§ 13F · FUND PROFILE
Curated Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $852.7T (13F)Positions · 278Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$45.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | 2.07M | $299.6T | 32.4% | ±0% |
| 2 | ARES | ARES MANAGEMENT CORPORATION | 1.42M | $229.4T | 24.8% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 70K | $44.1T | 4.8% | +13% |
| 4 | SPY | SPDR S&P 500 ETF TR | 52K | $35.3T | 3.8% | ±0% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 660K | $25.2T | 2.7% | +5% |
| 6 | APO | APOLLO GLOBAL MGMT INC | 155K | $22.4T | 2.4% | ±0% |
| 7 | RWEM | ADVISORS INNER CIRCLE FD III | 568K | $16.9T | 1.8% | ±0% |
| 8 | DHLX | DIAMOND HILL FUNDS | 947K | $12.6T | 1.4% | +4% |
| 9 | TEX | TEREX CORP NEW | 227K | $12.1T | 1.3% | ±0% |
| 10 | GLD | SPDR GOLD TR | 22K | $8.8T | 0.9% | NEW |
§ 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 $852745.8 trillion in assets. The fund runs a broad portfolio of 278 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed