Curated Wealth Partners LLC

13F filer · CIK 0001781284

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$863MU.S. long equity reported on 13F

Positions20439 new · 29 closed

Net flow last quarter-$8.97MBuys minus sells

Top 10 positions weight62.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026204 positions
APOApollo Global Management, Inc.	$261M	30.28%	0.38%	-0.4%	Q2 2021
ARESAres Management Corp	$164M	18.96%	0.47%	+0.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$39.4M	4.56%	Not reported	+1.5%	Q2 2021
TEXTerex Corp	$16.4M	1.90%	0.20%	Not reported	Q2 2021
TLGTarget Logistics Inc	$14.2M	1.64%	Not reported	-22.2%	Q1 2026
AAPLApple Inc.	$13.5M	1.57%	0.00%	+14.3%	Q2 2021
DSCOWindtree Therapeutics Inc	$9.71M	1.13%	Not reported	+6.9%	Q1 2026
NVDANvidia Corp	$9.5M	1.10%	0.00%	+2.7%	Q2 2021
GLDSPDR Gold Trust	$8.16M	0.94%	0.01%	Not reported	Q4 2025
GOOGLAlphabet Inc.	$7.32M	0.85%	0.00%	-2.8%	Q2 2021
AMZNAmazon Com Inc	$7.09M	0.82%	0.00%	-6.3%	Q2 2021
MSFTMicrosoft Corp	$4.92M	0.57%	0.00%	-12.6%	Q2 2021
DVADavita Inc.	$4.18M	0.48%	0.03%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$3.89M	0.45%	Not reported	+3.5%	Q2 2021
AMCRAmcor plc	$3.78M	0.44%	0.02%	+0.4%	Q2 2025
TPLTexas Pacific Land Corp	$3.64M	0.42%	0.01%	+0.2%	Q2 2021
GOOGAlphabet Inc.	$3.5M	0.41%	Not reported	+25.1%	Q2 2021
AVGOBroadcom Inc.	$3.5M	0.41%	0.00%	-5.9%	Q2 2023
ARCCAres Capital Corp	$3M	0.35%	0.02%	Not reported	Q2 2021
BRK.ABerkshire Hathaway Inc	$3M	0.35%	Not reported	Not reported	Q1 2025
SNAPSnap Inc	$2.41M	0.28%	0.03%	+1.0%	Q2 2021
PKGPackaging Corp of America	$2.25M	0.26%	0.01%	+0.1%	Q2 2021
PXEDPhoenix Education Partners, Inc.	$2.14M	0.25%	0.18%	0.0%	Q4 2025
