Curated Wealth Partners LLC Top Holdings and 13F Report (2025) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $852.75 million in total holdings as of June 30, 2025.Curated Wealth Partners LLC owns shares of 159 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 150 new stocks and bought additional shares in 47 stocks.Curated Wealth Partners LLC sold shares of 41 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apollo Global Management $316,295,994Ares Management $257,896,360Vanguard S&P 500 ETF $32,186,494SPDR S&P 500 ETF Trust $31,901,456Dimensional International Core Equity Market ETF $21,273,670 Largest New Holdings this Quarter G0250X107 - Amcor $3,969,989 Holding38149W564 - GOLDMAN SACHS ETF TR $2,071,665 Holding14040H105 - Capital One Financial $1,518,892 Holding70336F203 - Patriot National Bancorp $1,013,334 Holding36828A101 - GE VERNOVA INC $412,209 Holding Largest Purchases this Quarter Amcor 431,990 shares (about $3.97M)GOLDMAN SACHS ETF TR 41,675 shares (about $2.07M)Vanguard S&P 500 ETF 3,170 shares (about $1.80M)Capital One Financial 7,139 shares (about $1.52M)NVIDIA 7,143 shares (about $1.13M) Largest Sales this Quarter Bank of America 25,517 shares (about $1.21M)iShares Core S&P 500 ETF 1,091 shares (about $677.40K)Invesco QQQ 944 shares (about $520.76K)General Motors 7,224 shares (about $355.49K)iShares S&P 500 Growth ETF 2,830 shares (about $311.58K) 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$316,295,994$15,889 ▲0.0%2,229,47837.1%FinanceARESAres Management$257,896,3600.0%1,489,00930.2%FinanceVOOVanguard S&P 500 ETF$32,186,494$1,800,667 ▲5.9%56,6633.8%ETFSPYSPDR S&P 500 ETF Trust$31,901,456$76,613 ▲0.2%51,6333.7%FinanceDFAIDimensional International Core Equity Market ETF$21,273,670$974,045 ▲4.8%615,3792.5%ETFRAYERayliant Quantamental Emerging Market Equity ETF$14,905,000$821,864 ▲5.8%564,7971.7%ETFTEXTerex$10,594,9880.0%226,9221.2%IndustrialsAAPLApple$9,739,421$150,184 ▲1.6%47,4701.1%Computer and TechnologyMSFTMicrosoft$8,139,120$33,326 ▲0.4%16,3631.0%Computer and TechnologyIVViShares Core S&P 500 ETF$8,034,446$677,402 ▼-7.8%12,9400.9%ETFNVDANVIDIA$6,700,829$1,128,522 ▲20.3%42,4130.8%Computer and TechnologyAMZNAmazon.com$6,529,925$909,372 ▲16.2%29,7640.8%Retail/WholesaleSNAPSnap$4,662,5410.0%536,5410.5%Computer and TechnologyAMCRAmcor$3,969,989$3,969,989 ▲New Holding431,9900.5%IndustrialsMETAMeta Platforms$3,375,287$169,761 ▼-4.8%4,5730.4%Computer and TechnologyARCCAres Capital$3,364,4470.0%153,2080.4%FinanceTPLTexas Pacific Land$2,921,9740.0%2,7660.3%EnergyBRK.ABerkshire Hathaway$2,915,2000.0%40.3%FinanceVGTVanguard Information Technology ETF$2,847,460$15,255 ▼-0.5%4,2930.3%ETFBRK.BBerkshire Hathaway$2,659,592$45,177 ▼-1.7%5,4750.3%FinanceDVADaVita$2,640,3110.0%18,5350.3%MedicalGOOGLAlphabet$2,425,806$40,709 ▲1.7%13,7650.3%Computer and TechnologyVICIVICI Properties$2,360,5660.0%72,4100.3%FinanceMAMastercard$2,098,846$562 ▲0.0%3,7350.2%Business ServicesIWFiShares Russell 1000 Growth ETF$2,092,332$425 ▲0.0%4,9280.2%ETFGOLDMAN SACHS ETF TR$2,071,665$2,071,665 ▲New Holding41,6750.2%DYNAMIC CAL MUNIDGROiShares Core Dividend Growth ETF$2,040,9650.0%31,9200.2%ETFAIGAmerican International Group$1,915,246$159,283 ▼-7.7%22,3770.2%FinanceABTAbbott Laboratories$1,812,605$79,838 ▼-4.2%13,3270.2%MedicalPKGPackaging Corporation of America$1,780,8530.0%9,4500.2%IndustrialsEFAiShares MSCI EAFE ETF$1,737,2950.0%19,4350.2%FinanceARISTA NETWORKS INC$1,610,563$127,580 ▼-7.3%15,7420.2%COM SHSTXNTexas Instruments$1,551,544$36,126 ▲2.4%7,4730.2%Computer and TechnologyBXBlackstone$1,540,525$5,086 ▲0.3%10,2990.2%FinanceCOFCapital One Financial$1,518,892$1,518,892 ▲New Holding7,1390.2%FinanceVTVVanguard Value ETF$1,503,3450.0%8,5060.2%ETFAVGOBroadcom$1,471,422$385,359 ▲35.5%5,3380.2%Computer and TechnologyCOPConocoPhillips$1,350,496$170,237 ▼-11.2%15,0490.2%EnergyJPMJPMorgan Chase & Co.