Q3 2026 13F · SEC CIK 1781284

Curated Wealth Partners LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 567
Top holdings a year, 3 yrs: +17.9%
Assets under management: $1.8B

Curated Wealth Partners LLC is a wealth manager that reported 567 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Apollo Global Management Inc (APO, 21.0%), Ares Management Corp (ARES, 13.9%), Vanguard Index Fds (VOO, 6.5%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Curated Wealth Partners LLC holdings largest 50 of 567 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Curated Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
APOApollo Global Management Inc	21.0%	30.3%	2,200,741	-0.4%	$255.4M
ARESAres Management Corp	13.9%	19.0%	1,450,854	-1.3%	$168.5M
VOOVanguard Index Fds	6.5%	7.6%	112,666	+17.2%	$79.0M
SPYState Str Spdr S&p 500 ETF T	3.4%	4.6%	54,763	+3.9%	$41.8M
DFAIDimensional ETF Trust	3.2%	3.5%	930,221	+26.5%	$38.5M
AAPLApple Inc	2.4%	1.6%	88,652	+89.7%	$29.5M
GSSCGoldman Sachs ETF Tr	2.2%	0.8%	313,174	+302.8%	$26.9M
DFEMDimensional ETF Trust	2.2%	2.4%	671,148	+30.5%	$26.7M
DSCODoubleline ETF Trust	1.7%	1.1%	851,178	+118.5%	$20.8M
NVDANvidia Corporation	1.7%	1.1%	90,598	+90.8%	$20.7M
MSFTMicrosoft Corp	1.5%	0.6%	35,424	+168.3%	$18.2M
AMZNAmazon Com Inc	1.2%	0.8%	59,218	+99.2%	$14.8M
TEXTerex Corp New	1.0%	1.9%	227,473	+0.2%	$12.0M
TLGTouchstone ETF Trust	0.9%	1.6%	401,512	-25.1%	$11.2M
IVVIshares Tr	0.9%	1.2%	13,857	+1.9%	$10.6M
GOOGLAlphabet Inc	0.9%	0.8%	30,545	+49.1%	$10.5M
GLDSpdr Gold Tr	0.7%	0.9%	22,145	+0.0%	$8.4M
METAMeta Platforms Inc	0.7%	0.5%	11,369	+64.6%	$8.2M
GOOGAlphabet Inc	0.6%	0.4%	19,616	+98.2%	$6.7M
DHLXDiamond Hill Funds	0.5%	1.1%	484,060	-33.3%	$6.5M
MUMicron Technology Inc	0.5%	0.2%	5,869	+219.5%	$6.3M
BILSpdr Series Trust	0.5%	—	66,498	—	$6.1M
AVGOBroadcom Inc	0.5%	0.4%	16,859	+82.1%	$5.9M
VGTVanguard World Fd	0.3%	0.5%	33,088	-3.2%	$4.2M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.2%	8,003	+100.8%	$4.0M
JPMJpmorgan Chase & Co	0.3%	0.2%	11,177	+75.5%	$3.7M
AMCRAmcor PLC	0.3%	0.4%	87,773	+0.6%	$3.7M
SRLNSsga Active ETF Tr	0.3%	—	88,167	—	$3.6M
TSLATesla Inc	0.3%	0.2%	9,891	+120.2%	$3.5M
DVADavita Inc	0.3%	0.5%	19,883	+5.9%	$3.5M
AMDAdvanced Micro Devices Inc	0.3%	0.2%	5,236	+118.0%	$3.2M
INTCIntel Corp	0.3%	—	26,578	—	$3.2M
ARCCAres Capital Corp	0.3%	0.3%	161,873	+0.0%	$3.1M
BGIABaillie Gifford ETF Tr	0.3%	—	123,411	—	$3.1M
MAMastercard Incorporated	0.3%	—	5,538	—	$3.1M
BRK-ABerkshire Hathaway Inc Del	0.2%	0.3%	4	+0.0%	$3.0M
SNAPSnap Inc	0.2%	0.3%	544,828	+0.6%	$2.9M
GCALGoldman Sachs ETF Tr	0.2%	0.5%	56,973	-37.3%	$2.8M
TPLTexas Pacific Land Corporati	0.2%	0.4%	8,353	+0.5%	$2.7M
LLYEli Lilly & Co	0.2%	0.2%	2,348	+114.4%	$2.7M
DGROIshares Tr	0.2%	0.3%	30,460	+0.0%	$2.3M
PKGPackaging Corp Amer	0.2%	0.3%	9,902	+4.7%	$2.3M
IWFIshares Tr	0.2%	0.3%	17,310	-1.5%	$2.2M
VVisa Inc	0.2%	—	5,866	—	$2.1M
MRKMerck & Co Inc	0.2%	—	14,395	—	$2.1M
CVXChevron Corporation	0.2%	—	10,205	—	$2.1M
GEVGe Vernova Inc	0.2%	—	2,180	—	$2.1M
EFAIshares Tr	0.2%	0.2%	19,578	-1.2%	$2.0M
TEAMAtlassian Corporation	0.2%	—	11,232	—	$2.0M
FIXComfort Sys USA Inc	0.2%	—	1,197	—	$2.0M

