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Institutional investment manager
CURATED WEALTH PARTNERS LLC
CIK 0001781284
- Reported holdings value
- $1.22B
- Reported positions
- 567
- Report as of
- 2026-09-30
- Filed on
- 2026-10-15
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| APO APOLLO GLOBAL MGMT INC 03769M106 | COM Share · SH | 2,200,741 | $255.42M | 21.02% | -1,158,706 | -34.49% | Reduced |
| ARES ARES MANAGEMENT CORPORATION 03990B101 | CL A COM STK Share · SH | 1,450,854 | $168.55M | 13.87% | -155,065 | -9.66% | Reduced |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 112,666 | $78.96M | 6.50% | -3,524,952 | -96.90% | Reduced |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 54,763 | $41.76M | 3.44% | -499,133 | -90.11% | Reduced |
| DFAI DIMENSIONAL ETF TRUST 25434V203 | INTL CORE EQT MK Share · SH | 930,221 | $38.54M | 3.17% | -2,472,464 | -72.66% | Reduced |
| AAPL APPLE INC 037833100 | COM Share · SH | 88,652 | $29.52M | 2.43% | -643,455 | -87.89% | Reduced |
| 381430602 GOLDMAN SACHS ETF TR 381430602 | ACTIVEBETA US Share · SH | 313,174 | $26.86M | 2.21% | -1,352,972 | -81.20% | Reduced |
| DFEM DIMENSIONAL ETF TRUST 25434V732 | EMERGING MKTS CO Share · SH | 671,148 | $26.66M | 2.19% | -2,605,251 | -79.52% | Reduced |
| 25861R881 DOUBLELINE ETF TRUST 25861R881 | SECUR CR ETF Share · SH | 851,178 | $20.76M | 1.71% | -9,413,357 | -91.71% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 90,598 | $20.69M | 1.70% | -83,046 | -47.83% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 35,424 | $18.17M | 1.50% | -214,189 | -85.81% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 59,218 | $14.75M | 1.21% | -436,670 | -88.06% | Reduced |
| TEX TEREX CORP NEW 880779103 | COM Share · SH | 227,473 | $11.97M | 0.98% | -649,406 | -74.06% | Reduced |
| 89157W863 TOUCHSTONE ETF TRUST 89157W863 | LARG CO GROW ETF Share · SH | 401,512 | $11.23M | 0.92% | -5,184,267 | -92.81% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 13,857 | $10.61M | 0.87% | -396,178 | -96.62% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 30,545 | $10.51M | 0.86% | -224,374 | -88.02% | Reduced |
| GLD SPDR GOLD TR 78463V107 | GOLD SHS Share · SH | 22,145 | $8.43M | 0.69% | 0 | 0.00% | Unchanged |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 11,369 | $8.24M | 0.68% | -86,083 | -88.33% | Reduced |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 19,616 | $6.68M | 0.55% | -425,245 | -95.59% | Reduced |
| 25264S320 DIAMOND HILL FUNDS 25264S320 | LARG CAP CON ETF Share · SH | 484,060 | $6.46M | 0.53% | -2,171,144 | -81.77% | Reduced |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 5,869 | $6.25M | 0.51% | -94,513 | -94.15% | Reduced |
| BIL SPDR SERIES TRUST 78468R663 | ST STR BLO 1 ETF Share · SH | 66,498 | $6.09M | 0.50% | — | — | Newly reported |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 16,859 | $5.92M | 0.49% | -452,818 | -96.41% | Reduced |
| VGT VANGUARD WORLD FD 92204A702 | INF TECH ETF Share · SH | 33,088 | $4.16M | 0.34% | -404,234 | -92.43% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 8,003 | $3.99M | 0.33% | -2,203,385 | -99.64% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 11,177 | $3.7M | 0.30% | -285,673 | -96.23% | Reduced |
| AMCR AMCOR PLC G0250X149 | COM NEW Share · SH | 87,773 | $3.67M | 0.30% | -231,848 | -72.54% | Reduced |
| SRLN SSGA ACTIVE ETF TR 78467V608 | ST STR BL LN ETF Share · SH | 88,167 | $3.56M | 0.29% | — | — | Newly reported |
| TSLA TESLA INC 88160R101 | COM Share · SH | 9,891 | $3.51M | 0.29% | -1,319,190 | -99.26% | Reduced |
| DVA DAVITA INC 23918K108 | COM Share · SH | 19,883 | $3.48M | 0.29% | +1,099 | +5.85% | Increased |
| AMD ADVANCED MICRO DEVICES INC 007903107 | COM Share · SH | 5,236 | $3.2M | 0.26% | -541,059 | -99.04% | Reduced |
| INTC INTEL CORP 458140100 | COM Share · SH | 26,578 | $3.2M | 0.26% | -107,669 | -80.20% | Reduced |
| ARCC ARES CAPITAL CORP 04010L103 | COM Share · SH | 161,873 | $3.09M | 0.25% | -212,868 | -56.80% | Reduced |
| 05686D408 BAILLIE GIFFORD ETF TR 05686D408 | INTL ALPHA ETF Share · SH | 123,411 | $3.08M | 0.25% | — | — | Newly reported |
| MA MASTERCARD INCORPORATED 57636Q104 | CL A Share · SH | 5,538 | $3.05M | 0.25% | -251,634 | -97.85% | Reduced |
| BRK-A BERKSHIRE HATHAWAY INC DEL 084670108 | CL A Share · SH | 4 | $2.99M | 0.25% | 0 | 0.00% | Unchanged |
| SNAP SNAP INC 83304A106 | CL A Share · SH | 544,828 | $2.94M | 0.24% | -82,133 | -13.10% | Reduced |
| 38149W564 GOLDMAN SACHS ETF TR 38149W564 | DYNA CAL MUN ETF Share · SH | 56,973 | $2.76M | 0.23% | -404,996 | -87.67% | Reduced |
| TPL TEXAS PACIFIC LAND CORPORATI 88262P102 | COM Share · SH | 8,353 | $2.72M | 0.22% | -254,970 | -96.83% | Reduced |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 2,348 | $2.72M | 0.22% | -114,717 | -97.99% | Reduced |
| DGRO ISHARES TR 46434V621 | CORE DIV GRWTH Share · SH | 30,460 | $2.3M | 0.19% | 0 | 0.00% | Unchanged |
| PKG PACKAGING CORP AMER 695156109 | COM Share · SH | 9,902 | $2.27M | 0.19% | -2,841,696 | -99.65% | Reduced |
| IWF ISHARES TR 464287614 | RUS 1000 GRW ETF Share · SH | 17,310 | $2.17M | 0.18% | -10,048 | -36.73% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 5,866 | $2.11M | 0.17% | -8,626 | -59.52% | Reduced |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 14,395 | $2.09M | 0.17% | -130,717 | -90.08% | Reduced |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 10,205 | $2.08M | 0.17% | -107,281 | -91.31% | Reduced |
| GEV GE VERNOVA INC 36828A101 | COM Share · SH | 2,180 | $2.07M | 0.17% | -206,578 | -98.96% | Reduced |
| EFA ISHARES TR 464287465 | MSCI EAFE ETF Share · SH | 19,578 | $2.03M | 0.17% | -232 | -1.17% | Reduced |
| TEAM ATLASSIAN CORPORATION 049468101 | CL A Share · SH | 11,232 | $2.01M | 0.17% | — | — | Newly reported |
| FIX COMFORT SYS USA INC 199908104 | COM Share · SH | 1,197 | $1.98M | 0.16% | -193,750 | -99.39% | Reduced |
1–50 of 1,056 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-15. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.