13F Filings History of Corient Private Wealth LP
- Latest 13F filing
- Q2 2026 - 27 Aug 2026
- Latest reported 13F value
- $72,240,830,016
- Largest 13F holdings
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IVV AAPL VEA MSFT NVDA GOOG VOO AMZN GOOGL AVGO SPY JPM
+8 more
BRKB LLY COST VTI VUG JNJ V CAT - Form 13F summary
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- Corient Private Wealth LP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Corient Private Wealth LP reported 3043 equity holdings with a total reported market value of $72,240,830,016 for Q2 2026. Top reported holdings included IVV, AAPL, VEA, MSFT, and NVDA.
- Manager signature
- Chad Estep - Partner, Chief Risk and Compliance Officer
- Manager location
- Miami, FL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$72,240,830,016
Quarter delta
+$2,422,322,362
Accepted
27 Aug 2026, 15:29
Rows shown
1-16 of 16
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,043 | $72,240,830,016 | +$5,545,249,536 | -$11,105,643,906 | -$5,560,394,370 | IVV, AAPL, VEA, MSFT, NVDA | Restatement | 27 Aug 2026, 15:29 |
| Q1 2026 | 2,839 | $69,818,507,654 | +$4,737,084,100 | -$5,744,543,834 | -$1,007,459,734 | IVV, AAPL, MSFT, VEA, NVDA | 13F-HR | 15 May 2026, 15:04 |
| Q4 2025 | 2,642 | $73,540,861,260 | $0 | $0 | $0 | AAPL, MSFT, IVV, NVDA, VOO | New Holdings | 09 Mar 2026, 15:49 |
| Q4 2025 | 3,023 | $73,911,043,330 | +$11,504,146,038 | -$2,468,945,914 | +$9,035,200,124 | AAPL, MSFT, IVV, NVDA, VOO | 13F-HR | 18 Feb 2026, 19:49 |
| Q3 2025 | 2,529 | $63,082,476,174 | +$5,834,181,711 | -$14,692,221,108 | -$8,858,039,397 | MSFT, AAPL, IVV, NVDA, VOO | 13F-HR | 14 Nov 2025, 13:10 |
| Q2 2025 | 2,431 | $69,017,110,485 | +$9,793,529,399 | -$7,465,677,049 | +$2,327,852,350 | MSFT, IVV, AAPL, AMZN, META | Restatement | 26 Sep 2025, 14:59 |
| Q1 2025 | 2,270 | $61,165,418,865 | +$5,564,091,601 | -$3,900,341,483 | +$1,663,750,118 | IVV, AAPL, MSFT, AMZN, VOO | 13F-HR | 14 May 2025, 12:53 |
| Q4 2024 | 2,371 | $59,931,761,694 | +$3,104,474,741 | -$4,159,262,849 | -$1,054,788,108 | AAPL, MSFT, AMZN, COST, IVV | 13F-HR | 10 Feb 2025, 14:57 |
| Q3 2024 | 2,412 | $62,869,081,247 | +$5,478,894,812 | -$1,904,578,088 | +$3,574,316,724 | AAPL, MSFT, IVV, AMZN, NVDA | 13F-HR | 12 Nov 2024, 16:34 |
| Q2 2024 | 2,310 | $57,390,900,483 | +$3,335,057,220 | -$2,011,606,851 | +$1,323,450,369 | MSFT, AAPL, AMZN, COST, NVDA | 13F-HR | 13 Aug 2024, 13:02 |
| Q1 2024 | 2,270 | $55,973,780,106 | +$2,359,041,213 | -$2,733,504,196 | -$374,462,983 | MSFT, AAPL, AMZN, COST, NVDA | 13F-HR | 09 May 2024, 14:59 |
| Q4 2023 | 2,248 | $54,364,708,030 | +$6,681,878,183 | -$1,502,505,917 | +$5,179,372,266 | AAPL, MSFT, BRKA, AMZN, GOOG | 13F-HR | 09 Feb 2024, 14:28 |
| Q3 2023 | 2,144 | $42,459,394,539 | +$2,161,722,168 | -$959,161,485 | +$1,202,560,683 | AAPL, MSFT, AMZN, GOOGL, GOOG | 13F-HR | 03 Nov 2023, 15:59 |
| Q2 2023 | 2,062 | $43,029,022,966 | +$4,760,244,415 | -$933,621,768 | +$3,826,622,647 | AAPL, MSFT, AMZN, BRKB, GOOG | 13F-HR | 10 Aug 2023, 13:19 |
| Q1 2023 | 1,987 | $36,915,053,505 | +$9,102,890,034 | -$834,760,423 | +$8,268,129,611 | AAPL, MSFT, AMZN, GOOG, BRKB | 13F-HR | 15 May 2023, 15:50 |
| Q4 2022 | 1,701 | $27,090,333,286 | $0 | $0 | $0 | AAPL, MSFT, BRKB, SCHF, DFUV | 13F-HR | 15 Feb 2023, 13:46 |