account_balance
Investment manager · 13F filer · SEC CIK 1948780
Corient Private Wealth LP
Reported value$78.6Bas of Jun 30, 2026
Positions3062 411 new, 187 sold out
Top 10 weight27%IVV alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Tr
4.5%Added
AAPL
Apple INC
3.8%Added
VEA
Vanguard Tax-managed Fds
3.4%Added
NVDA
Nvidia Corporation
2.6%Trimmed
MSFT
Microsoft Corp
2.6%Trimmed
VOO
Vanguard Index Fds
2.5%Trimmed
GOOG
Alphabet INC
2.3%Added
GOOGL
Alphabet INC
2.0%Trimmed
AMZN
Amazon Com INC
2.0%Added
AVGO
Broadcom INC
1.7%Added
3052 others
72.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed