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 65.09% of Curated Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: Touchstone Etf Trust (+$16M), Doubleline Etf Trust (+$9.1M), VOO (+$5.8M), ARES (+$5.4M), AMCR, AAPL, DFAI, NVDA, MSFT, RWEM.
- Started 48 new stock positions in PFE, SXI, IWD, CI, LNG, GIS, ACN, WDC, FIX, ACWI.
- Reduced shares in these 10 stocks: IWO, AGG, GCAL, Amcor, BAC, GBIL, GM, APO, TXN, .
- Sold out of its positions in ADI, BIPC, BRO, CBRE, CSX, CWST, CERT, CEG, CPRT, EA.
- Curated Wealth Partners was a net buyer of stock by $27M.
- Curated Wealth Partners has $794M in assets under management (AUM), dropping by -14.23%.
- Central Index Key (CIK): 0001781284
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Portfolio Holdings for Curated Wealth Partners
Curated Wealth Partners holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 31.2 | $247M | 2.2M | 111.42 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 20.2 | $160M | +3% | 1.5M | 109.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.0 | $48M | +13% | 80k | 597.56 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.3 | $34M | 52k | 650.34 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.5 | $27M | +6% | 704k | 38.96 |
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| Advisors Inner Circle Fd Iii Rayliant Wilshir (RWEM) | 2.3 | $18M | +8% | 616k | 29.09 |
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| Touchstone Etf Trust Large Company Gr | 2.0 | $16M | NEW | 689k | 23.36 |
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| Terex Corporation (TEX) | 1.7 | $13M | 227k | 59.10 |
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| Diamond Hill Funds Large Cap Concen (DHLX) | 1.6 | $13M | +5% | 996k | 12.80 |
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| Apple (AAPL) | 1.3 | $10M | +23% | 41k | 253.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $9.5M | 22k | 430.29 |
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| Doubleline Etf Trust Securitized Cred | 1.1 | $9.1M | NEW | 365k | 24.84 |
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| NVIDIA Corporation (NVDA) | 1.0 | $8.1M | +26% | 46k | 174.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $7.7M | 12k | 653.21 |
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| Amazon (AMZN) | 0.8 | $6.6M | +9% | 32k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.1M | 21k | 287.56 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.6M | +37% | 15k | 370.17 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $3.9M | 8.3k | 474.56 |
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| Meta Platforms Cl A (META) | 0.5 | $3.8M | +5% | 6.7k | 572.13 |
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| Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL) | 0.4 | $3.5M | -51% | 69k | 50.66 |
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| Amcor Com New (AMCR) | 0.4 | $3.5M | NEW | 87k | 39.75 |
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| Broadcom (AVGO) | 0.4 | $3.0M | -9% | 9.8k | 309.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.0M | 4.3k | 697.72 |
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| Ares Capital Corporation (ARCC) | 0.4 | $2.9M | +5% | 162k | 18.02 |
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| DaVita (DVA) | 0.4 | $2.9M | 19k | 153.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.9M | 4.00 | 718140.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.6M | +3% | 5.4k | 479.20 |
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| Snap Cl A (SNAP) | 0.3 | $2.5M | 537k | 4.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.3M | +22% | 7.9k | 286.86 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.1M | 31k | 70.18 |
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| Phoenix Ed Partners (PXED) | 0.3 | $2.0M | 65k | 31.46 |
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| Packaging Corporation of America (PKG) | 0.3 | $2.0M | 9.5k | 212.22 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.9M | 20k | 97.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.9M | -10% | 4.4k | 426.40 |
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| Netflix (NFLX) | 0.2 | $1.7M | +4% | 18k | 96.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.7M | 8.5k | 196.21 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.6M | -75% | 5.1k | 313.83 |
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| Permian Resources Corp Class A Com (PR) | 0.2 | $1.6M | +5% | 75k | 21.32 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | -14% | 5.4k | 294.16 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.5M | 17k | 88.16 |
