Holders — by stockHoldings — by fund
Corient Private Wealth LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001948780
$72.24B
disclosed book value
3,043
positions
4.2%
largest position share
Positions, as of 2026-06-30
top 100 of 3,043 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 4.1M | $3.03B | 4.2% |
| 2 | AAPLAPPLE INC | 10.2M | $2.94B | 4.1% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 29.9M | $2.13B | 2.9% |
| 4 | MSFTMICROSOFT CORP | 5.1M | $1.91B | 2.6% |
| 5 | NVDANVIDIA CORPORATION | 9.1M | $1.80B | 2.5% |
| 6 | GOOGALPHABET INC | 5.0M | $1.78B | 2.5% |
| 7 | VOOVANGUARD INDEX FDS | 2.5M | $1.71B | 2.4% |
| 8 | AMZNAMAZON COM INC | 6.0M | $1.44B | 2% |
| 9 | GOOGLALPHABET INC | 3.9M | $1.38B | 1.9% |
| 10 | AVGOBROADCOM INC | 3.3M | $1.26B | 1.7% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 1.4M | $1.02B | 1.4% |
| 12 | JPMJPMORGAN CHASE & CO | 3.1M | $1.02B | 1.4% |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1.7M | $831.5M | 1.2% |
| 14 | LLYELI LILLY & CO | 592,599 | $710.8M | 1% |
| 15 | COSTCOSTCO WHOLESALE CORPORATION | 754,706 | $706.0M | 1% |
| 16 | VTIVANGUARD INDEX FDS | 1.9M | $693.7M | 1% |
| 17 | VUGVANGUARD INDEX FDS | 6.7M | $578.3M | 0.8% |
| 18 | JNJJOHNSON & JOHNSON | 2.3M | $577.6M | 0.8% |
| 19 | VVISA INC | 1.6M | $558.9M | 0.8% |
| 20 | CATCATERPILLAR INC | 505,859 | $538.7M | 0.7% |
| 21 | ABBVABBVIE INC | 2.1M | $519.3M | 0.7% |
| 22 | METAMETA PLATFORMS INC | 870,581 | $490.4M | 0.7% |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 8.0M | $478.4M | 0.7% |
| 24 | ASML HLDG NV | 218,728 | $435.1M | 0.6% |
| 25 | BNDVANGUARD BD INDEX FDS | 5.9M | $432.4M | 0.6% |
| 26 | LRCXLAM RESEARCH CORP | 975,811 | $422.8M | 0.6% |
| 27 | QQQINVESCO QQQ TR | 545,270 | $401.6M | 0.6% |
| 28 | IJHISHARES TR | 5.1M | $394.4M | 0.5% |
| 29 | CVXCHEVRON CORPORATION | 2.3M | $381.3M | 0.5% |
| 30 | PANWPALO ALTO NETWORKS INC | 1.1M | $373.4M | 0.5% |
| 31 | TXNTEXAS INSTRS INC | 1.2M | $370.1M | 0.5% |
| 32 | DEDEERE & CO | 579,782 | $367.8M | 0.5% |
| 33 | HDHOME DEPOT INC | 1.0M | $366.2M | 0.5% |
| 34 | EXMOCEXXON MOBIL CORP | 2.6M | $359.2M | 0.5% |
| 35 | TJXTJX COS INC NEW | 2.3M | $354.9M | 0.5% |
| 36 | TMOTHERMO FISHER SCIENTIFIC INC | 707,412 | $354.7M | 0.5% |
| 37 | VIGVANGUARD SPECIALIZED FUNDS | 1.5M | $348.1M | 0.5% |
| 38 | IJRISHARES TR | 2.3M | $341.1M | 0.5% |
| 39 | MAMASTERCARD INCORPORATED | 654,718 | $336.3M | 0.5% |
| 40 | TSLATESLA INC | 789,383 | $332.0M | 0.5% |
| 41 | LINDE PLC | 629,501 | $326.7M | 0.5% |
| 42 | IEFAISHARES TR | 3.4M | $326.2M | 0.5% |
| 43 | PGPROCTER & GAMBLE CO | 2.2M | $324.1M | 0.4% |
| 44 | MSMORGAN STANLEY | 1.5M | $319.5M | 0.4% |
| 45 | SYKSTRYKER CORPORATION | 999,514 | $314.7M | 0.4% |
| 46 | AMDADVANCED MICRO DEVICES INC | 534,553 | $310.5M | 0.4% |
| 47 | BSVVANGUARD BD INDEX FDS | 4.0M | $308.3M | 0.4% |
| 48 | MRKMERCK & CO INC | 2.4M | $307.3M | 0.4% |
