Curated Wealth Partners LLC Top Holdings and 13F Report (2026) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $773.64 million in total holdings as of June 30, 2026.Curated Wealth Partners LLC owns shares of 838 different stocks, but just 188 companies or ETFs make up 80% of its holdings.Approximately 96.20% of the portfolio was purchased this quarter.About 10.01% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 228 new stocks and bought additional shares in 161 stocks.Curated Wealth Partners LLC sold shares of 7 stocks and completely divested from 60 stocks this quarter.Largest Holdings Pfizer $152,489,790Texas Pacific Land $18,412,687TOUCHSTONE ETF TRUST $15,077,916DOUBLELINE ETF TRUST $13,578,274Vanguard S&P 500 ETF $11,406,322 Largest New Holdings this Quarter 25434V732 - Dimensional Emerging Markets Core Equity 2 ETF $10,498,901 Holding842587107 - Southern $7,988,026 Holding500754106 - Kraft Heinz $7,661,249 Holding00206R102 - AT&T $6,154,362 Holding98379L100 - XPEL $5,526,302 Holding Largest Purchases this Quarter Pfizer 1,396,707 shares (about $151.33M)Texas Pacific Land 246,714 shares (about $17.81M)DOUBLELINE ETF TRUST 9,510,375 shares (about $13.08M)TOUCHSTONE ETF TRUST 4,360,272 shares (about $13.02M)Vanguard S&P 500 ETF 3,461,361 shares (about $11.15M) Largest Sales this Quarter Apollo Global Management 1,069,322 shares (about $4.08M)Ares Management 1,332,724 shares (about $3.54M)KODIAK AI INC. 38,417 shares (about $1.58M)Snap 451,417 shares (about $506.20K)UFP Industries 3,126 shares (about $370.77K) 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 PortfolioSectorPFEPfizer$152,489,790$151,327,455 â–²13,019.3%1,407,43519.7%HealthcareTPLTexas Pacific Land$18,412,687$17,813,545 â–²2,973.2%255,0122.4%EnergyTOUCHSTONE ETF TRUST$15,077,916$13,019,652 â–²632.6%5,049,5831.9%LARG CO GROW ETFDOUBLELINE ETF TRUST$13,578,274$13,076,965 â–²2,608.6%9,874,9581.8%SECUR CR ETFVOOVanguard S&P 500 ETF$11,406,322$11,148,204 â–²4,319.0%3,541,5031.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,498,901$10,498,901 â–²New Holding2,761,9261.4%ETFDFAIDimensional International Core Equity Market ETF$9,228,030$6,793,077 â–²279.0%2,667,5361.2%ETFARISTA NETWORKS INC$8,988,981$8,979,399 â–²93,714.0%8,091,4571.2%COM SHSSOSouthern$7,988,026$7,988,026 â–²New Holding19,8731.0%UtilitiesKHCKraft Heinz$7,661,249$7,661,249 â–²New Holding81,3041.0%Consumer StaplesUNPUnion Pacific$7,614,083$7,609,988 â–²185,838.6%7,469,1541.0%IndustrialsMSFTMicrosoft$7,365,727$6,895,047 â–²1,464.9%236,4111.0%TechnologyUNHUnitedHealth Group$7,337,808$6,964,069 â–²1,863.4%21,3220.9%HealthcareBRK.BBerkshire Hathaway$7,299,058$7,281,255 â–²40,899.3%2,207,4030.9%FinanceSRESempra Energy$6,991,898$6,873,813 â–²5,821.1%134,1710.9%UtilitiesDIAMOND HILL FUNDS$6,796,536$3,285,684 â–²93.6%1,928,9830.9%LARG CAP CON ETFPNCThe PNC Financial Services Group$6,514,642$6,427,611 â–²7,385.4%122,5360.8%FinancePMPhilip Morris International$6,173,477$6,170,874 â–²237,103.8%5,896,8860.8%Consumer