Curated Wealth Partners LLC: 13F holdings
CIK 17812842026Q2
| Positions | 241 |
|---|
| Reported value | $863.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 241 (+13 vs prior quarter) |
|---|
| Reported value | $863.3m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APO APOLLO GLOBAL MGMT INC | 2,209,503 | $261.4m | 30.3% |
| ARES ARES MANAGEMENT CORPORATION | 1,470,108 | $163.6m | 19.0% |
| VOO VANGUARD INDEX FDS | 96,115 | $66.0m | 7.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 52,711 | $39.4m | 4.6% |
| DFAI DIMENSIONAL ETF TRUST | 735,149 | $30.3m | 3.5% |
| DFEM DIMENSIONAL ETF TRUST | 514,473 | $20.9m | 2.4% |
| TEX TEREX CORP NEW | 226,922 | $16.4m | 1.9% |
| TOUCHSTONE ETF TRUST | 536,196 | $14.2m | 1.6% |
| AAPL APPLE INC | 46,739 | $13.5m | 1.6% |
| IVV ISHARES TR | 13,595 | $10.2m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1781284")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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