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| Live Nation Entertainment (LYV) | 0.2 | $1.4M | -6% | 9.5k | 152.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | -10% | 22k | 64.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 4.3k | 320.81 |
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| American Intl Group Com New (AIG) | 0.2 | $1.4M | -22% | 18k | 75.25 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | -18% | 13k | 102.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.3M | 15k | 90.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.3M | 9.3k | 142.43 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.3M | 11k | 114.99 |
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| ConocoPhillips (COP) | 0.2 | $1.3M | -25% | 9.8k | 132.00 |
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| Visa Com Cl A (V) | 0.2 | $1.3M | -3% | 4.2k | 302.24 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.2 | $1.2M | 100k | 12.40 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.2M | -8% | 15k | 85.23 |
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| Aon Shs Cl A (AON) | 0.2 | $1.2M | -2% | 3.8k | 322.78 |
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| Darling International (DAR) | 0.1 | $1.1M | +5% | 18k | 61.85 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -7% | 1.3k | 872.90 |
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| Simpson Manufacturing (SSD) | 0.1 | $1.1M | 6.4k | 171.62 |
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| Ares Dynamic Cr Allocation (ARDC) | 0.1 | $1.1M | 88k | 12.16 |
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| Patriot Natl Bancorp Com New (PNBK) | 0.1 | $1.1M | -6% | 827k | 1.29 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | -33% | 5.5k | 194.14 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.1M | 8.6k | 122.78 |
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| Toro Company (TTC) | 0.1 | $1.1M | 11k | 93.44 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $1.1M | -9% | 1.9k | 543.12 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.0M | 28k | 37.84 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | 1.8k | 577.20 |
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| Capital One Financial (COF) | 0.1 | $1.0M | +8% | 5.6k | 182.43 |
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| Watts Water Technologies Cl A (WTS) | 0.1 | $1.0M | 3.5k | 290.29 |
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| Primerica (PRI) | 0.1 | $991k | 4.0k | 250.48 |
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| Waste Management (WM) | 0.1 | $990k | -25% | 4.3k | 229.79 |
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| Union Pacific Corporation (UNP) | 0.1 | $975k | -18% | 4.0k | 242.62 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $941k | 10k | 93.48 |
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| salesforce (CRM) | 0.1 | $927k | +5% | 5.0k | 186.67 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $922k | -8% | 3.5k | 266.81 |
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| Tesla Motors (TSLA) | 0.1 | $914k | +103% | 2.5k | 371.75 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $903k | 17k | 54.05 |
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| Martin Marietta Materials (MLM) | 0.1 | $883k | -17% | 1.5k | 588.68 |
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| FTI Consulting (FCN) | 0.1 | $874k | 4.9k | 176.77 |
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| Walt Disney Company (DIS) | 0.1 | $853k | -5% | 8.8k | 96.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $816k | +10% | 1.6k | 499.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $816k | -9% | 2.9k | 283.77 |
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| Eli Lilly & Co. (LLY) | 0.1 | $800k | +47% | 870.00 | 919.77 |
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| SYSCO Corporation (SYY) | 0.1 | $797k | -17% | 11k | 71.33 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $796k | -7% | 32k | 24.75 |
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| Carrier Global Corporation (CARR) | 0.1 | $793k | +3% | 14k | 56.31 |
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| Vici Pptys (VICI) | 0.1 | $788k | +19% | 29k | 27.32 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $757k | 11k | 68.14 |
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| Kadant (KAI) | 0.1 | $750k | +5% | 2.6k | 292.35 |
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| Zoetis Cl A (ZTS) | 0.1 | $749k | -22% | 6.3k | 118.21 |
