Institutional Manager · CIK 0001781284
Curated Wealth Partners LLC
EL SEGUNDO, CA · File #028-20885
Latest AUM
$925.3M
Positions
374
Top-10 Concentration
86.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025374 pos · $925.3M
- 13F HOLDINGS REPORTQ/E Sep 2025266 pos · $826.7M
- 13F HOLDINGS REPORTQ/E Jun 2025278 pos · $852.7M
- 13F HOLDINGS REPORTQ/E Mar 2025289 pos · $772.9M
- 13F HOLDINGS REPORTQ/E Dec 2024248 pos · $876.0M
- 13F HOLDINGS REPORTQ/E Sep 2024233 pos · $781.7M
- 13F HOLDINGS REPORTQ/E Jun 2024235 pos · $716.8M
- 13F HOLDINGS REPORTQ/E Mar 20241,403 pos · $680.7M
- 13F HOLDINGS REPORTQ/E Dec 2023224 pos · $548.9M
- 13F HOLDINGS REPORTQ/E Sep 2023236 pos · $515.0M
- 13F HOLDINGS REPORTQ/E Jun 2023231 pos · $444.4M
- 13F HOLDINGS REPORTQ/E Mar 2023225 pos · $412.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,069,766 | $299.6M | 36.52% |
| 2 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,419,270 | $229.4M | 27.96% |
| 3 | VANGUARD INDEX FDS | 922908363 | 70,385 | $44.1M | 5.38% |
| 4 | SPDR S&P 500 ETF TR | SPY | 51,774 | $35.3M | 4.30% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 660,014 | $25.2M | 3.07% |
| 6 | APOLLO GLOBAL MGMT INC | 03769M106 | 154,715 | $22.4M | 2.73% |
| 7 | ADVISORS INNER CIRCLE FD III | 00775Y710 | 568,277 | $16.9M | 2.06% |
| 8 | DIAMOND HILL FUNDS | 25264S320 | 947,314 | $12.6M | 1.53% |
| 9 | TEREX CORP NEW | TEX | 226,922 | $12.1M | 1.48% |
| 10 | SPDR GOLD TR | GLD | 22,158 | $8.8M | 1.07% |
| 11 | ISHARES TR | 464287200 | 11,766 | $8.1M | 0.98% |
| 12 | GOLDMAN SACHS ETF TR | NVGLF | 142,768 | $7.3M | 0.89% |
| 13 | APPLE INC | AAPL | 25,635 | $7.0M | 0.85% |
| 14 | ISHARES TR | 464287648 | 20,826 | $6.7M | 0.82% |
| 15 | SNAP INC | SNAP | 536,541 | $4.3M | 0.53% |
| 16 | ISHARES TR | 464287226 | 39,175 | $3.9M | 0.48% |
| 17 | BANK AMERICA CORP | 060505104 | 70,836 | $3.9M | 0.47% |
| 18 | AMCOR PLC | AMCCF | 431,737 | $3.6M | 0.44% |
| 19 | NVIDIA CORPORATION | NVDA | 18,893 | $3.5M | 0.43% |
| 20 | VANGUARD WORLD FD | 92204A702 | 4,293 | $3.2M | 0.39% |