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 1948780
$78.57B
disclosed book value
3,062
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 100 of 3,062 · 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 | 4.7M | $3.54B | 4.5% |
| 2 | AAPLAPPLE INC | 11.6M | $2.95B | 3.8% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 37.0M | $2.64B | 3.4% |
| 4 | NVDANVIDIA CORPORATION | 10.5M | $2.08B | 2.6% |
| 5 | MSFTMICROSOFT CORP | 5.5M | $2.06B | 2.6% |
| 6 | VOOVANGUARD INDEX FDS | 2.9M | $1.99B | 2.5% |
| 7 | GOOGALPHABET INC | 5.2M | $1.84B | 2.3% |
| 8 | GOOGLALPHABET INC | 4.4M | $1.56B | 2% |
| 9 | AMZNAMAZON COM INC | 9.9M | $1.55B | 2% |
| 10 | AVGOBROADCOM INC | 11.2M | $1.34B | 1.7% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 1.5M | $1.13B | 1.4% |
| 12 | JPMJPMORGAN CHASE & CO | 3.7M | $1.06B | 1.4% |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1.8M | $891.9M | 1.1% |
| 14 | LLYELI LILLY & CO | 1.2M | $768.9M | 1% |
| 15 | COSTCOSTCO WHOLESALE CORPORATION | 929,203 | $729.1M | 0.9% |
| 16 | VTIVANGUARD INDEX FDS | 1.9M | $710.6M | 0.9% |
| 17 | JNJJOHNSON & JOHNSON | 6.1M | $676.1M | 0.9% |
| 18 | VUGVANGUARD INDEX FDS | 7.2M | $620.1M | 0.8% |
| 19 | VVISA INC | 1.7M | $581.0M | 0.7% |
| 20 | METAMETA PLATFORMS INC | 8.8M | $574.8M | 0.7% |
| 21 | CATCATERPILLAR INC | 731,837 | $566.5M | 0.7% |
| 22 | ABBVABBVIE INC | 19.6M | $559.7M | 0.7% |
| 23 | SCHFSCHWAB STRATEGIC TR | 19.8M | $549.8M | 0.7% |
| 24 | VWOVANGUARD INTL EQUITY INDEX F | 8.8M | $526.9M | 0.7% |
| 25 | IJHISHARES TR | 6.2M | $474.9M | 0.6% |
| 26 | LRCXLAM RESEARCH CORP | 1.1M | $462.7M | 0.6% |
| 27 | ASML HLDG NV | 219,737 | $437.1M | 0.6% |
| 28 | BNDVANGUARD BD INDEX FDS | 5.9M | $431.8M | 0.5% |
| 29 | EXMOCEXXON MOBIL CORP | 3.8M | $422.0M | 0.5% |
| 30 | QQQINVESCO QQQ TR | 570,800 | $418.8M | 0.5% |
| 31 | CVXCHEVRON CORPORATION | 2.5M | $395.5M | 0.5% |
| 32 | TSLATESLA INC | 935,745 | $393.2M | 0.5% |
| 33 | HDHOME DEPOT INC | 7.7M | $392.1M | 0.5% |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 16.2M | $384.9M | 0.5% |
| 35 | TXNTEXAS INSTRS INC | 1.3M | $381.4M | 0.5% |
| 36 | PANWPALO ALTO NETWORKS INC | 1.1M | $380.9M | 0.5% |
| 37 | DEDEERE & CO | 593,935 | $376.8M | 0.5% |
| 38 | TJXTJX COS INC NEW | 2.4M | $363.1M | 0.5% |
| 39 | IJRISHARES TR | 2.4M | $359.6M | 0.5% |
| 40 | VIGVANGUARD SPECIALIZED FUNDS | 1.5M | $356.9M | 0.5% |
| 41 | AMDADVANCED MICRO DEVICES INC | 610,489 | $354.6M | 0.5% |
| 42 | MAMASTERCARD INCORPORATED | 1.7M | $354.6M | 0.5% |
| 43 | MSMORGAN STANLEY | 11.6M | $352.8M | 0.4% |
| 44 | MUMICRON TECHNOLOGY INC | 300,359 | $346.7M | 0.4% |
| 45 | PGPROCTER & GAMBLE CO | 3.0M | $336.8M | 0.4% |
| 46 | LINDE PLC | 645,790 | $335.1M | 0.4% |
| 47 | IEFAISHARES TR | 3.4M | $328.3M | 0.4% |
| 48 | MRKMERCK & CO INC | 2.7M | $327.3M | 0.4% |
| 49 | SYKSTRYKER CORPORATION | 1.8M | $323.6M | 0.4% |
