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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.5 Million 5.31% of portfolio
70,385
Q4 2025 Added 12.7%
$0
$34.5 Million 4.21% of portfolio
51,774
Q4 2025 Added 0.27%
$0
$24.5 Million 2.99% of portfolio
660,014
Q4 2025 Added 5.44%
$130B
$8.33 Million 1.02% of portfolio
22,158
Q4 2025 New
$0
$7.95 Million 0.97% of portfolio
11,766
Q4 2025 Added 22.96%
$0
$6.5 Million 0.79% of portfolio
20,826
Q4 2025 New
$0
$3.92 Million 0.48% of portfolio
39,175
Q4 2025 New
$0
$3.25 Million 0.4% of portfolio
4,293
Q2 2025 Reduced 0.53%
$0
$3.03 Million 0.37% of portfolio
30,250
Q4 2025 New
$0
$2.32 Million 0.28% of portfolio
4,928
Q2 2025 Added 0.02%
$0
$2.08 Million 0.25% of portfolio
30,460
Q4 2025 Reduced 4.57%
$0
$1.89 Million 0.23% of portfolio
19,810
Q4 2025 Added 1.93%
$0
$1.59 Million 0.19% of portfolio
8,512
Q4 2025 Added 0.05%
$0
$1.5 Million 0.18% of portfolio
24,515
Q4 2025 Added 12.05%
$0
$1.36 Million 0.17% of portfolio
9,301
Q4 2024 New
$0
$1.42 Million 0.17% of portfolio
4,313
Q4 2025 Added 0.12%
$65.3B
$1.27 Million 0.16% of portfolio
16,522
Q4 2025 Added 1.0%
$0
$1.09 Million 0.13% of portfolio
1,799
Q4 2025 Reduced 2.18%
$0
$916,000 0.11% of portfolio
16,709
Q4 2025 Added 0.08%
$0
$829,000 0.1% of portfolio
34,677
Q4 2025 New
$0
$695,000 0.08% of portfolio
1,438
Q1 2025 Added 20.03%
$0
$693,000 0.08% of portfolio
16,295
Q4 2025 New
$0
$533,000 0.07% of portfolio
1,450
Q2 2024 New
$0
$611,000 0.07% of portfolio
6,459
Q4 2025 New
$0
$559,000 0.07% of portfolio
4,625
Q2 2025 Reduced 37.96%
$0
$524,000 0.06% of portfolio
3,015
Q4 2025 Added 0.03%
$24.1B
$510,000 0.06% of portfolio
11,105
Q4 2025 New
$0
$396,000 0.05% of portfolio
1,928
Q4 2025 Added 0.05%
$0
$444,000 0.05% of portfolio
759
Q4 2025 New
$0
$376,000 0.05% of portfolio
5,235
Q1 2025 Reduced 21.57%
$0
$325,000 0.04% of portfolio
4,639
Q4 2025 New
$0
$342,000 0.04% of portfolio
7,500
Q2 2024 New
$0
$341,000 0.04% of portfolio
1,874
Q4 2025 Added 84.81%
$0
$252,000 0.03% of portfolio
2,160
Q4 2025 New
$0
$270,000 0.03% of portfolio
3,772
Q4 2025 New

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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