Curated Wealth Partners LLC
CIK: 0001781284SEC EDGAR →
Portfolio Value
$925.3M
Holdings
208
As of
Q4 2025
New Positions
13
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 2,225,027 | $322.1M | 34.81% |
| 2 | ARES MANAGEMENT CORPORATION | 1,419,270 | $229.4M | 24.79% |
| 3 | VANGUARD INDEX FDS | 70,385 | $44.1M | 4.77% |
| 4 | SPDR S&P 500 ETF TR | 51,774 | $35.3M | 3.82% |
| 5 | DIMENSIONAL ETF TRUST | 660,014 | $25.2M | 2.72% |
| 6 | ADVISORS INNER CIRCLE FD III | 568,277 | $16.9M | 1.83% |
| 7 | DIAMOND HILL FUNDS | 947,314 | $12.6M | 1.36% |
| 8 | TEREX CORP NEW | 226,922 | $12.1M | 1.31% |
| 9 | APPLE INC | 33,209 | $9.0M | 0.98% |
| 10 | SPDR GOLD TR | 22,158 | $8.8M | 0.95% |
Quarterly Changes
New Positions (65)
$8.8M · 22K shares
$6.7M · 21K shares
$3.9M · 39K shares
$3.0M · 30K shares
$2.0M · 65K shares
$1.4M · 100K shares
$833K · 35K shares
$715K · 11K shares
$704K · 16K shares
$648K · 59K shares
$643K · 484 shares
$621K · 6K shares
$551K · 6K shares
$515K · 4K shares
$457K · 759 shares
$451K · 1K shares
$448K · 2K shares
$443K · 2K shares
$401K · 3K shares
$385K · 5K shares
$383K · 673 shares
$371K · 8K shares
$364K · 341 shares
$363K · 2K shares
$340K · 4K shares
$332K · 274 shares
$331K · 5K shares
$330K · 1K shares
$327K · 194 shares
$315K · 2K shares
$289K · 506 shares
$287K · 3K shares
$285K · 807 shares
$284K · 7K shares
$282K · 541 shares
$274K · 4K shares
$271K · 2K shares
$267K · 815 shares
$267K · 463 shares
$259K · 2K shares
$259K · 2K shares
$249K · 1K shares
$242K · 681 shares
$240K · 471 shares
$239K · 423 shares
$230K · 703 shares
$230K · 6K shares
$224K · 526 shares
$223K · 867 shares
$222K · 1K shares
$217K · 101 shares
$215K · 458 shares
$213K · 1K shares
$211K · 780 shares
$210K · 5K shares
$206K · 3K shares
$206K · 1K shares
$205K · 2K shares
$204K · 706 shares
$204K · 353 shares
$200K · 4K shares
$199K · 2K shares
$151K · 13K shares
$113K · 21K shares
$89K · 10K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $768.2M | 83.0% |
| Technology | 32 | $39.8M | 4.3% |
| Industrials | 26 | $28.1M | 3.0% |
| Communication Services | 10 | $22.0M | 2.4% |
| Unknown | 11 | $20.5M | 2.2% |
| Consumer Cyclical | 13 | $17.5M | 1.9% |
| Healthcare | 15 | $9.7M | 1.1% |
| Energy | 10 | $7.4M | 0.8% |
| Consumer Defensive | 6 | $5.3M | 0.6% |
| Basic Materials | 4 | $2.3M | 0.2% |
| Real Estate | 5 | $2.2M | 0.2% |
| Utilities | 5 | $2.0M | 0.2% |