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| Jack Henry & Associates (JKHY) | 0.1 | $748k | +6% | 4.7k | 158.04 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $744k | -12% | 3.2k | 233.26 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $741k | -7% | 4.3k | 172.11 |
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| Johnson & Johnson (JNJ) | 0.1 | $730k | +3% | 3.0k | 244.44 |
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| Landstar System (LSTR) | 0.1 | $719k | 4.5k | 160.31 |
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| Chevron Corporation (CVX) | 0.1 | $703k | +14% | 3.4k | 206.91 |
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| Moelis & Co Cl A (MC) | 0.1 | $697k | +2% | 12k | 57.00 |
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| Installed Bldg Prods (IBP) | 0.1 | $687k | 2.6k | 265.15 |
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| Rli (RLI) | 0.1 | $668k | +12% | 12k | 57.04 |
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| Emcor (EME) | 0.1 | $667k | +2% | 904.00 | 738.31 |
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| Uber Technologies (UBER) | 0.1 | $654k | 9.1k | 71.93 |
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| Intuit (INTU) | 0.1 | $654k | -11% | 1.5k | 432.38 |
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| Ufp Industries (UFPI) | 0.1 | $632k | +6% | 6.9k | 92.12 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $628k | 6.5k | 97.23 |
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| Howmet Aerospace (HWM) | 0.1 | $626k | 2.7k | 230.46 |
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| Costco Wholesale Corporation (COST) | 0.1 | $617k | +144% | 619.00 | 996.43 |
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| Gra (GGG) | 0.1 | $603k | 7.1k | 84.65 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $597k | +7% | 3.5k | 169.66 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $574k | 7.4k | 77.08 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $556k | 3.0k | 184.28 |
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| Booking Holdings (BKNG) | 0.1 | $539k | +48% | 128.00 | 4210.33 |
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| First Hawaiian (FHB) | 0.1 | $536k | 22k | 24.64 |
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| Oracle Corporation (ORCL) | 0.1 | $535k | +37% | 3.6k | 147.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $517k | 1.5k | 356.56 |
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| Pool Corporation (POOL) | 0.1 | $511k | NEW | 2.5k | 202.33 |
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| BancFirst Corporation (BANF) | 0.1 | $473k | -2% | 4.4k | 108.50 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $469k | NEW | 3.2k | 146.28 |
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| Nextera Energy (NEE) | 0.1 | $462k | +5% | 5.0k | 92.88 |
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| Micron Technology (MU) | 0.1 | $461k | NEW | 1.4k | 337.84 |
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| Abbvie (ABBV) | 0.1 | $460k | -2% | 2.1k | 217.49 |
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| CorVel Corporation (CRVL) | 0.1 | $460k | 8.4k | 54.65 |
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| Bank of America Corporation (BAC) | 0.1 | $459k | -88% | 9.4k | 48.75 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $454k | -85% | 4.5k | 100.19 |
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| Williams Companies (WMB) | 0.1 | $432k | +5% | 5.9k | 72.78 |
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| Donaldson Company (DCI) | 0.1 | $430k | 5.1k | 84.87 |
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| Kodiak Ai (KDK) | 0.1 | $413k | 59k | 6.94 |
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| Philip Morris International (PM) | 0.1 | $411k | 2.5k | 165.34 |
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| Kla Corp Com New (KLAC) | 0.1 | $401k | 272.00 | 1472.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $399k | +33% | 3.2k | 124.28 |
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| Dex (DXCM) | 0.1 | $399k | -17% | 6.4k | 62.80 |
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| Hawkins (HWKN) | 0.0 | $385k | NEW | 2.5k | 153.60 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $384k | -23% | 1.1k | 337.95 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $383k | 5.2k | 73.14 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $379k | +33% | 627.00 | 604.39 |
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| Danaher Corporation (DHR) | 0.0 | $378k | NEW | 2.0k | 189.60 |