MUMicron Technology Inc	$2.12M	0.25%	0.00%	+34.7%	Q1 2026
JPMJPMorgan Chase & Co	$2.08M	0.24%	0.00%	+18.4%	Q2 2021
BRK.BBerkshire Hathaway Inc	$1.99M	0.23%	Not reported	-26.0%	Q2 2021
TSLATesla, Inc.	$1.89M	0.22%	0.00%	+82.6%	Q3 2021
LYVLive Nation Entertainment, Inc.	$1.73M	0.20%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$1.4M	0.16%	0.00%	+44.8%	Q2 2024
PRPermian Resources Corp	$1.39M	0.16%	0.01%	+1.3%	Q2 2024
BXBlackstone Inc.	$1.37M	0.16%	0.00%	+3.4%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$1.32M	0.15%	Not reported	-0.3%	Q2 2021
LLYELI LILLY & Co	$1.31M	0.15%	0.00%	+25.9%	Q2 2024
WTSWatts Water Technologies Inc	$1.29M	0.15%	Not reported	-4.9%	Q2 2021
SSDSimpson Manufacturing Co., Inc.	$1.27M	0.15%	0.01%	-4.9%	Q2 2021
BCSFBain Capital Specialty Finance, Inc.	$1.25M	0.15%	0.15%	Not reported	Q4 2025
IAUIshares Gold Trust	$1.25M	0.14%	0.00%	Not reported	Q3 2025
VVisa Inc.	$1.24M	0.14%	0.00%	-14.0%	Q2 2021
NFLXNetflix Inc	$1.18M	0.14%	0.00%	-7.9%	Q3 2021
GEVGE Vernova Inc.	$1.14M	0.13%	0.00%	-23.4%	Q2 2025
GOLFAcushnet Holdings Corp.	$1.13M	0.13%	0.02%	-5.0%	Q2 2021
ARDCAres Dynamic Credit Allocation Fund, Inc.	$1.12M	0.13%	Not reported	+0.9%	Q2 2021
RBCRBC Bearings INC	$1.11M	0.13%	0.01%	-11.4%	Q2 2021
PRIPrimerica, Inc.	$1.07M	0.12%	0.01%	-4.6%	Q2 2021
TTCToro Co	$1.07M	0.12%	0.01%	-3.0%	Q2 2021
CARRCARRIER GLOBAL Corp	$1.06M	0.12%	0.00%	+2.8%	Q2 2021
EPDEnterprise Products Partners L.P.	$1.02M	0.12%	0.00%	Not reported	Q2 2021
DARDarling Ingredients Inc.	$994K	0.12%	0.01%	+0.5%	Q4 2024
KLACKla Corp	$929K	0.11%	0.00%	+13.2%	Q4 2025
LSTRLandstar System Inc	$876K	0.10%	0.01%	-5.5%	Q2 2021

Q1 2026Reported Apr 9, 2026194 positions
APOApollo Global Management, Inc.	$247M	31.16%	0.39%	-0.3%	Q2 2021
ARESAres Management Corp	$160M	20.19%	0.47%	+3.5%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$33.8M	4.25%	Not reported	+0.3%	Q2 2021
TLGTarget Logistics Inc	$16.1M	2.03%	Not reported	New	Q1 2026
TEXTerex Corp	$13.4M	1.69%	0.20%	Not reported	Q2 2021
AAPLApple Inc.	$10.4M	1.31%	0.00%	+23.1%	Q2 2021
GLDSPDR Gold Trust	$9.53M	1.20%	0.01%	-0.1%	Q4 2025
DSCOWindtree Therapeutics Inc	$9.06M	1.14%	Not reported	New	Q1 2026
NVDANvidia Corp	$8.06M	1.02%	0.00%	+26.7%	Q2 2021
AMZNAmazon Com Inc	$6.61M	0.83%	0.00%	+9.2%	Q2 2021
GOOGLAlphabet Inc.	$6.06M	0.76%	0.00%	+1.9%	Q2 2021
MSFTMicrosoft Corp	$5.59M	0.70%	0.00%	+37.0%	Q2 2021
TPLTexas Pacific Land Corp	$3.94M	0.50%	0.01%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$3.82M	0.48%	Not reported	+6.0%	Q2 2021
AMCRAmcor plc	$3.45M	0.44%	0.02%	+0.5%	Q2 2025
AVGOBroadcom Inc.	$3.04M	0.38%	0.00%	-9.3%	Q2 2023
ARCCAres Capital Corp	$2.92M	0.37%	0.02%	+5.7%	Q2 2021
DVADavita Inc.	$2.89M	0.36%	0.03%	+1.3%	Q2 2021
BRK.ABerkshire Hathaway Inc	$2.87M	0.36%	Not reported	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.58M	0.33%	Not reported	+3.6%	Q2 2021
SNAPSnap Inc	$2.47M	0.31%	0.03%	Not reported	Q2 2021
GOOGAlphabet Inc.	$2.27M	0.29%	Not reported	+22.9%	Q2 2021
PXEDPhoenix Education Partners, Inc.	$2.04M	0.26%	0.18%	Not reported	Q4 2025
PKGPackaging Corp of America	$2.01M	0.25%	0.00%	Not reported	Q2 2021
NFLXNetflix Inc	$1.73M	0.22%	0.00%	+4.4%	Q3 2021
PRPermian Resources Corp	$1.59M	0.20%	0.01%	+5.8%	Q2 2024
JPMJPMorgan Chase & Co	$1.58M	0.20%	0.00%	-14.5%	Q2 2021
IAUIshares Gold Trust	$1.46M	0.18%	0.00%	Not reported	Q3 2025
LYVLive Nation Entertainment, Inc.	$1.44M	0.18%	0.00%	-6.8%	Q1 2025
AIGAmerican International Group, Inc.	$1.36M	0.17%	0.00%	-22.0%	Q2 2021
ABTAbbott Laboratories	$1.36M	0.17%	0.00%	-18.5%	Q2 2021
BXBlackstone Inc.	$1.3M	0.16%	0.00%	+1.4%	Q2 2021
COPConocophillips	$1.29M	0.16%	0.00%	-25.6%	Q2 2022
VVisa Inc.	$1.27M	0.16%	0.00%	-3.9%	Q2 2021
BCSFBain Capital Specialty Finance, Inc.	$1.24M	0.16%	0.15%	Not reported	Q4 2025
CLColgate Palmolive Co	$1.23M	0.16%	0.00%	-9.0%	Q1 2025
AONAon plc	$1.21M	0.15%	0.00%	-2.5%	Q3 2021
DARDarling Ingredients Inc.	$1.12M	0.14%	0.01%	+5.5%	Q4 2024
GEVGE Vernova Inc.	$1.11M	0.14%	0.00%	-7.4%	Q2 2025
SSDSimpson Manufacturing Co., Inc.	$1.09M	0.14%	0.02%	-0.8%	Q2 2021
ARDCAres Dynamic Credit Allocation Fund, Inc.	$1.07M	0.13%	Not reported	+0.2%	Q2 2021
PNBKPatriot National Bancorp Inc	$1.07M	0.13%	0.71%	-6.1%	Q2 2025
TXNTexas Instruments Inc	$1.07M	0.13%	0.00%	-33.8%	Q2 2021
ANETArista Networks, Inc.	$1.06M	0.13%	0.00%	+1.7%	Q2 2023
TTCToro Co	$1.05M	0.13%	0.01%	+1.0%	Q2 2021
RBCRBC Bearings INC	$1.05M	0.13%	0.01%	-9.6%	Q2 2021
EPDEnterprise Products Partners L.P.	$1.05M	0.13%	0.00%	Not reported	Q2 2021
QQQInvesco QQQ Trust, Series 1	$1.04M	0.13%	Not reported	Not reported	Q2 2021
COFCapital One Financial Corp	$1.03M	0.13%	0.00%	+8.8%	Q2 2025
WTSWatts Water Technologies Inc	$1M	0.13%	Not reported	-1.8%	Q2 2021

