Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Corient Private Wealth LLC (CIK 1948780) reported $77.49B across 2,983 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($3.54B, 4.57%), AAPL ($2.91B, 3.75%), VEA ($2.64B, 3.41%), MSFT ($2.04B, 2.64%), NVDA ($2.03B, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $3.54B | 4.57% | 4.7M | Added |
| 2 | AAPL | APPLE INC | $2.91B | 3.75% | 10.1M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $2.64B | 3.41% | 37.0M | Added |
| 4 | MSFT | MICROSOFT CORP | $2.04B | 2.64% | 5.5M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $2.03B | 2.62% | 10.2M | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $1.99B | 2.56% | 2.9M | Trimmed |
| 7 | GOOG | ALPHABET INC | $1.69B | 2.18% | 4.8M | Added |
| 8 | AMZN | AMAZON COM INC | $1.53B | 1.98% | 6.4M | Added |
| 9 | GOOGL | ALPHABET INC | $1.48B | 1.91% | 4.1M | Trimmed |
| 10 | AVGO | BROADCOM INC | $1.33B | 1.71% | 3.5M | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $1.13B | 1.46% | 1.5M | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $1.06B | 1.36% | 3.2M | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $883.3M | 1.14% | 1.8M | Added |
| 14 | LLY | ELI LILLY & CO | $764.1M | 0.99% | 636,575 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $726.7M | 0.94% | 776,657 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $708.0M | 0.91% | 1.9M | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $672.9M | 0.87% | 2.6M | Added |
| 18 | VUG | VANGUARD INDEX FDS | $620.1M | 0.80% | 7.2M | Added |
| 19 | V | VISA INC | $575.7M | 0.74% | 1.7M | Added |
| 20 | META | META PLATFORMS INC | $566.8M | 0.73% | 992,671 | Added |
| 21 | CAT | CATERPILLAR INC | $564.1M | 0.73% | 529,494 | Added |
| 22 | ABBV | ABBVIE INC | $557.3M | 0.72% | 2.1M | Added |
| 23 | SCHF | SCHWAB STRATEGIC TR | $549.8M | 0.71% | 19.8M | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $526.6M | 0.68% | 8.8M | Added |
| 25 | IJH | ISHARES TR | $474.4M | 0.61% | 6.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30