Curated Wealth Partners LLC Top Holdings and 13F Report (2026) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $1.22 billion in total holdings as of September 30, 2026.Curated Wealth Partners LLC owns shares of 567 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 30.37% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 241 new stocks and bought additional shares in 168 stocks.Curated Wealth Partners LLC sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apollo Global Management $255,417,974Ares Management $168,545,709Vanguard S&P 500 ETF $78,963,596SPDR S&P 500 ETF Trust $41,763,944Dimensional International Core Equity Market ETF $38,539,071 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $6,093,877 Holding78467V608 - SPDR Blackstone Senior Loan ETF $3,561,070 Holding05686D408 - BAILLIE GIFFORD ETF TR $3,081,373 Holding049468101 - Atlassian $2,013,785 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,893,765 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 235,429 shares (about $20.20M)Apple 41,913 shares (about $13.96M)Vanguard S&P 500 ETF 16,551 shares (about $11.60M)Microsoft 22,222 shares (about $11.40M)DOUBLELINE ETF TRUST 461,601 shares (about $11.26M) Largest Sales this Quarter TOUCHSTONE ETF TRUST 134,684 shares (about $3.77M)DIAMOND HILL FUNDS 242,161 shares (about $3.23M)Ares Management 19,254 shares (about $2.24M)GOLDMAN SACHS ETF TR 33,929 shares (about $1.65M)PERMIAN RESOURCES CORP 63,218 shares (about $1.34M) 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$255,417,974$1,016,918 ▼-0.4%2,200,74121.0%FinanceARESAres Management$168,545,709$2,236,737 ▼-1.3%1,450,85413.9%FinanceVOOVanguard S&P 500 ETF$78,963,596$11,600,008 ▲17.2%112,6666.5%ETFSPYSPDR S&P 500 ETF Trust$41,763,944$1,564,918 ▲3.9%54,7633.4%ETFDFAIDimensional International Core Equity Market ETF$38,539,071$8,081,836 ▲26.5%930,2213.2%ETFAAPLApple$29,522,889$13,957,867 ▲89.7%88,6522.4%TechnologyGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$26,864,156$20,195,167 ▲302.8%313,1742.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$26,657,996$6,223,130 ▲30.5%671,1482.2%ETFDOUBLELINE ETF TRUST$20,760,156$11,258,407 ▲118.5%851,1781.7%SECUR CR ETFNVDANVIDIA$20,690,740$9,848,873 ▲90.8%90,5981.7%TechnologyMSFTMicrosoft$18,168,979$11,397,670 ▲168.3%35,4241.5%TechnologyAMZNAmazon.com$14,754,165$7,345,939 ▲99.2%59,2181.2%Consumer DiscretionaryTEXTerex$11,965,079$28,983 ▲0.2%227,4731.0%IndustrialsTOUCHSTONE ETF TRUST$11,233,090$3,768,051 ▼-25.1%401,5120.9%LARG CO GROW ETFIVViShares Core S&P 500 ETF$10,612,386$200,653 ▲1.9%13,8570.9%ETFGOOGLAlphabet$10,509,923$3,460,412 ▲49.1%30,5450.9%Communication ServicesGLDSPDR Gold Shares$8,433,7010.0%22,1450.7%ETFMETAMeta