Curated Wealth Partners
Latest statistics and disclosures from Curated Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APO, ARES, VOO, SPY, DFAI, and represent 70.90% of Curated Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: GLD (+$8.8M), IWO (+$6.7M), GCAL (+$5.1M), VOO, BAC, AGG, GOOGL, GBIL, Phoenix Ed Partners, TPL.
- Started 65 new stock positions in IWO, C, CEG, SPGI, TDY, ADI, GLD, FICO, CPRT, AJG.
- Reduced shares in these 10 stocks: AAPL, MSFT, MA, VICI, APH, APO, , COF, HD, GM.
- Sold out of its positions in APH, DHR, FDS, HD, ING, IJS, OLLI, PFE, PINS, TRGP. VB, ACN, FN, NVMI.
- Curated Wealth Partners was a net buyer of stock by $68M.
- Curated Wealth Partners has $925M in assets under management (AUM), dropping by 11.94%.
- Central Index Key (CIK): 0001781284
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Portfolio Holdings for Curated Wealth Partners
Curated Wealth Partners holds 208 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 34.8 | $322M | 2.2M | 144.76 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 24.8 | $229M | 1.4M | 161.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.8 | $44M | +12% | 70k | 627.13 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $35M | 52k | 681.92 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.7 | $25M | +5% | 660k | 38.11 |
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| Advisors Inner Circle Fd Iii Rayliant Wilshir (RAYE) | 1.8 | $17M | 568k | 29.81 |
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| Diamond Hill Funds Large Cap Concen | 1.4 | $13M | +3% | 947k | 13.25 |
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| Terex Corporation (TEX) | 1.3 | $12M | 227k | 53.38 |
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| Apple (AAPL) | 1.0 | $9.0M | -25% | 33k | 271.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $8.8M | NEW | 22k | 396.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $8.1M | +22% | 12k | 684.94 |
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| Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL) | 0.8 | $7.3M | +233% | 143k | 50.91 |
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| NVIDIA Corporation (NVDA) | 0.7 | $6.8M | 37k | 186.50 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $6.7M | NEW | 21k | 323.01 |
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| Amazon (AMZN) | 0.7 | $6.7M | +9% | 29k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.5M | +93% | 21k | 313.00 |
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| Microsoft Corporation (MSFT) | 0.6 | $5.3M | -30% | 11k | 483.62 |
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| Bank of America Corporation (BAC) | 0.5 | $4.3M | +1355% | 79k | 55.00 |
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| Snap Cl A (SNAP) | 0.5 | $4.3M | 537k | 8.07 |
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| Meta Platforms Cl A (META) | 0.4 | $4.2M | +48% | 6.3k | 660.09 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $3.9M | NEW | 39k | 99.88 |
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| Broadcom (AVGO) | 0.4 | $3.8M | +52% | 11k | 346.10 |
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| Amcor Ord (AMCR) | 0.4 | $3.6M | 432k | 8.34 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.2M | 4.3k | 753.78 |
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| Ares Capital Corporation (ARCC) | 0.3 | $3.1M | 153k | 20.23 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $3.0M | NEW | 30k | 99.94 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.0M | 4.00 | 754800.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | -7% | 5.2k | 502.65 |
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| Texas Pacific Land Corp (TPL) | 0.3 | $2.4M | +200% | 8.3k | 287.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.3M | 4.9k | 473.30 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.1M | -4% | 31k | 69.42 |
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| DaVita (DVA) | 0.2 | $2.1M | 19k | 113.60 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | +17% | 16k | 125.29 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.0M | +50% | 6.3k | 322.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | +18% | 6.4k | 313.80 |
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| American Intl Group Com New (AIG) | 0.2 | $2.0M | 23k | 85.55 |
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| Phoenix Ed Partners | 0.2 | $2.0M | NEW | 65k | 30.30 |
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| Packaging Corporation of America (PKG) | 0.2 | $1.9M | 9.5k | 206.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.9M | 20k | 96.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | +10% | 11k | 154.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | 8.5k | 191.00 |
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| Netflix (NFLX) | 0.2 | $1.6M | +2221% | 17k | 93.76 |
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| Patriot Natl Bancorp Com New (PNBK) | 0.2 | $1.6M | -5% | 881k | 1.82 |
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| Visa Com Cl A (V) | 0.2 | $1.5M | +44% | 4.4k | 350.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | +12% | 25k | 62.47 |
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| Live Nation Entertainment (LYV) | 0.2 | $1.4M | +19% | 10k | 142.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 4.3k | 335.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | +11% | 8.3k | 173.49 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.2 | $1.4M | NEW | 100k | 13.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | 9.3k | 148.69 |
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| Aon Shs Cl A (AON) | 0.1 | $1.4M | +22% | 3.9k | 352.88 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | 17k | 81.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | -6% | 15k | 89.46 |
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| Waste Management (WM) | 0.1 | $1.3M | +15% | 5.8k | 219.71 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.3M | +4% | 16k | 79.02 |
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| Capital One Financial (COF) | 0.1 | $1.3M | -25% | 5.2k | 242.36 |
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| salesforce (CRM) | 0.1 | $1.2M | +7% | 4.7k | 264.91 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | -12% | 13k | 93.61 |
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| Ares Dynamic Cr Allocation (ARDC) | 0.1 | $1.2M | +2% | 88k | 13.30 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | -3% | 4.9k | 231.32 |
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| Martin Marietta Materials (MLM) | 0.1 | $1.1M | +15% | 1.8k | 622.66 |
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| Intuit (INTU) | 0.1 | $1.1M | +5% | 1.7k | 662.42 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.1M | -8% | 8.5k | 131.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -2% | 1.8k | 614.33 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | +15% | 9.3k | 113.77 |
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| Simpson Manufacturing (SSD) | 0.1 | $1.0M | +29% | 6.4k | 161.47 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.0M | +14% | 8.2k | 125.82 |
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| Primerica (PRI) | 0.1 | $1.0M | +31% | 4.0k | 258.36 |
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| SYSCO Corporation (SYY) | 0.1 | $995k | -5% | 14k | 73.69 |
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| Permian Resources Corp Class A Com (PR) | 0.1 | $991k | 71k | 14.03 |
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| Ge Aerospace Com New (GE) | 0.1 | $981k | +79% | 3.2k | 308.03 |
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| General Motors Company (GM) | 0.1 | $975k | -28% | 12k | 81.32 |
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| Watts Water Technologies Cl A (WTS) | 0.1 | $972k | +31% | 3.5k | 276.02 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $961k | +16% | 2.1k | 448.43 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $951k | -4% | 3.8k | 250.88 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $898k | +19% | 4.6k | 193.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $898k | 17k | 53.76 |
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| Ge Vernova (GEV) | 0.1 | $894k | +90% | 1.4k | 653.57 |
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| Enterprise Products Partners (EPD) | 0.1 | $887k | 28k | 32.06 |
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| Toro Company (TTC) | 0.1 | $879k | +29% | 11k | 78.72 |
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| FTI Consulting (FCN) | 0.1 | $851k | +31% | 5.0k | 170.83 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $843k | -60% | 1.5k | 570.88 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $834k | NEW | 35k | 24.04 |
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| Moelis & Co Cl A (MC) | 0.1 | $822k | +27% | 12k | 68.74 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $814k | -20% | 3.7k | 222.63 |
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| Jack Henry & Associates (JKHY) | 0.1 | $811k | +94% | 4.4k | 182.48 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $810k | +28% | 10k | 79.82 |
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| Uber Technologies (UBER) | 0.1 | $750k | -6% | 9.2k | 81.71 |
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| Carrier Global Corporation (CARR) | 0.1 | $718k | +6% | 14k | 52.84 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $715k | NEW | 11k | 64.42 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $705k | NEW | 16k | 43.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $702k | 1.4k | 487.86 |
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| Kadant (KAI) | 0.1 | $690k | +24% | 2.4k | 285.02 |
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| Vici Pptys (VICI) | 0.1 | $677k | -58% | 24k | 28.12 |
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| Installed Bldg Prods (IBP) | 0.1 | $672k | +30% | 2.6k | 259.39 |
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| Rli (RLI) | 0.1 | $667k | +70% | 10k | 63.98 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $650k | 7.4k | 87.35 |
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| Kodiak Ai | 0.1 | $649k | NEW | 59k | 10.92 |
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| Landstar System (LSTR) | 0.1 | $644k | +29% | 4.5k | 143.70 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $644k | NEW | 484.00 | 1329.85 |
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| Eli Lilly & Co. (LLY) | 0.1 | $632k | +86% | 588.00 | 1074.50 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $622k | NEW | 6.5k | 96.27 |
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| Darling International (DAR) | 0.1 | $618k | 17k | 36.00 |
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| Johnson & Johnson (JNJ) | 0.1 | $595k | +39% | 2.9k | 206.95 |
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| Gra (GGG) | 0.1 | $589k | +37% | 7.2k | 81.97 |
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| Ufp Industries (UFPI) | 0.1 | $585k | +29% | 6.4k | 91.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $570k | 4.6k | 123.26 |
