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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.6B
$297 Million 37.54% of portfolio
2,228,836
Q3 2025 Reduced 0.03%
$25.8B
$227 Million 28.67% of portfolio
1,418,643
Q3 2025 Reduced 4.73%
$0
$38.2 Million 4.83% of portfolio
62,454
Q3 2025 Added 10.22%
$0
$34.4 Million 4.35% of portfolio
51,633
Q2 2025 Added 0.24%
$0
$22.8 Million 2.88% of portfolio
625,987
Q3 2025 Added 1.72%
$3.74B
$11.6 Million 1.47% of portfolio
226,922
Q4 2024 Added 28.26%
$4.22T
$11.4 Million 1.44% of portfolio
44,736
Q3 2025 Reduced 5.76%
$3.86T
$8.19 Million 1.04% of portfolio
15,820
Q3 2025 Reduced 3.32%
$451B
$6.91 Million 0.87% of portfolio
37,049
Q3 2025 Reduced 12.65%
$0
$6.4 Million 0.81% of portfolio
9,569
Q3 2025 Reduced 26.05%
$2.26T
$5.82 Million 0.74% of portfolio
26,509
Q3 2025 Reduced 10.94%
$10.7B
$4.14 Million 0.52% of portfolio
536,541
Q2 2024 New
$12.1B
$3.53 Million 0.45% of portfolio
431,990
Q2 2025 New
$0
$3.21 Million 0.41% of portfolio
4,293
Q2 2025 Reduced 0.53%
$0
$3.13 Million 0.4% of portfolio
153,208
Q2 2024 New
$1.65T
$3.11 Million 0.39% of portfolio
4,231
Q3 2025 Reduced 7.48%
$646B
$2.82 Million 0.36% of portfolio
5,616
Q3 2025 Added 2.58%
$1.5T
$2.6 Million 0.33% of portfolio
10,675
Q3 2025 Reduced 22.45%
$7.16B
$2.58 Million 0.33% of portfolio
2,766
Q1 2025 Reduced 10.02%
$11.7B
$2.46 Million 0.31% of portfolio
18,535
Q2 2024 New
$139B
$2.35 Million 0.3% of portfolio
7,115
Q3 2025 Added 33.29%
$0
$2.31 Million 0.29% of portfolio
4,928
Q2 2025 Added 0.02%
$0
$2.17 Million 0.27% of portfolio
31,920
Q1 2025 Reduced 2.79%
$546B
$2.12 Million 0.27% of portfolio
3,733
Q3 2025 Reduced 0.05%
$19.5B
$2.06 Million 0.26% of portfolio
9,450
Q2 2024 New
$30B
$1.87 Million 0.24% of portfolio
57,410
Q3 2025 Reduced 20.72%
$0
$1.81 Million 0.23% of portfolio
19,435
Q1 2025 Reduced 2.04%
$223B
$1.86 Million 0.23% of portfolio
13,858
Q3 2025 Added 3.98%
$59.6B
$1.85 Million 0.23% of portfolio
23,597
Q3 2025 Added 5.45%
$114B
$1.72 Million 0.22% of portfolio
10,083
Q3 2025 Reduced 2.1%
$0
$1.59 Million 0.2% of portfolio
8,508
Q3 2025 Added 0.02%
$83.3B
$1.49 Million 0.19% of portfolio
6,993
Q3 2025 Reduced 2.05%
$0
$1.39 Million 0.18% of portfolio
15,881
Q3 2025 Added 6.73%
$110B
$1.43 Million 0.18% of portfolio
15,081
Q3 2025 Added 0.21%
$36.2B
$1.39 Million 0.18% of portfolio
8,523
Q3 2025 Reduced 0.62%
$177B
$1.44 Million 0.18% of portfolio
7,405
Q3 2025 Reduced 0.91%
$0
$1.41 Million 0.18% of portfolio
4,308
Q3 2025 Added 2.87%
$0
$1.35 Million 0.17% of portfolio
9,301
Q4 2024 New
$0
$1.31 Million 0.17% of portfolio
21,878
Q3 2025 Reduced 2.14%
$1.53T
$1.32 Million 0.17% of portfolio
5,431
Q3 2025 Reduced 12.15%
$871B
$1.32 Million 0.17% of portfolio
4,186
Q3 2025 Reduced 7.98%
$0
$1.2 Million 0.15% of portfolio
85,639
Q1 2025 Reduced 0.79%
$65.6B
$1.19 Million 0.15% of portfolio
16,358
Q3 2025 New
$139B
$1.2 Million 0.15% of portfolio
5,087
Q3 2025 Added 14.44%
$40.1B
$1.17 Million 0.15% of portfolio
14,252
Q3 2025 Added 1.69%
$5.1M
$1.22 Million 0.15% of portfolio
931,297
Q3 2025 Added 39.69%
$65.6B
$1.21 Million 0.15% of portfolio
15,141
Q3 2025 Added 24.41%
$71B
$1.12 Million 0.14% of portfolio
3,147
Q3 2025 Added 2.34%
$0
$1.1 Million 0.14% of portfolio
1,839
Q3 2025 Reduced 1.34%

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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