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| Lci Industries (LCII) | 0.0 | $360k | 2.9k | 122.98 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $358k | -24% | 1.2k | 304.08 |
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| Cisco Systems (CSCO) | 0.0 | $357k | -7% | 4.6k | 77.59 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $354k | -15% | 1.6k | 217.22 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $353k | 9.7k | 36.39 |
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| Reddit Cl A (RDDT) | 0.0 | $351k | +14% | 2.6k | 134.65 |
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| Healthequity (HQY) | 0.0 | $344k | +25% | 4.1k | 83.57 |
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| PNC Financial Services (PNC) | 0.0 | $341k | NEW | 1.6k | 208.09 |
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| Advanced Micro Devices (AMD) | 0.0 | $338k | NEW | 1.7k | 203.43 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $337k | 18k | 19.30 |
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| Bristol Myers Squibb (BMY) | 0.0 | $336k | NEW | 5.5k | 60.65 |
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| Linde SHS (LIN) | 0.0 | $334k | +28% | 674.00 | 495.76 |
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| A2z Cust2mate Solutions Corp (AZ) | 0.0 | $334k | 50k | 6.67 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $332k | -40% | 286.00 | 1159.00 |
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| Autodesk (ADSK) | 0.0 | $322k | +33% | 1.3k | 239.40 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $320k | NEW | 4.0k | 80.05 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $319k | +86% | 657.00 | 484.91 |
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| S&p Global (SPGI) | 0.0 | $317k | +37% | 744.00 | 425.34 |
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| O'reilly Automotive (ORLY) | 0.0 | $316k | -8% | 3.4k | 92.31 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $309k | NEW | 1.3k | 243.08 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $304k | +6% | 502.00 | 605.01 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $303k | -24% | 1.4k | 215.06 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $302k | -15% | 6.3k | 47.53 |
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| Pfizer (PFE) | 0.0 | $301k | NEW | 11k | 28.08 |
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| General Mills (GIS) | 0.0 | $298k | NEW | 8.0k | 37.22 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $298k | +26% | 1.5k | 192.90 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $297k | 3.8k | 78.66 |
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| UnitedHealth (UNH) | 0.0 | $294k | +33% | 1.1k | 270.59 |
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| Newmont Mining Corporation (NEM) | 0.0 | $293k | NEW | 2.7k | 108.25 |
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| Ford Motor Company (F) | 0.0 | $291k | 25k | 11.54 |
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| Citigroup Com New (C) | 0.0 | $291k | -42% | 2.6k | 113.41 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $289k | -35% | 219.00 | 1320.83 |
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| Siteone Landscape Supply (SITE) | 0.0 | $288k | NEW | 2.2k | 133.11 |
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| Western Digital (WDC) | 0.0 | $285k | NEW | 1.1k | 270.50 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $283k | -38% | 415.00 | 682.24 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $281k | -59% | 6.6k | 42.72 |
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| Sweetgreen Com Cl A (SG) | 0.0 | $281k | 54k | 5.19 |
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| Merck & Co (MRK) | 0.0 | $281k | -14% | 2.3k | 120.29 |
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| PG&E Corporation (PCG) | 0.0 | $277k | NEW | 16k | 17.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $275k | -47% | 2.4k | 113.11 |
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| Cadence Design Systems (CDNS) | 0.0 | $269k | +5% | 969.00 | 277.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $269k | 2.2k | 124.31 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $266k | +36% | 576.00 | 460.99 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $264k | 6.4k | 41.17 |
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| International Business Machines (IBM) | 0.0 | $260k | NEW | 1.1k | 242.39 |
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| Everus Constr Group (ECG) | 0.0 | $257k | NEW | 2.2k | 118.06 |
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| TJX Companies (TJX) | 0.0 | $255k | NEW | 1.6k | 159.70 |
