Curated Wealth Partners LLC Portfolio Holdings

Curated Wealth Partners LLC

  • $820 Million
  • Q4 2025

Curated Wealth Partners LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $820 Million distributed in 374 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $291M, Ares Management Corp with a value of $202M, Vanguard Index Fds S&P 500 ETF with a value of $43.5M, Spdr S&P 500 ETF Trust with a value of $34.5M, and Dimensional ETF Tr with a value of $24.5M.

Examining the 13F form we can see an increase of $28.4M in the current position value, from $791M to 820M.

Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $820 Million
Financial Services: $527 Million
ETFs: $160 Million
Technology: $38 Million
Industrials: $23.6 Million
Communication Services: $20.7 Million
Consumer Cyclical: $17.8 Million
Energy: $13.4 Million
Healthcare: $9.35 Million
Other: $9.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.4B
$291 Million 35.46% of portfolio
2,225,027
Q4 2025 Reduced 0.17%
$24.4B
$202 Million 24.6% of portfolio
1,419,270
Q4 2025 Added 0.04%
$3.1B
$10.4 Million 1.27% of portfolio
226,922
Q4 2024 Added 28.26%
$4.3T
$8.88 Million 1.08% of portfolio
33,209
Q4 2025 Reduced 25.77%
$7.89B
$8.49 Million 1.04% of portfolio
8,298
Q4 2025 Added 200.0%
$2.39T
$6.82 Million 0.83% of portfolio
29,047
Q4 2025 Added 9.57%
$465B
$6.81 Million 0.83% of portfolio
36,477
Q4 2025 Reduced 1.54%
$1.65T
$5.71 Million 0.7% of portfolio
20,674
Q4 2025 Added 93.67%
$3.78T
$5.59 Million 0.68% of portfolio
11,024
Q4 2025 Reduced 30.32%
$11.6B
$4.6 Million 0.56% of portfolio
536,541
Q2 2024 New
$413B
$4.05 Million 0.49% of portfolio
78,732
Q4 2025 Added 1,355.57%
$1.37T
$3.84 Million 0.47% of portfolio
6,299
Q4 2025 Added 48.88%
$12.6B
$3.67 Million 0.45% of portfolio
432,207
Q4 2025 Added 0.05%
$139B
$3.72 Million 0.45% of portfolio
10,844
Q4 2025 Added 52.41%
$0
$3.1 Million 0.38% of portfolio
153,208
Q2 2024 New
$453B
$3.02 Million 0.37% of portfolio
4
Q1 2025 New
$169B
$2.41 Million 0.29% of portfolio
2,887
Q4 2025 Added 1,177.43%
$11.1B
$2.25 Million 0.27% of portfolio
18,540
Q4 2025 Added 0.03%
$228B
$2.11 Million 0.26% of portfolio
16,262
Q4 2025 Added 17.35%
$18.5B
$1.86 Million 0.23% of portfolio
9,450
Q2 2024 New
$49.1B
$1.9 Million 0.23% of portfolio
17,249
Q4 2025 Added 2,221.53%
$881B
$1.89 Million 0.23% of portfolio
6,288
Q4 2025 Added 50.22%
$59.1B
$1.81 Million 0.22% of portfolio
23,252
Q4 2025 Reduced 1.46%
$1.74T
$1.84 Million 0.22% of portfolio
6,434
Q4 2025 Added 18.47%
$177B
$1.61 Million 0.2% of portfolio
8,281
Q4 2025 Added 11.83%
$98.1B
$1.54 Million 0.19% of portfolio
11,129
Q4 2025 Added 10.37%
$533B
$1.42 Million 0.17% of portfolio
4,368
Q4 2025 Added 44.06%
$31.2B
$1.38 Million 0.17% of portfolio
10,144
Q4 2025 Added 19.02%
$897M
$1.39 Million 0.17% of portfolio
100,000
Q4 2025 New
$72.4B
$1.35 Million 0.16% of portfolio
3,856
Q4 2025 Added 22.53%
$0
$1.22 Million 0.15% of portfolio
87,908
Q4 2025 Added 2.65%
$85.9B
$1.21 Million 0.15% of portfolio
5,763
Q4 2025 Added 15.4%
$65.7B
$1.25 Million 0.15% of portfolio
15,883
Q4 2025 Added 4.9%
$237B
$1.12 Million 0.14% of portfolio
4,710
Q4 2025 Added 7.05%
$113B
$1.17 Million 0.14% of portfolio
13,168
Q4 2025 Reduced 12.68%
$7.09B
$1.05 Million 0.13% of portfolio
6,411
Q4 2025 Added 29.83%
$136B
$1.08 Million 0.13% of portfolio
4,909
Q4 2025 Reduced 3.5%
$77.2B
$1.04 Million 0.13% of portfolio
5,175
Q4 2025 Reduced 26.0%
$37.2B
$1.09 Million 0.13% of portfolio
1,821
Q4 2025 Added 15.99%
$182B
$1.1 Million 0.13% of portfolio
1,706
Q4 2025 Added 5.18%
$37.9B
$1.01 Million 0.12% of portfolio
13,501
Q4 2025 Reduced 5.27%
$7.37B
$949,000 0.12% of portfolio
3,520
Q4 2025 Added 31.59%
$3.93B
$962,000 0.12% of portfolio
70,601
Q4 2025 Added 1.07%
$9.51B
$1.01 Million 0.12% of portfolio
3,989
Q4 2025 Added 31.26%
$328B
$955,000 0.12% of portfolio
3,183
Q4 2025 Added 79.12%
$193B
$984,000 0.12% of portfolio
9,315
Q4 2025 Added 15.27%
$4.35M
$969,000 0.12% of portfolio
881,297
Q4 2025 Reduced 5.37%
$55.6B
$976,000 0.12% of portfolio
8,216
Q4 2025 Added 14.05%
$70.2B
$892,000 0.11% of portfolio
27,670
Q4 2024 Added 65.99%

Summary

  • Portfolio
  • No. of Stocks 374
  • Current Value $820 Million
  • Prior Value $791 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 65 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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