§ 13F · FUND PROFILE
Curated Wealth Partners LLC.
AUM · $1.6B (13F)Positions · 2271Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$260M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | 2.05M | $243M | 14.8% | +51% |
| 2 | ARES | ARES MANAGEMENT CORPORATION | 1.47M | $164M | 10.0% | +9% |
| 3 | PFE | PFIZER INC | 1.38M | $152M | 9.3% | +13112% |
| 4 | VOO | VANGUARD INDEX FDS | 73K | $50M | 3.1% | — |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 53K | $39M | 2.4% | — |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 685K | $28M | 1.7% | — |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 474K | $19M | 1.2% | — |
| 8 | TPL | TEXAS PACIFIC LAND CORPORATI | 155K | $18M | 1.1% | +3073% |
| 9 | APO | APOLLO GLOBAL MGMT INC | 155K | $18M | 1.1% | — |
| 10 | TEX | TEREX CORP NEW | 227K | $16M | 1.0% | — |
§ 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 $1.6 billion in assets. The fund runs a massive portfolio of 2,271 positions.
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