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 $69.90B across 2,805 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($2.76B, 3.95%), AAPL ($2.61B, 3.74%), MSFT ($2.12B, 3.04%), VEA ($2.09B, 2.99%), NVDA ($1.91B, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $2.76B | 3.95% | 4.6M | Trimmed |
| 2 | AAPL | APPLE INC | $2.61B | 3.74% | 10.4M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $2.12B | 3.04% | 5.7M | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $2.09B | 2.99% | 33.4M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $1.91B | 2.73% | 11.0M | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $1.70B | 2.43% | 3.0M | Trimmed |
| 7 | GOOGL | ALPHABET INC | $1.37B | 1.96% | 4.8M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $1.33B | 1.91% | 6.4M | Trimmed |
| 9 | GOOG | ALPHABET INC | $1.27B | 1.81% | 4.4M | Trimmed |
| 10 | AVGO | BROADCOM INC | $1.13B | 1.62% | 3.7M | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $965.5M | 1.38% | 1.5M | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $928.3M | 1.33% | 3.2M | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $831.9M | 1.19% | 1.8M | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $732.8M | 1.05% | 758,986 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $649.6M | 0.93% | 2.7M | Trimmed |
| 16 | LLY | ELI LILLY & CO | $615.4M | 0.88% | 654,787 | Trimmed |
| 17 | VUG | VANGUARD INDEX FDS | $617.7M | 0.88% | 1.4M | Trimmed |
| 18 | META | META PLATFORMS INC | $606.5M | 0.87% | 1.1M | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $605.3M | 0.87% | 1.9M | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $538.1M | 0.77% | 3.2M | Trimmed |
| 21 | V | VISA INC | $511.8M | 0.73% | 1.7M | Trimmed |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $471.8M | 0.68% | 9.7M | Trimmed |
| 23 | ABBV | ABBVIE INC | $478.7M | 0.68% | 2.2M | Trimmed |
| 24 | SCHF | SCHWAB STRATEGIC TR | $473.7M | 0.68% | 19.1M | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $457.1M | 0.65% | 2.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31