Q4 2025Reported Jan 12, 2026176 positions
APOApollo Global Management, Inc.	$322M	34.81%	0.38%	-0.2%	Q2 2021
ARESAres Management Corp	$229M	24.79%	0.45%	0.0%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$35.3M	3.82%	Not reported	+0.3%	Q2 2021
TEXTerex Corp	$12.1M	1.31%	0.35%	Not reported	Q2 2021
AAPLApple Inc.	$9.03M	0.98%	0.00%	-25.8%	Q2 2021
GLDSPDR Gold Trust	$8.78M	0.95%	0.01%	New	Q4 2025
NVDANvidia Corp	$6.8M	0.74%	0.00%	-1.5%	Q2 2021
AMZNAmazon Com Inc	$6.7M	0.72%	0.00%	+9.6%	Q2 2021
GOOGLAlphabet Inc.	$6.47M	0.70%	0.00%	+93.7%	Q2 2021
MSFTMicrosoft Corp	$5.33M	0.58%	0.00%	-30.3%	Q2 2021
BACBank of America Corp	$4.33M	0.47%	0.00%	+1355.6%	Q2 2021
SNAPSnap Inc	$4.33M	0.47%	0.03%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$4.16M	0.45%	Not reported	+48.9%	Q2 2021
AVGOBroadcom Inc.	$3.75M	0.41%	0.00%	+52.4%	Q2 2023
AMCRAmcor plc	$3.6M	0.39%	0.02%	+0.1%	Q2 2025
ARCCAres Capital Corp	$3.1M	0.33%	0.02%	Not reported	Q2 2021
BRK.ABerkshire Hathaway Inc	$3.02M	0.33%	Not reported	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.61M	0.28%	Not reported	-7.5%	Q2 2021
TPLTexas Pacific Land Corp	$2.38M	0.26%	0.01%	Not reported	Q2 2021
DVADavita Inc.	$2.11M	0.23%	0.03%	0.0%	Q2 2021
ABTAbbott Laboratories	$2.04M	0.22%	0.00%	+17.4%	Q2 2021
JPMJPMorgan Chase & Co	$2.03M	0.22%	0.00%	+50.2%	Q2 2021
GOOGAlphabet Inc.	$2.02M	0.22%	Not reported	+18.5%	Q2 2021
AIGAmerican International Group, Inc.	$1.99M	0.21%	0.00%	-1.5%	Q2 2021
PXEDPhoenix Education Partners, Inc.	$1.97M	0.21%	0.18%	New	Q4 2025
PKGPackaging Corp of America	$1.95M	0.21%	0.01%	Not reported	Q2 2021
BXBlackstone Inc.	$1.72M	0.19%	0.00%	+10.4%	Q2 2021
NFLXNetflix Inc	$1.62M	0.17%	0.00%	+132.2%	Q3 2021
PNBKPatriot National Bancorp Inc	$1.6M	0.17%	0.77%	-5.4%	Q2 2025
VVisa Inc.	$1.53M	0.17%	0.00%	+44.1%	Q2 2021
LYVLive Nation Entertainment, Inc.	$1.45M	0.16%	0.00%	+19.0%	Q1 2025
TXNTexas Instruments Inc	$1.44M	0.16%	0.00%	+11.8%	Q2 2021
BCSFBain Capital Specialty Finance, Inc.	$1.39M	0.15%	0.15%	New	Q4 2025
AONAon plc	$1.36M	0.15%	0.00%	+22.5%	Q3 2021
IAUIshares Gold Trust	$1.34M	0.14%	0.00%	+1.0%	Q3 2025
WMWaste Management Inc	$1.27M	0.14%	0.00%	+15.4%	Q4 2024
CLColgate Palmolive Co	$1.26M	0.14%	0.00%	+4.9%	Q1 2025
COFCapital One Financial Corp	$1.25M	0.14%	0.00%	-26.0%	Q2 2025
CRMSalesforce, Inc.	$1.25M	0.13%	0.00%	+7.1%	Q2 2021
COPConocophillips	$1.23M	0.13%	0.00%	-12.7%	Q2 2022
ARDCAres Dynamic Credit Allocation Fund, Inc.	$1.17M	0.13%	Not reported	+2.7%	Q2 2021
UNPUnion Pacific Corp	$1.14M	0.12%	0.00%	-3.5%	Q2 2022
MLMMartin Marietta Materials Inc	$1.13M	0.12%	0.00%	+16.0%	Q1 2025
INTUIntuit Inc.	$1.13M	0.12%	0.00%	+5.2%	Q2 2021
ANETArista Networks, Inc.	$1.11M	0.12%	0.00%	-8.4%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$1.11M	0.12%	Not reported	-2.2%	Q2 2021
DISWalt Disney Co	$1.06M	0.11%	0.00%	+15.3%	Q2 2021
SSDSimpson Manufacturing Co., Inc.	$1.04M	0.11%	0.02%	+29.8%	Q2 2021
ZTSZoetis Inc.	$1.03M	0.11%	0.00%	+14.1%	Q2 2021
PRIPrimerica, Inc.	$1.03M	0.11%	0.01%	+31.3%	Q2 2021

