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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.09 Million 0.13% of portfolio
1,799
Q4 2025 Reduced 2.18%
$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%
$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%
$21.3B
$915,000 0.11% of portfolio
4,644
Q4 2025 Added 19.26%
$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
$512B
$792,000 0.1% of portfolio
1,476
Q4 2025 Reduced 60.46%
$181B
$840,000 0.1% of portfolio
9,174
Q4 2025 Reduced 6.4%
$7.32B
$784,000 0.1% of portfolio
11,165
Q4 2025 Added 29.67%
$100B
$845,000 0.1% of portfolio
11,984
Q4 2025 Reduced 28.84%
$5.68B
$822,000 0.1% of portfolio
4,983
Q4 2025 Added 31.65%
$5.65B
$805,000 0.1% of portfolio
10,147
Q4 2025 Added 28.31%
$3.87B
$757,000 0.09% of portfolio
11,957
Q4 2025 Added 27.35%
$12B
$728,000 0.09% of portfolio
4,442
Q4 2025 Added 94.91%
$29.2B
$730,000 0.09% of portfolio
24,060
Q4 2025 Reduced 58.09%
$45.2B
$734,000 0.09% of portfolio
13,578
Q4 2025 Added 6.08%
$2.97B
$616,000 0.08% of portfolio
2,420
Q4 2025 Added 24.87%
$1.29B
$624,000 0.08% of portfolio
8,417
Q4 2025 Added 31.72%
$37B
$660,000 0.08% of portfolio
7,440
Q3 2025 Reduced 0.98%
$0
$695,000 0.08% of portfolio
1,438
Q1 2025 Added 20.03%
$72.7B
$648,000 0.08% of portfolio
484
Q4 2025 New
$7.2B
$649,000 0.08% of portfolio
2,592
Q4 2025 Added 30.84%
$0
$693,000 0.08% of portfolio
16,295
Q4 2025 New
$2.87B
$659,000 0.08% of portfolio
10,431
Q4 2025 Added 70.58%
$522B
$573,000 0.07% of portfolio
2,875
Q4 2025 Added 39.9%
$29.5B
$549,000 0.07% of portfolio
886
Q4 2025 Added 32.83%
$971B
$600,000 0.07% of portfolio
588
Q4 2025 Added 86.67%
$0
$533,000 0.07% of portfolio
1,450
Q2 2024 New
$84.4B
$549,000 0.07% of portfolio
2,705
Q3 2025 Added 18.43%
$0
$611,000 0.07% of portfolio
6,459
Q4 2025 New
$5.58B
$581,000 0.07% of portfolio
6,427
Q4 2025 Added 29.97%
$5.57B
$596,000 0.07% of portfolio
17,162
Q2 2025 Reduced 29.38%
$0
$559,000 0.07% of portfolio
4,625
Q2 2025 Reduced 37.96%
$13.5B
$575,000 0.07% of portfolio
7,181
Q4 2025 Added 37.94%

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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