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Corient Private Wealth LLC - Portfolio Stock Holdings

Corient Private Wealth LLC disclosed 3023 stock positions in a recent SEC 13F filing. $69,291,717,832 of stock holdings were filed, with the largest holdings including IVV, AAPL, and VEA. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $165,252,436,553 and has 1537 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

3023

Est. Stock Holding Value:

$69,291,717,832

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Corient Private Wealth LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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