Curated Wealth Partners LLC

Institutional manager (13F) · CIK 1781284

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $710M

#	Issuer	Value	Shares
1	APOLLO GLOBAL MGMT INC	$247M	2,219,266
2	ARES MANAGEMENT CORPORATION	$160M	1,468,535
3	VANGUARD INDEX FDS	$48M	80,142
4	STATE STR SPDR S&P 500 ETF T	$34M	51,917
5	DIMENSIONAL ETF TRUST	$27M	703,869
6	ADVISORS INNER CIRCLE FD III	$18M	615,748
7	TOUCHSTONE ETF TRUST	$16M	689,311
8	TEREX CORP NEW	$13M	226,922
9	DIAMOND HILL FUNDS	$13M	996,445
10	APPLE INC	$10M	40,892
11	SPDR GOLD TR	$10M	22,145
12	DOUBLELINE ETF TRUST	$9M	364,583
13	NVIDIA CORPORATION	$8M	46,213
14	ISHARES TR	$8M	11,721
15	AMAZON COM INC	$7M	31,732
16	ALPHABET INC	$6M	21,073
17	MICROSOFT CORP	$6M	15,107
18	TEXAS PACIFIC LAND CORPORATI	$4M	8,298
19	META PLATFORMS INC	$4M	6,675
20	GOLDMAN SACHS ETF TR	$4M	69,313
21	AMCOR PLC	$3M	86,861
22	BROADCOM INC	$3M	9,833
23	VANGUARD WORLD FD	$3M	4,284
24	ARES CAPITAL CORP	$3M	161,868
25	DAVITA INC	$3M	18,784
26	BERKSHIRE HATHAWAY INC DEL	$3M	4
27	BERKSHIRE HATHAWAY INC DEL	$3M	5,384
28	SNAP INC	$2M	536,541
29	ALPHABET INC	$2M	7,908
30	ISHARES TR	$2M	30,460
31	PHOENIX ED PARTNERS INC	$2M	65,000
32	PACKAGING CORP AMER	$2M	9,450
33	ISHARES TR	$2M	19,810
34	ISHARES TR	$2M	4,393
35	NETFLIX INC.	$2M	18,009
36	VANGUARD INDEX FDS	$2M	8,514
37	ISHARES TR	$2M	5,075
38	PERMIAN RESOURCES CORP	$2M	74,703
39	JPMORGAN CHASE & CO	$2M	5,379
40	ISHARES GOLD TR	$1M	16,522
41	LIVE NATION ENTERTAINMENT IN	$1M	9,452
42	VANGUARD TAX-MANAGED FDS	$1M	21,906
43	VANGUARD INDEX FDS	$1M	4,315
44	AMERICAN INTL GROUP INC	$1M	18,130
45	ABBOTT LABORATORIES	$1M	13,258
46	ISHARES TR	$1M	14,880
47	ISHARES TR	$1M	9,301
48	BLACKSTONE INC	$1M	11,282
49	CONOCOPHILLIPS	$1M	9,796
50	VISA INC	$1M	4,200

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.