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| CorVel Corporation (CRVL) | 0.1 | $570k | +31% | 8.4k | 67.67 |
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| Howmet Aerospace (HWM) | 0.1 | $555k | 2.7k | 205.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $553k | NEW | 5.9k | 93.20 |
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| First Hawaiian (FHB) | 0.1 | $550k | +31% | 22k | 25.30 |
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| Tesla Motors (TSLA) | 0.1 | $543k | +4% | 1.2k | 449.72 |
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| Emcor (EME) | 0.1 | $542k | +32% | 886.00 | 611.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $542k | 1.5k | 373.44 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $535k | 3.0k | 177.39 |
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| Reddit Cl A (RDDT) | 0.1 | $525k | 2.3k | 229.87 |
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| Oracle Corporation (ORCL) | 0.1 | $517k | -2% | 2.7k | 194.91 |
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| Citigroup Com New (C) | 0.1 | $516k | NEW | 4.4k | 116.69 |
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| Dex (DXCM) | 0.1 | $510k | 7.7k | 66.37 |
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| Abbvie (ABBV) | 0.1 | $495k | +36% | 2.2k | 228.49 |
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| BancFirst Corporation (BANF) | 0.1 | $473k | +30% | 4.5k | 106.02 |
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| Booking Holdings (BKNG) | 0.0 | $461k | -21% | 86.00 | 5355.33 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $458k | NEW | 759.00 | 603.28 |
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| Chevron Corporation (CVX) | 0.0 | $453k | +34% | 3.0k | 152.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $452k | NEW | 1.5k | 303.89 |
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| Donaldson Company (DCI) | 0.0 | $449k | +31% | 5.1k | 88.66 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $449k | NEW | 1.6k | 287.25 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $445k | NEW | 1.8k | 252.43 |
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| Servicenow (NOW) | 0.0 | $442k | +1177% | 2.9k | 153.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $412k | +84% | 1.9k | 219.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $408k | 1.9k | 211.70 |
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| Philip Morris International (PM) | 0.0 | $402k | NEW | 2.5k | 160.40 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $395k | +31% | 9.7k | 40.74 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $392k | +62% | 3.3k | 120.34 |
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| Cisco Systems (CSCO) | 0.0 | $385k | NEW | 5.0k | 77.03 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $384k | NEW | 673.00 | 570.21 |
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| Nextera Energy (NEE) | 0.0 | $379k | 4.7k | 80.28 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $374k | 5.2k | 71.42 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $372k | NEW | 8.1k | 45.89 |
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| Sweetgreen Com Cl A (SG) | 0.0 | $366k | 54k | 6.76 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $365k | NEW | 341.00 | 1069.86 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $363k | NEW | 2.0k | 185.52 |
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| Lci Industries (LCII) | 0.0 | $355k | +30% | 2.9k | 121.34 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $352k | 7.5k | 46.92 |
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| O'reilly Automotive (ORLY) | 0.0 | $341k | NEW | 3.7k | 91.21 |
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| Williams Companies (WMB) | 0.0 | $337k | 5.6k | 60.11 |
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| Kla Corp Com New (KLAC) | 0.0 | $333k | NEW | 274.00 | 1215.08 |
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| Ford Motor Company (F) | 0.0 | $332k | 25k | 13.12 |
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| Vulcan Materials Company (VMC) | 0.0 | $331k | NEW | 1.2k | 285.22 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $331k | NEW | 4.6k | 71.41 |
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| Manhattan Associates (MANH) | 0.0 | $329k | +31% | 1.9k | 173.31 |
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| Fair Isaac Corporation (FICO) | 0.0 | $328k | NEW | 194.00 | 1690.63 |
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| A2z Cust2mate Solutions Corp (AZ) | 0.0 | $326k | 50k | 6.51 |
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| Kkr & Co (KKR) | 0.0 | $315k | NEW | 2.5k | 127.48 |
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| Healthequity (HQY) | 0.0 | $299k | +24% | 3.3k | 91.61 |
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| Autodesk (ADSK) | 0.0 | $297k | 1.0k | 296.01 |
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| Msci (MSCI) | 0.0 | $290k | NEW | 506.00 | 573.73 |
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| Merck & Co (MRK) | 0.0 | $288k | NEW | 2.7k | 105.26 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $288k | +5% | 18k | 16.49 |
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| Cadence Design Systems (CDNS) | 0.0 | $287k | 919.00 | 312.58 |
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| Constellation Energy (CEG) | 0.0 | $285k | NEW | 807.00 | 353.27 |
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| Copart (CPRT) | 0.0 | $285k | NEW | 7.3k | 39.15 |
