How many stocks does Corient Private Wealth LLC own?

As of Q1 2026, Corient Private Wealth LLC holds 2,838 positions in their 13F portfolio.

What is Corient Private Wealth LLC's largest holding?

IVV at 4.0% of portfolio, worth $2.8B.

What is Corient Private Wealth LLC's total portfolio value?

$69.9B as of Q1 2026, tracked across 2,838 holdings.

Is Corient Private Wealth LLC a hedge fund?

Corient Private Wealth LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Corient Private Wealth LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Corient Private Wealth LLC's portfolio changed in Q1 2026?

View Corient Private Wealth LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Corient Private Wealth LLC's investment strategy?

Corient Private Wealth LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Corient Private Wealth LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Corient Private Wealth LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$69.9B

AUM

2,838

Positions

Q1 2026

Filing

Rating · 3.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased19%Decreased78%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.4 years

<1Q8%1-4Q12%1-2Y9%2Y+71%

Q1 2026 Summary

Active quarter - 380 new positions, 215 exits, 1041 increased. No standout high-conviction moves this quarter. Portfolio: $69.9B across 2838 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV3.95%

AAPL3.74%

MSFT3.04%

VEA2.99%

NVDA2.73%

VOO2.43%

GOOGL1.96%

AMZN1.91%

GOOG1.81%

AVGO1.62%

Other1.38%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AIXI2Q held

XIAO-I CORP

Avg $0.32 · $439,400 est. P&L

Est. P&L

+3487.30%

IMUX1Q held

IMMUNIC INC

Avg $1.07 · $243,321 est. P&L

Est. P&L

+1028.97%

FUBO1Q held

FUBOTV INC

Avg $1.20 · $1.3M est. P&L

Est. P&L

+701.67%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings2,838 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	4.6M	$2.8B	4.0%	—	$659.78	+12.53%	14 qtrssince 2022-Q4	Decreased 0
AAPL APPLE INC	10.4M	$2.6B	3.7%	—	$234.16	+28.21%	14 qtrssince 2022-Q4	Decreased 0
MSFT MICROSOFT CORP	5.7M	$2.1B	3.0%	—	$421.72	+1.32%	14 qtrssince 2022-Q4	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	33.4M	$2.1B	3.0%	—	$54.46	+26.84%	14 qtrssince 2022-Q4	Decreased 0
NVDA NVIDIA CORPORATION	11M	$1.9B	2.7%	—	$141.23	+62.98%	14 qtrssince 2022-Q4	Decreased 0
VOO ETF VANGUARD INDEX FDS	3M	$1.7B	2.4%	—	$533.60	+27.33%	14 qtrssince 2022-Q4	Decreased 0
GOOGL ALPHABET INC	4.8M	$1.4B	2.0%	—	$222.65	+78.33%	14 qtrssince 2022-Q4	Decreased 0
AMZN AMAZON COM INC	6.4M	$1.3B	1.9%	—	$173.82	+51.96%	14 qtrssince 2022-Q4	Decreased 0
GOOG ALPHABET INC	4.4M	$1.3B	1.8%	—	$181.42	+116.73%	14 qtrssince 2022-Q4	Decreased 0
AVGO BROADCOM INC	3.7M	$1.1B	1.6%	—	$240.80	+77.60%	14 qtrssince 2022-Q4	Decreased 0
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