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 48.00% of Curated Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: ARES (+$153M), APO (+$122M), GLD (+$8.4M), BIL (+$6.1M), SRLN, DVA, Bg Intl Alpha Etf, BRK.A, SNAP, DGRO.
- Started 210 new stock positions in EFA, UAL, MOH, VNO, ARW, INCY, XRAY, CAI, IEFA, HUBS.
- Reduced shares in these 10 stocks: VOO (-$2.4B), UNP (-$2.0B), ANET (-$1.6B), SPGI (-$1.4B), PM (-$1.1B), BRK.B (-$1.1B), TDG (-$1.1B), TRV (-$982M), PKG (-$649M), TGT (-$644M).
- Sold out of its positions in AAON, ADMA, ACVA, ABM, AFL, AGCO, AGNC, AES, AMCX, APG.
- Curated Wealth Partners was a net seller of stock by $-31B.
- Curated Wealth Partners has $1.2B in assets under management (AUM), dropping by -88.74%.
- Central Index Key (CIK): 0001781284
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Portfolio Holdings for Curated Wealth Partners
Curated Wealth Partners holds 567 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Curated Wealth Partners has 567 total positions. Only the first 250 positions are shown.
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- Download the Curated Wealth Partners September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 21.0 | $255M | +91% | 2.2M | 116.06 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 13.9 | $169M | +968% | 1.5M | 116.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.5 | $79M | -96% | 113k | 700.86 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.4 | $42M | -89% | 55k | 762.63 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.2 | $39M | -65% | 930k | 41.43 |
|
| Apple (AAPL) | 2.4 | $30M | -87% | 89k | 333.02 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 2.2 | $27M | -80% | 313k | 85.78 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.2 | $27M | -75% | 671k | 39.72 |
|
| Doubleline Etf Trust Secur Cr Etf (DSCO) | 1.7 | $21M | -91% | 851k | 24.39 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $21M | -28% | 91k | 228.38 |
|
| Microsoft Corporation (MSFT) | 1.5 | $18M | -85% | 35k | 512.90 |
|
| Amazon (AMZN) | 1.2 | $15M | -87% | 59k | 249.15 |
|
| Terex Corporation (TEX) | 1.0 | $12M | -65% | 228k | 52.60 |
|
| Touchstone Etf Trust Larg Co Grow Etf (TLG) | 0.9 | $11M | -92% | 402k | 27.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $11M | -96% | 14k | 765.85 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $11M | -86% | 31k | 344.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $8.4M | NEW | 22k | 380.84 |
|
| Meta Platforms Cl A (META) | 0.7 | $8.2M | -87% | 11k | 725.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.7M | -95% | 20k | 340.74 |
|
| Diamond Hill Funds Larg Cap Con Etf (DHLX) | 0.5 | $6.5M | -74% | 484k | 13.36 |
|
| Micron Technology (MU) | 0.5 | $6.3M | -94% | 5.9k | 1065.11 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $6.1M | NEW | 67k | 91.64 |
|
| Broadcom (AVGO) | 0.5 | $5.9M | -96% | 17k | 351.19 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.2M | -91% | 33k | 125.67 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.0M | -99% | 8.0k | 497.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.7M | -96% | 11k | 330.83 |
|
| Amcor Com New (AMCR) | 0.3 | $3.7M | -62% | 88k | 41.86 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.3 | $3.6M | NEW | 88k | 40.39 |
|
| Tesla Motors (TSLA) | 0.3 | $3.5M | -99% | 9.9k | 354.81 |
|
| DaVita (DVA) | 0.3 | $3.5M | NEW | 20k | 174.92 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.2M | -99% | 5.2k | 611.77 |
|
| Intel Corporation (INTC) | 0.3 | $3.2M | -79% | 27k | 120.23 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $3.1M | -23% | 162k | 19.10 |
|
| Baillie Gifford Etf Tr Intl Alpha Etf | 0.3 | $3.1M | NEW | 123k | 24.97 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.1M | -97% | 5.5k | 551.47 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.0M | NEW | 4.00 | 747005.00 |
|
| Snap Cl A (SNAP) | 0.2 | $2.9M | +540% | 545k | 5.40 |
|
| Goldman Sachs Etf Tr Dyna Cal Mun Etf (GCAL) | 0.2 | $2.8M | -84% | 57k | 48.50 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $2.7M | -96% | 8.4k | 325.85 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.7M | -97% | 2.3k | 1157.06 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.3M | NEW | 31k | 75.39 |
|
| Packaging Corporation of America (PKG) | 0.2 | $2.3M | -99% | 9.9k | 229.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.2M | +76% | 17k | 125.26 |
|
| Visa Com Cl A (V) | 0.2 | $2.1M | -46% | 5.9k | 359.33 |
|
| Merck & Co (MRK) | 0.2 | $2.1M | -89% | 14k | 145.31 |
|
| Chevron Corporation (CVX) | 0.2 | $2.1M | -90% | 10k | 204.21 |
|
| Ge Vernova (GEV) | 0.2 | $2.1M | -98% | 2.2k | 950.49 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | NEW | 20k | 103.89 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $2.0M | NEW | 11k | 179.29 |
|
| Comfort Systems USA (FIX) | 0.2 | $2.0M | -99% | 1.2k | 1654.11 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $1.9M | -95% | 9.0k | 216.08 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.9M | -92% | 5.9k | 328.51 |
|
| Western Digital (WDC) | 0.2 | $1.9M | -93% | 4.2k | 454.46 |
|
| Exxonmobil Holdings Corp Com Shs | 0.2 | $1.9M | NEW | 12k | 162.75 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | -97% | 5.8k | 312.29 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.8M | -88% | 16k | 112.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.8M | NEW | 18k | 96.88 |
|
| Capital One Financial (COF) | 0.1 | $1.8M | -97% | 9.1k | 193.07 |
|
| American Tower Reit (AMT) | 0.1 | $1.7M | -93% | 11k | 163.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | NEW | 25k | 70.61 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.7M | -99% | 8.4k | 203.59 |
|
| Citigroup Com New (C) | 0.1 | $1.7M | -98% | 13k | 129.48 |
|
| Fortinet (FTNT) | 0.1 | $1.7M | -89% | 9.5k | 178.76 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.7M | -67% | 27k | 62.40 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.7M | -97% | 10k | 160.65 |
|
| Phoenix Ed Partners (PXED) | 0.1 | $1.7M | NEW | 65k | 25.43 |
|
| Phillips 66 (PSX) | 0.1 | $1.6M | -99% | 6.5k | 255.31 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.6M | -92% | 4.6k | 356.89 |
|
| Live Nation Entertainment (LYV) | 0.1 | $1.6M | -29% | 9.6k | 169.31 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $1.6M | -99% | 4.3k | 374.19 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -93% | 8.5k | 187.05 |
|
| Linde SHS (LIN) | 0.1 | $1.6M | -96% | 3.3k | 474.65 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.6M | -88% | 29k | 54.43 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.6M | -89% | 18k | 84.30 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.5M | NEW | 9.3k | 166.28 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.5M | -96% | 5.8k | 264.74 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | -94% | 11k | 137.40 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.5M | +23% | 19k | 80.05 |
|
| Home Depot (HD) | 0.1 | $1.5M | -97% | 5.2k | 284.49 |
|
| Equinix (EQIX) | 0.1 | $1.5M | -98% | 1.5k | 1011.57 |
|
| Centene Corporation (CNC) | 0.1 | $1.5M | NEW | 24k | 62.12 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.5M | -96% | 4.3k | 339.56 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | -99% | 10k | 145.28 |
|
| EOG Resources (EOG) | 0.1 | $1.4M | -94% | 10k | 137.76 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.4M | -96% | 804.00 | 1739.91 |
|
| Chubb (CB) | 0.1 | $1.4M | -93% | 4.3k | 325.25 |
|
| Technipfmc (FTI) | 0.1 | $1.4M | NEW | 20k | 67.92 |
|
| PNC Financial Services (PNC) | 0.1 | $1.4M | -94% | 6.1k | 222.26 |
|
| Danaher Corporation (DHR) | 0.1 | $1.4M | -97% | 6.1k | 221.55 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | -99% | 1.5k | 910.35 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $1.3M | -95% | 19k | 70.00 |
|
| Abbvie (ABBV) | 0.1 | $1.3M | -98% | 5.1k | 261.59 |
|
| Cisco Systems (CSCO) | 0.1 | $1.3M | -83% | 12k | 107.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | -93% | 1.8k | 739.80 |
|
| Carrier Global Corporation (CARR) | 0.1 | $1.3M | -89% | 24k | 54.86 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.3M | -84% | 11k | 115.34 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.3M | -63% | 24k | 55.32 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | -99% | 13k | 98.83 |
|
| Netflix (NFLX) | 0.1 | $1.3M | -92% | 19k | 69.58 |
|
| Darling International (DAR) | 0.1 | $1.3M | -90% | 21k | 60.71 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | -99% | 4.6k | 280.09 |
|
| Philip Morris International (PM) | 0.1 | $1.3M | -99% | 6.8k | 190.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | NEW | 17k | 78.10 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | +44% | 22k | 59.31 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | -84% | 3.4k | 367.09 |
|
| General Motors Company (GM) | 0.1 | $1.2M | -90% | 16k | 77.00 |
|
| Dollar General (DG) | 0.1 | $1.2M | NEW | 10k | 119.58 |
|
| Toro Company (TTC) | 0.1 | $1.2M | NEW | 13k | 96.42 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.2M | NEW | 5.3k | 224.05 |
|
| Pfizer (PFE) | 0.1 | $1.2M | -97% | 41k | 28.52 |
|
| Rubrik Cl A (RBRK) | 0.1 | $1.2M | NEW | 10k | 114.47 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $1.1M | -76% | 4.9k | 230.24 |
|
| Blackrock (BLK) | 0.1 | $1.1M | -99% | 1.1k | 1058.29 |
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $1.1M | -34% | 3.2k | 354.18 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $1.1M | -45% | 3.9k | 285.44 |
|
| Altria (MO) | 0.1 | $1.1M | -91% | 17k | 67.34 |
|
| Valero Energy Corporation (VLO) | 0.1 | $1.1M | -67% | 2.9k | 387.60 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.1M | -90% | 3.2k | 347.28 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.1M | -83% | 4.7k | 237.53 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.1 | $1.1M | NEW | 100k | 11.04 |
|
| Emcor (EME) | 0.1 | $1.1M | NEW | 1.4k | 754.48 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | -99% | 2.1k | 511.38 |
|
| Ares Dynamic Cr Allocation (ARDC) | 0.1 | $1.1M | -36% | 92k | 11.50 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | -96% | 10k | 104.90 |
|
| Teradyne (TER) | 0.1 | $1.1M | -99% | 2.6k | 400.91 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.0M | -98% | 3.2k | 331.83 |
|
| Dollar Tree (DLTR) | 0.1 | $1.0M | NEW | 9.1k | 114.01 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.0M | -96% | 1.4k | 758.27 |
|
| Target Corporation (TGT) | 0.1 | $1.0M | -99% | 6.6k | 156.69 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $1.0M | -95% | 12k | 83.46 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | -99% | 1.5k | 675.05 |
|
| Caterpillar (CAT) | 0.1 | $1.0M | -98% | 1.2k | 810.79 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.0M | -99% | 1.9k | 537.95 |
|
| Simpson Manufacturing (SSD) | 0.1 | $1.0M | -88% | 5.9k | 170.88 |
|
| Servicenow (NOW) | 0.1 | $999k | -91% | 7.5k | 134.01 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $991k | -98% | 1.1k | 922.35 |
|
| International Business Machines (IBM) | 0.1 | $990k | -96% | 4.5k | 219.93 |
|
| Enterprise Products Partners (EPD) | 0.1 | $985k | NEW | 28k | 35.61 |
|
| Kla Corp Com New (KLAC) | 0.1 | $985k | -85% | 5.1k | 194.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $978k | -90% | 5.3k | 183.37 |
|
| FedEx Corporation (FDX) | 0.1 | $956k | -98% | 3.4k | 285.12 |
|
| Intuit (INTU) | 0.1 | $954k | -97% | 3.5k | 275.71 |
|
| Primerica (PRI) | 0.1 | $951k | NEW | 3.5k | 272.39 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $947k | NEW | 15k | 63.89 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $934k | -92% | 5.5k | 170.73 |
|
| Goldman Sachs (GS) | 0.1 | $932k | -99% | 1.0k | 900.36 |
|
| ConocoPhillips (COP) | 0.1 | $912k | -97% | 7.3k | 125.16 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $912k | -97% | 5.8k | 156.44 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $908k | -98% | 2.2k | 406.63 |
|
| S&p Global (SPGI) | 0.1 | $907k | -99% | 2.3k | 394.47 |
|
| Natera (NTRA) | 0.1 | $907k | NEW | 2.2k | 413.31 |
|
| Travelers Companies (TRV) | 0.1 | $905k | -99% | 2.5k | 356.52 |
|
| Wal-Mart Stores (WMT) | 0.1 | $904k | -91% | 8.7k | 103.92 |
|
| Equifax (EFX) | 0.1 | $892k | -93% | 6.5k | 137.23 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $883k | -91% | 32k | 27.47 |
|
| American Intl Group Com New (AIG) | 0.1 | $876k | -94% | 12k | 74.42 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $874k | -73% | 4.7k | 185.65 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $861k | -98% | 8.8k | 97.74 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $858k | NEW | 34k | 25.39 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $841k | -98% | 6.5k | 128.47 |
|
| Illumina (ILMN) | 0.1 | $841k | NEW | 3.1k | 273.68 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $840k | NEW | 7.8k | 107.33 |
|
| General Mills (GIS) | 0.1 | $836k | NEW | 26k | 32.16 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $835k | -89% | 5.3k | 158.77 |
|
| Donaldson Company (DCI) | 0.1 | $832k | +66% | 9.6k | 87.04 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $814k | -97% | 5.5k | 148.65 |
|
| Medtronic SHS (MDT) | 0.1 | $808k | -86% | 9.4k | 86.29 |
|
| Analog Devices (ADI) | 0.1 | $807k | -98% | 2.0k | 396.70 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $806k | -98% | 1.6k | 509.25 |
|
| Verisign (VRSN) | 0.1 | $805k | NEW | 2.9k | 282.00 |
|
| RBC Bearings Incorporated (RBC) | 0.1 | $805k | -94% | 1.6k | 499.23 |
|
| Dow (DOW) | 0.1 | $805k | NEW | 29k | 27.54 |
|
| Palo Alto Networks (PANW) | 0.1 | $788k | -99% | 2.0k | 397.31 |
|
| Expedia Group Com New (EXPE) | 0.1 | $787k | -74% | 3.0k | 263.36 |
|
| Incyte Corporation (INCY) | 0.1 | $782k | NEW | 6.4k | 121.35 |
|
| Prologis (PLD) | 0.1 | $780k | -95% | 6.0k | 129.84 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $769k | NEW | 9.8k | 78.50 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $766k | NEW | 13k | 57.48 |
|
| Landstar System (LSTR) | 0.1 | $762k | NEW | 4.5k | 168.64 |
|
| Union Pacific Corporation (UNP) | 0.1 | $759k | -99% | 2.8k | 272.13 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $758k | NEW | 2.8k | 269.03 |
|
| Nutanix Cl A (NTNX) | 0.1 | $735k | NEW | 10k | 70.41 |
|
| Sempra Energy (SRE) | 0.1 | $729k | -93% | 9.4k | 77.96 |
|
| Citizens Financial (CFG) | 0.1 | $729k | -60% | 11k | 63.76 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $722k | -98% | 3.0k | 239.94 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $722k | -88% | 6.3k | 114.01 |
|
| Gra (GGG) | 0.1 | $720k | NEW | 9.4k | 76.84 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $719k | -85% | 8.7k | 82.50 |
|
| Honeywell International (HON) | 0.1 | $716k | -97% | 3.4k | 210.93 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $712k | -98% | 4.1k | 172.31 |
|
| Vici Pptys (VICI) | 0.1 | $709k | -94% | 31k | 22.97 |
|
| Goldman Sachs Etf Tr Dynamic Ny Muni (GMNY) | 0.1 | $708k | -89% | 15k | 47.75 |
|
| Molina Healthcare (MOH) | 0.1 | $704k | NEW | 3.7k | 189.10 |
|
| Synopsys (SNPS) | 0.1 | $700k | -96% | 1.6k | 434.96 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $697k | -71% | 3.4k | 207.53 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $690k | NEW | 8.8k | 78.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $689k | -87% | 6.5k | 106.71 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $689k | -96% | 2.5k | 277.89 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $685k | -99% | 8.0k | 85.32 |