Q3 2025Reported Oct 9, 2025131 positions
APOApollo Global Management, Inc.	$297M	35.93%	0.38%	0.0%	Q2 2021
ARESAres Management Corp	$227M	27.44%	0.45%	-4.7%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$34.4M	4.16%	Not reported	Not reported	Q2 2021
TEXTerex Corp	$11.6M	1.41%	0.35%	Not reported	Q2 2021
AAPLApple Inc.	$11.4M	1.38%	0.00%	-5.8%	Q2 2021
MSFTMicrosoft Corp	$8.19M	0.99%	0.00%	-3.3%	Q2 2021
NVDANvidia Corp	$6.91M	0.84%	0.00%	-12.7%	Q2 2021
AMZNAmazon Com Inc	$5.82M	0.70%	0.00%	-10.9%	Q2 2021
SNAPSnap Inc	$4.14M	0.50%	0.03%	Not reported	Q2 2021
AMCRAmcor plc	$3.53M	0.43%	0.02%	Not reported	Q2 2025
ARCCAres Capital Corp	$3.13M	0.38%	0.02%	Not reported	Q2 2021
METAMeta Platforms, Inc.	$3.11M	0.38%	Not reported	-7.5%	Q2 2021
BRK.ABerkshire Hathaway Inc	$3.02M	0.36%	Not reported	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.82M	0.34%	Not reported	+2.6%	Q2 2021
GOOGLAlphabet Inc.	$2.6M	0.31%	0.00%	-22.5%	Q2 2021
TPLTexas Pacific Land Corp	$2.58M	0.31%	0.01%	Not reported	Q2 2021
DVADavita Inc.	$2.46M	0.30%	0.03%	Not reported	Q2 2021
AVGOBroadcom Inc.	$2.35M	0.28%	0.00%	+33.3%	Q2 2023
MAMastercard Inc	$2.12M	0.26%	0.00%	-0.1%	Q2 2021
PKGPackaging Corp of America	$2.06M	0.25%	0.01%	Not reported	Q2 2021
VICIVici Properties Inc.	$1.87M	0.23%	0.01%	-20.7%	Q2 2021
ABTAbbott Laboratories	$1.86M	0.22%	0.00%	+4.0%	Q2 2021
AIGAmerican International Group, Inc.	$1.85M	0.22%	0.00%	+5.5%	Q2 2021
BXBlackstone Inc.	$1.72M	0.21%	0.00%	-2.1%	Q2 2021
COFCapital One Financial Corp	$1.49M	0.18%	0.00%	-2.1%	Q2 2025
COPConocophillips	$1.43M	0.17%	0.00%	+0.2%	Q2 2022
LYVLive Nation Entertainment, Inc.	$1.39M	0.17%	0.00%	-0.6%	Q1 2025
TXNTexas Instruments Inc	$1.36M	0.16%	0.00%	-0.9%	Q2 2021
ANETArista Networks, Inc.	$1.35M	0.16%	0.00%	-41.2%	Q2 2023
GOOGAlphabet Inc.	$1.32M	0.16%	Not reported	-12.2%	Q2 2021
JPMJPMorgan Chase & Co	$1.32M	0.16%	0.00%	-8.0%	Q2 2021
PNBKPatriot National Bancorp Inc	$1.21M	0.15%	0.81%	+39.7%	Q2 2025
CLColgate Palmolive Co	$1.21M	0.15%	0.00%	+24.4%	Q1 2025
ARDCAres Dynamic Credit Allocation Fund, Inc.	$1.2M	0.15%	Not reported	Not reported	Q2 2021
UNPUnion Pacific Corp	$1.2M	0.15%	0.00%	+14.4%	Q2 2022
IAUIshares Gold Trust	$1.19M	0.14%	0.00%	New	Q3 2025
SYYSysco Corp	$1.17M	0.14%	0.00%	+1.7%	Q2 2024
LHLabcorp Holdings Inc.	$1.14M	0.14%	0.00%	+1.4%	Q2 2024
AONAon plc	$1.12M	0.14%	0.00%	+2.3%	Q3 2021
INTUIntuit Inc.	$1.11M	0.13%	0.00%	+3.4%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$1.1M	0.13%	Not reported	-1.3%	Q2 2021
WMWaste Management Inc	$1.1M	0.13%	0.00%	+20.4%	Q4 2024
ZTSZoetis Inc.	$1.05M	0.13%	0.00%	Not reported	Q2 2021
CRMSalesforce, Inc.	$1.04M	0.13%	0.00%	+23.7%	Q2 2021
VVisa Inc.	$1.04M	0.13%	0.00%	-0.4%	Q2 2021
FERGFerguson Enterprises Inc.	$1.03M	0.12%	0.00%	-14.7%	Q1 2025
GMGeneral Motors Co	$1.03M	0.12%	0.00%	-7.1%	Q2 2021
MLMMartin Marietta Materials Inc	$990K	0.12%	0.00%	+12.5%	Q1 2025
UBERUber Technologies, Inc	$960K	0.12%	0.00%	+11.9%	Q2 2024
DISWalt Disney Co	$925K	0.11%	0.00%	Not reported	Q2 2021

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