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CIK: 0001781284
Total reported value
$1.2B
$1.2B
888 檔
46.1%
At the close of Q2 2026, Curated Wealth Partners LLC disclosed equity holdings valued at approximately $1.2B, spread across 888 reported holdings.
In Q2 2026, Curated Wealth Partners LLC displayed an active expansion posture, initiating 42 new positions and adding to 66 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 888 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 30.28% | -9.26% | -0.44% | |
| 2 | ARES | Ares Management CORP - A | Stock-Financials | 18.96% | -5.09% | +0.11% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.65% | -1.15% | +19.93% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.56% | -1.12% | +1.53% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.51% | -0.34% | +4.44% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.42% | -0.23% | — | |
| 7 | TEX | Terex CORP | Stock-Industrials | 1.90% | -0.92% | — | |
| 8 | TLG | Touchstone Lrg Comp Grw ETF | ETF-Other | 1.64% | -0.72% | -22.21% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.86% | +14.30% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.31% | +15.99% | |
| 11 | DSCO | Doubleline Sec Credit ETF | ETF-Other | 1.13% | +0.59% | +6.86% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.60% | +2.73% | |
| 13 | DHLX | Diamond Hill Lc Concen ETF | ETF-Other | 1.09% | -0.56% | -27.12% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.04% | +0.02% | NEW | |
| 15 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.99% | — | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.94% | -0.25% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.01% | -2.78% | |
| 18 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.82% | +1.39% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.39% | -6.30% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.80% | +0.05% | NEW | |
| 21 | XPEL | Xpel Inc | Stock-Other | 0.72% | — | — | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.03% | NEW | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.93% | -12.61% | |
| 24 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.57% | — | — | |
| 25 | GCAL | Dynamic California Muni ETF | ETF-Other | 0.54% | -0.31% | +31.15% | |
| 26 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.54% | — | — | |
| 27 | BRCB | Black Rock Coffee Bar Inc-a | Stock-Other | 0.51% | — | — | |
| 28 | WAB | Wabtec CORP | Stock-Industrials | 0.51% | +0.04% | NEW | |
| 29 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 30 | DVA | Davita Inc | Stock-Healthcare | 0.48% | -0.19% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | -0.13% | +697.57% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.23% | +3.51% | |
| 33 | AMCR | Amcor plc | Stock-Consumer Disc | 0.44% | -0.14% | +0.41% | |
| 34 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.42% | -0.20% | +0.16% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.15% | +25.14% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.09% | -5.87% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | +0.09% | NEW | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.39% | +0.02% | NEW | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.35% | -0.10% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.10% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.07% | NEW | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.33% | — | — | |
| 43 | RMD | Resmed Inc | Stock-Healthcare | 0.33% | — | — | |
| 44 | KMX | Carmax Inc | Stock-Consumer Disc | 0.30% | +0.05% | NEW | |
| 45 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.29% | +0.03% | NEW | |
| 46 | J | Jacobs Solutions Inc | Stock-Industrials | 0.29% | +0.02% | NEW | |
| 47 | MLM | Martin Marietta Materials | Stock-Materials | 0.29% | +0.02% | NEW | |
| 48 | TREX | Trex Company Inc | Stock-Industrials | 0.29% | +0.02% | NEW | |
| 49 | SNAP | Snap Inc - A | Stock-Comm Services | 0.28% | -0.04% | +0.99% | |
| 50 | ASTH | Astrana Health Inc | Stock-Other | 0.28% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFEM | Dimensional Emrg Mrkt Core | +2.4% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +1.6% | +19.93% | Add |
| 3 | GSSC | Goldman Sachs Activebeta US | +0.8% | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1.53% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +14.30% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.99% | Add |
| 7 | TEX | Terex CORP | +0.2% | — | Unchanged |
| 8 | MU | Micron Technology Inc | +0.2% | +34.68% | Add |
| 9 | DVA | Davita Inc | +0.1% | — | Unchanged |
| 10 | AMD | Advanced Micro Devices | +0.1% | +44.79% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +25.14% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 13 | GCAL | Dynamic California Muni ETF | +0.1% | +31.15% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +82.64% | Add |
| 15 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.78% | Trim |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +697.57% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +2.73% | Add |
| 19 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 20 | KLAC | Kla CORP | +0.1% | +1031.99% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 22 | DFAI | Dimensional International Co | +0.1% | +4.44% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +25.86% | Add |
| 24 | WDC | Western Digital CORP | +0.1% | +13.76% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 26 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +18.40% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +29.90% | Add |
| 29 | MS | Morgan Stanley | 0% | NEW | New buy |
| 30 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 31 | LRCX | Lam Research CORP | 0% | +29.25% | Add |
| 32 | BA | Boeing Co/the | 0% | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | 0% | +26.38% | Add |
| 34 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 35 | KKR | Kkr & Co Inc | 0% | NEW | New buy |
| 36 | ADI | Analog Devices Inc | 0% | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | 0% | +38.86% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +48.75% | Add |
| 39 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 40 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 41 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 42 | TGT | Target CORP | 0% | NEW | New buy |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | NEW | New buy |
| 44 | ROST | Ross Stores Inc | 0% | NEW | New buy |
| 45 | VLO | Valero Energy CORP | 0% | NEW | New buy |
| 46 | HD | Home Depot Inc | 0% | NEW | New buy |
| 47 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 48 | ABNB | Airbnb Inc-class A | 0% | NEW | New buy |
| 49 | ATO | Atmos Energy CORP | 0% | NEW | New buy |
| 50 | PG | Procter & Gamble Co/the | 0% | NEW | New buy |
According to official SEC Form 13F filings, Curated Wealth Partners LLC reported a total U.S. public equity portfolio value of $1.2B across 888 disclosed positions in Q2 2026.
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, VOO) accounted for 46.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFEM
市值: $20.9M
Top Position Liquidated / Trimmed
RWEM
前期市值: $17.9M
During Q2 2026, Curated Wealth Partners LLC's top holdings by market value included APO (30.3%)、ARES (19.0%)、VOO (7.7%). The largest single position, APO, represented 30.3% of total portfolio value.
In Q2 2026, Curated Wealth Partners LLC made 182 total portfolio adjustments, initiating 42 new buys, adding to 66 positions, trimming 45 holdings, and fully liquidating 29 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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