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CIK: 0001781284
Total reported value
$1.2B
$1.2B
150 檔
49.2%
As reported in its official Q1 2025 Form 13F filing, Curated Wealth Partners LLC's tracked investment portfolio stood at $1.2B with 150 total positions.
In Q1 2025, Curated Wealth Partners LLC displayed an active expansion posture, initiating 150 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 39.50% | -9.26% | +0.30% | |
| 2 | ARES | Ares Management CORP - A | Stock-Financials | 28.24% | -5.09% | +0.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.73% | -1.12% | +0.54% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | -1.15% | +10.29% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 2.37% | -0.34% | +4.72% | |
| 6 | RWEM | Rayliant Nxtgn Mlt Em Eq-usd | ETF-Other | 1.55% | — | +16.56% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.86% | -5.23% | |
| 8 | TEX | Terex CORP | Stock-Industrials | 1.11% | -0.92% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.31% | +17.01% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.93% | +4.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.39% | -6.33% | |
| 12 | SNAP | Snap Inc - A | Stock-Comm Services | 0.60% | -0.04% | — | |
| 13 | BERYEUR | Berry Global Group Inc | Stock-Other | 0.54% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.60% | +21.41% | |
| 15 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.47% | -0.20% | -10.02% | |
| 16 | ARCC | Ares Capital CORP | Stock-Financials | 0.44% | -0.10% | — | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | -0.10% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.10% | +14.52% | |
| 19 | DVA | Davita Inc | Stock-Healthcare | 0.37% | -0.19% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | +0.23% | +15.48% | |
| 21 | VICI | Vici Properties Inc | Stock-Real Estate | 0.31% | -0.02% | — | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | -0.13% | -2.46% | |
| 23 | AIG | American International Group | Stock-Financials | 0.27% | +0.02% | -2.50% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.01% | +9.99% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | +0.17% | +2.27% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.26% | -0.08% | -2.79% | |
| 27 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.24% | -0.07% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | +0.07% | -10.86% | |
| 29 | COP | Conocophillips | Stock-Energy | 0.23% | +0.03% | +10.28% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.07% | — | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | -0.07% | -2.04% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | -0.06% | +0.04% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.19% | -0.01% | +1.99% | |
| 34 | SG | Sweetgreen Inc - Class A | Stock-Other | 0.18% | -0.02% | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | +0.05% | -1.72% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.04% | -5.83% | |
| 37 | ANET | Arista Networks Inc | Stock-Tech | 0.17% | +0.05% | +15.48% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.17% | +0.02% | +3.97% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.16% | +0.04% | NEW | |
| 40 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.16% | -0.04% | -0.79% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.15% | +0.07% | +17.40% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.03% | +4.89% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | -0.04% | -37.59% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | -0.05% | — | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.15% | +0.07% | -1.91% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.02% | -7.92% | |
| 47 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.14% | -0.07% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.06% | +8.72% | |
| 49 | AON | Aon plc | Stock-Financials | 0.14% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | -0.06% | +0.37% |
According to official SEC Form 13F filings, Curated Wealth Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 150 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APO, ARES, SPY) accounted for 49.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
APO
市值: $305.3M
During Q1 2025, Curated Wealth Partners LLC's top holdings by market value included APO (39.5%)、ARES (28.2%)、SPY (3.7%). The largest single position, APO, represented 39.5% of total portfolio value.
In Q1 2025, Curated Wealth Partners LLC made 150 total portfolio adjustments, initiating 150 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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