Curated Wealth Partners LLC Portfolio Holdings
Curated Wealth Partners LLC
- $791 Million
- Q3 2025
Curated Wealth Partners LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $791 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apollo Global Management, Inc. with a value of $297M, Ares Management Corp with a value of $227M, Vanguard Index Fds S&P 500 ETF with a value of $38.2M, Spdr S&P 500 ETF Trust with a value of $34.4M, and Dimensional ETF Tr with a value of $22.8M.
Examining the 13F form we can see an decrease of $39M in the current position value, from $830M to 791M.
Below you can find more details about Curated Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$791 Million
Financial Services: $551 Million
ETFs: $126 Million
Technology: $37.7 Million
Industrials: $21.6 Million
Consumer Cyclical: $16.2 Million
Communication Services: $14.6 Million
Healthcare: $7.82 Million
Energy: $7.77 Million
Other: $9.19 Million