Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curated Wealth Partners LLC (CIK 1781284) reported $863.3M across 241 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APO ($261.4M, 30.28%), ARES ($163.6M, 18.96%), VOO ($66.0M, 7.65%), SPY ($39.4M, 4.56%), DFAI ($30.3M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $261.4M | 30.28% | 2.2M | Trimmed |
| 2 | ARES | ARES MANAGEMENT CORPORATION | $163.6M | 18.96% | 1.5M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $66.0M | 7.65% | 96,115 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $39.4M | 4.56% | 52,711 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $30.3M | 3.51% | 735,149 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $20.9M | 2.42% | 514,473 | New |
| 7 | TEX | TEREX CORP NEW | $16.4M | 1.90% | 226,922 | Hold |
| 8 | TLG | TOUCHSTONE ETF TRUST | $14.2M | 1.64% | 536,196 | Trimmed |
| 9 | AAPL | APPLE INC | $13.5M | 1.57% | 46,739 | Added |
| 10 | IVV | ISHARES TR | $10.2M | 1.18% | 13,595 | Added |
| 11 | DSCO | DOUBLELINE ETF TRUST | $9.7M | 1.13% | 389,577 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $9.5M | 1.10% | 47,473 | Added |
| 13 | DHLX | DIAMOND HILL FUNDS | $9.4M | 1.09% | 726,221 | Trimmed |
| 14 | GLD | SPDR GOLD TR | $8.2M | 0.94% | 22,145 | Hold |
| 15 | GOOGL | ALPHABET INC | $7.3M | 0.85% | 20,488 | Trimmed |
| 16 | GSSC | GOLDMAN SACHS ETF TR | $7.1M | 0.82% | 77,745 | New |
| 17 | AMZN | AMAZON COM INC | $7.1M | 0.82% | 29,734 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $4.9M | 0.57% | 13,202 | Trimmed |
| 19 | GCAL | GOLDMAN SACHS ETF TR | $4.7M | 0.54% | 90,902 | Added |
| 20 | DVA | DAVITA INC | $4.2M | 0.48% | 18,784 | Hold |
| 21 | VGT | VANGUARD WORLD FD | $4.1M | 0.47% | 34,168 | Added |
| 22 | META | META PLATFORMS INC | $3.9M | 0.45% | 6,909 | Added |
| 23 | AMCR | AMCOR PLC | $3.8M | 0.44% | 87,218 | Added |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.6M | 0.42% | 8,311 | Added |
| 25 | AVGO | BROADCOM INC | $3.5M | 0.41% | 9,256 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30