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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$8.03 Million 0.97% of portfolio
12,940
Q2 2025 Reduced 7.78%
$0
$2.85 Million 0.34% of portfolio
4,293
Q2 2025 Reduced 0.53%
$0
$2.09 Million 0.25% of portfolio
4,928
Q2 2025 Added 0.02%
$0
$2.04 Million 0.25% of portfolio
31,920
Q1 2025 Reduced 2.79%
$0
$1.74 Million 0.21% of portfolio
19,435
Q1 2025 Reduced 2.04%
$0
$1.5 Million 0.18% of portfolio
8,506
Q1 2025 Added 0.04%
$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%
$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%
$0
$1.03 Million 0.12% of portfolio
1,864
Q2 2025 Reduced 33.62%
$0
$825,000 0.1% of portfolio
16,693
Q2 2025 Reduced 6.51%
$0
$630,000 0.08% of portfolio
1,438
Q1 2025 Added 20.03%
$0
$509,000 0.06% of portfolio
4,625
Q2 2025 Reduced 37.96%
$0
$506,000 0.06% of portfolio
3,079
Q1 2025 Reduced 2.19%
$0
$375,000 0.05% of portfolio
1,926
Q1 2025 Reduced 3.02%
$0
$381,000 0.05% of portfolio
5,235
Q1 2025 Reduced 21.57%
$0
$317,000 0.04% of portfolio
7,500
Q2 2024 New
$0
$280,000 0.03% of portfolio
2,819
Q1 2025 Reduced 14.6%
$0
$184,000 0.02% of portfolio
1,014
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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