Curated Wealth Partners LLC
Curated Wealth Partners LLC reported 241 positions worth $863.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APO (30.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APO | SH | $261.4M | 30.28% | 2,209,503 | — | — | |
| ▸ 2 | ARES | SH | $163.6M | 18.96% | 1,470,108 | — | — | |
| ▸ 3 | VOO | SH | $66.0M | 7.65% | 96,115 | — | — | |
| ▸ 4 | SPY | SH | $39.4M | 4.56% | 52,711 | — | — | |
| ▸ 5 | DFAI | SH | $30.3M | 3.51% | 735,149 | — | — | |
| ▸ 6 | DFEM | SH | $20.9M | 2.42% | 514,473 | — | — | |
| ▸ 7 | TEX | SH | $16.4M | 1.90% | 226,922 | — | — | |
| ▸ 8 | TLG | SH | $14.2M | 1.64% | 536,196 | — | — | |
| ▸ 9 | AAPL | SH | $13.5M | 1.57% | 46,739 | — | — | |
| ▸ 10 | IVV | SH | $10.2M | 1.18% | 13,595 | — | — |
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Frequently Asked Questions
What stocks does Curated Wealth Partners LLC hold as of Q2 2026?
Curated Wealth Partners LLC reported 241 positions worth $863.3M in its Q2 2026 13F filing. Largest positions: APO (30.3%), ARES (19.0%), VOO (7.6%), SPY (4.6%) and DFAI (3.5%).
What did Curated Wealth Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Curated Wealth Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.