Curated Wealth Partners LLC
CIK 1781284
13F filing for Q2 2026・No. 2,826
- Holdings
- US$863.29M
- Quarter change
- +US$69.68M
- Entries
- 598
- Net bought (estimate)
- +US$13.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 30
- Cut 74
- Added 84
- Corporate actions 0
- Unchanged 40
Largest holdings
241 stocks worth US$863.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APOAPOLLO GLOBAL MGMT INCCOM | Cut | 2,209,503 | US$261.41M | 30.28% |
| ARESARES MANAGEMENT CORPORATIONCL A COM STK | Added | 1,470,108 | US$163.64M | 18.96% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 96,115 | US$66.01M | 7.65% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 52,711 | US$39.36M | 4.56% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 735,149 | US$30.32M | 3.51% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | New | 514,473 | US$20.91M | 2.42% |
| TEXTEREX CORP NEWCOM | Unchanged | 226,922 | US$16.43M | 1.90% |
| TOUCHSTONE ETF TRUSTLARG CO GROW ETF | Cut | 536,196 | US$14.17M | 1.64% |
| AAPLAppleCOM | Added | 46,739 | US$13.52M | 1.57% |
| IVVISHARES TRCORE S&P500 ETF | Added | 13,595 | US$10.18M | 1.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.