Curated Wealth Partners LLC Top Holdings and 13F Report (2026)

About Curated Wealth Partners LLC

Investment Activity

Curated 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: $152,489,790
Texas Pacific Land: $18,412,687
TOUCHSTONE ETF TRUST: $15,077,916
DOUBLELINE ETF TRUST: $13,578,274
Vanguard S&P 500 ETF: $11,406,322

Largest New Holdings this Quarter

25434V732 - Dimensional Emerging Markets Core Equity 2 ETF: $10,498,901 Holding
842587107 - Southern: $7,988,026 Holding
500754106 - Kraft Heinz: $7,661,249 Holding
00206R102 - AT&T: $6,154,362 Holding
98379L100 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PFE Pfizer	$152,489,790	$151,327,455 â–²	13,019.3%	1,407,435	19.7%	Medical
TPL Texas Pacific Land	$18,412,687	$17,813,545 â–²	2,973.2%	255,012	2.4%	Energy
TOUCHSTONE ETF TRUST	$15,077,916	$13,019,652 â–²	632.6%	5,049,583	1.9%	LARG CO GROW ETF
DOUBLELINE ETF TRUST	$13,578,274	$13,076,965 â–²	2,608.6%	9,874,958	1.8%	SECUR CR ETF
VOO Vanguard S&P 500 ETF	$11,406,322	$11,148,204 â–²	4,319.0%	3,541,503	1.5%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$10,498,901	$10,498,901 â–²	New Holding	2,761,926	1.4%	ETF
DFAI Dimensional International Core Equity Market ETF	$9,228,030	$6,793,077 â–²	279.0%	2,667,536	1.2%	ETF
ARISTA NETWORKS INC	$8,988,981	$8,979,399 â–²	93,714.0%	8,091,457	1.2%	COM SHS
SO Southern	$7,988,026	$7,988,026 â–²	New Holding	19,873	1.0%	Utilities
KHC Kraft Heinz	$7,661,249	$7,661,249 â–²	New Holding	81,304	1.0%	Consumer Staples
UNP Union Pacific	$7,614,083	$7,609,988 â–²	185,838.6%	7,469,154	1.0%	Transportation
MSFT Microsoft	$7,365,727	$6,895,047 â–²	1,464.9%	236,411	1.0%	Computer and Technology
UNH UnitedHealth Group	$7,337,808	$6,964,069 â–²	1,863.4%	21,322	0.9%	Medical
BRK.B Berkshire Hathaway	$7,299,058	$7,281,255 â–²	40,899.3%	2,207,403	0.9%	Finance
SRE Sempra Energy	$6,991,898	$6,873,813 â–²	5,821.1%	134,171	0.9%	Utilities
DIAMOND HILL FUNDS	$6,796,536	$3,285,684 â–²	93.6%	1,928,983	0.9%	LARG CAP CON ETF
PNC The PNC Financial Services Group	$6,514,642	$6,427,611 â–²	7,385.4%	122,536	0.8%	Finance
PM Philip Morris International	$6,173,477	$6,170,874 â–²	237,103.8%	5,896,886	0.8%	Consumer Staples
T AT&T	$6,154,362	$6,154,362 â–²	New Holding	114,071	0.8%	Computer and Technology
SPGI S&P Global	$5,735,833	$5,734,617 â–²	471,578.5%	3,509,288	0.7%	Finance
XPEL XPEL	$5,526,302	$5,526,302 â–²	New Holding	54,316	0.7%	Auto/Tires/Trucks
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF	$5,248,329	$5,248,329 â–²	New Holding	1,588,401	0.7%	ETF
ABT Abbott Laboratories	$4,870,097	$4,854,105 â–²	30,352.5%	4,037,393	0.6%	Medical
PH Parker-Hannifin	$4,728,758	$4,728,758 â–²	New Holding	322,690	0.6%	Industrials
TGT Target	$4,581,237	$4,581,237 â–²	New Holding	4,115,219	0.6%	Retail/Wholesale
VZ Verizon Communications	$4,507,925	$4,507,925 â–²	New Holding	36,757	0.6%	Computer and Technology
KIMBERLY-CLARK CORP	$4,410,808	$4,410,808 â–²	New Holding	211,186	0.6%	COM
APO Apollo Global Management	$4,390,332	$4,082,528 â–¼	-48.2%	1,149,944	0.6%	Finance
C Citigroup	$4,260,640	$4,251,261 â–²	45,326.1%	1,164,726	0.6%	Financial Services