| 49 | PEPPEPSICO INC | 2.2M | $291.6M | 0.4% |
| 50 | SBUXSTARBUCKS CORP | 2.8M | $284.4M | 0.4% |
| 51 | CSCOCISCO SYS INC | 2.4M | $278.1M | 0.4% |
| 52 | RTXRTX CORPORATION | 1.4M | $265.6M | 0.4% |
| 53 | AXPAMERICAN EXPRESS CO | 718,481 | $243.0M | 0.3% |
| 54 | XLKSELECT SECTOR SPDR TR | 1.3M | $240.8M | 0.3% |
| 55 | ECLECOLAB INC | 850,058 | $236.8M | 0.3% |
| 56 | VTEBVANGUARD MUN BD FDS | 4.5M | $229.5M | 0.3% |
| 57 | GEGE AEROSPACE | 605,493 | $226.3M | 0.3% |
| 58 | NEENEXTERA ENERGY INC | 2.5M | $222.2M | 0.3% |
| 59 | CHUBB LIMITED | 646,685 | $220.4M | 0.3% |
| 60 | UNHUNITEDHEALTH GROUP INC | 520,634 | $216.4M | 0.3% |
| 61 | MUMICRON TECHNOLOGY INC | 185,140 | $213.7M | 0.3% |
| 62 | DFUVDIMENSIONAL ETF TRUST | 3.8M | $209.1M | 0.3% |
| 63 | CMICUMMINS INC | 288,832 | $206.0M | 0.3% |
| 64 | AVDEAMERICAN CENTY ETF TR | 2.3M | $202.6M | 0.3% |
| 65 | AMATAPPLIED MATLS INC | 280,199 | $202.6M | 0.3% |
| 66 | NFLXNETFLIX INC. | 2.8M | $202.0M | 0.3% |
| 67 | MCDMCDONALDS CORP | 745,825 | $201.6M | 0.3% |
| 68 | KOCOCA COLA CO | 2.4M | $197.7M | 0.3% |
| 69 | DFIVDIMENSIONAL ETF TRUST | 3.5M | $190.0M | 0.3% |
| 70 | ORCLORACLE CORP | 1.3M | $188.0M | 0.3% |
| 71 | VCITVANGUARD SCOTTSDALE FDS | 2.2M | $185.9M | 0.3% |
| 72 | WMTWALMART INC | 1.6M | $185.4M | 0.3% |
| 73 | VCSHVANGUARD SCOTTSDALE FDS | 2.3M | $178.0M | 0.2% |
| 74 | SCHXSCHWAB STRATEGIC TR | 6.0M | $177.3M | 0.2% |
| 75 | ADIANALOG DEVICES INC | 444,500 | $176.5M | 0.2% |
| 76 | VOVANGUARD INDEX FDS | 2.2M | $175.8M | 0.2% |
| 77 | DFACDIMENSIONAL ETF TRUST | 3.9M | $174.6M | 0.2% |
| 78 | EATON CORP PLC | 408,140 | $173.9M | 0.2% |
| 79 | VTVVANGUARD INDEX FDS | 797,039 | $173.7M | 0.2% |
| 80 | EFAISHARES TR | 1.7M | $172.0M | 0.2% |
| 81 | VXUSVANGUARD STAR FDS | 2.0M | $170.2M | 0.2% |
| 82 | AMGNAMGEN INC | 466,785 | $169.1M | 0.2% |
| 83 | PHPARKER-HANNIFIN CORP | 168,846 | $165.2M | 0.2% |
| 84 | ABTABBOTT LABORATORIES | 1.8M | $165.0M | 0.2% |
| 85 | CASYCASEYS GEN STORES INC | 206,053 | $163.8M | 0.2% |
| 86 | PCARPACCAR INC | 1.4M | $162.4M | 0.2% |
| 87 | DBEFDBX ETF TR | 2.9M | $161.1M | 0.2% |
| 88 | MDYSTATE STR SPDR S&P MIDCAP 40 | 226,432 | $159.3M | 0.2% |
| 89 | MRVLMARVELL TECHNOLOGY INC | 530,186 | $157.9M | 0.2% |
| 90 | IWMISHARES TR | 524,135 | $157.5M | 0.2% |
| 91 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 325,979 | $155.7M | 0.2% |
| 92 | INTCINTEL CORP | 1.1M | $154.8M | 0.2% |
| 93 | PWRQUANTA SVCS INC | 210,091 | $151.3M | 0.2% |
| 94 | VGITVANGUARD SCOTTSDALE FDS | 2.5M | $150.6M | 0.2% |
| 95 | JMBSJANUS DETROIT STR TR | 3.3M | $149.5M | 0.2% |
| 96 | VGSHVANGUARD SCOTTSDALE FDS | 2.6M | $148.9M | 0.2% |
| 97 | VBKVANGUARD INDEX FDS | 406,755 | $148.7M | 0.2% |
| 98 | AVUSAMERICAN CENTY ETF TR | 1.1M | $141.0M | 0.2% |
| 99 | ITWILLINOIS TOOL WKS INC | 517,411 | $139.9M | 0.2% |
| 100 | APHAMPHENOL CORP | 789,853 | $139.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.