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| Casella Waste Sys Cl A (CWST) | 0.0 | $283k | +15% | 2.9k | 97.94 |
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| S&p Global (SPGI) | 0.0 | $283k | NEW | 541.00 | 522.59 |
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| Rekor Systems (REKR) | 0.0 | $276k | 200k | 1.38 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $274k | NEW | 3.8k | 72.68 |
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| Procore Technologies (PCOR) | 0.0 | $273k | +11% | 3.7k | 72.74 |
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| Cbre Group Cl A (CBRE) | 0.0 | $272k | NEW | 1.7k | 160.79 |
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| UnitedHealth (UNH) | 0.0 | $269k | NEW | 815.00 | 330.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $268k | NEW | 463.00 | 579.46 |
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| Wal-Mart Stores (WMT) | 0.0 | $268k | -2% | 2.4k | 111.41 |
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| Tempur-Pedic International (SGI) | 0.0 | $268k | 3.0k | 89.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $260k | NEW | 2.2k | 120.18 |
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| Prologis (PLD) | 0.0 | $259k | NEW | 2.0k | 127.66 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $253k | 6.4k | 39.50 |
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| Ametek (AME) | 0.0 | $250k | NEW | 1.2k | 205.31 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $243k | NEW | 681.00 | 357.17 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $241k | NEW | 471.00 | 510.73 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $240k | NEW | 423.00 | 566.36 |
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| CSX Corporation (CSX) | 0.0 | $232k | NEW | 6.4k | 36.25 |
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| Amgen (AMGN) | 0.0 | $230k | NEW | 703.00 | 327.31 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $227k | -6% | 469.00 | 483.67 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $224k | NEW | 867.00 | 258.79 |
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| Linde SHS (LIN) | 0.0 | $224k | NEW | 526.00 | 426.39 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $223k | NEW | 1.2k | 183.40 |
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| Costco Wholesale Corporation (COST) | 0.0 | $218k | -44% | 253.00 | 862.33 |
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| Markel Corporation (MKL) | 0.0 | $217k | NEW | 101.00 | 2149.65 |
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| Synopsys (SNPS) | 0.0 | $215k | NEW | 458.00 | 469.72 |
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| Electronic Arts (EA) | 0.0 | $214k | NEW | 1.0k | 204.33 |
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| Shift4 Pmts Cl A (FOUR) | 0.0 | $213k | +28% | 3.4k | 62.97 |
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| Analog Devices (ADI) | 0.0 | $212k | NEW | 780.00 | 271.20 |
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| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $211k | 39k | 5.47 |
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| Ensign (ENSG) | 0.0 | $211k | -11% | 1.2k | 174.20 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $210k | NEW | 4.6k | 45.40 |
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| Brown & Brown (BRO) | 0.0 | $207k | NEW | 2.6k | 79.70 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $207k | NEW | 1.3k | 160.97 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $206k | 3.2k | 64.31 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $206k | NEW | 1.7k | 119.64 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $205k | NEW | 353.00 | 580.71 |
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| Travelers Companies (TRV) | 0.0 | $205k | NEW | 706.00 | 290.06 |
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| Truist Financial Corp equities (TFC) | 0.0 | $201k | NEW | 4.1k | 49.21 |
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| Sempra Energy (SRE) | 0.0 | $200k | NEW | 2.3k | 88.29 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $180k | +70% | 23k | 7.95 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $152k | NEW | 13k | 11.73 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $113k | NEW | 21k | 5.30 |
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| Ares Coml Real Estate (ACRE) | 0.0 | $96k | 20k | 4.78 |
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| Certara Ord (CERT) | 0.0 | $89k | NEW | 10k | 8.81 |
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| Bny Mellon High Yield Strate Sh Ben Int (DHF) | 0.0 | $44k | 18k | 2.48 |
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Past Filings by Curated Wealth Partners
SEC 13F filings are viewable for Curated Wealth Partners going back to 2020
- Curated Wealth Partners 2025 Q4 filed Jan. 12, 2026
- Curated Wealth Partners 2025 Q3 filed Oct. 9, 2025
- Curated Wealth Partners 2025 Q2 filed July 28, 2025
- Curated Wealth Partners 2025 Q1 filed April 15, 2025
- Curated Wealth Partners 2024 Q4 filed Jan. 21, 2025
- Curated Wealth Partners 2024 Q3 filed Oct. 4, 2024
- Curated Wealth Partners 2024 Q2 filed July 12, 2024
- Curated Wealth Partners 2024 Q1 filed April 12, 2024
- Curated Wealth Partners 2023 Q4 filed Jan. 9, 2024
- Curated Wealth Partners 2023 Q3 filed Oct. 24, 2023
- Curated Wealth Partners 2023 Q2 filed July 11, 2023
- Curated Wealth Partners 2023 Q1 filed April 27, 2023
- Curated Wealth Partners 2022 Q4 filed Jan. 30, 2023
- Curated Wealth Partners 2022 Q3 filed Oct. 14, 2022
- Curated Wealth Partners 2022 Q2 filed July 27, 2022
- Curated Wealth Partners 2022 Q1 filed April 28, 2022