WBD Warner Bros. Discovery	$4,195,198	$4,195,198 â–²	New Holding	33,610	0.5%	Consumer Discretionary
AAPL Apple	$4,032,198	$3,791,620 â–²	1,576.0%	685,368	0.5%	Computer and Technology
BLACK ROCK COFFEE BAR INC	$3,927,408	$3,927,408 â–²	New Holding	145,460	0.5%	CL A
WAB Wabtec	$3,923,796	$3,923,796 â–²	New Holding	179,818	0.5%	Transportation
YUM Yum! Brands	$3,909,845	$3,909,845 â–²	New Holding	11,540	0.5%	Retail/Wholesale
PKG Packaging Corporation of America	$3,841,443	$3,828,670 â–²	29,975.6%	2,842,143	0.5%	Industrials
JPM JPMorgan Chase & Co.	$3,721,235	$3,652,327 â–²	5,300.3%	290,481	0.5%	Finance
AMCOR PLC	$3,538,752	$2,216,138 â–²	167.6%	232,403	0.5%	COM NEW
JNJ Johnson & Johnson	$3,498,816	$3,442,543 â–²	6,117.6%	185,595	0.5%	Medical
PG Procter & Gamble	$3,419,714	$3,419,714 â–²	New Holding	1,891,931	0.4%	Consumer Staples
MO Altria Group	$3,193,459	$3,193,459 â–²	New Holding	200,600	0.4%	Consumer Staples
GOOG Alphabet	$3,086,645	$3,030,527 â–²	5,400.3%	434,965	0.4%	Computer and Technology
SLB SLB	$3,003,910	$3,003,910 â–²	New Holding	66,927	0.4%	Energy
MS Morgan Stanley	$2,953,927	$2,953,927 â–²	New Holding	117,928	0.4%	Finance
CRM Salesforce	$2,931,226	$2,909,597 â–²	13,452.3%	672,874	0.4%	Computer and Technology
GE VERNOVA INC	$2,898,481	$2,880,807 â–²	16,299.9%	207,787	0.4%	COM
TRV Travelers Companies	$2,896,506	$2,895,670 â–²	346,314.1%	2,757,456	0.4%	Finance
GOOGL Alphabet	$2,860,499	$2,603,369 â–²	1,012.5%	234,431	0.4%	Computer and Technology
ROST Ross Stores	$2,719,898	$2,719,898 â–²	New Holding	208,037	0.4%	Retail/Wholesale
DELL Dell Technologies	$2,700,434	$2,700,434 â–²	New Holding	396,181	0.3%	Computer and Technology
JCI Johnson Controls International	$2,655,674	$2,655,674 â–²	New Holding	253,605	0.3%	Construction
WALMART INC	$2,655,453	$2,571,749 â–²	3,072.4%	101,930	0.3%	COM
OTIS Otis Worldwide	$2,653,478	$2,120,835 â–²	398.2%	37,064	0.3%	Industrials
TFC Truist Financial	$2,607,045	$2,601,658 â–²	48,291.9%	2,571,543	0.3%	Finance
COHR Coherent	$2,555,987	$2,555,987 â–²	New Holding	541,465	0.3%	Business Services
RMD ResMed	$2,505,419	$2,505,419 â–²	New Holding	297,057	0.3%	Medical
TMO Thermo Fisher Scientific	$2,365,083	$2,362,093 â–²	79,012.9%	368,666	0.3%	Medical
PSX Phillips 66	$2,319,146	$2,316,258 â–²	80,212.3%	970,976	0.3%	Energy
PLD Prologis	$2,291,366	$2,291,366 â–²	New Holding	130,763	0.3%	Finance
KMX CarMax	$2,289,874	$2,289,874 â–²	New Holding	82,997	0.3%	Retail/Wholesale
META Meta Platforms	$2,287,468	$2,118,832 â–²	1,256.4%	90,543	0.3%	Computer and Technology
CL Colgate-Palmolive	$2,282,051	$2,246,937 â–²	6,398.9%	939,811	0.3%	Consumer Staples
SPG Simon Property Group	$2,273,349	$2,273,349 â–²	New Holding	21,029	0.3%	Finance
J Jacobs Solutions	$2,257,046	$2,257,046 â–²	New Holding	103,989	0.3%	Business Services
MLM Martin Marietta Materials	$2,252,840	$2,217,821 â–²	6,333.1%	96,497	0.3%	Construction
TREX Trex	$2,207,654	$2,207,654 â–²	New Holding	3,569	0.3%	Construction
ASTRANA HEALTH INC	$2,135,190	$2,135,190 â–²	New Holding	8,174	0.3%	COM NEW
NVDA NVIDIA	$2,086,632	$1,322,356 â–²	173.0%	126,171	0.3%	Computer and Technology