What Curated Wealth Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GSSC Goldman Sachs ETF Tr+302.8% shares
MU Micron Technology Inc+219.5% shares
MSFT Microsoft Corp+168.3% shares
TSLA Tesla Inc+120.2% shares
DSCO Doubleline ETF Trust+118.5% shares
AMD Advanced Micro Devices Inc+118.0% shares
LLY Eli Lilly & Co+114.4% shares
BRK-B Berkshire Hathaway Inc Del+100.8% shares

Reduced

Left the top 50

PXED Phoenix Ed Partners Incwas 0.2%
VTV Vanguard Index Fdswas 0.2%
LYV Live Nation Entertainment inwas 0.2%
IWO Ishares Trwas 0.2%
VTI Vanguard Index Fdswas 0.2%
VEA Vanguard Ftse Developed Markets Index Fuwas 0.2%
ITOT Ishares Trwas 0.2%
IEFA Ishares Trwas 0.2%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -5.8% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +7.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	567
Q2 2026	$863.3M	241
Q1 2026	$793.6M	228
Q4 2025	$925.3M	208
Q3 2025	$826.7M	157
Q2 2025	$852.7M	159
Q1 2025	$772.9M	150
Q4 2024	$876.0M	142
Q3 2024	$781.7M	132
Q2 2024	$716.8M	132
Q4 2023	$612.2M	142
Q3 2023	$548.9M	134

Questions about Curated Wealth Partners LLC's portfolio

What stocks does Curated Wealth Partners LLC own?

Curated Wealth Partners LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 567 positions worth $1.2B. The largest are Apollo Global Management Inc (APO) at 21.0%, Ares Management Corp (ARES) at 13.9%, Vanguard Index Fds (VOO) at 6.5%, State Str Spdr S&p 500 ETF T (SPY) at 3.4% and Dimensional ETF Trust (DFAI) at 3.2%.

What did Curated Wealth Partners LLC buy last quarter?

In Q3 2026, Curated Wealth Partners LLC added Goldman Sachs ETF Tr (GSSC) (+302.8% shares), Micron Technology Inc (MU) (+219.5% shares) and Microsoft Corp (MSFT) (+168.3% shares), compared with its Q2 2026 filing.

What did Curated Wealth Partners LLC sell last quarter?

In Q3 2026, Curated Wealth Partners LLC cut from its top 50 Phoenix Ed Partners Inc (PXED), cut from its top 50 Vanguard Index Fds (VTV), cut from its top 50 Live Nation Entertainment in (LYV), cut from its top 50 Ishares Tr (IWO), cut from its top 50 Vanguard Index Fds (VTI), Goldman Sachs ETF Tr (GCAL) (-37.3% shares), Diamond Hill Funds (DHLX) (-33.3% shares) and Touchstone ETF Trust (TLG) (-25.1% shares), compared with its Q2 2026 filing.

How has Curated Wealth Partners LLC's portfolio performed?

A portfolio copying Curated Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -5.8% against +20.1%. Over 5 years: +7.6% a year against +11.6%.

When is Curated Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Curated Wealth Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Curated Wealth Partners LLC manage?

Curated Wealth Partners LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.