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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.88 Million 1.08% of portfolio
33,209
Q4 2025 Reduced 25.77%
$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%
$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%
$453B
$3.02 Million 0.37% of portfolio
4
Q1 2025 New
$662B
$2.64 Million 0.32% of portfolio
5,197
Q4 2025 Reduced 7.46%
$228B
$2.11 Million 0.26% of portfolio
16,262
Q4 2025 Added 17.35%
$881B
$1.89 Million 0.23% of portfolio
6,288
Q4 2025 Added 50.22%
$1.74T
$1.84 Million 0.22% of portfolio
6,434
Q4 2025 Added 18.47%
$533B
$1.42 Million 0.17% of portfolio
4,368
Q4 2025 Added 44.06%
$237B
$1.12 Million 0.14% of portfolio
4,710
Q4 2025 Added 7.05%
$328B
$955,000 0.12% of portfolio
3,183
Q4 2025 Added 79.12%
$512B
$792,000 0.1% of portfolio
1,476
Q4 2025 Reduced 60.46%
$971B
$600,000 0.07% of portfolio
588
Q4 2025 Added 86.67%
$593B
$583,000 0.07% of portfolio
2,653
Q4 2025 Reduced 2.36%
$317B
$494,000 0.06% of portfolio
5,928
Q4 2025 New
$1.29T
$493,000 0.06% of portfolio
1,207
Q4 2025 Added 4.77%
$414B
$507,000 0.06% of portfolio
2,167
Q4 2025 Added 36.72%
$303B
$460,000 0.06% of portfolio
2,973
Q4 2025 Added 34.1%
$490B
$383,000 0.05% of portfolio
3,260
Q4 2025 Added 62.67%
$237B
$382,000 0.05% of portfolio
2,506
Q4 2025 New
$1.46T
$419,000 0.05% of portfolio
1,487
Q4 2025 New
$319B
$388,000 0.05% of portfolio
5,000
Q4 2025 New
$405B
$347,000 0.04% of portfolio
341
Q4 2025 New
$279B
$247,000 0.03% of portfolio
2,406
Q4 2025 Reduced 2.79%
$300B
$261,000 0.03% of portfolio
815
Q4 2025 New
$222B
$262,000 0.03% of portfolio
463
Q4 2025 New
$235B
$253,000 0.03% of portfolio
2,734
Q4 2025 New
$404B
$230,000 0.03% of portfolio
253
Q4 2025 Reduced 44.15%
$258B
$213,000 0.03% of portfolio
1,215
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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