Co | $324.1M | 0.5% | -11% | 64.6 |
| 44 |  $MS | MORGAN STANLEY | $319.5M | 0.4% | -9% | 75.8 |
| 45 |  $SYK | STRYKER CORP | $314.7M | 0.4% | -9% | 72.1 |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $310.5M | 0.4% | -16% | 79.8 |
| 47 | $META | Meta Platforms, Inc. | $308.3M | 0.4% | +9% | 79.6 |
| 48 |  $MRK | Merck & Co., Inc. | $307.3M | 0.4% | -2% | 59.9 |
| 49 |  $PEP | PEPSICO INC | $291.6M | 0.4% | -10% | 63.5 |
| 50 |  $SBUX | STARBUCKS CORP | $284.4M | 0.4% | -8% | 58.2 |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $278.1M | 0.4% | -8% | 70.3 |
| 52 |  $RTX | RTX Corp | $265.6M | 0.4% | +2669% | 73.2 |
| 53 |  $AXP | AMERICAN EXPRESS CO | $243.0M | 0.3% | -11% | 69.4 |
| 54 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $240.8M | 0.3% | -13% | — |
| 55 |  $ECL | ECOLAB INC. | $236.8M | 0.3% | -10% | 63.4 |
| 56 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $229.5M | 0.3% | +1% | — |
| 57 |  $GE | GENERAL ELECTRIC CO | $226.3M | 0.3% | -13% | 73.8 |
| 58 |  $NEE | NEXTERA ENERGY INC | $222.2M | 0.3% | +32% | 64.6 |
| 59 |  $CB | Chubb Ltd | $220.4M | 0.3% | -6% | — |
| 60 |  $UNH | UNITEDHEALTH GROUP INC | $216.4M | 0.3% | -5% | 62.7 |
| 61 |  $MU | MICRON TECHNOLOGY INC | $213.7M | 0.3% | -41% | 86.2 |
| 62 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $209.1M | 0.3% | -61% | — |
| 63 |  $CMI | CUMMINS INC | $206.0M | 0.3% | -4% | 58.1 |
| 64 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $202.6M | 0.3% | -55% | — |
| 65 |  $AMAT | APPLIED MATERIALS INC /DE | $202.6M | 0.3% | -13% | 72.3 |
| 66 |  $NFLX | NETFLIX INC | $202.0M | 0.3% | +5% | 78.8 |
| 67 |  $MCD | MCDONALDS CORP | $201.6M | 0.3% | -13% | 69 |
| 68 |  $KO | COCA COLA CO | $197.7M | 0.3% | -16% | 69.5 |
| 69 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $190.0M | 0.3% | -35% | — |
| 70 |  $ORCL | ORACLE CORP | $188.0M | 0.3% | +7% | 68.2 |
| 71 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $185.9M | 0.3% | +13% | — |
| 72 |  $WMT | Walmart Inc. | $185.4M | 0.3% | -19% | 60.2 |
| 73 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $178.0M | 0.3% | +4% | — |
| 74 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $177.3M | 0.3% | -10% | — |
| 75 |  $ADI | ANALOG DEVICES INC | $176.5M | 0.2% | +34% | 79.2 |
| 76 | — | VANGUARD INDEX FDS - MID CAP ETF | $175.8M | 0.2% | +341% | — |
| 77 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $174.6M | 0.2% | -6% | — |
| 78 |  $ETN | Eaton Corp plc | $173.9M | 0.2% | -1% | — |
| 79 | — | VANGUARD INDEX FDS - VALUE ETF | $173.7M | 0.2% | -18% | — |
| 80 | — | ISHARES TR - MSCI EAFE ETF | $172.0M | 0.2% | -18% | — |
| 81 | — | VANGUARD STAR FDS - VG TL INTL STK F | $170.2M | 0.2% | -7% | — |
| 82 |  $AMGN | AMGEN INC | $169.1M | 0.2% | -15% | 79.2 |
| 83 |  $PH | Parker-Hannifin Corp | $165.2M | 0.2% | -19% | 65.8 |
| 84 |  $ABT | ABBOTT LABORATORIES | $165.0M | 0.2% | +9% | 65.5 |
| 85 |  $CASY | CASEYS GENERAL STORES INC | $163.8M | 0.2% | +4% | 65 |