Platforms$8,244,570$3,234,302 ▲64.6%11,3690.7%Communication ServicesGOOGAlphabet$6,683,961$3,311,995 ▲98.2%19,6160.6%Communication ServicesDIAMOND HILL FUNDS$6,464,602$3,234,050 ▼-33.3%484,0600.5%LARG CAP CON ETFMUMicron Technology$6,251,131$4,294,524 ▲219.5%5,8690.5%TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,093,877$6,093,877 ▲New Holding66,4980.5%ETFAVGOBroadcom$5,920,715$2,670,099 ▲82.1%16,8590.5%TechnologyVGTVanguard Information Technology ETF$4,158,169$135,724 ▼-3.2%33,0880.3%ETFBRK.BBerkshire Hathaway$3,985,097$2,000,765 ▲100.8%8,0030.3%FinanceJPMJPMorgan Chase & Co.$3,697,688$1,590,631 ▲75.5%11,1770.3%FinanceAMCOR PLC$3,674,177$23,232 ▲0.6%87,7730.3%COM NEWSRLNSPDR Blackstone Senior Loan ETF$3,561,070$3,561,070 ▲New Holding88,1670.3%ETFTSLATesla$3,509,425$1,915,974 ▲120.2%9,8910.3%Consumer DiscretionaryDVADaVita$3,477,935$192,237 ▲5.9%19,8830.3%HealthcareAMDAdvanced Micro Devices$3,203,175$1,733,728 ▲118.0%5,2360.3%TechnologyINTCIntel$3,195,475$2,480,948 ▲347.2%26,5780.3%TechnologyARCCAres Capital$3,091,775$96 ▲0.0%161,8730.3%FinanceBAILLIE GIFFORD ETF TR$3,081,373$3,081,373 ▲New Holding123,4110.3%INTL ALPHA ETFMAMastercard$3,054,043$2,317,279 ▲314.5%5,5380.3%FinanceBRK.ABerkshire Hathaway$2,988,0200.0%40.2%FinanceSNAPSnap$2,942,070$16,151 ▲0.6%544,8280.2%Communication ServicesGOLDMAN SACHS ETF TR$2,763,196$1,645,560 ▼-37.3%56,9730.2%DYNA CAL MUN ETFTPLTexas Pacific Land$2,721,660$13,685 ▲0.5%8,3530.2%EnergyLLYEli Lilly and Company$2,716,826$1,449,822 ▲114.4%2,3480.2%HealthcareDGROiShares Core Dividend Growth ETF$2,296,3790.0%30,4600.2%ETFPKGPackaging Corporation of America$2,270,133$102,479 ▲4.7%9,9020.2%MaterialsIWFiShares Russell 1000 Growth ETF$2,168,251$32,818 ▼-1.5%17,3100.2%ETFVVisa$2,107,831$809,212 ▲62.3%5,8660.2%FinanceMRKMerck & Co., Inc.$2,091,736$1,630,232 ▲353.2%14,3950.2%HealthcareCVXChevron$2,083,961$1,032,485 ▲98.2%10,2050.2%EnergyGE VERNOVA INC$2,072,067$1,149,142 ▲124.5%2,1800.2%COMEFAiShares MSCI EAFE ETF$2,033,958$24,102 ▼-1.2%19,5780.2%ETFTEAMAtlassian$2,013,785$2,013,785 ▲New Holding11,2320.2%TechnologyFIXComfort Systems USA$1,979,944$1,677,246 ▲554.1%1,1970.2%IndustrialsVTVVanguard Value ETF$1,945,684$105,452 ▲5.7%9,0040.2%ETFLAM RESEARCH CORP$1,928,025$1,498,334 ▲348.7%5,8690.2%COM NEWWDCWestern Digital$1,921,915$1,377,016 ▲252.7%4,2290.2%TechnologyEXXONMOBIL HOLDINGS CORP$1,893,765$1,893,765 ▲New Holding11,6360.2%COM SHSGEGE Aerospace$1,816,281$1,120,810 ▲161.2%5,8160.1%IndustrialsBXBlackstone$1,786,490$478,848 ▲36.6%15,9380.1%FinanceIEFAiShares Core MSCI EAFE ETF$1,780,363$338,789 ▲23.5%18,3770.1%ETFCOFCapital One Financial$1,760,798$1,318,861 ▲298.4%9,1200.1%FinanceAMTAmerican Tower$1,742,645$1,535,086 ▲739.6%10,6460.1%Real