Corient Private Wealth LP

MIAMI, FL · CIK 1948780 · 13F filing filed 2026-08-27

SEC-registered investment adviser since 2022 · limited partnership

Assets managed$165.3bn
Staff1,537 · 620 in investment roles
Main clients (by assets)High net worth individuals 94%, Charities 2%, Individuals 2%
Form ADV · 2026-08-21SEC adviser record

Legal entityCORIENT PRIVATE WEALTH LLC (US)

Kindhedge funds, private equity, venture, real estate, wealth
Others nearbyMiami, FL, New York, NY, Chicago, IL, Itasca, IL, Dallas, TX, Houston, TX
FamilyCorient Private Wealth LP · 2 related pages

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Miami, FL (main office)United States	United States	2
New York, NYUnited States	United States	48
Chicago, ILUnited States	United States	45
Itasca, ILUnited States	United States	41
Dallas, TXUnited States	United States	40
Houston, TXUnited States	United States	36
Morristown, NJUnited States	United States	35
Columbus, OHUnited States	United States	34
Boston, MAUnited States	United States	32
San Diego, CAUnited States	United States	29
Seattle, WA2 officesUnited States	United States	22
Newport Beach, CAUnited States	United States	21

12 more cities

Atlanta, GAUnited States	United States	20
Menlo Park, CAUnited States	United States	17
Wayne, PAUnited States	United States	17
St. Petersburg, FLUnited States	United States	14
Charlotte, NCUnited States	United States	13
Shaker Heights, OHUnited States	United States	12
San Antonio, TXUnited States	United States	11
Indianapolis, INUnited States	United States	7
Birmingham, MIUnited States	United States	6
Denver, COUnited States	United States	6
Weston, FLUnited States	United States	6
Bellevue, WAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$72.2bn reported value +3.3% vs Q1 2026

