account_balance
Investment manager · 13F filer · SEC CIK 1948780
Corient Private Wealth LP
Reported value$78.6Bas of Jun 30, 2026
Positions3,062 411 new, 187 sold out
Top 10 weight27.4%IVV alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.5%Added +4%
AAPLApple Inc
3.8%Added +11%
VEAVanguard Tax-managed FDS
3.4%Added +11%
NVDANvidia Corporation
2.6%Trimmed −4%
MSFTMicrosoft Corp
2.6%Trimmed −2%
VOOVanguard Index FDS
2.5%Trimmed −3%
GOOGAlphabet Inc
2.3%Added +19%
GOOGLAlphabet Inc
2.0%Trimmed −9%
AMZNAmazon Com Inc
2.0%Added +55%
AVGOBroadcom Inc
1.7%Added +207%
SPYState STR SPDR S&P 500 ETF T
1.4%
JPMJPMorgan Chase & Co
1.4%Added +19%
IVViShares Tr
4.5%Added +4%
AAPLApple Inc
3.8%Added +11%
VEAVanguard Tax-managed FDS
3.4%Added +11%
NVDANvidia Corporation
2.6%Trimmed −4%
MSFTMicrosoft Corp
2.6%Trimmed −2%
VOO2.5%
GOOG2.3%GOOGL2.0%AMZN2.0%AVGO1.7%SPY1.4%JPM1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.5% Added +4%
AAPL Apple Inc 3.8% Added +11%VEA Vanguard Tax-managed FDS 3.4% Added +11%
NVDA Nvidia Corporation 2.6% Trimmed −4%MSFT Microsoft Corp 2.6% Trimmed −2%VOO Vanguard Index FDS 2.5% Trimmed −3%
GOOG Alphabet Inc 2.3% Added +19%GOOGL Alphabet Inc 2.0% Trimmed −9%AMZN Amazon Com Inc 2.0% Added +55%AVGO Broadcom Inc 1.7% Added +207%SPY State STR SPDR S&P 500 ETF T 1.4% HeldJPM JPMorgan Chase & Co 1.4% Added +19%What changed