StaplesTAT&T$6,154,362$6,154,362 â–²New Holding114,0710.8%Communication ServicesSPGIS&P Global$5,735,833$5,734,617 â–²471,578.5%3,509,2880.7%FinanceXPELXPEL$5,526,302$5,526,302 â–²New Holding54,3160.7%Consumer DiscretionaryGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$5,248,329$5,248,329 â–²New Holding1,588,4010.7%ETFABTAbbott Laboratories$4,870,097$4,854,105 â–²30,352.5%4,037,3930.6%HealthcarePHParker-Hannifin$4,728,758$4,728,758 â–²New Holding322,6900.6%IndustrialsTGTTarget$4,581,237$4,581,237 â–²New Holding4,115,2190.6%Consumer StaplesVZVerizon Communications$4,507,925$4,507,925 â–²New Holding36,7570.6%Communication ServicesKIMBERLY-CLARK CORP$4,410,808$4,410,808 â–²New Holding211,1860.6%COMAPOApollo Global Management$4,390,332$4,082,528 â–¼-48.2%1,149,9440.6%FinanceCCitigroup$4,260,640$4,251,261 â–²45,326.1%1,164,7260.6%FinanceWBDWarner Bros. Discovery$4,195,198$4,195,198 â–²New Holding33,6100.5%Communication ServicesAAPLApple$4,032,198$3,791,620 â–²1,576.0%685,3680.5%TechnologyBLACK ROCK COFFEE BAR INC$3,927,408$3,927,408 â–²New Holding145,4600.5%CL AWABWabtec$3,923,796$3,923,796 â–²New Holding179,8180.5%IndustrialsYUMYum! Brands$3,909,845$3,909,845 â–²New Holding11,5400.5%Consumer DiscretionaryPKGPackaging Corporation of America$3,841,443$3,828,670 â–²29,975.6%2,842,1430.5%MaterialsJPMJPMorgan Chase & Co.$3,721,235$3,652,327 â–²5,300.3%290,4810.5%FinanceAMCOR PLC$3,538,752$2,216,138 â–²167.6%232,4030.5%COM NEWJNJJohnson & Johnson$3,498,816$3,442,543 â–²6,117.6%185,5950.5%HealthcarePGProcter & Gamble$3,419,714$3,419,714 â–²New Holding1,891,9310.4%Consumer StaplesMOAltria Group$3,193,459$3,193,459 â–²New Holding200,6000.4%Consumer StaplesGOOGAlphabet$3,086,645$3,030,527 â–²5,400.3%434,9650.4%Communication ServicesSLBSLB$3,003,910$3,003,910 â–²New Holding66,9270.4%EnergyMSMorgan Stanley$2,953,927$2,953,927 â–²New Holding117,9280.4%FinanceCRMSalesforce$2,931,226$2,909,597 â–²13,452.3%672,8740.4%TechnologyGE VERNOVA INC$2,898,481$2,880,807 â–²16,299.9%207,7870.4%COMTRVTravelers Companies$2,896,506$2,895,670 â–²346,314.1%2,757,4560.4%FinanceGOOGLAlphabet$2,860,499$2,603,369 â–²1,012.5%234,4310.4%Communication ServicesROSTRoss Stores$2,719,898$2,719,898 â–²New Holding208,0370.4%Consumer DiscretionaryDELLDell Technologies$2,700,434$2,700,434 â–²New Holding396,1810.3%TechnologyJCIJohnson Controls International$2,655,674$2,655,674 â–²New Holding253,6050.3%IndustrialsWALMART INC$2,655,453$2,571,749 â–²3,072.4%101,9300.3%COMOTISOtis Worldwide$2,653,478$2,120,835 â–²398.2%37,0640.3%IndustrialsTFCTruist Financial$2,607,045$2,601,658 â–²48,291.9%2,571,5430.3%FinanceCOHRCoherent$2,555,987$2,555,987 â–²New Holding541,4650.3%TechnologyRMDResMed$2,505,419$2,505,419 â–²New Holding297,0570.3%HealthcareTMOThermo Fisher Scientific$2,365,083$2,362,093 â–²79,012.9%368,6660.3%HealthcarePSXPhillips 66$2,319,146$2,316,258 â–²80,212.3%970,9760.3%EnergyPLDPrologis$2,291,366$2,291,366 â–²New Holding130,7630.3%Real EstateKMXCarMax$2,289,874$2,289,874 â–²New Holding82,9970.3%Consumer