3,043positions

26.8%in top 10

444 new 1,222 added 1,287 reduced 239 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	4,050,717	$3.0bn4.20%	4.20%	Reduced -515.2k	-515,193 -11.3%
2	APPLE INC COM AAPL	AAPL	10,200,127	$2.9bn4.06%	4.06%	Reduced -218.6k	-218,647 -2.1%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	29,867,238	$2.1bn2.95%	2.95%	Reduced -3.5m	-3,506,619 -10.5%
4	MICROSOFT CORP COM MSFT	MSFT	5,128,574	$1.9bn2.65%	2.65%	Reduced -539.9k	-539,911 -9.5%
5	NVIDIA CORPORATION COM NVDA	NVDA	9,069,030	$1.8bn2.49%	2.49%	Reduced -1.9m	-1,907,428 -17.4%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	5,048,951	$1.8bn2.47%	2.47%	Added +688.0k	+687,967 15.8%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,490,905	$1.7bn2.37%	2.37%	Reduced -495.1k	-495,056 -16.6%
8	AMAZON COM INC COM AMZN	AMZN	6,029,405	$1.4bn1.99%	1.99%	Reduced -389.3k	-389,276 -6.1%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,868,315	$1.4bn1.91%	1.91%	Reduced -918.7k	-918,693 -19.2%
10	BROADCOM INC COM AVGO	AVGO	3,325,514	$1.3bn1.74%	1.74%	Reduced -336.4k	-336,380 -9.2%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,369,947	$1.0bn1.42%	1.42%	Reduced -173.4k	-173,371 -11.2%
12	JPMORGAN CHASE & CO COM JPM	JPM	3,103,189	$1.0bn1.41%	1.41%	Reduced -53.4k	-53,372 -1.7%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,661,735	$831.5m1.15%	1.15%	Reduced -90.9k	-90,888 -5.2%
14	ELI LILLY & CO COM LLY	LLY	592,599	$710.8m0.98%	0.98%	Reduced -62.2k	-62,188 -9.5%
15	COSTCO WHSL CORP NEW COM COST	COST	754,706	$706.0m0.98%	0.98%	Reduced -4.3k	-4,280 -0.6%
16	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,874,723	$693.7m0.96%	0.96%	Reduced -69.8k	-69,759 -3.6%
17	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,713,568	$578.3m0.80%	0.80%	Reduced -1.8m	-1,789,860 -21.1%
18	JOHNSON & JOHNSON COM JNJ	JNJ	2,274,445	$577.6m0.80%	0.80%	Reduced -392.5k	-392,496 -14.7%
19	VISA INC COM CL A V	V	1,629,145	$558.9m0.77%	0.77%	Reduced -45.4k	-45,398 -2.7%
20	CATERPILLAR INC COM CAT	CAT	505,859	$538.7m0.75%	0.75%	Reduced -36.9k	-36,913 -6.8%
21	ABBVIE INC COM ABBV	ABBV	2,063,716	$519.3m0.72%	0.72%	Reduced -139.9k	-139,934 -6.3%
22	META PLATFORMS INC CL A META	META	870,581	$490.4m0.68%	0.68%	Reduced -198.7k	-198,737 -18.6%
23	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,013,926	$478.4m0.66%	0.66%	Reduced -524.9k	-524,878 -6.2%
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	218,728	$435.1m0.60%	0.60%	Added +17.2k	+17,214 8.5%
25	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	5,890,208	$432.4m0.60%	0.60%	Added +659.6k	+659,598 12.6%
26	LAM RESEARCH CORP COM NEW LRCX	LRCX	975,811	$422.8m0.59%	0.59%	Reduced -130.1k	-130,086 -11.8%
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	545,270	$401.6m0.56%	0.56%	Added +455.4k	+455,412 506.8%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,114,258	$394.4m0.55%	0.55%	Added +194.1k	+194,123 4.0%
29	CHEVRON CORP NEW COM CVX	CVX	2,300,306	$381.3m0.53%	0.53%	Reduced -59.7k	-59,722 -2.5%
30	PALO ALTO NETWORKS INC COM PANW	PANW	1,095,028	$373.4m0.52%	0.52%	Added +290.8k	+290,750 36.1%
31	TEXAS INSTRS INC COM TXN	TXN	1,241,694	$370.1m0.51%	0.51%	Added +31.7k	+31,728 2.6%
32	DEERE & CO COM DE	DE	579,782	$367.8m0.51%	0.51%	Reduced -68.0k	-67,984 -10.5%
33	HOME DEPOT INC COM HD	HD	1,038,282	$366.2m0.51%	0.51%	Reduced -78.5k	-78,525 -7.0%
34	EXXON MOBIL CORP COM XOM	XOM	2,627,167	$359.2m0.50%	0.50%	Reduced -609.1k	-609,074 -18.8%
35	TJX COS INC NEW COM TJX	TJX	2,342,257	$354.9m0.49%	0.49%	Added +182.3k	+182,282 8.4%
36	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	707,412	$354.7m0.49%	0.49%	Reduced -124.7k	-124,657 -15.0%
37	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,471,305	$348.1m0.48%	0.48%	Reduced -73.1k	-73,105 -4.7%
