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CIK: 0001948780
Total reported value
$72.2B
$72.2B
2642 檔
17.2%
As reported in its official Q4 2025 Form 13F filing, Corient Private Wealth LP's tracked investment portfolio stood at $72.2B with 2642 total positions.
In Q4 2025, Corient Private Wealth LP displayed an active expansion posture, initiating 4 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2642 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.07% | +0.32% | +18.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | -0.39% | +13.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | +0.25% | +16.57% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | -0.24% | +20.75% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | -0.06% | +18.44% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.35% | -0.04% | +13.70% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.08% | +15.75% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | -0.05% | +1.02% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +0.66% | +19.43% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +0.12% | +7.50% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.08% | +9.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | +0.04% | +4.48% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.04% | +33.42% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.19% | +21.69% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.07% | +31.72% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.10% | +40.06% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | -0.08% | +2.46% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.04% | +10.45% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.09% | +11.86% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.13% | +3.64% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.04% | +1.87% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.67% | -0.58% | -0.09% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.01% | +12.19% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.63% | -0.39% | +51.10% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.11% | +9.02% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.02% | +14.05% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.12% | +18.94% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.27% | +8.74% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.01% | +8.04% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | — | +12.52% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.13% | +4.95% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.49% | -0.33% | +21.60% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.06% | +11.38% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.02% | +19.65% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | +0.01% | -0.03% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.47% | -0.08% | +3.30% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | -0.26% | -0.50% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.07% | +14.83% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.45% | -0.14% | -18.72% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.24% | +59.69% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | +0.08% | +40.96% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | +0.05% | +49.45% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.42% | -0.24% | +14.61% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.42% | -0.03% | +15.40% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | +0.02% | +10.01% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.40% | +0.01% | +76.42% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.40% | -0.03% | +41.10% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.37% | +0.33% | +22.07% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.08% | +1107.59% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.10% | +4.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +19.43% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +16.57% | Add |
| 3 | LLY | Eli Lilly & Co | +0.4% | +40.06% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +18.43% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.02% | Add |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.2% | +281.47% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +10.01% | Add |
| 8 | ACIO | Aptus Collared Invest Opp | +0.2% | -0.72% | Trim |
| 9 | CAT | Caterpillar Inc | +0.2% | +59.69% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +33.42% | Add |
| 11 | DFUV | Dimensional US Marketwide Va | +0.2% | +51.10% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +40.96% | Add |
| 13 | VXUS | Vanguard Total Intl Stock | +0.2% | +230.68% | Add |
| 14 | VGSH | Vanguard Short-term Treasury | +0.2% | +648.92% | Add |
| 15 | DE | Deere & Co | +0.1% | +76.42% | Add |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +131.51% | Add |
| 17 | DFAT | Dimensional US Target Value | +0.1% | +208.54% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +15.75% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +28.49% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +156.43% | Add |
| 21 | DFAC | Dimensional US Core Equity 2 | +0.1% | +132.15% | Add |
| 22 | DFAI | Dimensional International Co | +0.1% | +264.22% | Add |
| 23 | VONG | Vanguard Russell 1000 Growth | +0.1% | -1.37% | Trim |
| 24 | RS | Reliance Inc | +0.1% | +1019.03% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +20.75% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +18.44% | Add |
| 27 | AXP | American Express Co | +0.1% | +41.10% | Add |
| 28 | RDVY | First Trust Rising Dividend | +0.1% | -3.27% | Trim |
| 29 | DFIV | Dimensional International Va | +0.1% | +57.89% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | +67.10% | Add |
| 31 | BND | Vanguard Total Bond Market | +0.1% | +49.45% | Add |
| 32 | AMGN | Amgen Inc | +0.1% | +54.01% | Add |
| 33 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +139.58% | Add |
| 34 | DRSK | Aptus Defined Risk ETF | +0.1% | +1.77% | Add |
| 35 | TMO | Thermo Fisher Scientific Inc | +0.1% | +9.02% | Add |
| 36 | DFSV | Dimensional US Small Cap Val | +0.1% | +41.90% | Add |
| 37 | CB | Chubb Limited | +0.1% | +46.10% | Add |
| 38 | ETN | Eaton Corporation plc | +0.1% | +132.94% | Add |
| 39 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +102.41% | Add |
| 40 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +16.52% | Add |
| 41 | MAIN | Main Street Capital CORP | +0.1% | +3880.78% | Add |
| 42 | COST | Costco Wholesale CORP | +0.1% | +31.72% | Add |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | +17.73% | Add |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +146.05% | Add |
| 45 | DIHP | Dimensional International Hi | +0.1% | +9392.64% | Add |
| 46 | OSCV | Opus Small Cap Value ETF | +0.1% | -6.39% | Trim |
| 47 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.70% | Add |
| 48 | VO | Vanguard Mid-cap ETF | +0.1% | +57.67% | Add |
| 49 | DUHP | Dimensional US High Profi Et | +0.1% | +71.42% | Add |
| 50 | VV | Vanguard Large-cap ETF | +0.1% | +137.38% | Add |
According to official SEC Form 13F filings, Corient Private Wealth LP reported a total U.S. public equity portfolio value of $72.2B across 2642 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $44.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $350.5M
During Q4 2025, Corient Private Wealth LP's top holdings by market value included AAPL (4.1%)、MSFT (4.0%)、IVV (3.8%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 2025, Corient Private Wealth LP made 200 total portfolio adjustments, initiating 4 new buys, adding to 143 positions, trimming 46 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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