Corient Private Wealth LLC

Est. AUM

$69.90B

13F long equity, this entity only

Positions

3,546

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$2.69B	4452491	3.85%	SOLE
2	APPLE INC	COM	$2.53B	10104366	3.62%	SOLE
3	MICROSOFT CORP	COM	$2.06B	5503910	2.95%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.02B	32280445	2.89%	SOLE
5	NVIDIA CORPORATION	COM	$1.80B	10364151	2.58%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.69B	2977586	2.42%	SOLE
7	ALPHABET INC	CAP STK CL A	$1.33B	4663080	1.91%	SOLE
8	AMAZON COM INC	COM	$1.29B	6206856	1.84%	SOLE
9	ALPHABET INC	CAP STK CL C	$1.23B	4240904	1.76%	SOLE
10	BROADCOM INC	COM	$1.08B	3489354	1.55%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$930.8M	1489945	1.33%	SOLE
12	JPMORGAN CHASE & CO	COM	$901.9M	3066676	1.29%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$815.5M	1718397	1.17%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$725.2M	751350	1.04%	SOLE
15	JOHNSON & JOHNSON	COM	$629.1M	2583053	0.90%	SOLE
16	VANGUARD INDEX FDS	GROWTH ETF	$613.7M	1408216	0.88%	SOLE
17	ELI LILLY & CO	COM	$590.8M	628034	0.85%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$589.2M	1894271	0.84%	SOLE
19	META PLATFORMS INC	CL A	$580.5M	1023827	0.83%	SOLE
20	EXXON MOBIL CORP	COM	$516.4M	3108738	0.74%	SOLE
21	VISA INC	COM CL A	$501.6M	1641009	0.72%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$473.7M	19146190	0.68%	SOLE
23	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$471.8M	9736043	0.68%	SOLE
24	ABBVIE INC	COM	$461.4M	2124289	0.66%	SOLE
25	CHEVRON CORPORATION	COM	$441.7M	2285731	0.63%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$440.6M	8265755	0.63%	SOLE
27	AMERICAN CENTY ETF TR	INTL EQT ETF	$424.1M	4999263	0.61%	SOLE
28	THERMO FISHER SCIENTIFIC INC	COM	$414.2M	825580	0.59%	SOLE
29	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$381.2M	5230610	0.55%	SOLE
30	PEPSICO INC	COM	$365.1M	2355414	0.52%	SOLE
31	STRYKER CORPORATION	COM	$362.1M	1089417	0.52%	SOLE
32	HOME DEPOT INC	COM	$357.3M	1084769	0.51%	SOLE
33	CATERPILLAR INC	COM	$353.6M	534318	0.51%	SOLE
34	PROCTER & GAMBLE CO	COM	$350.3M	2431333	0.50%	SOLE
35	DEERE & CO	COM	$348.7M	641185	0.50%	SOLE
36	TJX COS INC NEW	COM	$337.1M	2126158	0.48%	SOLE
37	LINDE PLC	SHS	$332.7M	686366	0.48%	SOLE
38	MASTERCARD INCORPORATED	CL A	$326.7M	664268	0.47%	SOLE
39	ISHARES TR	CORE S&P MCP ETF	$326.2M	4875493	0.47%	SOLE
40	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$323.8M	1524536	0.46%	SOLE
41	VANGUARD INDEX FDS	SML CP GRW ETF	$311.7M	1031328	0.45%	SOLE
42	ISHARES TR	CORE MSCI EAFE	$298.5M	3307586	0.43%	SOLE
43	TESLA INC	COM	$288.5M	802525	0.41%	SOLE
44	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$286.9M	5442896	0.41%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$285.5M	676607	0.41%	SOLE
46	VANGUARD BD INDEX FDS	SHORT TRM BOND	$282.4M	3615309	0.40%	SOLE
47	MERCK & CO INC	COM	$282.3M	2353886	0.40%	SOLE
48	MORGAN STANLEY	COM NEW	$267.6M	1629554	0.38%	SOLE
49	STARBUCKS CORP	COM	$266.5M	2986579	0.38%	SOLE
50	ASML HLDG NV	N Y REGISTRY SHS	$261.4M	198272	0.37%	SOLE

1–50 of 2,838

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.