Curated Wealth Partners LLC Portfolio Holdings

Curated Wealth Partners LLC

  • $830 Million
  • Q2 2025

Curated Wealth Partners LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $830 Million distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $316M, Ares Management Corp with a value of $258M, Vanguard Index Fds S&P 500 ETF with a value of $32.2M, Spdr S&P 500 ETF Trust with a value of $31.9M, and Dimensional ETF Tr with a value of $21.3M.

Examining the 13F form we can see an increase of $73.2M in the current position value, from $757M to 830M.

Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $830 Million
Financial Services: $601 Million
ETFs: $114 Million
Technology: $37.4 Million
Industrials: $20.5 Million
Consumer Cyclical: $17.4 Million
Communication Services: $13.7 Million
Energy: $8.19 Million
Healthcare: $7.9 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.8B
$316 Million 38.1% of portfolio
2,229,478
Q2 2025 Added 0.01%
$33.2B
$258 Million 31.06% of portfolio
1,489,009
Q1 2025 Added 0.22%
$0
$32.2 Million 3.88% of portfolio
56,663
Q2 2025 Added 5.93%
$0
$31.9 Million 3.84% of portfolio
51,633
Q2 2025 Added 0.24%
$0
$21.3 Million 2.56% of portfolio
615,379
Q2 2025 Added 4.8%
$3.43B
$10.6 Million 1.28% of portfolio
226,922
Q4 2024 Added 28.26%
$3.69T
$9.74 Million 1.17% of portfolio
47,470
Q2 2025 Added 1.57%
$3.95T
$8.14 Million 0.98% of portfolio
16,363
Q2 2025 Added 0.41%
$0
$8.03 Million 0.97% of portfolio
12,940
Q2 2025 Reduced 7.78%
$456B
$6.7 Million 0.81% of portfolio
42,413
Q2 2025 Added 20.25%
$2.26T
$6.53 Million 0.79% of portfolio
29,764
Q2 2025 Added 16.18%
$9.88B
$4.66 Million 0.56% of portfolio
536,541
Q2 2024 New
$14.5B
$3.97 Million 0.48% of portfolio
431,990
Q2 2025 New
$0
$3.36 Million 0.41% of portfolio
153,208
Q2 2024 New
$1.78T
$3.38 Million 0.41% of portfolio
4,573
Q2 2025 Reduced 4.79%
$6.61B
$2.92 Million 0.35% of portfolio
2,766
Q1 2025 Reduced 10.02%
$0
$2.85 Million 0.34% of portfolio
4,293
Q2 2025 Reduced 0.53%
$621B
$2.66 Million 0.32% of portfolio
5,475
Q2 2025 Reduced 1.67%
$12.1B
$2.64 Million 0.32% of portfolio
18,535
Q2 2024 New
$1.21T
$2.43 Million 0.29% of portfolio
13,765
Q2 2025 Added 1.71%
$31.7B
$2.36 Million 0.28% of portfolio
72,410
Q2 2024 New
$0
$2.09 Million 0.25% of portfolio
4,928
Q2 2025 Added 0.02%
$548B
$2.1 Million 0.25% of portfolio
3,735
Q2 2025 Added 0.03%
$0
$2.04 Million 0.25% of portfolio
31,920
Q1 2025 Reduced 2.79%
$59.7B
$1.92 Million 0.23% of portfolio
22,377
Q2 2025 Reduced 7.68%
$229B
$1.81 Million 0.22% of portfolio
13,327
Q2 2025 Reduced 4.22%
$0
$1.74 Million 0.21% of portfolio
19,435
Q1 2025 Reduced 2.04%
$18.7B
$1.78 Million 0.21% of portfolio
9,450
Q2 2024 New
$123B
$1.54 Million 0.19% of portfolio
10,299
Q2 2025 Added 0.33%
$177B
$1.45 Million 0.18% of portfolio
7,473
Q2 2025 Added 2.38%
$127B
$1.47 Million 0.18% of portfolio
5,338
Q2 2025 Added 35.48%
$83.2B
$1.52 Million 0.18% of portfolio
7,139
Q2 2025 New
$0
$1.5 Million 0.18% of portfolio
8,506
Q1 2025 Added 0.04%
$36.4B
$1.3 Million 0.16% of portfolio
8,576
Q1 2025 New
$859B
$1.32 Million 0.16% of portfolio
4,549
Q1 2025 Added 8.72%
$120B
$1.35 Million 0.16% of portfolio
15,049
Q2 2025 Reduced 11.19%
$0
$1.22 Million 0.15% of portfolio
85,639
Q1 2025 Reduced 0.79%
$0
$1.26 Million 0.15% of portfolio
9,301
Q4 2024 New
$0
$1.24 Million 0.15% of portfolio
14,880
Q1 2025 Reduced 7.92%
$201B
$1.24 Million 0.15% of portfolio
1,568
Q2 2025 Added 1.1%
$0
$1.27 Million 0.15% of portfolio
4,188
Q2 2025 Added 10.56%
$0
$1.27 Million 0.15% of portfolio
22,356
Q2 2025 Added 0.06%
$551B
$1.08 Million 0.13% of portfolio
3,045
Q2 2025 Reduced 7.16%
$40.9B
$1.06 Million 0.13% of portfolio
14,015
Q2 2025 Reduced 15.87%
$1.24T
$1.1 Million 0.13% of portfolio
6,182
Q2 2025 Added 4.28%
$75.3B
$1.1 Million 0.13% of portfolio
3,075
Q2 2025 Added 17.28%
$70.9B
$1.11 Million 0.13% of portfolio
12,170
Q2 2025 Added 14.85%
$138B
$1.01 Million 0.12% of portfolio
41,822
Q2 2025 Reduced 5.96%
$6.57M
$1.01 Million 0.12% of portfolio
666,667
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $830 Million
  • Prior Value $757 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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