Curated Wealth Partners
Latest statistics and disclosures from Curated Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPGI, PG, VOO, TGT, AVGO, and represent 56.13% of Curated Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SPGI (+$2.5B), PG (+$1.8B), VOO (+$1.0B), TGT (+$409M), AVGO (+$310M), SCHW (+$286M), PH (+$222M), BRSL (+$213M), TSLA (+$172M), APH (+$164M).
- Started 670 new stock positions in ASUR, NET, AIN, DVN, WSBC, AUB, BCO, BFS, OKTA, SCHA.
- Reduced shares in these 10 stocks: APO (-$21M), RWEM (-$18M), , SNAP (-$6.9M), , BRK.A, DGRO, PXED, EFA, PR.
- Sold out of its positions in AZ, RWEM, ALIT, APAM, BCSF, SAN, BRK.A, TCPC, DHF, LNG.
- Curated Wealth Partners was a net buyer of stock by $11B.
- Curated Wealth Partners has $11B in assets under management (AUM), dropping by 1259.29%.
- Central Index Key (CIK): 0001781284
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Portfolio Holdings for Curated Wealth Partners
Curated Wealth Partners holds 838 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Curated Wealth Partners has 838 total positions. Only the first 250 positions are shown.
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- Download the Curated Wealth Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| S&p Global (SPGI) | 23.2 | $2.5B | +471578% | 3.5M | 713.21 |
|
| Procter & Gamble Company (PG) | 16.4 | $1.8B | NEW | 1.9M | 935.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.8 | $1.1B | +4319% | 3.5M | 298.71 |
|
| Target Corporation (TGT) | 3.8 | $409M | NEW | 4.1M | 99.28 |
|
| Broadcom (AVGO) | 2.9 | $316M | +4582% | 460k | 686.81 |
|
| Charles Schwab Corporation (SCHW) | 2.7 | $287M | +23994% | 561k | 511.96 |
|
| Parker-Hannifin Corporation (PH) | 2.1 | $222M | NEW | 323k | 686.80 |
|
| Brightstar Lottery Shs Usd (BRSL) | 2.0 | $213M | NEW | 500k | 425.44 |
|
| Tesla Motors (TSLA) | 1.6 | $172M | +53767% | 1.3M | 130.05 |
|
| Amphenol Corp Cl A (APH) | 1.5 | $166M | +8554% | 173k | 961.56 |
|
| Cummins (CMI) | 1.5 | $160M | NEW | 630k | 254.56 |
|
| Packaging Corporation of America (PKG) | 1.4 | $156M | +29975% | 2.8M | 54.85 |
|
| ResMed (RMD) | 1.4 | $154M | NEW | 297k | 518.94 |
|
| Abbott Laboratories (ABT) | 1.1 | $118M | +30352% | 4.0M | 29.25 |
|
| Trane Technologies SHS (TT) | 1.0 | $113M | NEW | 581k | 194.64 |
|
| Align Technology (ALGN) | 1.0 | $113M | NEW | 440k | 255.39 |
|
| Morgan Stanley Com New (MS) | 1.0 | $110M | NEW | 118k | 935.47 |
|
| Hca Holdings (HCA) | 0.9 | $99M | NEW | 199k | 495.00 |
|
| Howmet Aerospace (HWM) | 0.8 | $90M | +4615% | 128k | 702.49 |
|
| Comfort Systems USA (FIX) | 0.8 | $88M | +128034% | 195k | 453.00 |
|
| Healthequity (HQY) | 0.8 | $88M | +7657% | 319k | 275.68 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.8 | $88M | NEW | 222k | 393.96 |
|
| Advanced Micro Devices (AMD) | 0.8 | $82M | +32684% | 544k | 151.33 |
|
| Intercontinental Exchange (ICE) | 0.7 | $81M | NEW | 117k | 686.81 |
|
| Hershey Company (HSY) | 0.6 | $64M | NEW | 133k | 483.88 |
|
| Capital One Financial (COF) | 0.6 | $62M | +7148% | 408k | 152.63 |
|
| Teradyne (TER) | 0.6 | $61M | +134841% | 1.0M | 60.15 |
|
| Kraft Heinz (KHC) | 0.6 | $61M | NEW | 81k | 746.77 |
|
| Wal-Mart Stores (WMT) | 0.5 | $59M | +3072% | 102k | 580.91 |
|
| Dominion Resources (D) | 0.5 | $57M | NEW | 157k | 362.75 |
|
| Eaton Corp SHS (ETN) | 0.5 | $57M | NEW | 677k | 83.54 |
|
| Lululemon Athletica (LULU) | 0.5 | $55M | NEW | 1.0M | 54.80 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.4 | $48M | NEW | 70k | 686.81 |
|
| Match Group (MTCH) | 0.4 | $48M | NEW | 305k | 156.66 |
|
| Equinix (EQIX) | 0.4 | $47M | NEW | 121k | 390.00 |
|
| Targa Res Corp (TRGP) | 0.4 | $40M | NEW | 702k | 57.62 |
|
| Booking Holdings (BKNG) | 0.4 | $40M | +206264% | 264k | 150.94 |
|
| Extra Space Storage (EXR) | 0.4 | $39M | NEW | 120k | 327.33 |
|
| Touchstone Etf Trust Larg Co Grow Etf (TLG) | 0.4 | $38M | +632% | 5.0M | 7.59 |
|
| Wabtec Corporation (WAB) | 0.3 | $36M | NEW | 180k | 200.62 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $31M | NEW | 43k | 713.20 |
|
| Analog Devices (ADI) | 0.3 | $31M | NEW | 181k | 169.18 |
|
| FactSet Research Systems (FDS) | 0.3 | $30M | NEW | 25k | 1199.41 |
|
| Goldman Sachs (GS) | 0.3 | $29M | NEW | 162k | 180.91 |
|
| Ametek (AME) | 0.3 | $29M | +54164% | 550k | 52.09 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $27M | +40899% | 2.2M | 12.26 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $25M | NEW | 617k | 41.25 |
|
| Biogen Idec (BIIB) | 0.2 | $25M | NEW | 26k | 965.00 |
|
| Delta Air Lines Com New (DAL) | 0.2 | $25M | NEW | 251k | 100.91 |
|
| Emerson Electric (EMR) | 0.2 | $25M | NEW | 148k | 168.86 |
|
| Intel Corporation (INTC) | 0.2 | $25M | NEW | 128k | 194.89 |
|
| Corteva (CTVA) | 0.2 | $25M | NEW | 240k | 103.97 |
|
| CBOE Holdings (CBOE) | 0.2 | $25M | NEW | 52k | 483.00 |
|
| Apollo Global Mgmt (APO) | 0.2 | $22M | -48% | 1.1M | 19.31 |
|
| Gilead Sciences (GILD) | 0.2 | $20M | NEW | 216k | 92.08 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $18M | +3708% | 134k | 136.93 |
|
| Ecolab (ECL) | 0.2 | $18M | NEW | 313k | 56.37 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $17M | NEW | 85k | 194.80 |
|
| Carrier Global Corporation (CARR) | 0.2 | $16M | +1488% | 224k | 73.35 |
|
| Chevron Corporation (CVX) | 0.2 | $16M | +3207% | 112k | 145.52 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $16M | NEW | 35k | 454.51 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $16M | NEW | 21k | 723.00 |
|
| Axon Enterprise (AXON) | 0.1 | $15M | NEW | 67k | 217.98 |
|
| Verizon Communications (VZ) | 0.1 | $15M | NEW | 37k | 397.17 |
|
| Vici Pptys (VICI) | 0.1 | $14M | +2035% | 616k | 23.27 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $14M | +12629% | 80k | 170.83 |
|
| Digital Realty Trust (DLR) | 0.1 | $14M | NEW | 330k | 41.32 |
|
| Doubleline Etf Trust Secur Cr Etf (DSCO) | 0.1 | $13M | +2608% | 9.9M | 1.29 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $12M | +1039% | 18k | 686.81 |
|
| Sailpoint (SAIL) | 0.1 | $11M | NEW | 66k | 168.65 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $11M | NEW | 2.8M | 3.95 |
|
| Sempra Energy (SRE) | 0.1 | $11M | +5821% | 134k | 80.88 |
|
| Pfizer (PFE) | 0.1 | $11M | +13019% | 1.4M | 7.60 |
|
| Akamai Technologies (AKAM) | 0.1 | $11M | NEW | 90k | 117.04 |
|
| M&T Bank Corporation (MTB) | 0.1 | $11M | NEW | 15k | 686.81 |
|
| Microsoft Corporation (MSFT) | 0.1 | $10M | +1464% | 236k | 43.43 |
|
| Coherent Corp (COHR) | 0.1 | $10M | NEW | 542k | 18.46 |
|
| Western Digital (WDC) | 0.1 | $9.8M | +6229% | 67k | 146.19 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $9.2M | NEW | 50k | 184.79 |
|
| Oracle Corporation (ORCL) | 0.1 | $9.2M | +5353% | 198k | 46.26 |
|
| At&t (T) | 0.1 | $9.0M | NEW | 114k | 79.14 |
|
| Cohen & Steers (CNS) | 0.1 | $9.0M | NEW | 35k | 255.88 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $8.8M | NEW | 25k | 352.69 |
|
| UGI Corporation (UGI) | 0.1 | $8.2M | NEW | 24k | 340.75 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $8.1M | NEW | 61k | 132.13 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $8.1M | +93713% | 8.1M | 1.00 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $8.0M | +278% | 2.7M | 3.01 |
|
| Southern Company (SO) | 0.1 | $8.0M | NEW | 20k | 403.34 |
|
| Waters Corporation (WAT) | 0.1 | $7.9M | NEW | 103k | 76.40 |
|
| Union Pacific Corporation (UNP) | 0.1 | $7.6M | +185838% | 7.5M | 1.02 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $7.5M | +343843% | 984k | 7.59 |
|
| Flowserve Corporation (FLS) | 0.1 | $7.3M | NEW | 45k | 161.89 |
|
| Cleanspark Com New (CLSK) | 0.1 | $7.1M | NEW | 14k | 509.33 |
|
| Prologis (PLD) | 0.1 | $7.1M | NEW | 131k | 54.22 |
|
| Diamond Hill Funds Larg Cap Con Etf (DHLX) | 0.1 | $7.1M | +93% | 1.9M | 3.65 |
|
| Euronet Worldwide (EEFT) | 0.1 | $6.9M | NEW | 80k | 85.80 |
|
| Philip Morris International (PM) | 0.1 | $6.6M | +237103% | 5.9M | 1.12 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $6.5M | NEW | 301k | 21.51 |
|
| Dell Technologies CL C (DELL) | 0.1 | $6.4M | NEW | 396k | 16.22 |
|
| Equifax (EFX) | 0.1 | $6.4M | NEW | 105k | 61.06 |
|
| Honeywell International (HON) | 0.1 | $6.3M | NEW | 156k | 40.64 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $5.7M | NEW | 266k | 21.30 |
|
| Okta Cl A (OKTA) | 0.0 | $5.3M | NEW | 26k | 205.04 |
|
| Xpel (XPEL) | 0.0 | $5.2M | NEW | 54k | 94.90 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $5.1M | NEW | 20k | 255.43 |
|
| Cigna Corp (CI) | 0.0 | $5.0M | +58878% | 464k | 10.86 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $5.0M | NEW | 124k | 40.64 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $5.0M | NEW | 66k | 75.79 |
|
| Littelfuse (LFUS) | 0.0 | $5.0M | NEW | 60k | 82.66 |
|
| Walt Disney Company (DIS) | 0.0 | $4.9M | +2807% | 257k | 19.23 |
|
| Oneok (OKE) | 0.0 | $4.9M | NEW | 82k | 59.70 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $4.8M | +13229% | 116k | 41.25 |
|
| Apple (AAPL) | 0.0 | $4.8M | +1576% | 685k | 6.94 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.0 | $4.8M | NEW | 1.6M | 2.99 |
|
| AFLAC Incorporated (AFL) | 0.0 | $4.6M | NEW | 112k | 41.25 |
|
| Barclays Adr (BCS) | 0.0 | $4.5M | NEW | 150k | 30.05 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $4.4M | +173% | 126k | 34.60 |
|
| Cardinal Health (CAH) | 0.0 | $4.2M | NEW | 407k | 10.22 |
|
| Kla Corp Com New (KLAC) | 0.0 | $4.2M | +12676% | 35k | 119.52 |
|
| Magna Intl Inc cl a (MGA) | 0.0 | $4.1M | NEW | 153k | 26.42 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $4.0M | NEW | 152k | 26.42 |
|
| Range Resources (RRC) | 0.0 | $4.0M | NEW | 12k | 338.16 |
|
| Black Rock Coffee Bar Cl A (BRCB) | 0.0 | $3.9M | NEW | 146k | 27.00 |
|
| Fubotv Com New Cl A (FUBO) | 0.0 | $3.9M | NEW | 100k | 38.50 |
|
| Fortive (FTV) | 0.0 | $3.9M | NEW | 17k | 234.29 |
|
| AES Corporation (AES) | 0.0 | $3.7M | NEW | 77k | 47.93 |
|
| Coca-Cola Company (KO) | 0.0 | $3.7M | +4777% | 161k | 22.82 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $3.7M | NEW | 147k | 24.91 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $3.6M | NEW | 277k | 13.03 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $3.6M | +1350% | 46k | 76.90 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $3.4M | NEW | 14k | 241.94 |
|
| Ge Aerospace Com New (GE) | 0.0 | $3.3M | +7644% | 223k | 14.76 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $3.2M | NEW | 360k | 8.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.2M | NEW | 130k | 24.52 |
|
| West Pharmaceutical Services (WST) | 0.0 | $3.1M | NEW | 8.5k | 362.12 |
|
| Albany Intl Corp Cl A (AIN) | 0.0 | $3.1M | NEW | 116k | 26.42 |
|
| salesforce (CRM) | 0.0 | $3.0M | +13452% | 673k | 4.44 |
|
| Box Cl A (BOX) | 0.0 | $2.9M | NEW | 36k | 82.50 |
|
| Armstrong World Industries (AWI) | 0.0 | $2.9M | NEW | 36k | 82.57 |
|
| Penumbra (PEN) | 0.0 | $2.9M | NEW | 40k | 71.40 |
|
| Home Depot (HD) | 0.0 | $2.8M | NEW | 258k | 10.93 |
|
| MercadoLibre (MELI) | 0.0 | $2.8M | NEW | 105k | 26.42 |
|
| Yum! Brands (YUM) | 0.0 | $2.8M | NEW | 12k | 238.34 |
|
| Ross Stores (ROST) | 0.0 | $2.7M | NEW | 208k | 13.07 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $2.7M | NEW | 108k | 24.93 |
|
| Wec Energy Group (WEC) | 0.0 | $2.7M | NEW | 31k | 86.95 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $2.6M | +48291% | 2.6M | 1.02 |
|
| Albertsons Companies Common Stock (ACI) | 0.0 | $2.6M | NEW | 25k | 103.88 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $2.6M | NEW | 28k | 91.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.6M | NEW | 37k | 69.80 |
|
| Steris Shs Usd (STE) | 0.0 | $2.4M | NEW | 13k | 188.67 |
|
| Jacobs Engineering Group (J) | 0.0 | $2.4M | NEW | 104k | 22.82 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $2.3M | +1500% | 31k | 74.97 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $2.3M | +1075% | 60k | 38.63 |
|
| Amazon (AMZN) | 0.0 | $2.3M | +1369% | 466k | 4.93 |
|
| Msci (MSCI) | 0.0 | $2.3M | NEW | 56k | 40.64 |
|
| Chubb (CB) | 0.0 | $2.3M | NEW | 69k | 32.93 |
|
| Simon Property (SPG) | 0.0 | $2.3M | NEW | 21k | 108.11 |
|
| Trex Company (TREX) | 0.0 | $2.2M | NEW | 3.6k | 623.16 |
|
| Astrana Health Com New (ASTH) | 0.0 | $2.1M | NEW | 8.2k | 261.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $2.1M | +5300% | 291k | 7.08 |
|
| Realty Income (O) | 0.0 | $2.0M | NEW | 110k | 18.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.0M | +1116% | 137k | 14.76 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $2.0M | NEW | 1.8M | 1.07 |