| 50 | CSCOCISCO SYS INC | 2.7M | $312.8M | 0.4% |
| 51 | PEPPEPSICO INC | 3.8M | $298.0M | 0.4% |
| 52 | VGITVANGUARD SCOTTSDALE FDS | 5.0M | $292.7M | 0.4% |
| 53 | RTXRTX CORPORATION | 1.7M | $290.3M | 0.4% |
| 54 | SBUXSTARBUCKS CORP | 3.6M | $289.0M | 0.4% |
| 55 | BSVVANGUARD BD INDEX FDS | 3.7M | $285.7M | 0.4% |
| 56 | AXPAMERICAN EXPRESS CO | 4.8M | $253.9M | 0.3% |
| 57 | KOCOCA COLA CO | 3.1M | $245.7M | 0.3% |
| 58 | UNHUNITEDHEALTH GROUP INC | 8.5M | $245.5M | 0.3% |
| 59 | ECLECOLAB INC | 6.2M | $244.4M | 0.3% |
| 60 | GEGE AEROSPACE | 815,777 | $243.4M | 0.3% |
| 61 | XLKSELECT SECTOR SPDR TR | 1.3M | $242.2M | 0.3% |
| 62 | AMATAPPLIED MATLS INC | 326,678 | $236.1M | 0.3% |
| 63 | CHUBB LIMITED | 683,778 | $233.0M | 0.3% |
| 64 | VTEBVANGUARD MUN BD FDS | 4.6M | $231.3M | 0.3% |
| 65 | NEENEXTERA ENERGY INC | 2.6M | $228.8M | 0.3% |
| 66 | NFLXNETFLIX INC. | 6.3M | $225.1M | 0.3% |
| 67 | WMTWALMART INC | 1.9M | $217.5M | 0.3% |
| 68 | MCDMCDONALDS CORP | 4.5M | $212.6M | 0.3% |
| 69 | CMICUMMINS INC | 296,581 | $211.5M | 0.3% |
| 70 | DFUVDIMENSIONAL ETF TRUST | 3.8M | $209.1M | 0.3% |
| 71 | AVDEAMERICAN CENTY ETF TR | 2.3M | $202.9M | 0.3% |
| 72 | EATON CORP PLC | 6.3M | $192.5M | 0.2% |
| 73 | DFIVDIMENSIONAL ETF TRUST | 3.5M | $190.5M | 0.2% |
| 74 | VCITVANGUARD SCOTTSDALE FDS | 2.3M | $190.1M | 0.2% |
| 75 | SCHXSCHWAB STRATEGIC TR | 6.5M | $190.0M | 0.2% |
| 76 | ORCLORACLE CORP | 1.3M | $188.3M | 0.2% |
| 77 | AMGNAMGEN INC | 1.0M | $187.7M | 0.2% |
| 78 | INTCINTEL CORP | 3.0M | $184.0M | 0.2% |
| 79 | ADIANALOG DEVICES INC | 1.7M | $183.3M | 0.2% |
| 80 | VXUSVANGUARD STAR FDS | 2.1M | $181.9M | 0.2% |
| 81 | VCSHVANGUARD SCOTTSDALE FDS | 2.3M | $178.9M | 0.2% |
| 82 | VTVVANGUARD INDEX FDS | 810,082 | $176.5M | 0.2% |
| 83 | DFACDIMENSIONAL ETF TRUST | 4.0M | $175.6M | 0.2% |
| 84 | ABTABBOTT LABORATORIES | 4.9M | $174.0M | 0.2% |
| 85 | PHPARKER-HANNIFIN CORP | 175,005 | $171.2M | 0.2% |
| 86 | EFAISHARES TR | 1.6M | $170.4M | 0.2% |
| 87 | PCARPACCAR INC | 1.4M | $167.6M | 0.2% |
| 88 | CASYCASEYS GEN STORES INC | 206,818 | $164.4M | 0.2% |
| 89 | GSGOLDMAN SACHS GROUP INC | 588,605 | $163.9M | 0.2% |
| 90 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 340,617 | $162.5M | 0.2% |
| 91 | PWRQUANTA SVCS INC | 225,309 | $162.2M | 0.2% |
| 92 | DBEFDBX ETF TR | 2.9M | $161.2M | 0.2% |
| 93 | MDYSTATE STR SPDR S&P MIDCAP 40 | 226,710 | $159.5M | 0.2% |
| 94 | MRVLMARVELL TECHNOLOGY INC | 533,541 | $158.9M | 0.2% |
| 95 | APHAMPHENOL CORP | 16.4M | $158.7M | 0.2% |
| 96 | VOVANGUARD INDEX FDS | 1.9M | $155.3M | 0.2% |
| 97 | BACBANK OF AMER CORP | 2.7M | $155.2M | 0.2% |
| 98 | IWMISHARES TR | 512,345 | $153.9M | 0.2% |
| 99 | IEMGISHARES INC | 1.9M | $153.5M | 0.2% |
| 100 | VGSHVANGUARD SCOTTSDALE FDS | 2.6M | $149.6M | 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.