$1,318,8010.0%4,5490.2%FinanceLYVLive Nation Entertainment$1,297,3770.0%8,5760.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,274,468$798 ▲0.1%22,3560.1%ETFVTIVanguard Total Stock Market ETF$1,272,634$121,551 ▲10.6%4,1880.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,256,0070.0%9,3010.1%ETFIEFAiShares Core MSCI EAFE ETF$1,242,1820.0%14,8800.1%ETFINTUIntuit$1,235,004$13,390 ▲1.1%1,5680.1%Computer and TechnologyARDCAres Dynamic Credit Allocation Fund$1,217,7870.0%85,6390.1%Financial ServicesFERGUSON ENTERPRISES INC$1,174,328$22,428 ▼-1.9%5,3930.1%COMMON STOCK NEWCLColgate-Palmolive$1,106,254$143,077 ▲14.9%12,1700.1%Consumer StaplesAONAON$1,097,039$161,613 ▲17.3%3,0750.1%FinanceGOOGAlphabet$1,096,626$45,057 ▲4.3%6,1820.1%Computer and TechnologyVVisa$1,081,128$83,437 ▼-7.2%3,0450.1%Business ServicesSYYSysco$1,061,499$200,257 ▼-15.9%14,0150.1%Consumer StaplesQQQInvesco QQQ$1,028,279$520,759 ▼-33.6%1,8640.1%FinanceLABCORP HOLDINGS INC$1,027,727$62,477 ▼-5.7%3,9150.1%COM SHSUNPUnion Pacific$1,022,706$13,115 ▲1.3%4,4450.1%TransportationPFEPfizer$1,013,767$64,260 ▼-6.0%41,8220.1%MedicalPNBKPatriot National Bancorp$1,013,334$1,013,334 ▲New Holding666,6670.1%FinanceCRMSalesforce$969,684$615,460 ▲173.7%3,5560.1%Computer and TechnologyPERMIAN RESOURCES CORP$951,4110.0%69,8540.1%CLASS A COMWMWaste Management$948,917$11,899 ▼-1.2%4,1470.1%Business ServicesCARRCarrier Global$945,9080.0%12,9240.1%ConstructionGMGeneral Motors$892,180$355,494 ▼-28.5%18,1300.1%Auto/Tires/TrucksSBACSBA Communications$877,832$194,917 ▼-18.2%3,7380.1%FinanceFTNTFortinet$875,363$58,040 ▲7.1%8,2800.1%Computer and TechnologyNFLXNetflix$874,452$198,191 ▲29.3%6530.1%Consumer DiscretionaryEPDEnterprise Products Partners$858,0470.0%27,6700.1%EnergyPRIPrimerica$831,6830.0%3,0390.1%FinanceVWOVanguard FTSE Emerging Markets ETF$825,605$57,520 ▼-6.5%16,6930.1%ETFUBERUber Technologies$817,122$78,372 ▲10.6%8,7580.1%Computer and TechnologySGSweetgreen$805,0530.0%54,1030.1%Retail/WholesaleSSDSimpson Manufacturing$769,2500.0%4,9530.1%ConstructionMLMMartin Marietta Materials$765,800$45,015 ▲6.2%1,3950.1%ConstructionOTISOtis Worldwide$744,0360.0%7,5140.1%IndustrialsRBCRBC Bearings$689,176$71,958 ▼-9.5%1,7910.1%IndustrialsEMEEMCOR Group$673,962$86,652 ▼-11.4%1,2600.1%ConstructionLULUlululemon athletica$670,452$15,205 ▼-2.2%2,8220.1%Consumer DiscretionaryWTSWatts Water Technologies$657,7550.0%2,6750.1%Computer and TechnologyCRVLCorVel$656,7640.0%6,3900.1%Business ServicesFIFiserv$654,468$105,860 ▲19.3%3,7960.1%Business ServicesDARDarling Ingredients$651,128$270,892 ▼-29.4%17,1620.1%Consumer StaplesKAIKadant$632,360$635 ▼-0.1%1,9920.1%IndustrialsVUGVanguard Growth ETF$630,4190.0%1,4380.1%ETFFCNFTI Consulting$611,2790.0%3,7850.1%Business ServicesTTCToro$608,5540.0%8,6100.1%Consumer DiscretionaryDTDynatrace$584,673$144,981 ▲33.0%10,5900.1%Computer and TechnologyTRGPTarga Resources$582,1240.0%3,3440.1%EnergyGOLFAcushnet$575,8600.0%7,9080.1%Consumer DiscretionarySSNCSS&C Technologies$575,459$216,522 ▼-27.3%6,9500.1%Computer and TechnologyTSLATesla$569,246$26,048 ▲4.8%1,7920.1%Auto/Tires/TrucksMCMoelis & Company$562,187$7,167 ▲1.3%9,0210.1%FinanceBKNGBooking$521,031$5,789 ▲1.1%900.1%Retail/WholesaleCOSTCostco Wholesale$514,769$14,849 ▲3.0%5200.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$509,213$311,583 ▼-38.0%4,6250.1%ETFVOEVanguard Mid-Cap Value ETF$506,4500.0%3,0790.1%ETFUFPIUFP Industries$501,869$13,414 ▲2.7%5,0510.1%ConstructionIWBiShares Russell 1000 ETF$492,3770.0%1,4500.1%ETFLSTRLandstar System$481,1490.0%3,4610.1%TransportationAPHAmphenol$470,248$988 ▲0.2%4,7620.1%Computer and TechnologyNVONovo Nordisk A/S$468,578$1,242 ▲0.3%6,7890.1%MedicalGEGE Aerospace$462,530$2,317 ▲0.5%1,7970.1%AerospaceShowing 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. 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