| 86 |  $PCAR | PACCAR INC | $162.4M | 0.2% | -4% | 56.5 |
| 87 | — | DBX ETF TR - XTRACK MSCI EAFE | $161.1M | 0.2% | -20% | — |
| 88 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $159.3M | 0.2% | -1% | — |
| 89 |  $MRVL | Marvell Technology, Inc. | $157.9M | 0.2% | +794% | 76.5 |
| 90 | — | ISHARES TR - RUSSELL 2000 ETF | $157.5M | 0.2% | +5% | — |
| 91 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $155.7M | 0.2% | -7% | — |
| 92 |  $INTC | INTEL CORP | $154.8M | 0.2% | -2% | 45.6 |
| 93 |  $PWR | QUANTA SERVICES, INC. | $151.3M | 0.2% | +731% | 72.1 |
| 94 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $150.6M | 0.2% | -39% | — |
| 95 | — | JANUS DETROIT STR TR - HENDERSON MTG | $149.5M | 0.2% | +58% | — |
| 96 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $148.9M | 0.2% | +5% | — |
| 97 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $148.7M | 0.2% | -61% | — |
| 98 | — | AMERICAN CENTY ETF TR - US EQT ETF | $141.0M | 0.2% | -18% | — |
| 99 |  $ITW | ILLINOIS TOOL WORKS INC | $139.9M | 0.2% | +110% | 63.6 |
| 100 |  $APH | AMPHENOL CORP /DE/ | $139.4M | 0.2% | +49% | 79.3 |
| 101 | — | ISHARES TR - MSCI INTL QUALTY | $138.2M | 0.2% | +8% | — |
| 102 |  $GS | GOLDMAN SACHS GROUP INC | $136.0M | 0.2% | -21% | 73.5 |
| 103 |  $SPGI | S&P Global Inc. | $136.0M | 0.2% | -21% | 76.1 |
| 104 |  $GLD | SPDR GOLD TRUST | $135.8M | 0.2% | -1% | — |
| 105 | — | HARBOR ETF TRUST - LONG TERM GROWER | $134.4M | 0.2% | -11% | — |
| 106 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $133.0M | 0.2% | +1% | — |
| 107 |  $BAC | BANK OF AMERICA CORP /DE/ | $131.6M | 0.2% | -14% | 67.6 |
| 108 |  $DHR | DANAHER CORP /DE/ | $131.4M | 0.2% | -17% | 64.8 |
| 109 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $131.2M | 0.2% | +8% | 60.2 |
| 110 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $131.2M | 0.2% | -51% | — |
| 111 |  $ISRG | INTUITIVE SURGICAL INC | $131.1M | 0.2% | -2% | 79.9 |
| 112 |  $WFC | WELLS FARGO & COMPANY/MN | $128.9M | 0.2% | +1% | 61.8 |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $127.8M | 0.2% | -10% | 70 |
| 114 |  $EMR | EMERSON ELECTRIC CO | $127.1M | 0.2% | +3% | 65.3 |
| 115 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $126.8M | 0.2% | -4% | — |
| 116 |  $UNP | UNION PACIFIC CORP | $126.5M | 0.2% | +1% | 69.6 |
| 117 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $125.9M | 0.2% | -32% | — |
| 118 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $125.8M | 0.2% | -56% | — |
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | $123.4M | 0.2% | -26% | — |
| 120 |  $RS | RELIANCE, INC. | $122.7M | 0.2% | -6% | 50.8 |
| 121 |  $HLT | Hilton Worldwide Holdings Inc. | $122.4M | 0.2% | -39% | 63.3 |
| 122 |  $BRK.A | BERKSHIRE HATHAWAY INC | $119.8M | 0.2% | -27% | 73.8 |
| 123 | — | ISHARES TR - MSCI USA MMENTM | $118.7M | 0.2% | -64% | — |
| 124 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $118.2M | 0.2% | -25% | — |