38	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,300,207	$341.1m0.47%	0.47%	Added +189.3k	+189,266 9.0%
39	MASTERCARD INCORPORATED CL A MA	MA	654,718	$336.3m0.47%	0.47%	Reduced -25.8k	-25,794 -3.8%
40	TESLA INC COM TSLA	TSLA	789,383	$332.0m0.46%	0.46%	Reduced -69.9k	-69,936 -8.1%
41	LINDE PLC SHS LIN	LIN	629,501	$326.7m0.45%	0.45%	Reduced -67.3k	-67,303 -9.7%
42	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,377,165	$326.2m0.45%	0.45%	Added +31.5k	+31,452 0.9%
43	PROCTER AND GAMBLE CO COM PG	PG	2,209,755	$324.1m0.45%	0.45%	Reduced -281.0k	-281,010 -11.3%
44	MORGAN STANLEY COM NEW MS	MS	1,528,373	$319.5m0.44%	0.44%	Reduced -157.6k	-157,621 -9.3%
45	STRYKER CORPORATION COM SYK	SYK	999,514	$314.7m0.44%	0.44%	Reduced -98.8k	-98,797 -9.0%
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	534,553	$310.5m0.43%	0.43%	Reduced -100.9k	-100,878 -15.9%
47	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,956,884	$308.3m0.43%	0.43%	Added +341.6k	+341,575 9.4%
48	MERCK & CO INC COM MRK	MRK	2,391,313	$307.3m0.43%	0.43%	Reduced -37.0k	-36,963 -1.5%
49	PEPSICO INC COM PEP	PEP	2,153,585	$291.6m0.40%	0.40%	Reduced -239.3k	-239,293 -10.0%
50	STARBUCKS CORP COM SBUX	SBUX	2,783,025	$284.4m0.39%	0.39%	Reduced -232.0k	-232,029 -7.7%
51	CISCO SYS INC COM CSCO	CSCO	2,367,630	$278.1m0.38%	0.38%	Reduced -206.9k	-206,872 -8.0%
52	RTX CORPORATION COM RTX	RTX	1,399,904	$265.6m0.37%	0.37%	Added +1.3m	+1,349,350 2669.1%
53	AMERICAN EXPRESS CO COM AXP	AXP	718,481	$243.0m0.34%	0.34%	Reduced -87.2k	-87,229 -10.8%
54	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,264,034	$240.8m0.33%	0.33%	Reduced -194.3k	-194,289 -13.3%
55	ECOLAB INC COM ECL	ECL	850,058	$236.8m0.33%	0.33%	Reduced -97.5k	-97,463 -10.3%
56	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,537,521	$229.5m0.32%	0.32%	Added +54.9k	+54,932 1.2%
57	GE AEROSPACE COM NEW GE	GE	605,493	$226.3m0.31%	0.31%	Reduced -86.5k	-86,538 -12.5%
58	NEXTERA ENERGY INC COM NEE	NEE	2,531,453	$222.2m0.31%	0.31%	Added +617.5k	+617,513 32.3%
59	CHUBB LIMITED COM CB	CB	646,685	$220.4m0.31%	0.31%	Reduced -38.8k	-38,782 -5.7%
60	UNITEDHEALTH GROUP INC COM UNH	UNH	520,634	$216.4m0.30%	0.30%	Reduced -26.6k	-26,579 -4.9%
61	MICRON TECHNOLOGY INC COM MU	MU	185,140	$213.7m0.30%	0.30%	Reduced -131.2k	-131,176 -41.5%
62	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	3,801,714	$209.1m0.29%	0.29%	Reduced -5.9m	-5,934,329 -61.0%
63	CUMMINS INC COM CMI	CMI	288,832	$206.0m0.29%	0.29%	Reduced -10.8k	-10,788 -3.6%
64	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	2,271,682	$202.6m0.28%	0.28%	Reduced -2.7m	-2,727,581 -54.6%
65	APPLIED MATLS INC COM AMAT	AMAT	280,199	$202.6m0.28%	0.28%	Reduced -40.5k	-40,469 -12.6%
66	NETFLIX INC COM NFLX	NFLX	2,829,336	$202.0m0.28%	0.28%	Added +129.2k	+129,228 4.8%
67	MCDONALDS CORP COM MCD	MCD	745,825	$201.6m0.28%	0.28%	Reduced -112.2k	-112,215 -13.1%
68	COCA COLA CO COM KO	KO	2,432,821	$197.7m0.27%	0.27%	Reduced -472.8k	-472,763 -16.3%
69	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	3,517,784	$190.0m0.26%	0.26%	Reduced -1.9m	-1,925,112 -35.4%
70	ORACLE CORP COM ORCL	ORCL	1,282,773	$188.0m0.26%	0.26%	Added +85.3k	+85,347 7.1%
71	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	2,248,961	$185.9m0.26%	0.26%	Added +262.4k	+262,429 13.2%
72	WALMART INC COM WMT	WMT	1,636,955	$185.4m0.26%	0.26%	Reduced -391.7k	-391,673 -19.3%
73	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	2,251,764	$178.0m0.25%	0.25%	Added +80.4k	+80,439 3.7%
74	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	6,026,096	$177.3m0.25%	0.25%	Reduced -699.3k	-699,293 -10.4%
75	ANALOG DEVICES INC COM ADI	ADI	444,500	$176.5m0.24%	0.24%	Added +112.7k	+112,715 34.0%
76	VANGUARD INDEX FDS MID CAP ETF VO	VO	2,182,308	$175.8m0.24%	0.24%	Added +202.8k	+202,792 10.2%