VEEV Veeva Systems	$1,998,655	$1,998,655 â–²	New Holding	7,215	0.3%	Medical
LINDE PLC	$1,970,215	$1,957,900 â–²	15,898.7%	107,831	0.3%	SHS
KLAC KLA	$1,964,760	$1,949,382 â–²	12,676.5%	34,752	0.3%	Computer and Technology
TE CONNECTIVITY PLC	$1,959,359	$1,959,359 â–²	New Holding	1,827,552	0.3%	ORD SHS
WMB Williams Companies	$1,942,127	$1,608,457 â–²	482.1%	34,568	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$1,926,428	$1,907,438 â–²	10,044.4%	437,733	0.2%	ETF
SAILPOINT INC	$1,908,745	$1,908,745 â–²	New Holding	66,303	0.2%	COM
HD Home Depot	$1,901,484	$1,901,484 â–²	New Holding	258,251	0.2%	Retail/Wholesale
WSC WillScot	$1,890,788	$1,890,788 â–²	New Holding	2,753	0.2%	Finance
KEY KeyCorp	$1,877,993	$1,877,993 â–²	New Holding	100,967	0.2%	Finance
STX Seagate Technology	$1,851,027	$1,851,027 â–²	New Holding	103,144	0.2%	Computer and Technology
WFC Wells Fargo & Company	$1,838,439	$1,508,138 â–²	456.6%	15,401	0.2%	Finance
BX Blackstone	$1,833,221	$1,682,552 â–²	1,116.7%	137,270	0.2%	Finance
HWM Howmet Aerospace	$1,791,672	$1,753,677 â–²	4,615.6%	127,981	0.2%	Aerospace
SAIA Saia	$1,747,497	$1,726,050 â–²	8,047.9%	54,102	0.2%	Transportation
PANW Palo Alto Networks	$1,744,882	$1,744,882 â–²	New Holding	1,073,881	0.2%	Computer and Technology
CTSH Cognizant Technology Solutions	$1,736,094	$1,736,094 â–²	New Holding	2,707	0.2%	Computer and Technology
SCHW Charles Schwab	$1,727,030	$1,719,862 â–²	23,994.5%	561,401	0.2%	Finance
AMZN Amazon.com	$1,710,544	$1,594,104 â–²	1,369.0%	466,154	0.2%	Retail/Wholesale
GOLDMAN SACHS ETF TR	$1,623,752	$1,320,445 â–²	435.3%	371,067	0.2%	DYNA CAL MUN ETF
ABBV AbbVie	$1,594,542	$1,585,266 â–²	17,089.5%	363,902	0.2%	Medical
AEP American Electric Power	$1,588,447	$1,588,447 â–²	New Holding	557,560	0.2%	Utilities
LABCORP HOLDINGS INC	$1,571,123	$1,525,701 â–²	3,358.9%	119,541	0.2%	COM SHS
SPY SPDR S&P 500 ETF Trust	$1,544,625	$1,384,620 â–²	865.4%	501,185	0.2%	Finance
SNA Snap-On	$1,528,746	$1,528,746 â–²	New Holding	37,595	0.2%	Consumer Discretionary
QCOM Qualcomm	$1,526,684	$1,526,684 â–²	New Holding	695,928	0.2%	Computer and Technology
AMD Advanced Micro Devices	$1,522,908	$1,518,263 â–²	32,684.4%	543,893	0.2%	Computer and Technology
TSLA Tesla	$1,511,992	$1,509,185 â–²	53,767.0%	1,324,590	0.2%	Auto/Tires/Trucks
SANDISK CORP	$1,487,343	$1,487,343 â–²	New Holding	20,257	0.2%	COM
CARR Carrier Global	$1,473,119	$1,380,380 â–²	1,488.5%	223,575	0.2%	Construction
PALANTIR TECHNOLOGIES INC	$1,412,692	$1,378,904 â–²	4,081.1%	134,171	0.2%	CL A
REKR Rekor Systems	$1,388,885	$1,038,495 â–²	296.4%	792,766	0.2%	Computer and Technology
AIG American International Group	$1,359,164	$1,248,269 â–²	1,125.6%	222,206	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Curated Wealth Partners LLC Top Holdings and 13F Report (2026)

About Curated Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Curated Wealth Partners LLC Top Holdings and 13F Report (2026)

About Curated Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCurated Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools