Curated Wealth Partners LLC Top Holdings and 13F Report (2026) About Curated Wealth Partners LLCInvestment ActivityCurated Wealth Partners LLC has $793.61 million in total holdings as of March 31, 2026.Curated Wealth Partners LLC owns shares of 228 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.26% of the portfolio was purchased this quarter.About 4.84% of the portfolio was sold this quarter.This quarter, Curated Wealth Partners LLC has purchased 208 new stocks and bought additional shares in 65 stocks.Curated Wealth Partners LLC sold shares of 70 stocks and completely divested from 28 stocks this quarter.Largest Holdings Apollo Global Management $247,270,650Ares Management $160,217,171Vanguard S&P 500 ETF $47,889,388SPDR S&P 500 ETF Trust $33,763,725Dimensional International Core Equity Market ETF $27,422,753 Largest New Holdings this Quarter 89157W863 - TOUCHSTONE ETF TRUST $16,099,550 Holding25861R881 - DOUBLELINE ETF TRUST $9,057,925 HoldingG0250X149 - AMCOR PLC $3,452,726 Holding73278L105 - Pool $511,087 Holding69608A108 - PALANTIR TECHNOLOGIES INC $469,413 Holding Largest Purchases this Quarter TOUCHSTONE ETF TRUST 689,311 shares (about $16.10M)DOUBLELINE ETF TRUST 364,583 shares (about $9.06M)Vanguard S&P 500 ETF 9,757 shares (about $5.83M)Ares Management 49,265 shares (about $5.37M)AMCOR PLC 86,861 shares (about $3.45M) Largest Sales this Quarter iShares Russell 2000 Growth ETF 15,751 shares (about $4.94M)GOLDMAN SACHS ETF TR 73,455 shares (about $3.72M)Bank of America 69,327 shares (about $3.38M)Goldman Sachs Access Treasury 0-1 Year ETF 25,720 shares (about $2.58M)General Motors 8,708 shares (about $648.75K) 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$247,270,650$641,891 ▼-0.3%2,219,26631.2%FinanceARESAres Management$160,217,171$5,374,812 ▲3.5%1,468,53520.2%FinanceVOOVanguard S&P 500 ETF$47,889,388$5,830,361 ▲13.9%80,1426.0%ETFSPYSPDR S&P 500 ETF Trust$33,763,725$92,999 ▲0.3%51,9174.3%FinanceDFAIDimensional International Core Equity Market ETF$27,422,753$1,708,592 ▲6.6%703,8693.5%ETFRAYERayliant Quantamental Emerging Market Equity ETF$17,911,557$1,380,889 ▲8.4%615,7482.3%ETFTOUCHSTONE ETF TRUST$16,099,550$16,099,550 ▲New Holding689,3112.0%LARGE COMPANY GRTEXTerex$13,411,0900.0%226,9221.7%IndustrialsDIAMOND HILL FUNDS$12,754,525$628,878 ▲5.2%996,4451.6%LARGE CAP CONCENAAPLApple$10,377,980$1,949,868 ▲23.1%40,8921.3%Computer and TechnologyGLDSPDR Gold Shares$9,528,772$5,594 ▼-0.1%22,1451.2%FinanceDOUBLELINE ETF TRUST$9,057,925$9,057,925 ▲New Holding364,5831.1%SECURITIZED CREDNVDANVIDIA$8,059,526$1,697,954 ▲26.7%46,2131.0%Computer and TechnologyIVViShares Core S&P 500 ETF$7,656,274$29,394 ▼-0.4%11,7211.0%ETFAMZNAmazon.com$6,608,823$559,205 ▲9.2%31,7320.8%Retail/WholesaleGOOGLAlphabet$6,059,750$114,736 ▲1.9%21,0730.8%Computer and TechnologyMSFTMicrosoft$5,592,160$1,511,405 ▲37.0%15,1070.7%Computer and TechnologyTPLTexas Pacific Land$3,937,8990.0%8,2980.5%EnergyMETAMeta Platforms$3,818,968$215,121 ▲6.0%6,6750.5%Computer and TechnologyGOLDMAN SACHS ETF TR$3,511,276$3,721,103 ▼-51.5%69,3130.4%DYNAMIC CAL MUNIAMCOR PLC$3,452,726$3,452,726 ▲New Holding86,8610.4%COM NEWAVGOBroadcom$3,043,414$312,915 ▼-9.3%9,8330.4%Computer and TechnologyVGTVanguard Information Technology ETF$2,989,034$6,279 ▼-0.2%4,2840.4%ETFARCCAres Capital$2,916,861$156,053 ▲5.7%161,8680.4%FinanceDVADaVita$2,886,914$37,500 ▲1.3%18,7840.4%MedicalBRK.ABerkshire Hathaway$2,872,5600.0%40.4%FinanceBRK.BBerkshire Hathaway$2,580,012$89,610 ▲3.6%5,3840.3%FinanceSNAPSnap$2,468,0890.0%536,5410.3%Computer and TechnologyGOOGAlphabet$2,268,489$422,832 ▲22.9%7,9080.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$2,137,6830.0%30,4600.3%ETFPHOENIX ED PARTNERS INC$2,044,9000.0%65,0000.3%COMPKGPackaging Corporation of America$2,005,4790.0%9,4500.3%IndustrialsEFAiShares MSCI EAFE ETF$1,924,1450.0%19,8100.2%FinanceIWFiShares Russell 1000 Growth ETF$1,873,175$228,124 ▼-10.9%4,3930.2%ETFNFLXNetflix$1,731,569$73,074 ▲4.4%18,0090.2%Consumer DiscretionaryVTVVanguard Value ETF$1,670,548$392 ▲0.0%8,5140.2%ETFIWOiShares Russell 2000 Growth ETF$1,592,685$4,943,129 ▼-75.6%5,0750.2%ETFPERMIAN RESOURCES CORP$1,592,677$87,455 ▲5.8%74,7030.2%CLASS A COMJPMJPMorgan Chase & Co.$1,582,287$267,392 ▼-14.5%5,3790.2%FinanceIAUiShares Gold Trust$1,456,5800.0%16,5220.2%FinanceLYVLive Nation Entertainment$1,441,525$105,537 ▼-6.8%9,4520.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,403,684$167,178 ▼-10.6%21,9060.2%ETFVTIVanguard Total Stock Market ETF$1,384,315$642 ▲0.0%4,3150.2%ETFAIGAmerican International Group$1,364,284$385,431 ▼-22.0%18,1300.2%FinanceABTAbbott Laboratories$1,361,197$308,420 ▼-18.5%13,2580.2%MedicalIEFAiShares Core MSCI EAFE ETF$1,347,0860.0%14,8800.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,324,7410.0%9,3010.2%ETFBXBlackstone$1,297,319$17,593 ▲1.4%11,2820.2%FinanceCOPConocoPhillips$1,293,072$445,104 ▼-25.6%9,7960.2%EnergyVVisa$1,269,409$50,776 ▼-3.8%4,2000.2%Business ServicesBCSFBain Capital Specialty Finance$1,240,0000.0%100,0000.2%FinanceCLColgate-Palmolive$1,232,509$121,197 ▼-9.0%14,4610.2%Consumer StaplesAONAON$1,213,976$30,664 ▼-2.5%3,7610.2%FinanceDARDarling Ingredients$1,120,168$58,696 ▲5.5%18,1110.1%Consumer StaplesGE VERNOVA INC$1,105,966$88,163 ▼-7.4%1,2670.1%COMSSDSimpson Manufacturing$1,091,331$8,924 ▼-0.8%6,3590.1%ConstructionARDCAres Dynamic Credit Allocation Fund$1,070,725$1,763 ▲0.2%88,0530.1%Financial ServicesPNBKPatriot National