|
| Williams Companies (WMB) | 0.0 | $1.9M | +482% | 35k | 55.80 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.9M | +27405% | 158k | 11.96 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $1.9M | NEW | 2.8k | 686.81 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.9M | NEW | 103k | 18.15 |
|
| Dover Corporation (DOV) | 0.0 | $1.8M | +10574% | 103k | 17.87 |
|
| Astrazeneca Ord (AZN) | 0.0 | $1.8M | NEW | 20k | 90.20 |
|
| Crown Castle Intl (CCI) | 0.0 | $1.8M | NEW | 80k | 22.64 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.8M | NEW | 86k | 20.74 |
|
| Humana (HUM) | 0.0 | $1.8M | NEW | 12k | 151.50 |
|
| Regions Financial Corporation (RF) | 0.0 | $1.7M | NEW | 14k | 124.44 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $1.7M | NEW | 2.7k | 644.95 |
|
| CenterPoint Energy (CNP) | 0.0 | $1.7M | NEW | 51k | 34.18 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.7M | +4081% | 134k | 12.94 |
|
| Meta Platforms Cl A (META) | 0.0 | $1.7M | +1256% | 91k | 18.44 |
|
| American Electric Power Company (AEP) | 0.0 | $1.7M | NEW | 558k | 2.96 |
|
| Goldman Sachs Etf Tr Dyna Cal Mun Etf (GCAL) | 0.0 | $1.6M | +435% | 371k | 4.33 |
|
| American Intl Group Com New (AIG) | 0.0 | $1.6M | +1125% | 222k | 7.18 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $1.5M | +865% | 501k | 3.08 |
|
| Snap-on Incorporated (SNA) | 0.0 | $1.5M | NEW | 38k | 40.66 |
|
| Saia (SAIA) | 0.0 | $1.5M | +8047% | 54k | 27.62 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $1.5M | +11241% | 408k | 3.65 |
|
| Nucor Corporation (NUE) | 0.0 | $1.5M | NEW | 36k | 40.64 |
|
| Micron Technology (MU) | 0.0 | $1.5M | +7124% | 99k | 14.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.4M | +1012% | 234k | 6.09 |
|
| Amcor Com New (AMCR) | 0.0 | $1.4M | +167% | 232k | 5.99 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.4M | NEW | 52k | 26.99 |
|
| Rekor Systems (REKR) | 0.0 | $1.4M | +296% | 793k | 1.75 |
|
| SYSCO Corporation (SYY) | 0.0 | $1.4M | +172% | 30k | 44.73 |
|
| Klarna Group SHS (KLAR) | 0.0 | $1.3M | NEW | 50k | 27.00 |
|
| Synopsys (SNPS) | 0.0 | $1.3M | NEW | 44k | 29.89 |
|
| Toll Brothers (TOL) | 0.0 | $1.3M | NEW | 6.6k | 199.84 |
|
| Snap Cl A (SNAP) | 0.0 | $1.3M | -84% | 85k | 15.32 |
|
| FedEx Corporation (FDX) | 0.0 | $1.3M | NEW | 205k | 6.29 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.3M | NEW | 8.8k | 142.21 |
|
| Asure Software (ASUR) | 0.0 | $1.2M | NEW | 1.6k | 746.77 |
|
| Aptar (ATR) | 0.0 | $1.2M | NEW | 107k | 11.42 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.2M | NEW | 55k | 21.90 |
|
| Guidewire Software (GWRE) | 0.0 | $1.2M | NEW | 1.1M | 1.08 |
|
| Preformed Line Products Company (PLPC) | 0.0 | $1.2M | NEW | 40k | 29.85 |
|
| Deere & Company (DE) | 0.0 | $1.2M | NEW | 271k | 4.32 |
|
| Public Storage (PSA) | 0.0 | $1.2M | NEW | 5.6k | 209.51 |
|
| ConocoPhillips (COP) | 0.0 | $1.2M | +3233% | 327k | 3.56 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $1.2M | NEW | 33k | 34.95 |
|
| Ge Vernova (GEV) | 0.0 | $1.1M | +16299% | 208k | 5.41 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.1M | +54313% | 527k | 2.11 |
