Sign In
test

Jamie Lynn Cahal

Corient Private Wealth Llc

Assets Managed
$69.895B
Holdings
2838
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-53.01%(2Q avg: 40.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Corient Private Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2838 positions.

Assets under management

The assets under management (AUM) of Corient Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 69.895B in assets, with a quarterly growth rate of -53.01% and a 2-quarter average growth rate of 40.71%. The portfolio is managed by Jamie Lynn Cahal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -78.74%
3.96%
$2.763B
4.566M shares@ $605.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -74.73%
3.74%
$2.611B
10.419M shares@ $250.59 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -76.24%
3.04%
$2.124B
5.668M shares@ $374.74 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -46.68%
2.99%
$2.088B
33.374M shares@ $62.58 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -53.85%
2.74%
$1.909B
10.976M shares@ $173.93 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -51.13%
2.43%
$1.696B
2.986M shares@ $568.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -71.59%
1.96%
$1.368B
4.787M shares@ $285.72 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -69.64%
1.91%
$1.332B
6.419M shares@ $207.56 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -63.63%
1.82%
$1.266B
4.361M shares@ $290.32 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -63.71%
1.63%
$1.135B
3.662M shares@ $309.93 avg price

1-10 of 2838