Curated Wealth Partners LLC

CIK 0001781284 • 8 13F filings • Apr 15, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $772.9M11 positionsView on SEC.gov

			% of Portfolio
A2Z CUST2MATE SOLUTIONS CORP	COM	$235K	0.0%	33,333 SH
ABBOTT LABS	COM	$1.8M	0.2%	13,914 SH
ABBVIE INC	COM	$406K	0.1%	1,937 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$309K	0.0%	990 SH
ACUSHNET HLDGS CORP	COM	$543K	0.1%	7,908 SH
ADVANCED MICRO DEVICES INC	COM	$489K	0.1%	4,755 SH
ADVISORS INNER CIRCLE FD III	RAYLIANT QUANTMN	$12.0M	1.5%	533,654 SH
ALPHABET INC	CAP STK CL A	$2.1M	0.3%	13,534 SH
ALPHABET INC	CAP STK CL C	$926K	0.1%	5,928 SH
AMAZON COM INC	COM	$4.9M	0.6%	25,619 SH
AMERICAN INTL GROUP INC	COM NEW	$2.1M	0.3%	24,238 SH
AMPHENOL CORP NEW	CL A	$312K	0.0%	4,752 SH
AON PLC	SHS CL A	$1.0M	0.1%	2,622 SH
APOLLO GLOBAL MGMT INC	COM	$305.3M	39.5%	2,229,366 SH
APPLE INC	COM	$10.4M	1.3%	46,738 SH
ARES CAPITAL CORP	COM	$3.4M	0.4%	153,208 SH
ARES COML REAL ESTATE CORP	COM	$93K	0.0%	20,000 SH
ARES DYNAMIC CR ALLOCATION F	COM	$1.2M	0.2%	85,639 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$218.3M	28.2%	1,489,009 SH
ARISTA NETWORKS INC	COM SHS	$1.3M	0.2%	16,989 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$288K	0.0%	7,377 SH
AUTODESK INC	COM	$386K	0.0%	1,475 SH
BANCFIRST CORP	COM	$267K	0.0%	2,433 SH
BANK AMERICA CORP	COM	$1.3M	0.2%	31,803 SH
BERKLEY W R CORP	COM	$200K	0.0%	2,815 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.2M	0.4%	4 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	0.4%	5,568 SH
BERRY GLOBAL GROUP INC	COM	$4.2M	0.5%	59,550 SH
BLACKROCK TCP CAPITAL CORP	COM	$309K	0.0%	38,587 SH
BLACKSTONE INC	COM	$1.4M	0.2%	10,265 SH
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$40K	0.0%	15,640 SH
BOOKING HOLDINGS INC	COM	$410K	0.1%	89 SH
BROADCOM INC	COM	$660K	0.1%	3,940 SH
CADENCE DESIGN SYSTEM INC	COM	$258K	0.0%	1,015 SH
CARRIER GLOBAL CORPORATION	COM	$819K	0.1%	12,924 SH
CASELLA WASTE SYS INC	CL A	$230K	0.0%	2,060 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$129K	0.0%	14,268 SH
CHEVRON CORP NEW	COM	$338K	0.0%	2,020 SH
CISCO SYS INC	COM	$244K	0.0%	3,959 SH
CLEARWATER ANALYTICS HLDGS I	CL A	$404K	0.1%	15,092 SH
COCA COLA CO	COM	$221K	0.0%	3,089 SH
COLGATE PALMOLIVE CO	COM	$993K	0.1%	10,596 SH
CONOCOPHILLIPS	COM	$1.8M	0.2%	16,946 SH
CORVEL CORP	COM	$715K	0.1%	6,390 SH
COSTCO WHSL CORP NEW	COM	$478K	0.1%	505 SH
DANAHER CORPORATION	COM	$255K	0.0%	1,244 SH
DARLING INGREDIENTS INC	COM	$759K	0.1%	24,302 SH
DAVITA INC	COM	$2.8M	0.4%	18,535 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$18.3M	2.4%	587,203 SH
DONALDSON INC	COM	$258K	0.0%	3,850 SH
DYNATRACE INC	COM NEW	$376K	0.0%	7,964 SH
ELI LILLY & CO	COM	$381K	0.0%	461 SH
EMCOR GROUP INC	COM	$526K	0.1%	1,422 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$309K	0.0%	16,600 SH
ENTERPRISE PRODS PARTNERS L	COM	$945K	0.1%	27,670 SH
EXXON MOBIL CORP	COM	$367K	0.0%	3,082 SH
FACTSET RESH SYS INC	COM	$343K	0.0%	754 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$881K	0.1%	5,496 SH
FIRST HAWAIIAN INC	COM	$364K	0.0%	14,891 SH
FISERV INC	COM	$703K	0.1%	3,182 SH
FORD MTR CO	COM	$264K	0.0%	26,340 SH
FORTINET INC	COM	$744K	0.1%	7,731 SH
FTI CONSULTING INC	COM	$621K	0.1%	3,785 SH
GALLAGHER ARTHUR J & CO	COM	$473K	0.1%	1,370 SH
GE AEROSPACE	COM NEW	$358K	0.0%	1,788 SH
GENERAL MTRS CO	COM	$1.2M	0.2%	25,354 SH
GRACO INC	COM	$435K	0.1%	5,206 SH
HCA HEALTHCARE INC	COM	$931K	0.1%	2,693 SH
HEALTHEQUITY INC	COM	$260K	0.0%	2,946 SH
HENRY JACK & ASSOC INC	COM	$416K	0.1%	2,279 SH
HOME DEPOT INC	COM	$456K	0.1%	1,245 SH
HOWMET AEROSPACE INC	COM	$326K	0.0%	2,510 SH
INTUIT	COM	$952K	0.1%	1,551 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$391K	0.1%	5,235 SH
INVESCO EXCHANGE TRADED FD T	FTSE RAFI 1000	$303K	0.0%	7,500 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.2%	2,808 SH
ISHARES TR	CORE DIV GRWTH	$2.0M	0.3%	31,920 SH
ISHARES TR	CORE MSCI EAFE	$1.1M	0.1%	14,880 SH
ISHARES TR	CORE S&P TTL STK	$1.1M	0.1%	9,301 SH
ISHARES TR	CORE S&P500 ETF	$7.9M	1.0%	14,031 SH
ISHARES TR	MSCI EAFE ETF	$1.6M	0.2%	19,435 SH
ISHARES TR	RUS 1000 ETF	$445K	0.1%	1,450 SH
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.2%	4,927 SH
ISHARES TR	S&P 500 GRWT ETF	$692K	0.1%	7,455 SH
ISHARES TR	SP SMCP600VL ETF	$275K	0.0%	2,819 SH
JOHNSON & JOHNSON	COM	$398K	0.1%	2,397 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.1%	4,549 SH
KADANT INC	COM	$672K	0.1%	1,994 SH
LABCORP HOLDINGS INC	COM SHS	$967K	0.1%	4,153 SH
LANDSTAR SYS INC	COM	$520K	0.1%	3,461 SH
LIVE NATION ENTERTAINMENT IN	COM	$1.1M	0.1%	8,576 SH
LOCKHEED MARTIN CORP	COM	$241K	0.0%	540 SH
LULULEMON ATHLETICA INC	COM	$817K	0.1%	2,886 SH
MAIDEN HOLDINGS LTD	SHS	$63K	0.0%	110,000 SH
MANHATTAN ASSOCIATES INC	COM	$250K	0.0%	1,446 SH
MARTIN MARIETTA MATLS INC	COM	$628K	0.1%	1,313 SH
MASTERCARD INCORPORATED	CL A	$2.0M	0.3%	3,734 SH
MERCK & CO INC	COM	$239K	0.0%	2,662 SH
META PLATFORMS INC	CL A	$2.8M	0.4%	4,803 SH
MICROSOFT CORP	COM	$6.1M	0.8%	16,296 SH
MOELIS & CO	CL A	$520K	0.1%	8,906 SH
NETFLIX INC	COM	$471K	0.1%	505 SH
NEXTERA ENERGY INC	COM	$375K	0.0%	5,293 SH
NOVO-NORDISK A S	ADR	$470K	0.1%	6,771 SH
NVIDIA CORPORATION	COM	$3.8M	0.5%	35,270 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$228K	0.0%	1,961 SH
OTIS WORLDWIDE CORP	COM	$775K	0.1%	7,514 SH
PACKAGING CORP AMER	COM	$1.9M	0.2%	9,450 SH
PERMIAN RESOURCES CORP	CLASS A COM	$967K	0.1%	69,854 SH
PFIZER INC	COM	$1.1M	0.1%	44,473 SH
POOL CORP	COM	$217K	0.0%	682 SH
PRIMERICA INC	COM	$865K	0.1%	3,039 SH
PROCTER AND GAMBLE CO	COM	$302K	0.0%	1,773 SH
RBC BEARINGS INC	COM	$636K	0.1%	1,978 SH
REKOR SYSTEMS INC	COM	$177K	0.0%	200,000 SH
RLI CORP	COM	$298K	0.0%	3,706 SH
SALESFORCE INC	COM	$349K	0.0%	1,299 SH
SBA COMMUNICATIONS CORP NEW	CL A	$1.0M	0.1%	4,568 SH
SIMPSON MFG INC	COM	$778K	0.1%	4,953 SH
SNAP INC	CL A	$4.7M	0.6%	536,541 SH
SPDR S&P 500 ETF TR	TR UNIT	$28.8M	3.7%	51,509 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$799K	0.1%	9,565 SH
SWEETGREEN INC	COM CL A	$1.4M	0.2%	54,103 SH
SYSCO CORP	COM	$1.3M	0.2%	16,659 SH
TARGA RES CORP	COM	$670K	0.1%	3,344 SH
TEREX CORP NEW	COM	$8.6M	1.1%	226,922 SH
TESLA INC	COM	$443K	0.1%	1,710 SH
TEXAS INSTRS INC	COM	$1.3M	0.2%	7,299 SH
TEXAS PACIFIC LAND CORPORATI	COM	$3.7M	0.5%	2,766 SH
TORO CO	COM	$626K	0.1%	8,610 SH
UBER TECHNOLOGIES INC	COM	$577K	0.1%	7,918 SH
UFP INDUSTRIES INC	COM	$526K	0.1%	4,916 SH
UNION PAC CORP	COM	$1.0M	0.1%	4,388 SH
UNITEDHEALTH GROUP INC	COM	$412K	0.1%	786 SH
VANGUARD INDEX FDS	GROWTH ETF	$533K	0.1%	1,438 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$494K	0.1%	3,079 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.5M	3.6%	53,493 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$359K	0.0%	1,926 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.1%	3,788 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.2%	8,506 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$808K	0.1%	17,856 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.1%	22,342 SH
VANGUARD WORLD FD	INF TECH ETF	$2.3M	0.3%	4,316 SH
VICI PPTYS INC	COM	$2.4M	0.3%	72,410 SH
VISA INC	COM CL A	$1.1M	0.1%	3,280 SH
WALMART INC	COM	$257K	0.0%	2,923 SH
WASTE MGMT INC DEL	COM	$972K	0.1%	4,199 SH
WATTS WATER TECHNOLOGIES INC	CL A	$545K	0.1%	2,675 SH
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$262K	0.0%	6,400 SH
WILLIAMS COS INC	COM	$399K	0.1%	6,678 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001085146-26-000906	—	View
Jan 12, 2026	Q4 2025	13F-HR	0001085146-26-000066	$925.3M	View
Oct 9, 2025	Q3 2025