Corient Private Wealth LLC 13F Holdings

CIK 0001948780 · Miami, FL

As of Sep 30, 2025, Corient Private Wealth LLC reported 4,907 positions worth $49.9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology5,325,171$2.7B5.49%
APPLE INCAAPLTechnology9,240,926$2.3B4.69%
ISHARES CORE S&P 500 ETFIVV—3,404,102$2.0B4.11%
NVIDIA CORPNVDATechnology8,469,801 .6B3.15%
VANGUARD 500 INDEX FUNDVOO—2,462,318 .5B3.02%
VANGUARD TAX-MANAGED FUNDSVEA—23,452,958 .4B2.81%
AMAZON.COM INCAMZNEquity6,171,525 .3B2.70%
ALPHABET INCGOOGLEquity5,002,455 .2B2.43%
BROADCOM INCAVGOTechnology3,460,997 .1B2.28%
ALPHABET INCGOOGEquity4,116,481 .0B2.00%
JPMORGAN CHASE & COJPMFinancial Services3,100,517$971.0M1.94%
SPDR S&P 500 ETF TRUSTSPY—1,447,988$962.1M1.93%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,390,828$698.5M1.40%
VANGUARD GROWTH INDEX FUNDVUG—1,396,472$669.5M1.34%
META PLATFORMS INCMETACommunication Services883,083$645.3M1.29%
COSTCO WHOLESALE CORPCOSTConsumer Defensive644,465$596.3M1.19%
VISA INC-CLASS A SHARESVFinancial Services1,750,217$591.7M1.19%
VANGUARD TOTAL STOCK MKT ETFVTI—1,643,987$538.6M1.08%
ABBVIE INCABBVEquity2,260,797$523.0M1.05%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—20,421,056$475.4M0.95%
JOHNSON & JOHNSONJNJHealthcare2,517,274$466.2M0.93%
ROPER TECHNOLOGIES INCROPTechnology906,011$449.8M0.90%
HOME DEPOT INCHDConsumer Cyclical1,023,300$412.8M0.83%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—7,561,167$409.7M0.82%
THERMO FISHER SCIENTIFIC INCTMOHealthcare726,441$352.1M0.71%