DiscretionaryMETAMeta Platforms$2,287,468$2,118,832 â–²1,256.4%90,5430.3%Communication ServicesCLColgate-Palmolive$2,282,051$2,246,937 â–²6,398.9%939,8110.3%Consumer StaplesSPGSimon Property Group$2,273,349$2,273,349 â–²New Holding21,0290.3%Real EstateJJacobs Solutions$2,257,046$2,257,046 â–²New Holding103,9890.3%IndustrialsMLMMartin Marietta Materials$2,252,840$2,217,821 â–²6,333.1%96,4970.3%MaterialsTREXTrex$2,207,654$2,207,654 â–²New Holding3,5690.3%IndustrialsASTRANA HEALTH INC$2,135,190$2,135,190 â–²New Holding8,1740.3%COM NEWNVDANVIDIA$2,086,632$1,322,356 â–²173.0%126,1710.3%TechnologyVEEVVeeva Systems$1,998,655$1,998,655 â–²New Holding7,2150.3%HealthcareLINDE PLC$1,970,215$1,957,900 â–²15,898.7%107,8310.3%SHSKLACKLA$1,964,760$1,949,382 â–²12,676.5%34,7520.3%TechnologyTE CONNECTIVITY PLC$1,959,359$1,959,359 â–²New Holding1,827,5520.3%ORD SHSWMBWilliams Companies$1,942,127$1,608,457 â–²482.1%34,5680.3%EnergyVTIVanguard Total Stock Market ETF$1,926,428$1,907,438 â–²10,044.4%437,7330.2%ETFSAILPOINT INC$1,908,745$1,908,745 â–²New Holding66,3030.2%COMHDHome Depot$1,901,484$1,901,484 â–²New Holding258,2510.2%Consumer DiscretionaryWSCWillScot$1,890,788$1,890,788 â–²New Holding2,7530.2%IndustrialsKEYKeyCorp$1,877,993$1,877,993 â–²New Holding100,9670.2%FinanceSTXSeagate Technology$1,851,027$1,851,027 â–²New Holding103,1440.2%TechnologyWFCWells Fargo & Company$1,838,439$1,508,138 â–²456.6%15,4010.2%FinanceBXBlackstone$1,833,221$1,682,552 â–²1,116.7%137,2700.2%FinanceHWMHowmet Aerospace$1,791,672$1,753,677 â–²4,615.6%127,9810.2%IndustrialsSAIASaia$1,747,497$1,726,050 â–²8,047.9%54,1020.2%IndustrialsPANWPalo Alto Networks$1,744,882$1,744,882 â–²New Holding1,073,8810.2%TechnologyCTSHCognizant Technology Solutions$1,736,094$1,736,094 â–²New Holding2,7070.2%TechnologySCHWCharles Schwab$1,727,030$1,719,862 â–²23,994.5%561,4010.2%FinanceAMZNAmazon.com$1,710,544$1,594,104 â–²1,369.0%466,1540.2%Consumer DiscretionaryGOLDMAN SACHS ETF TR$1,623,752$1,320,445 â–²435.3%371,0670.2%DYNA CAL MUN ETFABBVAbbVie$1,594,542$1,585,266 â–²17,089.5%363,9020.2%HealthcareAEPAmerican Electric Power$1,588,447$1,588,447 â–²New Holding557,5600.2%UtilitiesLABCORP HOLDINGS INC$1,571,123$1,525,701 â–²3,358.9%119,5410.2%COM SHSSPYSPDR S&P 500 ETF Trust$1,544,625$1,384,620 â–²865.4%501,1850.2%ETFSNASnap-On$1,528,746$1,528,746 â–²New Holding37,5950.2%IndustrialsQCOMQualcomm$1,526,684$1,526,684 â–²New Holding695,9280.2%TechnologyAMDAdvanced Micro Devices$1,522,908$1,518,263 â–²32,684.4%543,8930.2%TechnologyTSLATesla$1,511,992$1,509,185 â–²53,767.0%1,324,5900.2%Consumer DiscretionarySANDISK CORP$1,487,343$1,487,343 â–²New Holding20,2570.2%COMCARRCarrier Global$1,473,119$1,380,380 â–²1,488.5%223,5750.2%IndustrialsPALANTIR TECHNOLOGIES INC$1,412,692$1,378,904 â–²4,081.1%134,1710.2%CL AREKRRekor Systems$1,388,885$1,038,495 â–²296.4%792,7660.2%TechnologyAIGAmerican International Group$1,359,164$1,248,269 â–²1,125.6%222,2060.2%FinanceShowing largest 100 holdings. 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