Curated Wealth Partners
$863M 13F equity value
271 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Curated Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 2,209,503 | $261M | 30.3% |
| ARES | ARES MANAGEMENT CORPORATION | 1,470,108 | $164M | 19.0% |
| VOO | VANGUARD INDEX FDS | 96,115 | $66M | 7.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 52,711 | $39M | 4.6% |
| DFAI | DIMENSIONAL ETF TRUST | 735,149 | $30M | 3.5% |
| DFEM | DIMENSIONAL ETF TRUST | 514,473 | $21M | 2.4% |
| TEX | TEREX CORP NEW | 226,922 | $16M | 1.9% |
| TLG | TOUCHSTONE ETF TRUST | 536,196 | $14M | 1.6% |
| AAPL | APPLE INC | 46,739 | $14M | 1.6% |
| IVV | ISHARES TR | 13,595 | $10M | 1.2% |
Track Curated Wealth Partners's 13F portfolio: $863M in reported holdings, 271 positions. Top holdings and quarterly changes on SentiSense.
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