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
$190B
$1.11 Million 0.14% of portfolio
1,622
Q3 2025 Added 3.44%
$88.2B
$1.1 Million 0.14% of portfolio
4,994
Q3 2025 Added 20.42%
$568B
$1.04 Million 0.13% of portfolio
3,032
Q3 2025 Reduced 0.43%
$263B
$1.04 Million 0.13% of portfolio
4,400
Q3 2025 Added 23.73%
$68.4B
$1.05 Million 0.13% of portfolio
7,204
Q3 2025 New
$94.6B
$1.03 Million 0.13% of portfolio
16,840
Q3 2025 Reduced 7.12%
$208B
$925,000 0.12% of portfolio
8,081
Q3 2025 New
$39.4B
$989,000 0.12% of portfolio
1,570
Q3 2025 Added 12.54%
$184B
$960,000 0.12% of portfolio
9,801
Q3 2025 Added 11.91%
$3.52B
$894,000 0.11% of portfolio
69,854
Q1 2025 Reduced 26.36%
$552B
$890,000 0.11% of portfolio
743
Q3 2025 Added 13.78%
$66.9B
$865,000 0.11% of portfolio
27,670
Q4 2024 Added 65.99%
$9.82B
$843,000 0.11% of portfolio
3,039
Q2 2024 New
$0
$904,000 0.11% of portfolio
16,696
Q3 2025 Added 0.02%
$742B
$764,000 0.1% of portfolio
2,717
Q3 2025 New
$7.59B
$826,000 0.1% of portfolio
4,938
Q3 2025 Reduced 0.3%
$50B
$764,000 0.1% of portfolio
12,800
Q3 2025 Reduced 0.96%
$38.6B
$680,000 0.09% of portfolio
7,440
Q3 2025 Reduced 0.98%
$7.69B
$747,000 0.09% of portfolio
2,675
Q4 2024 Added 16.81%
$0
$689,000 0.09% of portfolio
1,438
Q1 2025 Added 20.03%
$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%
$0
$529,000 0.07% of portfolio
1,450
Q2 2024 New
$26.9B
$520,000 0.07% of portfolio
7,742
Q3 2025 Added 88.28%
$3.53B
$576,000 0.07% of portfolio
1,938
Q3 2025 Reduced 2.71%
$0
$558,000 0.07% of portfolio
4,625
Q2 2025 Reduced 37.96%
$210B
$593,000 0.07% of portfolio
110
Q3 2025 Added 22.22%
$34.3B
$548,000 0.07% of portfolio
3,271
Q3 2025 Reduced 2.18%
$81.9B
$530,000 0.07% of portfolio
2,705
Q3 2025 Added 18.43%
$0
$526,000 0.07% of portfolio
3,014
Q3 2025 Reduced 2.11%
$74B
$581,000 0.07% of portfolio
4,700
Q3 2025 Reduced 1.3%
$335B
$534,000 0.07% of portfolio
1,777
Q3 2025 Reduced 1.11%
$14.1B
$442,000 0.06% of portfolio
5,206
Q2 2024 New
$1.29B
$494,000 0.06% of portfolio
6,390
Q4 2024 Added 200.0%
$7.48B
$488,000 0.06% of portfolio
1,981
Q3 2025 New
$1.4T
$512,000 0.06% of portfolio
1,152
Q3 2025 Reduced 35.71%
$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%
$409B
$366,000 0.05% of portfolio
1,585
Q3 2025 Reduced 16.8%
$3.01B
$409,000 0.05% of portfolio
16,485
Q2 2025 Added 10.7%
$400B
$427,000 0.05% of portfolio
1,055
Q3 2025 Reduced 13.24%
$415B
$419,000 0.05% of portfolio
453
Q3 2025 Reduced 12.88%
$2.71B
$398,000 0.05% of portfolio
6,115
Q3 2025 Added 1.12%
$165B
$359,000 0.05% of portfolio
4,761
Q3 2025 Reduced 10.32%
$3.77B
$431,000 0.05% of portfolio
3,414
Q3 2025 Added 40.32%
$33.4B
$433,000 0.05% of portfolio
667
Q3 2025 Reduced 47.06%

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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