Curated Wealth Partners LLC Portfolio Holdings by Sector

Curated Wealth Partners LLC

$820 Million
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Asset Management \| Financial Services APO ARES ARCC BX BCSF ARDC APAM KKR 10 stocks	$500,426 61.06% of portfolio	6	1	2	-	0 Calls 0 Puts
ETFs \| ETFs VOO SPY DFAI GLD IVV IWO AGG VGT 35 stocks	$158,432 19.33% of portfolio	24	3	12	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL SNAP META GOOG SPOT 5 stocks	$16,211 1.98% of portfolio	4	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN TSM ADI 5 stocks	$12,730 1.55% of portfolio	4	1	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL COP PR 3 stocks	$10,615 1.3% of portfolio	2	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials TEX 1 stocks	$10,381 1.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,882 1.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B AIG 3 stocks	$7,472 0.91% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL REKR FOUR SNPS CCCS 6 stocks	$7,198 0.88% of portfolio	3	2	1	-	0 Calls 0 Puts

Software—Application \| Technology NOW CRM INTU UBER MANH FICO CDNS PCOR 10 stocks	$7,150 0.87% of portfolio	7	1	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM WFC C SAN 5 stocks	$7,008 0.86% of portfolio	5	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6,817 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMCR PKG 2 stocks	$5,528 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE WTS OTIS KAI GGG DCI AME 7 stocks	$4,423 0.54% of portfolio	6	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX LYV DIS 3 stocks	$4,264 0.52% of portfolio	3	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V COF MA 3 stocks	$3,254 0.4% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON CRVL MMC AJG BRO 5 stocks	$2,761 0.34% of portfolio	5	-	3	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT DXCM 2 stocks	$2,560 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA ENSG 2 stocks	$2,468 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNBK FHB BANF TFC LYG 5 stocks	$2,275 0.28% of portfolio	4	1	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK AMGN 5 stocks	$2,173 0.27% of portfolio	5	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG HWM NOC LMT RTX 5 stocks	$2,008 0.25% of portfolio	3	1	3	-	0 Calls 0 Puts

Oil & Gas Midstream \| Energy EPD WMB ET WES DTM 5 stocks	$1,976 0.24% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM TSLA F 3 stocks	$1,671 0.2% of portfolio	2	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials SSD UFPI 2 stocks	$1,633 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM CWST 2 stocks	$1,462 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,422 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM VMC 2 stocks	$1,412 0.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials TTC ROLL 2 stocks	$1,311 0.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,307 0.16% of portfolio	1	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$1,251 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MC LPLA IBKR 3 stocks	$1,220 0.15% of portfolio	2	-	1	-	0 Calls 0 Puts

Insurance—Property & Casualty \| Financial Services RLI MKL TRV 3 stocks	$1,069 0.13% of portfolio	3	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRI 1 stocks	$1,013 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$1,008 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$976 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC 1 stocks	$915 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$843 0.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials FCN 1 stocks	$822 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical GOLF 1 stocks	$805 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$734 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI 1 stocks	$730 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology JKHY 1 stocks	$728 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML KLAC 2 stocks	$657 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$649 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$596 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials LSTR 1 stocks	$564 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$549 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI SPGI 2 stocks	$549 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$477 0.06% of portfolio	-	2	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$421 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY CERT 2 stocks	$416 0.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$413 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$404 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$388 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$382 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$369 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SG 1 stocks	$331 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical LCII 1 stocks	$312 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$299 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$273 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$262 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$261 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$260 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$250 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY 1 stocks	$236 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$231 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$209 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$208 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$172 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate ACRE 1 stocks	$98 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Curated Wealth Partners LLC Portfolio Holdings by Sector

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