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