DOSSIER · 13F-HR · Q1 2026

Corient Private Wealth LLC

Corient Private Wealth's asset manager based in London, UK — $69.9B in tracked AUM across 3,546 positions as of Q1 2026.

CP

Corient Private Wealth·London, UK·Asset Manager

CIK 0001948780 · last filed Mar 31, 2026

Total AUM

$69.9B

▲ 2.2%

vs prior

Holdings

3,546

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

Top sector

Tech

43% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Corient Private Wealth LLC SEC 13F Filing

Portfolio Overview

Corient Private Wealth LLC manages a substantial, diversified portfolio totaling approximately $63.46 billion across 4,907 holdings. This quarter was characterized by significant deleveraging and portfolio restructuring, with the total portfolio value decreasing by 15.6% (down from $75.16B in the previous quarter).

The firm exhibits a "core-satellite" investment philosophy. The portfolio is ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$2.8B4.6M4.0%

02

APPLE INC

$2.6B10.4M3.7%

03

MICROSOFT CORP

$2.1B5.7M3.0%

04

VANGUARD TAX-MANAGED FDS

$2.1B33.4M3.0%

05

NVIDIA CORPORATION

$1.9B11.0M2.7%

06

VANGUARD INDEX FDS

$1.7B3.0M2.4%

07

ALPHABET INC

$1.4B4.8M2.0%

08

AMAZON COM INC

$1.3B6.4M1.9%

09

ALPHABET INC

$1.3B4.4M1.8%

10

BROADCOM INC

$1.1B3.7M1.6%

Filing history

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