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: $852.7M11 positionsView on SEC.gov

			% of Portfolio
A2Z CUST2MATE SOLUTIONS CORP	COM	$352K	0.0%Prev: 0.0%	33,333 SH	Increased-16,666 SH
ABBOTT LABS	COM	$1.8M	0.2%	13,327 SH	New
ABBVIE INC	COM	$354K	0.0%Prev: 0.1%	1,905 SH	Decreased-212 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$294K	0.0%Prev: 0.0%	984 SH	Increased-98 SH
ACUSHNET HLDGS CORP	COM	$576K	0.1%Prev: 0.1%	7,908 SH	Decreased-2,156 SH
ADOBE INC	COM	$236K	0.0%Prev: 0.0%	609 SH	Decreased-664 SH
ADVISORS INNER CIRCLE FD III	RAYLIANT QUANTMN	$14.9M	1.7%	564,797 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.3%Prev: 0.8%	13,765 SH	Decreased-7,308 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.1%Prev: 0.3%	6,182 SH	Decreased-1,726 SH
AMAZON COM INC	COM	$6.5M	0.8%Prev: 0.8%	29,764 SH	Decreased-1,968 SH
AMCOR PLC	ORD	$4.0M	0.5%	431,990 SH	New
AMERICAN EXPRESS CO	COM	$204K	0.0%	640 SH	New
AMERICAN INTL GROUP INC	COM NEW	$1.9M	0.2%Prev: 0.2%	22,377 SH	Increased+4,247 SH
AMPHENOL CORP NEW	CL A	$470K	0.1%	4,762 SH	New
AON PLC	SHS CL A	$1.1M	0.1%Prev: 0.2%	3,075 SH	Decreased-686 SH
APOLLO GLOBAL MGMT INC	COM	$316.3M	37.1%Prev: 31.2%	2,229,478 SH	Increased+10,212 SH
APPLE INC	COM	$9.7M	1.1%Prev: 1.3%	47,470 SH	Decreased+6,578 SH
ARES CAPITAL CORP	COM	$3.4M	0.4%Prev: 0.4%	153,208 SH	Increased-8,660 SH
ARES COML REAL ESTATE CORP	COM	$95K	0.0%Prev: 0.0%	20,000 SH	Decreased-307 SH
ARES DYNAMIC CR ALLOCATION F	COM	$1.2M	0.1%Prev: 0.1%	85,639 SH	Increased-2,414 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$257.9M	30.2%Prev: 20.2%	1,489,009 SH	Increased+20,474 SH
ARISTA NETWORKS INC	COM SHS	$1.6M	0.2%Prev: 0.1%	15,742 SH	Increased+7,117 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$327K	0.0%Prev: 0.0%	7,377 SH	Decreased-2,313 SH
AUTODESK INC	COM	$435K	0.1%Prev: 0.0%	1,406 SH	Increased+63 SH
BANCFIRST CORP	COM	$301K	0.0%Prev: 0.1%	2,433 SH	Decreased-1,928 SH
BANK AMERICA CORP	COM	$297K	0.0%Prev: 0.1%	6,286 SH	Decreased-3,119 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.3%Prev: 0.4%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.3%Prev: 0.3%	5,475 SH	Increased+91 SH
BLACKROCK INC	COM	$214K	0.0%	204 SH	New
BLACKROCK TCP CAPITAL CORP	COM	$297K	0.0%Prev: 0.0%	38,587 SH	Increased
BLACKSTONE INC	COM	$1.5M	0.2%Prev: 0.2%	10,299 SH	Increased-983 SH
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$46K	0.0%Prev: 0.0%	17,715 SH	Increased
BOOKING HOLDINGS INC	COM	$521K	0.1%Prev: 0.1%	90 SH	Decreased-38 SH
BROADCOM INC	COM	$1.5M	0.2%Prev: 0.4%	5,338 SH	Decreased-4,495 SH
CADENCE DESIGN SYSTEM INC	COM	$309K	0.0%Prev: 0.0%	1,003 SH	Increased+34 SH
CAPITAL ONE FINL CORP	COM	$1.5M	0.2%Prev: 0.1%	7,139 SH	Increased+1,510 SH
CARRIER GLOBAL CORPORATION	COM	$946K	0.1%Prev: 0.1%	12,924 SH	Increased-1,151 SH
CASELLA WASTE SYS INC	CL A	$282K	0.0%	2,447 SH	New
CCC INTELLIGENT SOLUTIONS HL	COM	$113K	0.0%Prev: 0.0%	11,958 SH	Decreased-9,841 SH
CHEVRON CORP NEW	COM	$269K	0.0%	1,879 SH	New
CLEARWATER ANALYTICS HLDGS I	CL A	$333K	0.0%	15,183 SH	New
COCA COLA CO	COM	$219K	0.0%Prev: 0.0%	3,089 SH	Decreased-201 SH
COLGATE PALMOLIVE CO	COM	$1.1M	0.1%Prev: 0.2%	12,170 SH	Decreased-2,291 SH
CONOCOPHILLIPS	COM	$1.4M	0.2%Prev: 0.2%	15,049 SH	Increased+5,253 SH
CORVEL CORP	COM	$657K	0.1%Prev: 0.1%	6,390 SH	Increased-2,027 SH
COSTCO WHSL CORP NEW	COM	$515K	0.1%	520 SH	New
DANAHER CORPORATION	COM	$241K	0.0%	1,218 SH	New
DARLING INGREDIENTS INC	COM	$651K	0.1%Prev: 0.1%	17,162 SH	Decreased-949 SH
DAVITA INC	COM	$2.6M	0.3%Prev: 0.4%	18,535 SH	Decreased-249 SH
DEXCOM INC	COM	$359K	0.0%Prev: 0.1%	4,112 SH	Decreased-2,239 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$21.3M	2.5%Prev: 3.5%	615,379 SH	Decreased-88,490 SH
DONALDSON INC	COM	$267K	0.0%Prev: 0.1%	3,850 SH	Decreased-1,216 SH
DYNATRACE INC	COM NEW	$585K	0.1%	10,590 SH	New
ELI LILLY & CO	COM	$421K	0.0%Prev: 0.1%	540 SH	Decreased-330 SH
EMCOR GROUP INC	COM	$674K	0.1%Prev: 0.1%	1,260 SH	Increased+356 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$301K	0.0%Prev: 0.0%	16,600 SH	Decreased-850 SH
ENTERPRISE PRODS PARTNERS L	COM	$858K	0.1%Prev: 0.1%	27,670 SH	Decreased
EXXON MOBIL CORP	COM	$288K	0.0%Prev: 0.1%	2,674 SH	Decreased-842 SH
FABRINET	SHS	$225K	0.0%Prev: 0.0%	762 SH	Increased+358 SH
FACTSET RESH SYS INC	COM	$341K	0.0%	763 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.2M	0.1%Prev: 0.1%	5,393 SH	Increased+2,205 SH
FIRST HAWAIIAN INC	COM	$411K	0.0%Prev: 0.1%	16,485 SH	Decreased-5,258 SH
FISERV INC	COM	$654K	0.1%	3,796 SH	New
FORD MTR CO	COM	$274K	0.0%Prev: 0.0%	25,231 SH	Decreased
FORTINET INC	COM	$875K	0.1%	8,280 SH	New
FTI CONSULTING INC	COM	$611K	0.1%Prev: 0.1%	3,785 SH	Decreased-1,158 SH
GE AEROSPACE	COM NEW	$463K	0.1%Prev: 0.1%	1,797 SH	Decreased-1,077 SH
GE VERNOVA INC	COM	$412K	0.0%Prev: 0.1%	779 SH	Decreased-488 SH
GENERAL MTRS CO	COM	$892K	0.1%Prev: 0.0%	18,130 SH	Increased+14,854 SH
GOLDMAN SACHS ETF TR	DYNAMIC CAL MUNI	$2.1M	0.2%Prev: 0.4%	41,675 SH	Decreased-27,638 SH
GRACO INC	COM	$448K	0.1%Prev: 0.1%	5,206 SH	Decreased-1,911 SH
HEALTHEQUITY INC	COM	$249K	0.0%Prev: 0.0%	2,381 SH	Decreased-1,732 SH
HENRY JACK & ASSOC INC	COM	$411K	0.0%Prev: 0.1%	2,279 SH	Decreased-2,455 SH
HOME DEPOT INC	COM	$446K	0.1%	1,216 SH	New
HOWMET AEROSPACE INC	COM	$425K	0.0%Prev: 0.1%	2,284 SH	Decreased-430 SH
INTUIT	COM	$1.2M	0.1%Prev: 0.1%	1,568 SH	Increased+56 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$381K	0.0%Prev: 0.0%	5,235 SH	Decreased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$317K	0.0%Prev: 0.0%	7,500 SH	Increased+1,155 SH
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.1%Prev: 0.1%	1,864 SH	Decreased+65 SH
ISHARES TR	CORE DIV GRWTH	$2.0M	0.2%Prev: 0.3%	31,920 SH	Decreased+1,460 SH
ISHARES TR	CORE MSCI EAFE	$1.2M	0.1%Prev: 0.2%	14,880 SH	Decreased
ISHARES TR	CORE S&P TTL STK	$1.3M	0.1%Prev: 0.2%	9,301 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$8.0M	0.9%Prev: 1.0%	12,940 SH	Increased+1,219 SH
ISHARES TR	MSCI EAFE ETF	$1.7M	0.2%Prev: 0.2%	19,435 SH	Decreased-375 SH
ISHARES TR	RUS 1000 ETF	$492K	0.1%Prev: 0.1%	1,450 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$2.1M	0.2%Prev: 0.2%	4,928 SH	Increased+535 SH
ISHARES TR	S&P 500 GRWT ETF	$509K	0.1%Prev: 0.0%	4,625 SH	Increased+2,190 SH
ISHARES TR	SP SMCP600VL ETF	$280K	0.0%	2,819 SH	New
JOHNSON & JOHNSON	COM	$346K	0.0%Prev: 0.1%	2,263 SH	Decreased-722 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%	4,549 SH	New
KADANT INC	COM	$632K	0.1%Prev: 0.1%	1,992 SH	Decreased-573 SH
LABCORP HOLDINGS INC	COM SHS	$1.0M	0.1%Prev: 0.1%	3,915 SH	Increased+459 SH
LANDSTAR SYS INC	COM	$481K	0.1%Prev: 0.1%	3,461 SH	Decreased-1,021 SH
LCI INDS	COM	$205K	0.0%Prev: 0.0%	2,244 SH	Decreased-681 SH
LIVE NATION ENTERTAINMENT IN	COM	$1.3M	0.2%Prev: 0.2%	8,576 SH	Decreased-876 SH
LOCKHEED MARTIN CORP	COM	$248K	0.0%Prev: 0.0%	536 SH	Decreased-91 SH
LULULEMON ATHLETICA INC	COM	$670K	0.1%	2,822 SH	New
MANHATTAN ASSOCIATES INC	COM	$286K	0.0%Prev: 0.0%	1,446 SH	Increased-454 SH
MARTIN MARIETTA MATLS INC	COM	$766K	0.1%Prev: 0.1%	1,395 SH	Decreased-105 SH
MASTERCARD INCORPORATED	CL A	$2.1M	0.2%Prev: 0.1%	3,735 SH	Increased+2,102 SH
META PLATFORMS INC	CL A	$3.4M	0.4%Prev: 0.5%	4,573 SH	Decreased-2,102 SH
MICROSOFT CORP	COM	$8.1M	1.0%Prev: 0.7%	16,363 SH	Increased+1,256 SH
MOELIS & CO	CL A	$562K	0.1%Prev: 0.1%	9,021 SH	Decreased-3,203 SH
NETFLIX INC	COM	$874K	0.1%	653 SH	New
NEXTERA ENERGY INC	COM	$369K	0.0%Prev: 0.1%	5,309 SH	Decreased+337 SH
NOVA LTD	COM	$208K	0.0%	757 SH	New
NOVO-NORDISK A S	ADR	$469K	0.1%	6,789 SH	New
NVIDIA CORPORATION	COM	$6.7M	0.8%Prev: 1.0%	42,413 SH	Decreased-3,800 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$280K	0.0%	2,123 SH	New
OTIS WORLDWIDE CORP	COM	$744K	0.1%Prev: 0.1%	7,514 SH	Increased+74 SH
PACKAGING CORP AMER	COM	$1.8M	0.2%Prev: 0.3%	9,450 SH	Decreased
PALO ALTO NETWORKS INC	COM	$233K	0.0%	1,138 SH	New
PATRIOT NATL BANCORP INC	COM NEW	$1.0M	0.1%Prev: 0.1%	666,667 SH	Decreased-160,673 SH
PERMIAN RESOURCES CORP	CLASS A COM	$951K	0.1%Prev: 0.2%	69,854 SH	Decreased-4,849 SH
PFIZER INC	COM	$1.0M	0.1%Prev: 0.0%	41,822 SH	Increased+31,094 SH
PHILIP MORRIS INTL INC	COM	$205K	0.0%Prev: 0.1%	1,124 SH	Decreased-1,362 SH
PRIMERICA INC	COM	$832K	0.1%Prev: 0.1%	3,039 SH	Decreased-919 SH
PROCORE TECHNOLOGIES INC	COM	$204K	0.0%	2,988 SH	New
PROCTER AND GAMBLE CO	COM	$280K	0.0%	1,759 SH	New
RBC BEARINGS INC	COM	$689K	0.1%Prev: 0.1%	1,791 SH	Decreased-146 SH
REKOR SYSTEMS INC	COM	$232K	0.0%Prev: 0.0%	200,000 SH	Increased
RLI CORP	COM	$437K	0.1%Prev: 0.1%	6,047 SH	Decreased-5,664 SH
SALESFORCE INC	COM	$970K	0.1%Prev: 0.1%	3,556 SH	Increased-1,409 SH
SBA COMMUNICATIONS CORP NEW	CL A	$878K	0.1%	3,738 SH	New
SHIFT4 PMTS INC	CL A	$256K	0.0%	2,578 SH	New
SIMPSON MFG INC	COM	$769K	0.1%Prev: 0.1%	4,953 SH	Decreased-1,406 SH
SNAP INC	CL A	$4.7M	0.5%Prev: 0.3%	536,541 SH	Increased
SOMNIGROUP INTERNATIONAL INC	COM	$204K	0.0%Prev: 0.0%	3,000 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$31.9M	3.7%	51,633 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$575K	0.1%	6,950 SH	New
SWEETGREEN INC	COM CL A	$805K	0.1%Prev: 0.0%	54,103 SH	Increased
SYNOPSYS INC	COM	$202K	0.0%	394 SH	New
SYSCO CORP	COM	$1.1M	0.1%Prev: 0.1%	14,015 SH	Increased+2,843 SH
TARGA RES CORP	COM	$582K	0.1%	3,344 SH	New
TEREX CORP NEW	COM	$10.6M	1.2%Prev: 1.7%	226,922 SH	Decreased
TESLA INC	COM	$569K	0.1%Prev: 0.1%	1,792 SH	Decreased-667 SH
TEXAS INSTRS INC	COM	$1.6M	0.2%Prev: 0.1%	7,473 SH	Increased+1,987 SH
TEXAS PACIFIC LAND CORPORATI	COM	$2.9M	0.3%Prev: 0.5%	2,766 SH	Decreased-5,532 SH
TORO CO	COM	$609K	0.1%Prev: 0.1%	8,610 SH	Decreased-2,670 SH
UBER TECHNOLOGIES INC	COM	$817K	0.1%Prev: 0.1%	8,758 SH	Increased-337 SH
UFP INDUSTRIES INC	COM	$502K	0.1%Prev: 0.1%	5,051 SH	Decreased-1,810 SH
UNION PAC CORP	COM	$1.0M	0.1%Prev: 0.1%	4,445 SH	Increased+428 SH
VANGUARD INDEX FDS	GROWTH ETF	$630K	0.1%Prev: 0.0%	1,438 SH	Increased+946 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$506K	0.1%Prev: 0.1%	3,079 SH	Decreased+63 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$32.2M	3.8%Prev: 6.0%	56,663 SH	Decreased-23,479 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$376K	0.0%Prev: 0.0%	1,926 SH	Increased+298 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.1%Prev: 0.2%	4,188 SH	Decreased-127 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.2%Prev: 0.2%	8,506 SH	Decreased-8 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$826K	0.1%Prev: 0.1%	16,693 SH	Decreased-16 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$208K	0.0%Prev: 0.0%	1,014 SH	Decreased-396 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.1%Prev: 0.2%	22,356 SH	Decreased+450 SH
VANGUARD WORLD FD	INF TECH ETF	$2.8M	0.3%Prev: 0.4%	4,293 SH	Decreased+9 SH
VICI PPTYS INC	COM	$2.4M	0.3%Prev: 0.1%	72,410 SH	Increased+43,571 SH
VISA INC	COM CL A	$1.1M	0.1%Prev: 0.2%	3,045 SH	Decreased-1,155 SH
WALMART INC	COM	$287K	0.0%Prev: 0.1%	2,932 SH	Decreased-281 SH
WASTE MGMT INC DEL	COM	$949K	0.1%Prev: 0.1%	4,147 SH	Decreased-159 SH
WATTS WATER TECHNOLOGIES INC	CL A	$658K	0.1%Prev: 0.1%	2,675 SH	Decreased-781 SH
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$248K	0.0%Prev: 0.0%	6,400 SH	Decreased
WILLIAMS COS INC	COM	$419K	0.0%Prev: 0.1%	6,678 SH	Decreased+739 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.4M
ADVANCED MICRO DEVICES INC — $337K
ADVISORS INNER CIRCLE FD III — $17.9M
ALIGHT INC — $6K
AMCOR PLC — $3.5M
AMETEK INC — $217K
AMGEN INC — $247K
AMPHENOL CORP — $252K
ASML HLDG NV — $289K
BAIN CAP SPECIALTY FIN INC — $1.2M
BALCHEM CORP — $213K
BANCO SANTANDER SA — $146K
BRISTOL-MYERS SQUIBB CO — $336K
BROOKFIELD CORP — $243K
CHENIERE ENERGY INC — $227K
CHEVRON CORPORATION — $703K
CISCO SYS INC — $357K
CITIGROUP INC — $291K
COMFORT SYS USA INC — $210K
COSTCO WHOLESALE CORPORATION — $617K
… and 81 more

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