Curated Wealth Partners LLC Top Holdings and 13F Report (2026) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $863.29 million in total holdings as of June 30, 2026.Curated Wealth Partners LLC owns shares of 241 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.53% of the portfolio was purchased this quarter.About 6.29% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 228 new stocks and bought additional shares in 88 stocks.Curated Wealth Partners LLC sold shares of 72 stocks and completely divested from 30 stocks this quarter.Largest Holdings Apollo Global Management $261,406,323Ares Management $163,637,724Vanguard S&P 500 ETF $66,012,751SPDR S&P 500 ETF Trust $39,363,027Dimensional International Core Equity Market ETF $30,324,914 Largest New Holdings this Quarter 25434V732 - Dimensional Emerging Markets Core Equity 2 ETF $20,908,192 Holding381430602 - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF $7,095,010 Holding464287655 - iShares Russell 2000 ETF $973,159 Holding458140100 - Intel $829,822 Holding80004C200 - SANDISK CORP $532,053 Holding Largest Purchases this Quarter Dimensional Emerging Markets Core Equity 2 ETF 514,473 shares (about $20.91M)Vanguard S&P 500 ETF 15,973 shares (about $10.97M)Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 77,745 shares (about $7.10M)Vanguard Information Technology ETF 29,884 shares (about $3.57M)Apple 5,847 shares (about $1.69M) Largest Sales this Quarter TOUCHSTONE ETF TRUST 153,115 shares (about $4.05M)DIAMOND HILL FUNDS 270,224 shares (about $3.50M)Apollo Global Management 9,763 shares (about $1.16M)AON 3,120 shares (about $1.03M)American International Group 12,391 shares (about $923.50K) 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$261,406,323$1,155,061 â–¼-0.4%2,209,50330.3%FinanceARESAres Management$163,637,724$175,091 â–²0.1%1,470,10819.0%FinanceVOOVanguard S&P 500 ETF$66,012,751$10,970,417 â–²19.9%96,1157.6%ETFSPYSPDR S&P 500 ETF Trust$39,363,027$592,936 â–²1.5%52,7114.6%ETFDFAIDimensional International Core Equity Market ETF$30,324,914$1,290,301 â–²4.4%735,1493.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$20,908,192$20,908,192 â–²New Holding514,4732.4%ETFTEXTerex$16,426,8840.0%226,9221.9%IndustrialsTOUCHSTONE ETF TRUST$14,166,095$4,045,240 â–¼-22.2%536,1961.6%LARG CO GROW ETFAAPLApple$13,524,397$1,691,888 â–²14.3%46,7391.6%TechnologyIVViShares Core S&P 500 ETF$10,181,160$1,403,420 â–²16.0%13,5951.2%ETFDOUBLELINE ETF TRUST$9,712,116$623,098 â–²6.9%389,5771.1%SECUR CR ETFNVDANVIDIA$9,498,853$252,113 â–²2.7%47,4731.1%TechnologyDIAMOND HILL FUNDS$9,397,356$3,496,719 â–¼-27.1%726,2211.1%LARG CAP CON ETFGLDSPDR Gold Shares$8,157,7740.0%22,1450.9%ETFGOOGLAlphabet$7,321,797$209,061 â–¼-2.8%20,4880.8%Communication ServicesGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$7,095,010$7,095,010 â–²New Holding77,7450.8%ETFAMZNAmazon.com$7,086,800$476,203 â–¼-6.3%29,7340.8%Consumer DiscretionaryMSFTMicrosoft$4,924,610$710,603 â–¼-12.6%13,2020.6%TechnologyGOLDMAN SACHS ETF TR$4,654,282$1,105,380 â–²31.1%90,9020.5%DYNA CAL MUN ETFDVADaVita$4,179,0640.0%18,7840.5%HealthcareVGTVanguard Information Technology ETF$4,083,760$3,571,736 â–²697.6%34,1680.5%ETFMETAMeta Platforms$3,891,771$131,810 â–²3.5%6,9090.5%Communication ServicesAMCOR PLC$3,780,901$15,476 â–²0.4%87,2180.4%COM NEWTPLTexas Pacific Land$3,637,227$5,689 â–²0.2%8,3110.4%EnergyGOOGAlphabet$3,496,554$702,420 â–²25.1%9,8960.4%Communication ServicesAVGOBroadcom$3,496,457$217,962 â–¼-5.9%9,2560.4%TechnologyARCCAres Capital$2,999,4150.0%161,8680.3%FinanceBRK.ABerkshire Hathaway$2,995,4000.0%40.3%FinanceSNAPSnap$2,405,756$23,514 â–²1.0%541,8370.3%Communication ServicesDGROiShares Core Dividend Growth ETF$2,308,5630.0%30,4600.3%ETFPKGPackaging Corporation of America$2,252,937$1,191 â–²0.1%9,4550.3%MaterialsIWFiShares Russell 1000 Growth ETF$2,181,915$1,636,436 â–²300.0%17,5720.3%ETFPHOENIX ED PARTNERS INC$2,135,414$164 â–²0.0%65,0050.2%COMMUMicron Technology$2,120,432$545,979 â–²34.7%1,8370.2%TechnologyJPMJPMorgan Chase & Co.$2,084,766$324,057 â–²18.4%6,3690.2%FinanceEFAiShares MSCI EAFE ETF$2,057,8630.0%19,8100.2%ETFBRK.BBerkshire Hathaway$1,994,055$700,046 â–¼-26.0%3,9850.2%FinanceTSLATesla$1,888,915$854,659 â–²82.6%4,4910.2%Consumer DiscretionaryVTVVanguard Value ETF$1,856,009$436 â–²0.0%8,5160.2%ETFLYVLive Nation Entertainment$1,730,7560.0%9,4520.2%Communication ServicesIWOiShares Russell 2000 Growth ETF$1,650,132$349,013 â–¼-17.5%4,1890.2%ETFVTIVanguard Total Stock Market ETF$1,597,624$1,110 â–²0.1%4,3180.2%ETFVEAVanguard FTSE Developed Markets ETF$1,561,331$570 â–²0.0%21,9140.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,527,8750.0%9,3010.2%ETFIEFAiShares Core MSCI EAFE ETF$1,437,1100.0%14,8800.2%ETFAMDAdvanced Micro Devices$1,395,346$431,616 â–²44.8%2,4020.2%TechnologyPERMIAN RESOURCES CORP$1,393,298$18,023 â–²1.3%75,6820.2%CLASS A COMBXBlackstone$1,372,737$45,185 â–²3.4%11,6660.2%FinanceQQQInvesco QQQ$1,321,149$3,682 â–¼-0.3%1,7940.2%ETFLLYEli Lilly and Company$1,313,374$269,871 â–²25.9%1,0950.2%HealthcareVWOVanguard FTSE Emerging Markets ETF$1,295,559$298,208 â–²29.9%21,7050.2%ETFWTSWatts Water Technologies$1,286,696$66,155 â–¼-4.9%3,2870.1%IndustrialsSSDSimpson Manufacturing$1,265,941$65,317 â–¼-4.9%6,0470.1%IndustrialsBCSFBain Capital Specialty Finance$1,252,0000.0%100,0000.1%FinanceIAUiShares Gold Trust$1,247,5770.0%16,5220.1%ETFVVisa$1,239,927$201,051 â–¼-14.0%3,6140.1%FinanceNFLXNetflix$1,184,383$101,459 â–¼-7.9%16,5880.1%Communication ServicesGE VERNOVA INC$1,140,790$347,759 â–¼-23.4%9710.1%COMGOLFAcushnet$1,133,029$59,858 â–¼-5.0%9,5590.1%Consumer DiscretionaryARDCAres Dynamic Credit Allocation Fund$1,122,214$10,104 â–²0.9%88,8530.1%FinanceRBCRBC Bearings$1,105,208$142,337 â–¼-11.4%1,7160.1%IndustrialsPRIPrimerica$1,073,139$51,724 â–¼-4.6%3,7760.1%FinanceTTCToro$1,065,970$32,928 â–¼-3.0%10,9420.1%IndustrialsCARRCarrier Global$1,060,862$28,460 â–²2.8%14,4630.1%IndustrialsEPDEnterprise Products Partners$1,017,1490.0%27,6700.1%EnergyDARDarling Ingredients$994,466$5,244 â–²0.5%18,2070.1%Consumer StaplesIWMiShares Russell 2000 ETF$973,159$973,159 â–²New Holding3,2390.1%ETFKLACKLA$928,965$846,900 â–²1,032.0%3,0790.1%TechnologySCHFSchwab International Equity ETF$890,5590.0%32,1500.1%ETFLSTRLandstar System$875,840$51,082 â–¼-5.5%4,2350.1%IndustrialsJNJJohnson & Johnson$869,845$111,747 â–²14.7%3,4250.1%HealthcareCOSTCostco Wholesale$862,502$283,447 â–²48.9%9220.1%Consumer StaplesCVXChevron$853,497$290,577 â–²51.6%5,1490.1%EnergyGEGE Aerospace$832,296$241,803 â–¼-22.5%2,2270.1%IndustrialsINTCIntel$829,822$829,822 â–²New Holding5,9430.1%TechnologyARISTA NETWORKS INC$809,988$655,227 â–¼-44.7%4,7680.1%COM SHSTXNTexas Instruments$794,654$840,557 â–¼-51.4%2,6660.1%TechnologyABBVAbbVie$792,415$259,693 â–²48.7%3,1490.1%HealthcareWDCWestern Digital$765,826$92,614 â–²13.8%1,1990.1%TechnologyXOMExxonMobil$760,163$279,456 â–²58.1%5,5600.1%EnergyMCMoelis & Company$720,144$79,551 â–¼-9.9%11,0080.1%FinanceIWRiShares Russell Mid-Cap ETF$712,5570.0%6,4590.1%ETFEMEEMCOR Group$705,399$44,814 â–¼-6.0%8500.1%IndustrialsFCNFTI Consulting$702,135$34,421 â–¼-4.7%4,7120.1%IndustrialsBACBank of America$686,665$150,769 â–²28.1%12,0510.1%FinanceMAMastercard$686,170$152,539 â–¼-18.2%1,3360.1%FinanceCSCOCisco Systems$683,147$142,596 â–²26.4%5,8160.1%TechnologyKAIKadant$668,054$137,947 â–¼-17.1%2,1260.1%IndustrialsVICIVICI Properties$660,272$105,404 â–¼-13.8%24,8690.1%Real EstateUNHUnitedHealth Group$626,770$175,396 â–²38.9%1,5080.1%HealthcareRLIRLI$616,752$75,019 â–¼-10.8%10,4410.1%FinanceFHBFirst Hawaiian$606,304$30,765 â–¼-4.8%20,6930.1%FinancePALANTIR TECHNOLOGIES INC$606,219$231,824 â–²61.9%5,1960.1%CL ASLViShares Silver Trust$593,7840.0%11,1050.1%ETFIWBiShares Russell 1000 ETF$593,7750.0%1,4500.1%ETFTSMTaiwan Semiconductor Manufacturing$570,696$27,699 â–²5.1%1,1950.1%TechnologyLAM RESEARCH CORP$566,795$128,266 â–²29.2%1,3080.1%COM NEWOTISOtis Worldwide$563,493$30,788 â–²5.8%7,8700.1%IndustrialsSANDISK CORP$532,053$532,053 â–²New Holding2340.1%COMVOEVanguard Mid-Cap Value ETF$520,874$75,088 â–¼-12.6%2,6360.1%ETFShowing largest 100 holdings. 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