Bancorp$1,067,268$69,604 ▼-6.1%827,3400.1%FinanceTXNTexas Instruments$1,065,053$542,622 ▼-33.8%5,4860.1%Computer and TechnologyARISTA NETWORKS INC$1,058,978$17,435 ▲1.7%8,6250.1%COM SHSTTCToro$1,054,003$10,746 ▲1.0%11,2800.1%Consumer DiscretionaryRBCRBC Bearings$1,052,024$111,883 ▼-9.6%1,9370.1%IndustrialsEPDEnterprise Products Partners$1,047,0330.0%27,6700.1%EnergyQQQInvesco QQQ$1,038,3840.0%1,7990.1%FinanceCOFCapital One Financial$1,026,901$82,823 ▲8.8%5,6290.1%FinanceWTSWatts Water Technologies$1,003,242$18,579 ▼-1.8%3,4560.1%Computer and TechnologyPRIPrimerica$991,400$7,765 ▼-0.8%3,9580.1%FinanceWMWaste Management$989,476$334,804 ▼-25.3%4,3060.1%Business ServicesUNPUnion Pacific$974,601$216,416 ▼-18.2%4,0170.1%TransportationGOLFAcushnet$940,782$7,759 ▼-0.8%10,0640.1%Consumer DiscretionaryCRMSalesforce$926,816$47,601 ▲5.4%4,9650.1%Computer and TechnologyLABCORP HOLDINGS INC$922,094$89,648 ▼-8.9%3,4560.1%COM SHSTSLATesla$914,136$465,432 ▲103.7%2,4590.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$903,1180.0%16,7090.1%ETFMLMMartin Marietta Materials$883,020$188,966 ▼-17.6%1,5000.1%ConstructionFCNFTI Consulting$873,775$7,071 ▼-0.8%4,9430.1%Business ServicesDISWalt Disney$852,672$45,106 ▼-5.0%8,8470.1%Consumer DiscretionaryMAMastercard$815,944$78,447 ▲10.6%1,6330.1%Business ServicesGEGE Aerospace$815,556$87,685 ▼-9.7%2,8740.1%AerospaceLLYEli Lilly and Company$800,201$259,375 ▲48.0%8700.1%MedicalSYYSysco$796,897$166,127 ▼-17.3%11,1720.1%Consumer StaplesSCHFSchwab International Equity ETF$795,715$62,543 ▼-7.3%32,1500.1%ETFCARRCarrier Global$792,562$27,986 ▲3.7%14,0750.1%ConstructionVICIVICI Properties$787,881$130,562 ▲19.9%28,8390.1%FinanceSLViShares Silver Trust$756,6950.0%11,1050.1%ETFKAIKadant$749,878$42,391 ▲6.0%2,5650.1%IndustrialsZTSZoetis$749,215$221,998 ▼-22.9%6,3380.1%MedicalJKHYJack Henry & Associates$748,162$46,148 ▲6.6%4,7340.1%Computer and TechnologyFERGUSON ENTERPRISES INC$743,634$109,399 ▼-12.8%3,1880.1%COMMON STOCK NEWSBACSBA Communications$741,277$58,001 ▼-7.3%4,3070.1%FinanceJNJJohnson & Johnson$729,655$26,888 ▲3.8%2,9850.1%MedicalLSTRLandstar System$718,5090.0%4,4820.1%TransportationCVXChevron$702,636$87,519 ▲14.2%3,3960.1%EnergyMCMoelis & Company$696,768$15,219 ▲2.2%12,2240.1%FinanceIBPInstalled Building Products$687,2690.0%2,5920.1%ConstructionRLIRLI$667,995$73,011 ▲12.3%11,7110.1%FinanceEMEEMCOR Group$667,431$13,290 ▲2.0%9040.1%ConstructionUBERUber Technologies$654,202$5,682 ▼-0.9%9,0950.1%Computer and TechnologyINTUIntuit$653,761$83,882 ▼-11.4%1,5120.1%Computer and TechnologyUFPIUFP Industries$632,036$39,980 ▲6.8%6,8610.1%ConstructionShowing 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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