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| Manhattan Associates (MANH) | 0.0 | $253k | 1.9k | 133.12 |
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| Amphenol Corp Cl A (APH) | 0.0 | $252k | NEW | 2.0k | 126.35 |
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| Coca-Cola Company (KO) | 0.0 | $250k | NEW | 3.3k | 76.05 |
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| Amgen (AMGN) | 0.0 | $247k | 703.00 | 351.85 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $246k | NEW | 1.2k | 213.67 |
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| Truist Financial Corp equities (TFC) | 0.0 | $244k | +30% | 5.3k | 45.97 |
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| General Motors Company (GM) | 0.0 | $244k | -72% | 3.3k | 74.50 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $243k | -25% | 6.0k | 40.47 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $240k | NEW | 1.7k | 138.38 |
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| Servicenow (NOW) | 0.0 | $238k | -21% | 2.3k | 104.55 |
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| Goldman Sachs Etf Tr Dynamic Ny Muni (GMNY) | 0.0 | $237k | NEW | 4.8k | 49.73 |
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| Saia (SAIA) | 0.0 | $233k | NEW | 664.00 | 351.28 |
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| Travelers Companies (TRV) | 0.0 | $232k | +12% | 796.00 | 291.67 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $232k | 1.7k | 134.67 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $229k | 466.00 | 491.52 |
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| Cheniere Energy Com New (LNG) | 0.0 | $227k | NEW | 799.00 | 283.76 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $224k | NEW | 916.00 | 244.18 |
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| Teradyne (TER) | 0.0 | $222k | NEW | 749.00 | 296.48 |
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| Tempur-Pedic International (SGI) | 0.0 | $222k | 3.0k | 73.92 |
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| Wells Fargo & Company (WFC) | 0.0 | $220k | -53% | 2.8k | 79.61 |
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| Phillips 66 (PSX) | 0.0 | $220k | NEW | 1.2k | 182.18 |
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| Sempra Energy (SRE) | 0.0 | $220k | 2.3k | 97.17 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $219k | NEW | 2.3k | 93.98 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $218k | NEW | 3.4k | 65.00 |
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| Ametek (AME) | 0.0 | $217k | -16% | 1.0k | 214.36 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $216k | NEW | 1.0k | 213.66 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $215k | 3.2k | 67.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $215k | -65% | 492.00 | 436.79 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | NEW | 1.1k | 198.29 |
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| Balchem Corporation (BCPC) | 0.0 | $213k | NEW | 1.3k | 169.48 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $211k | NEW | 3.6k | 58.78 |
|
| Fabrinet SHS (FN) | 0.0 | $211k | NEW | 404.00 | 521.52 |
|
| Honeywell International (HON) | 0.0 | $210k | NEW | 930.00 | 226.03 |
|
| Cigna Corp (CI) | 0.0 | $210k | NEW | 787.00 | 266.75 |
|
| Comfort Systems USA (FIX) | 0.0 | $210k | NEW | 152.00 | 1378.99 |
|
| Standex Int'l (SXI) | 0.0 | $208k | NEW | 815.00 | 254.86 |
|
| Marsh & McLennan Companies | 0.0 | $206k | -39% | 1.2k | 173.45 |
|
| Us Bancorp Com New (USB) | 0.0 | $205k | NEW | 3.9k | 52.01 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $203k | NEW | 739.00 | 275.18 |
|
| Dover Corporation (DOV) | 0.0 | $202k | NEW | 968.00 | 208.45 |
|
| Rekor Systems (REKR) | 0.0 | $164k | 200k | 0.82 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $146k | 13k | 11.28 |
|
|
| Blackrock Tcp Cap Corp (TCPC) | 0.0 | $139k | 39k | 3.61 |
|
|
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $131k | -3% | 22k | 6.00 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $107k | 21k | 5.03 |
|
|
| Ares Coml Real Estate (ACRE) | 0.0 | $98k | 20k | 4.80 |
|
|
| Bny Mellon High Yield Strate Sh Ben Int (DHF) | 0.0 | $43k | 18k | 2.44 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $6.0k | NEW | 10k | 0.58 |
|
| Gossamer Bio (GOSS) | 0.0 | $3.9k | NEW | 12k | 0.33 |
|
Past Filings by Curated Wealth Partners
SEC 13F filings are viewable for Curated Wealth Partners going back to 2020
- 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
- Curated Wealth Partners 2022 Q2 filed July 27, 2022