|
| Amgen (AMGN) | 0.1 | $682k | -99% | 1.6k | 421.52 |
|
| Coca-Cola Company (KO) | 0.1 | $679k | -95% | 7.9k | 86.08 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $674k | -87% | 23k | 29.31 |
|
| V.F. Corporation (VFC) | 0.1 | $673k | NEW | 48k | 14.06 |
|
| Moody's Corporation (MCO) | 0.1 | $673k | -97% | 1.5k | 454.12 |
|
| News Corp Cl A (NWSA) | 0.1 | $672k | NEW | 24k | 28.65 |
|
| Sentinelone Cl A (S) | 0.1 | $669k | NEW | 28k | 23.76 |
|
| Antero Res (AR) | 0.1 | $669k | +615% | 20k | 33.39 |
|
| Cummins (CMI) | 0.1 | $667k | -99% | 1.3k | 516.58 |
|
| TJX Companies (TJX) | 0.1 | $658k | -99% | 5.0k | 132.31 |
|
| Eversource Energy (ES) | 0.1 | $657k | -68% | 10k | 64.16 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $656k | -95% | 3.9k | 169.36 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $655k | NEW | 16k | 42.37 |
|
| Anthem (ELV) | 0.1 | $655k | -99% | 1.7k | 388.82 |
|
| Gilead Sciences (GILD) | 0.1 | $650k | -97% | 4.4k | 149.05 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $647k | -99% | 357.00 | 1811.67 |
|
| Zscaler Incorporated (ZS) | 0.1 | $643k | NEW | 3.2k | 199.42 |
|
| Godaddy Cl A (GDDY) | 0.1 | $641k | NEW | 6.7k | 95.54 |
|
| Wayfair Cl A (W) | 0.1 | $630k | NEW | 6.1k | 102.56 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $626k | -97% | 14k | 43.65 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $626k | NEW | 12k | 53.40 |
|
| Booking Holdings (BKNG) | 0.1 | $624k | -98% | 3.8k | 162.91 |
|
| Williams Companies (WMB) | 0.1 | $624k | -73% | 9.2k | 67.97 |
|
| Nextera Energy (NEE) | 0.1 | $621k | -85% | 8.2k | 75.74 |
|
| At&t (T) | 0.1 | $613k | -77% | 25k | 24.40 |
|
| Mueller Industries (MLI) | 0.1 | $611k | NEW | 10k | 60.61 |
|
| Ametek (AME) | 0.1 | $609k | -99% | 2.5k | 247.73 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $605k | NEW | 11k | 54.51 |
|
| Ross Stores (ROST) | 0.0 | $605k | -98% | 2.6k | 233.40 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $603k | NEW | 1.5k | 416.13 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $602k | -99% | 2.9k | 211.08 |
|
| Devon Energy Corporation (DVN) | 0.0 | $600k | -2% | 13k | 46.04 |
|
| Medpace Hldgs (MEDP) | 0.0 | $599k | NEW | 959.00 | 624.18 |
|
| FactSet Research Systems (FDS) | 0.0 | $593k | -91% | 2.2k | 269.95 |
|
| American Electric Power Company (AEP) | 0.0 | $593k | -99% | 5.0k | 118.64 |
|
| Manhattan Associates (MANH) | 0.0 | $591k | NEW | 3.0k | 198.70 |
|
| CarMax (KMX) | 0.0 | $587k | -87% | 11k | 55.11 |
|
| American Water Works (AWK) | 0.0 | $581k | NEW | 4.5k | 129.48 |
|
| Marvell Technology (MRVL) | 0.0 | $579k | -92% | 2.2k | 264.21 |
|
| Owens Corning (OC) | 0.0 | $578k | NEW | 5.0k | 116.74 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $576k | NEW | 2.4k | 241.31 |
|
| Msci (MSCI) | 0.0 | $576k | -98% | 1.1k | 538.67 |
|
| Texas Roadhouse (TXRH) | 0.0 | $576k | NEW | 3.7k | 156.34 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $570k | -94% | 1.4k | 395.41 |
|
| FTI Consulting (FCN) | 0.0 | $565k | -91% | 4.2k | 134.51 |
|
| Pepsi (PEP) | 0.0 | $563k | -97% | 4.4k | 126.72 |
|
| Invesco SHS (IVZ) | 0.0 | $559k | NEW | 19k | 30.16 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.0 | $558k | NEW | 2.9k | 195.53 |
|
| Morgan Stanley Com New (MS) | 0.0 | $553k | -97% | 2.9k | 188.08 |
|
| Docusign (DOCU) | 0.0 | $548k | NEW | 8.2k | 67.15 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $548k | NEW | 5.1k | 106.48 |
|
Past Filings by Curated Wealth Partners
SEC 13F filings are viewable for Curated Wealth Partners going back to 2020
- Curated Wealth Partners 2026 Q3 filed Oct. 15, 2026
- 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