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§ 13F · FUND PROFILE

Corient Private Wealth LLC.

Wealth platform, private wealth
AUM · $75.2B (13F)Positions · 4272Turnover · 77% · Q1Filed · May 15, 2026
BIG MOVE · Q1
Technology cut 2pp. Other lifted 2pp.
CONCENTRATION
25%
Top 10 holdings
NEW BUYS
+384
+$482M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +2pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026
#TickerNameShares$ value% portΔ Q1
1IVVISHARES TR4.45M$2.7B3.8%+13%
2AAPLAPPLE INC10.10M$2.5B3.6%−5%
3MSFTMICROSOFT CORP5.50M$2.1B3.0%−6%
4VEAVANGUARD TAX-MANAGED FDS32.28M$2.0B2.9%+20%
5NVDANVIDIA CORPORATION10.36M$1.8B2.6%+7%
6VOOVANGUARD INDEX FDS2.98M$1.7B2.4%+2%
7GOOGLALPHABET INC4.66M$1.3B1.9%−8%
8AMZNAMAZON COM INC6.21M$1.3B1.8%−13%
9GOOGALPHABET INC4.24M$1.2B1.8%−14%
10AVGOBROADCOM INC3.49M$1.1B1.5%−6%
§ 02 · SECTOR ALLOCATION

Where the money is

Other30.4% (+2pp)
Technology9.2% (2pp)
Semiconductors6.8% (±0)
Media5.3% (1pp)
Retail5.2% (±0)
Financial Services4.3% (1pp)
§ 03 · THE CORIENT SIGNAL

AC read

Corient Private Wealth LLC is a Other fund managing $75.2 billion in assets. The fund runs a massive portfolio of 4,272 positions, broad diversification across holdings, with the top 10 accounting for 25%. Trading activity is aggressive at 77% quarterly turnover, with 384 new positions and 0 exits last quarter. Top sector allocations: Other (30%), Technology (9%), Semiconductors (7%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Busy quarter
+384 buys · 0 exits · 2329 changed
Q4 2025
Busy quarter
+2642 buys · 0 exits · 0 changed
Q4 2025
Busy quarter
+2642 buys · 0 exits · 0 changed
Q2 2025
Busy quarter
+287 buys · 0 exits · 2025 changed
Corient Private Wealth LLC 13F Holdings & Portfolio Analysis | Acid Capitalist