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

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74B
$11.6 Million 1.47% of portfolio
226,922
Q4 2024 Added 28.26%
$7.16B
$2.58 Million 0.33% of portfolio
2,766
Q1 2025 Reduced 10.02%
$3.52B
$894,000 0.11% of portfolio
69,854
Q1 2025 Reduced 26.36%
$9.82B
$843,000 0.11% of portfolio
3,039
Q2 2024 New
$7.59B
$826,000 0.1% of portfolio
4,938
Q3 2025 Reduced 0.3%
$7.69B
$747,000 0.09% of portfolio
2,675
Q4 2024 Added 16.81%
$4.19B
$669,000 0.08% of portfolio
9,389
Q3 2025 Added 4.08%
$5.26B
$611,000 0.08% of portfolio
3,785
Q2 2024 New
$5.62B
$620,000 0.08% of portfolio
7,908
Q2 2024 New
$7.88B
$656,000 0.08% of portfolio
8,610
Q1 2025 Added 15.37%
$4.9B
$529,000 0.07% of portfolio
17,162
Q2 2025 Reduced 29.38%
$3.53B
$576,000 0.07% of portfolio
1,938
Q3 2025 Reduced 2.71%
$7.48B
$488,000 0.06% of portfolio
1,981
Q3 2025 New
$5.62B
$462,000 0.06% of portfolio
4,945
Q3 2025 Reduced 2.1%
$7.21B
$451,000 0.06% of portfolio
1,837
Q3 2025 Added 2.57%
$3.01B
$409,000 0.05% of portfolio
16,485
Q2 2025 Added 10.7%
$3.77B
$431,000 0.05% of portfolio
3,414
Q3 2025 Added 40.32%
$4.79B
$424,000 0.05% of portfolio
3,461
Q1 2025 Added 12.88%
$2.94B
$320,000 0.04% of portfolio
7,377
Q2 2024 New
$6.02B
$220,000 0.03% of portfolio
3,208
Q3 2025 New
$7.86B
$249,000 0.03% of portfolio
2,628
Q3 2025 Added 10.37%
$9.64B
$233,000 0.03% of portfolio
731
Q3 2025 Reduced 3.43%
$4.35B
$238,000 0.03% of portfolio
2,511
Q3 2025 Added 2.62%
$3.88B
$203,000 0.03% of portfolio
2,626
Q3 2025 Added 1.86%
$2.25B
$209,000 0.03% of portfolio
2,244
Q2 2025 New
$9.9B
$245,000 0.03% of portfolio
3,367
Q3 2025 Added 12.68%
$7.56B
$253,000 0.03% of portfolio
1,975
Q3 2025 Reduced 6.97%
$9.92B
$172,000 0.02% of portfolio
3,000
Q2 2025 New
$5.48B
$120,000 0.02% of portfolio
13,273
Q3 2025 Added 11.0%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $791 Million
  • Prior Value $830 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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