| 125 | — | ISHARES TR - CORE DIV GRWTH | $116.0M | 0.2% | -6% | — |
| 126 |  $NOW | ServiceNow, Inc. | $114.9M | 0.2% | -7% | 72.9 |
| 127 |  $QCOM | QUALCOMM INC/DE | $114.0M | 0.2% | -4% | 70.5 |
| 128 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $113.9M | 0.2% | -12% | — |
| 129 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $113.1M | 0.2% | -18% | — |
| 130 | — | ISHARES TR - RUS 1000 GRW ETF | $110.9M | 0.1% | +32% | — |
| 131 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $110.8M | 0.1% | -3% | — |
| 132 | — | ISHARES TR - CORE S&P US VLU | $109.9M | 0.1% | +22% | — |
| 133 |  $BA | BOEING CO | $108.3M | 0.1% | +30% | 61.6 |
| 134 | — | ISHARES TR - RUS 1000 VAL ETF | $108.2M | 0.1% | -43% | — |
| 135 | — | ISHARES TR - MSCI ACWI ETF | $107.9M | 0.1% | -13% | — |
| 136 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $107.8M | 0.1% | -7% | — |
| 137 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $106.4M | 0.1% | -21% | — |
| 138 |  $PSX | Phillips 66 | $106.2M | 0.1% | -11% | 57.8 |
| 139 | — | VANGUARD WORLD FD - INF TECH ETF | $105.6M | 0.1% | +674% | — |
| 140 |  $BKNG | Booking Holdings Inc. | $104.4M | 0.1% | +2186% | 58.5 |
| 141 | — | ISHARES TR - CORE S&P US GWT | $103.5M | 0.1% | +24% | — |
| 142 |  $DIS | Walt Disney Co | $102.7M | 0.1% | -12% | 60.1 |
| 143 |  $PGR | PROGRESSIVE CORP/OH/ | $102.1M | 0.1% | -38% | 80.1 |
| 144 |  $TT | Trane Technologies plc | $99.7M | 0.1% | -42% | — |
| 145 |  $ORLY | O REILLY AUTOMOTIVE INC | $99.2M | 0.1% | +46% | 67.4 |
| 146 |  $KLAC | KLA CORP | $98.5M | 0.1% | +696% | 78.6 |
| 147 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $97.8M | 0.1% | -12% | — |
| 148 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $97.2M | 0.1% | -4% | 61.4 |
| 149 |  $MCK | MCKESSON CORP | $95.3M | 0.1% | +207% | 63.4 |
| 150 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $95.1M | 0.1% | -67% | — |
New Positions (427)
$VIK Viking Holdings Ltd$57.1M
$PWRL Powerlaw Corp.$56.7M
$HONA Honeywell Aerospace Inc.$49.9M
$RBRK Rubrik, Inc.$11.6M AMERICAN CENTY ETF TR - AVA MID EQU ETF$7.2M
$FDXF FedEx Freight Holding Company, Inc.$6.4M
$WMG Warner Music Group Corp.$6.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$5.1M
$VSEC VSE CORP$4.9M
$LAUR LAUREATE EDUCATION, INC.$4.1M
$BIRK Birkenstock Holding plc$3.7M
$ALGT Allegiant Travel CO$3.6M
$AORT ARTIVION, INC.$3.6M
$PGNY Progyny, Inc.$3.5M
$SPFI SOUTH PLAINS FINANCIAL, INC.$3.3MExited Positions (223)
$MASI MASIMO CORP ISHARES TR
EXCHANGE LISTED FDS TR
EXCHANGE LISTED FDS TR
$CTRA Coterra Energy Inc. PROSHARES TR
$DBC Invesco DB Commodity Index Tracking Fund
$FROG JFrog Ltd
$RLMD RELMADA THERAPEUTICS, INC. DIREXION SHARES ETF TRUST
$AL AIR LEASE CORP EXCHANGE LISTED FDS TR
$CMC COMMERCIAL METALS Co
$APLS Apellis Pharmaceuticals, Inc.
$HOLX HOLOGIC INCBrowse Top Institutional Investors
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