§ 13F · FUND PROFILE
Curated Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $827M (13F)Positions · 266Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | 2.06M | $230M | 29.0% | ±0% |
| 2 | ARES | ARES MANAGEMENT CORPORATION | 1.47M | $160M | 20.2% | +3% |
| 3 | VOO | VANGUARD INDEX FDS | 69K | $42M | 5.2% | +14% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 52K | $34M | 4.3% | ±0% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 676K | $26M | 3.3% | +7% |
| 6 | APO | APOLLO GLOBAL MGMT INC | 155K | $17M | 2.2% | — |
| 7 | RWEM | ADVISORS INNER CIRCLE FD III | 591K | $17M | 2.2% | +8% |
| 8 | TLG | TOUCHSTONE ETF TRUST | 627K | $15M | 1.8% | NEW |
| 9 | TEX | TEREX CORP NEW | 227K | $13M | 1.7% | ±0% |
| 10 | DHLX | DIAMOND HILL FUNDS | 879K | $11M | 1.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURATED SIGNAL
AC read
Curated Wealth Partners LLC is a Other fund managing $827 million in assets. The fund runs a broad portfolio of 266 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed