Curated Wealth Partners LLC Top Holdings and 13F Report (2025) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $826.66 million in total holdings as of September 30, 2025.Curated Wealth Partners LLC owns shares of 157 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 3.38% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 159 new stocks and bought additional shares in 44 stocks.Curated Wealth Partners LLC sold shares of 52 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apollo Global Management $297,036,914Ares Management $226,826,827Vanguard S&P 500 ETF $38,245,722SPDR S&P 500 ETF Trust $34,396,885Dimensional International Core Equity Market ETF $22,754,641 Largest New Holdings this Quarter 25264S320 - DIAMOND HILL FUNDS $11,964,642 Holding464285204 - iShares Gold Trust $1,190,372 Holding98978V103 - Zoetis $1,054,087 Holding254687106 - Walt Disney $925,279 Holding68389X105 - Oracle $764,128 Holding Largest Purchases this Quarter DIAMOND HILL FUNDS 914,029 shares (about $11.96M)Vanguard S&P 500 ETF 5,791 shares (about $3.55M)iShares Gold Trust 16,358 shares (about $1.19M)Zoetis 7,204 shares (about $1.05M)Walt Disney 8,081 shares (about $925.28K) Largest Sales this Quarter Ares Management 70,366 shares (about $11.25M)iShares Core S&P 500 ETF 3,371 shares (about $2.26M)NVIDIA 5,364 shares (about $1.00M)ARISTA NETWORKS INC 6,481 shares (about $944.35K)Pfizer 33,533 shares (about $854.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurated Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$297,036,914$85,559 ▼0.0%2,228,83635.9%FinanceARESAres Management$226,826,827$11,250,820 ▼-4.7%1,418,64327.4%FinanceVOOVanguard S&P 500 ETF$38,245,722$3,546,306 ▲10.2%62,4544.6%ETFSPYSPDR S&P 500 ETF Trust$34,396,8850.0%51,6334.2%FinanceDFAIDimensional International Core Equity Market ETF$22,754,641$385,601 ▲1.7%625,9872.8%ETFRAYERayliant Quantamental Emerging Market Equity ETF$15,966,642$73,248 ▲0.5%567,4001.9%ETFDIAMOND HILL FUNDS$11,964,642$11,964,642 ▲New Holding914,0291.4%LARGE CAP CONCENTEXTerex$11,641,0990.0%226,9221.4%IndustrialsAAPLApple$11,391,135$696,159 ▼-5.8%44,7361.4%Computer and TechnologyMSFTMicrosoft$8,193,971$281,247 ▼-3.3%15,8201.0%Computer and TechnologyNVDANVIDIA$6,912,665$1,000,824 ▼-12.6%37,0490.8%Computer and TechnologyIVViShares Core S&P 500 ETF$6,404,533$2,256,211 ▼-26.1%9,5690.8%ETFAMZNAmazon.com$5,820,580$714,700 ▼-10.9%26,5090.7%Retail/WholesaleSNAPSnap$4,136,7310.0%536,5410.5%Computer and TechnologyAMCRAmcor$3,533,6780.0%431,9900.4%IndustrialsVGTVanguard Information Technology ETF$3,205,2830.0%4,2930.4%ETFARCCAres Capital$3,126,9750.0%153,2080.4%FinanceMETAMeta Platforms$3,107,161$251,158 ▼-7.5%4,2310.4%Computer and TechnologyBRK.ABerkshire Hathaway$3,016,8000.0%40.4%FinanceBRK.BBerkshire Hathaway$2,823,388$70,886 ▲2.6%5,6160.3%FinanceGOOGLAlphabet$2,595,095$751,180 ▼-22.4%10,6750.3%Computer and TechnologyTPLTexas Pacific Land$2,582,4490.0%2,7660.3%EnergyDVADaVita$2,462,7460.0%18,5350.3%MedicalAVGOBroadcom$2,347,309$586,250 ▲33.3%7,1150.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,308,3260.0%4,9280.3%ETFDGROiShares Core Dividend Growth ETF$2,173,1130.0%31,9200.3%ETFGOLDMAN SACHS ETF TR$2,167,814$54,265 ▲2.6%42,7450.3%DYNAMIC CAL MUNIMAMastercard$2,123,369$1,138 ▼-0.1%3,7330.3%Business ServicesPKGPackaging Corporation of America$2,059,4390.0%9,4500.2%IndustrialsVICIVICI Properties$1,872,141$489,150 ▼-20.7%57,4100.2%FinanceABTAbbott Laboratories$1,856,139$71,122 ▲4.0%13,8580.2%MedicalAIGAmerican International Group$1,853,308$95,819 ▲5.5%23,5970.2%FinanceEFAiShares MSCI EAFE ETF$1,814,6460.0%19,4350.2%FinanceBXBlackstone$1,722,681$36,904 ▼-2.1%10,0830.2%FinanceVTVVanguard Value ETF$1,586,684$373 ▲0.0%8,5080.2%ETFCOFCapital One Financial$1,486,572$31,037 ▼-2.0%6,9930.2%FinanceCOPConocoPhillips$1,426,513$3,027 ▲0.2%15,0810.2%EnergyVTIVanguard Total Stock Market ETF$1,413,678$39,378 ▲2.9%4,3080.2%ETFLYVLive Nation Entertainment$1,392,658$8,660 ▼-0.6%8,5230.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$1,386,570$87,397 ▲6.7%15,8810.2%ETFTXNTexas Instruments$1,360,520$12,494 ▼-0.9%7,4050.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,354,6910.0%9,3010.2%ETFARISTA NETWORKS INC$1,349,421$944,347 ▼-41.2%9,2610.2%COM SHSGOOGAlphabet$1,322,721$182,906 ▼-12.1%5,4310.2%Computer and TechnologyJPMJPMorgan Chase & Co.$1,320,390$114,501 ▼-8.0%4,1860.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,310,891$28,641 ▼-2.1%21,8780.2%ETFPNBKPatriot National Bancorp$1,210,686$344,019 ▲39.7%931,2970.1%FinanceCLColgate-Palmolive$1,210,373$237,502 ▲24.4%15,1410.1%Consumer StaplesARDCAres Dynamic Credit Allocation Fund$1,204,9400.0%85,6390.1%Financial ServicesUNPUnion Pacific$1,202,415$151,750 ▲14.4%5,0870.1%TransportationIAUiShares Gold Trust$1,190,372$1,190,372 ▲New Holding16,3580.1%FinanceSYYSysco$1,173,511$19,515 ▲1.7%14,2520.1%Consumer StaplesLABCORP HOLDINGS INC$1,139,627$15,788 ▲1.4%3,9700.1%COM SHSAONAON$1,122,157$25,674 ▲2.3%3,1470.1%FinanceINTUIntuit$1,107,680$36,877 ▲3.4%1,6220.1%Computer and TechnologyQQQInvesco QQQ$1,104,107$15,010 ▼-1.3%1,8390.1%FinanceWMWaste Management$1,102,825$187,043 ▲20.4%4,9940.1%Business ServicesZTSZoetis$1,054,087$1,054,087 ▲New Holding7,2040.1%MedicalCRMSalesforce$1,042,800$200,028 ▲23.7%4,4000.1%Computer and TechnologyVVisa$1,035,064$4,438 ▼-0.4%3,0320.1%Business ServicesFERGUSON ENTERPRISES INC$1,033,291$177,867 ▼-14.7%4,6010.1%COMMON STOCK NEWGMGeneral Motors$1,026,736$78,651 ▼-7.1%16,8400.1%Auto/Tires/TrucksMLMMartin Marietta Materials$989,538$110,299 ▲12.5%1,5700.1%ConstructionUBERUber Technologies$960,205$102,183 ▲11.9%9,8010.1%Computer and TechnologyDISWalt Disney$925,279$925,279 ▲New Holding8,0810.1%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$904,582$163 ▲0.0%16,6960.1%ETFPERMIAN RESOURCES CORP$894,1310.0%69,8540.1%CLASS A COMNFLXNetflix$890,799$107,903 ▲13.8%7430.1%Consumer DiscretionaryEPDEnterprise Products Partners$865,2410.0%27,6700.1%EnergyPRIPrimerica$843,5970.0%3,0390.1%FinanceSSDSimpson Manufacturing$826,918$2,512 ▼-0.3%4,9380.1%ConstructionCARRCarrier Global$764,161$7,403 ▼-1.0%12,8000.1%ConstructionORCLOracle$764,128$764,128 ▲New Holding2,7170.1%Computer and TechnologySBACSBA Communications$752,904$30,163 ▲4.2%3,8940.1%FinanceWTSWatts Water Technologies$747,0730.0%2,6750.1%Computer and TechnologyRBCRBC Bearings$716,962$17,953 ▲2.6%1,8370.1%IndustrialsVUGVanguard Growth ETF$689,6790.0%1,4380.1%ETFOTISOtis Worldwide$680,239$6,766 ▼-1.0%7,4400.1%IndustrialsMCMoelis & Company$669,623$26,246 ▲4.1%9,3890.1%FinanceTTCToro$656,0820.0%8,6100.1%Consumer DiscretionaryGOLFAcushnet$620,7000.0%7,9080.1%Consumer DiscretionaryFCNFTI Consulting$611,8460.0%3,7850.1%Business ServicesBKNGBooking$593,922$107,986 ▲22.2%1100.1%Retail/WholesaleAPHAmphenol$581,626$7,673 ▼-1.3%4,7000.1%Computer and TechnologyKAIKadant$576,712$16,069 ▼-2.7%1,9380.1%IndustrialsIVWiShares S&P 500 Growth ETF$558,3300.0%4,6250.1%ETFTRGPTarga Resources$548,023$12,230 ▼-2.2%3,2710.1%EnergyGEGE Aerospace$534,557$6,016 ▼-1.1%1,7770.1%AerospaceREDDIT INC$534,266$534,266 ▲New Holding2,3230.1%CL AHWMHowmet Aerospace$530,803$82,613 ▲18.4%2,7050.1%AerospaceIWBiShares Russell 1000 ETF$529,9460.0%1,4500.1%ETFDARDarling Ingredients$529,7910.0%17,1620.1%Consumer StaplesVOEVanguard Mid-Cap Value ETF$526,208$11,348 ▼-2.1%3,0140.1%ETFDXCMDexCom$520,960$244,263 ▲88.3%7,7420.1%MedicalTSLATesla$512,318$284,621 ▼-35.7%1,1520.1%Auto/Tires/TrucksCRVLCorVel$494,7140.0%6,3900.1%Business ServicesIBPInstalled Building Products$488,633$488,633 ▲New Holding1,9810.1%ConstructionUFPIUFP Industries$462,308$9,910 ▼-2.1%4,9450.1%ConstructionGGGGraco$442,3010.0%5,2060.1%IndustrialsGE VERNOVA INC$441,499$37,509 ▼-7.8%7180.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