77	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	3,935,874	$174.6m0.24%	0.24%	Reduced -269.9k	-269,885 -6.4%
78	EATON CORP PLC SHS ETN	ETN	408,140	$173.9m0.24%	0.24%	Reduced -3.2k	-3,192 -0.8%
79	VANGUARD INDEX FDS VALUE ETF VTV	VTV	797,039	$173.7m0.24%	0.24%	Reduced -175.7k	-175,674 -18.1%
80	ISHARES TR MSCI EAFE ETF EFA	EFA	1,655,900	$172.0m0.24%	0.24%	Reduced -371.3k	-371,302 -18.3%
81	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	1,990,294	$170.2m0.24%	0.24%	Reduced -155.3k	-155,262 -7.2%
82	AMGEN INC COM AMGN	AMGN	466,785	$169.1m0.23%	0.23%	Reduced -84.1k	-84,082 -15.3%
83	PARKER-HANNIFIN CORP COM PH	PH	168,846	$165.2m0.23%	0.23%	Reduced -40.7k	-40,732 -19.4%
84	ABBOTT LABS COM ABT	ABT	1,818,488	$165.0m0.23%	0.23%	Added +151.3k	+151,301 9.1%
85	CASEYS GEN STORES INC COM CASY	CASY	206,053	$163.8m0.23%	0.23%	Added +8.5k	+8,546 4.3%
86	PACCAR INC COM PCAR	PCAR	1,352,123	$162.4m0.22%	0.22%	Reduced -54.4k	-54,413 -3.9%
87	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	2,948,233	$161.1m0.22%	0.22%	Reduced -744.9k	-744,870 -20.2%
88	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	226,432	$159.3m0.22%	0.22%	Reduced -3.4k	-3,423 -1.5%
89	MARVELL TECHNOLOGY INC COM MRVL	MRVL	530,186	$157.9m0.22%	0.22%	Added +470.9k	+470,891 794.1%
90	ISHARES TR RUSSELL 2000 ETF IWM	IWM	524,135	$157.5m0.22%	0.22%	Added +24.0k	+23,954 4.8%
91	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	325,979	$155.7m0.22%	0.22%	Reduced -26.3k	-26,316 -7.5%
92	INTEL CORP COM INTC	INTC	1,108,568	$154.8m0.21%	0.21%	Reduced -26.1k	-26,056 -2.3%
93	QUANTA SVCS INC COM PWR	PWR	210,091	$151.3m0.21%	0.21%	Added +184.8k	+184,819 731.3%
94	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	2,546,562	$150.6m0.21%	0.21%	Reduced -1.7m	-1,656,852 -39.4%
95	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	3,321,191	$149.5m0.21%	0.21%	Added +1.2m	+1,214,435 57.6%
96	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	2,557,701	$148.9m0.21%	0.21%	Added +120.0k	+119,991 4.9%
97	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	406,755	$148.7m0.21%	0.21%	Reduced -624.6k	-624,573 -60.6%
98	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	1,101,011	$141.0m0.20%	0.20%	Reduced -237.4k	-237,366 -17.7%
99	ILLINOIS TOOL WKS INC COM ITW	ITW	517,411	$139.9m0.19%	0.19%	Added +270.9k	+270,852 109.8%
100	AMPHENOL CORP CL A APH	APH	789,853	$139.4m0.19%	0.19%	Added +261.3k	+261,323 49.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MASIMO CORP MASI	MASI	321,600	$57.2m321.6k shares
ISHARES TR INTF	INTF	840,185	$32.7m840.2k shares
EXCHANGE LISTED FDS TR CLSM	CLSM	550,618	$12.8m550.6k shares
EXCHANGE LISTED FDS TR TDSC	TDSC	464,849	$12.1m464.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	75,810	$10.3m75.8k shares
COTERRA ENERGY INC CTRA	CTRA	262,588	$9.2m262.6k shares
PROSHARES TR TQQQ	TQQQ	186,831	$7.8m186.8k shares
INVESCO DB COMMDY INDX TRCK DBC	DBC	236,182	$6.8m236.2k shares
CARNIVAL CORP		258,951	$6.6m259.0k shares
JFROG LTD FROG	FROG	112,512	$5.3m112.5k shares
RELMADA THERAPEUTICS INC RLMD	RLMD	719,582	$5.0m719.6k shares
DIREXION SHS ETF TR SPXL	SPXL	26,370	$4.9m26.4k shares
AIR LEASE CORP AL	AL	65,828	$4.3m65.8k shares
EXCHANGE LISTED FDS TR TDSB	TDSB	167,545	$4.1m167.5k shares
COMMERCIAL METALS CO CMC	CMC	63,232	$3.9m63.2k shares
PINNACLE FINL PARTNERS INC		39,852	$3.4m39.9k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	84,571	$3.4m84.6k shares
WISDOMTREE TR DTD	DTD	38,003	$3.3m38.0k shares
HOLOGIC INC HOLX	HOLX	37,096	$2.8m37.1k shares
CGI INC GIB	GIB	37,763	$2.8m37.8k shares
ISHARES TR DMXF	DMXF	33,053	$2.5m33.1k shares
WARBY PARKER INC WRBY	WRBY	116,718	$2.5m116.7k shares
ASTRAZENECA PLC		12,631	$2.4m12.6k shares
SPDR SERIES TRUST XNTK	XNTK	9,444	$2.4m9.4k shares
PIPER SANDLER COMPANIES PJC	PJC	30,750	$2.4m30.8k shares