SEC Form 13F

Corient Private Wealth LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-28
Reported value$72,240,830,016
Positions3,043

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$3,033,541,4464,050,717
APPLE INCAAPLCOM$2,935,289,95910,200,127
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$2,128,040,28329,867,238
MICROSOFT CORPMSFTCOM$1,913,061,6745,128,574
NVIDIA CORPORATIONNVDACOM$1,795,910,8869,069,030
ALPHABET INCGOOGCAP STK CL C$1,783,942,2845,048,951
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,710,779,4542,490,905
AMAZON COM INCAMZNCOM$1,437,048,7656,029,405
ALPHABET INCGOOGLCAP STK CL A$1,382,420,6263,868,315
BROADCOM INCAVGOCOM$1,256,213,4313,325,514

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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