EstateVEAVanguard FTSE Developed Markets ETF$1,730,878$183,580 ▲11.9%24,5140.1%ETFARISTA NETWORKS INC$1,715,244$744,528 ▲76.7%8,4250.1%COM SHSCCitigroup$1,705,512$1,269,423 ▲291.1%13,1720.1%FinanceFTNTFortinet$1,691,964$1,326,400 ▲362.8%9,4650.1%TechnologyBMYBristol Myers Squibb$1,662,024$1,307,592 ▲368.9%26,6350.1%HealthcareABNBAirbnb$1,659,834$1,373,877 ▲480.4%10,3320.1%Consumer DiscretionaryPHOENIX ED PARTNERS INC$1,653,051$25 ▼0.0%65,0040.1%COMPSXPhillips 66$1,648,283$1,131,790 ▲219.1%6,4560.1%EnergyIWOiShares Russell 2000 Growth ETF$1,635,255$140,256 ▲9.4%4,5820.1%ETFLYVLive Nation Entertainment$1,624,774$24,549 ▲1.5%9,5970.1%Communication ServicesVTIVanguard Total Stock Market ETF$1,616,559$748 ▲0.0%4,3200.1%ETFPALANTIR TECHNOLOGIES INC$1,589,925$618,013 ▲63.6%8,5000.1%CL ALINDE PLC$1,564,448$1,151,027 ▲278.4%3,2960.1%SHSBACBank of America$1,555,499$899,564 ▲137.1%28,5780.1%FinanceAPHAmphenol$1,551,289$1,407,810 ▲981.2%18,4020.1%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,546,5700.0%9,3010.1%ETFJNJJohnson & Johnson$1,525,696$618,962 ▲68.3%5,7630.1%HealthcareORCLOracle$1,521,834$1,145,357 ▲304.2%11,0840.1%TechnologyWFCWells Fargo & Company$1,519,990$1,076,353 ▲242.6%18,9880.1%FinanceHDHome Depot$1,490,444$1,283,904 ▲621.6%5,2390.1%Consumer DiscretionaryEQIXEquinix$1,489,042$1,489,042 ▲New Holding1,4720.1%Real EstateCNCCentene$1,485,538$1,485,538 ▲New Holding23,9140.1%HealthcareSNOWSnowflake$1,458,752$1,117,154 ▲327.0%4,2960.1%TechnologyPGProcter & Gamble$1,453,672$1,204,517 ▲483.4%10,0060.1%Consumer StaplesEOGEOG Resources$1,437,940$1,437,940 ▲New Holding10,4380.1%EnergySANDISK CORP$1,398,876$991,740 ▲243.6%8040.1%COMCBChubb$1,390,124$1,390,124 ▲New Holding4,2740.1%FinanceFTITechnipFMC$1,371,985$1,371,985 ▲New Holding20,2000.1%EnergyPNCThe PNC Financial Services Group$1,362,903$950,832 ▲230.7%6,1320.1%FinanceDHRDanaher$1,361,428$1,361,428 ▲New Holding6,1450.1%HealthcareCOSTCostco Wholesale$1,355,496$516,163 ▲61.5%1,4890.1%Consumer StaplesFCXFreeport-McMoRan$1,343,300$994,630 ▲285.3%19,1900.1%MaterialsABBVAbbVie$1,341,955$518,209 ▲62.9%5,1300.1%HealthcareCSCOCisco Systems$1,335,045$709,068 ▲113.3%12,4040.1%TechnologyQQQInvesco QQQ$1,333,856$6,658 ▲0.5%1,8030.1%ETFCARRCarrier Global$1,322,839$529,399 ▲66.7%24,1130.1%IndustrialsNEMNewmont$1,319,257$1,319,257 ▲New Holding11,4380.1%MaterialsOXYOccidental Petroleum$1,308,318$1,044,774 ▲396.4%23,6500.1%EnergyABTAbbott Laboratories$1,302,084$946,692 ▲266.4%13,1750.1%HealthcareNFLXNetflix$1,300,658$146,466 ▲12.7%18,6930.1%Communication ServicesDARDarling Ingredients$1,300,349$195,001 ▲17.6%21,4190.1%Consumer StaplesShowing largest 100 holdings. 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