Corient Private Wealth
Corient Private Wealth reported 3,043 stocks worth $72.2B in its 13F filing for Q2 2026, filed Aug 27, 2026. Its largest holdings are IVV (4.2%), AAPL (4.1%) and VEA (3.0%). Compared with Q1 2026, the fund added to GOOG, VUG and ASML, trimmed IVV, AAPL and VEA and sold out of INTF, CLSM and TDSC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $3B | 4.2% | 4.1M | −515K (−11%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $2.9B | 4.1% | 10.2M | −219K (−2%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $2.1B | 3.0% | 29.9M | −3.5M (−11%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $1.9B | 2.6% | 5.1M | −540K (−10%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $1.8B | 2.5% | 9.1M | −1.9M (−17%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $1.8B | 2.5% | 5M | +688K (+16%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $1.7B | 2.4% | 2.5M | −495K (−17%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $1.4B | 2.0% | 6M | −389K (−6%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $1.4B | 1.9% | 3.9M | −919K (−19%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $1.3B | 1.7% | 3.3M | −336K (−9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
MASIMO CORP | $57.2M | 322K |
 INTF Ishares TR | $32.7M | 840K |
 CLSM Exchange Listed Fds TR | $12.8M | 551K |
 TDSC Exchange Listed Fds TR | $12.1M | 465K |
 DD Dupont DE Nemours Inc | $10.3M | 227K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 27, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 17, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Corient Private Wealth 13F FAQ
What does Corient Private Wealth own?
Corient Private Wealth reported 3,043 stocks worth $72.2B in its 13F filing for Q2 2026, filed Aug 27, 2026. Its largest holdings are IVV (4.2%), AAPL (4.1%) and VEA (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Corient Private Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 444 new positions, 1,212 added to, 1,270 trimmed and 239 sold out. It sold all of INTF, CLSM and TDSC.
When will Corient Private Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Corient Private Wealth's portfolio worth?
The Q2 2026 filing reports $72.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.