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $1.1M | NEW | 38k | 29.13 |
|
| Paychex (PAYX) | 0.0 | $1.1M | NEW | 9.1k | 118.96 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $1.1M | NEW | 25k | 43.19 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $1.1M | NEW | 1.9k | 563.51 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.0M | NEW | 31k | 33.44 |
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $1.0M | NEW | 25k | 42.22 |
|
| Masco Corporation (MAS) | 0.0 | $1.0M | NEW | 1.5k | 686.81 |
|
| Kenvue (KVUE) | 0.0 | $1.0M | NEW | 984k | 1.03 |
|
| TJX Companies (TJX) | 0.0 | $1.0M | +63343% | 1.0M | 0.99 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.0M | NEW | 46k | 21.75 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $999k | +6398% | 940k | 1.06 |
|
| Doordash Cl A (DASH) | 0.0 | $990k | NEW | 912k | 1.09 |
|
| Waste Management (WM) | 0.0 | $961k | +176% | 12k | 80.58 |
|
| Wingstop (WING) | 0.0 | $948k | NEW | 72k | 13.14 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $930k | +1653% | 38k | 24.47 |
|
| Cavco Industries (CVCO) | 0.0 | $929k | NEW | 3.2k | 289.36 |
|
| Danaher Corporation (DHR) | 0.0 | $915k | +12448% | 250k | 3.66 |
|
| American Express Company (AXP) | 0.0 | $880k | NEW | 276k | 3.20 |
|
| Entergy Corporation (ETR) | 0.0 | $878k | NEW | 37k | 23.80 |
|
| Spok Holdings (SPOK) | 0.0 | $870k | NEW | 2.3k | 373.02 |
|
| Kodiak Ai (KDK) | 0.0 | $867k | -64% | 21k | 41.25 |
|
| First Solar (FSLR) | 0.0 | $865k | NEW | 2.3k | 373.02 |
|
| Service Corporation International (SCI) | 0.0 | $865k | NEW | 59k | 14.76 |
|
| Sandisk Corp (SNDK) | 0.0 | $836k | NEW | 20k | 41.25 |
|
| Exelixis (EXEL) | 0.0 | $833k | NEW | 20k | 41.10 |
|
| Peak (DOC) | 0.0 | $828k | NEW | 33k | 24.93 |
|
| EOG Resources (EOG) | 0.0 | $824k | NEW | 176k | 4.67 |
|
| Versigent Ordinary Shares (VGNT) | 0.0 | $822k | NEW | 12k | 70.08 |
|
| BRC Com Cl A (BRCC) | 0.0 | $813k | NEW | 813k | 1.00 |
|
| Public Service Enterprise (PEG) | 0.0 | $803k | NEW | 36k | 22.14 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $801k | NEW | 613k | 1.31 |
|
| Stewart Information Services Corporation (STC) | 0.0 | $799k | NEW | 692.00 | 1154.29 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $798k | +2665% | 75k | 10.65 |
|
| Ford Motor Company (F) | 0.0 | $795k | +650% | 190k | 4.20 |
|
| CRH Ord (CRH) | 0.0 | $792k | NEW | 276k | 2.87 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $787k | NEW | 8.5k | 92.71 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $770k | NEW | 283k | 2.72 |
|
| Rogers Corporation (ROG) | 0.0 | $767k | NEW | 41k | 18.53 |
|
| Cme (CME) | 0.0 | $765k | NEW | 659k | 1.16 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $762k | +7267% | 75k | 10.21 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $759k | NEW | 614k | 1.24 |
|
Past Filings by Curated Wealth Partners
SEC 13F filings are viewable for Curated Wealth Partners going back to 2020
- Curated Wealth Partners 2026 Q2 filed July 13, 2026
- Curated Wealth Partners 2026 Q1 filed April 9, 2026
- 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