Curated Wealth Partners
$794M 13F equity value
255 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APO | APOLLO GLOBAL MGMT INC | 2,219,266 | $247M | 31.2% |
| ARES | ARES MANAGEMENT CORPORATION | 1,468,535 | $160M | 20.2% |
| VOO | VANGUARD INDEX FDS | 80,142 | $48M | 6.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 51,917 | $34M | 4.3% |
| DFAI | DIMENSIONAL ETF TRUST | 703,869 | $27M | 3.5% |
| RWEM | ADVISORS INNER CIRCLE FD III | 615,748 | $18M | 2.3% |
| TLG | TOUCHSTONE ETF TRUST | 689,311 | $16M | 2.0% |
| TEX | TEREX CORP NEW | 226,922 | $13M | 1.7% |
| DHLX | DIAMOND HILL FUNDS | 996,445 | $13M | 1.6% |
| AAPL | APPLE INC | 40,892 | $10M | 1.3% |
Track Curated Wealth Partners's 13F portfolio: $794M in reported holdings, 255 positions. Top holdings and quarterly changes on SentiSense.