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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43B
$10.6 Million 1.28% of portfolio
226,922
Q4 2024 Added 28.26%
$9.88B
$4.66 Million 0.56% of portfolio
536,541
Q2 2024 New
$6.61B
$2.92 Million 0.35% of portfolio
2,766
Q1 2025 Reduced 10.02%
$3.82B
$951,000 0.11% of portfolio
69,854
Q1 2025 Reduced 26.36%
$9.88B
$831,000 0.1% of portfolio
3,039
Q2 2024 New
$8.13B
$769,000 0.09% of portfolio
4,953
Q2 2024 New
$7.45B
$657,000 0.08% of portfolio
2,675
Q4 2024 Added 16.81%
$4.99B
$651,000 0.08% of portfolio
17,162
Q2 2025 Reduced 29.38%
$3.97B
$632,000 0.08% of portfolio
1,992
Q2 2025 Reduced 0.1%
$5.43B
$575,000 0.07% of portfolio
7,908
Q2 2024 New
$4.49B
$562,000 0.07% of portfolio
9,021
Q2 2025 Added 1.29%
$7.79B
$608,000 0.07% of portfolio
8,610
Q1 2025 Added 15.37%
$5.69B
$611,000 0.07% of portfolio
3,785
Q2 2024 New
$4.66B
$481,000 0.06% of portfolio
3,461
Q1 2025 Added 12.88%
$6.32B
$501,000 0.06% of portfolio
5,051
Q2 2025 Added 2.75%
$3.01B
$436,000 0.05% of portfolio
6,047
Q2 2025 Added 63.17%
$3.14B
$411,000 0.05% of portfolio
16,485
Q2 2025 Added 10.7%
$4.1B
$300,000 0.04% of portfolio
2,433
Q2 2024 New
$3.21B
$327,000 0.04% of portfolio
7,377
Q2 2024 New
$9.01B
$266,000 0.03% of portfolio
3,850
Q1 2025 New
$5.05B
$282,000 0.03% of portfolio
2,447
Q2 2025 Added 18.79%
$7.83B
$249,000 0.03% of portfolio
2,381
Q2 2025 Reduced 19.18%
$8.32B
$279,000 0.03% of portfolio
2,123
Q2 2025 Added 8.26%
$7.76B
$208,000 0.03% of portfolio
757
Q2 2025 New
$4.44B
$255,000 0.03% of portfolio
2,578
Q2 2025 New
$2.57B
$204,000 0.02% of portfolio
2,244
Q2 2025 New
$8.64B
$204,000 0.02% of portfolio
2,988
Q2 2025 New
$9.92B
$172,000 0.02% of portfolio
3,000
Q2 2025 New
$5.79B
$112,000 0.01% of portfolio
11,958
Q2 2025 Reduced 16.19%

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
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email