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: $826.7M11 positionsView on SEC.gov

			% of Portfolio
A2Z CUST2MATE SOLUTIONS CORP	COM	$399K	0.0%Prev: 0.0%	49,999 SH	Increased
ABBOTT LABS	COM	$1.9M	0.2%	13,858 SH	New
ABBVIE INC	COM	$367K	0.0%Prev: 0.1%	1,585 SH	Decreased-1,564 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$246K	0.0%	999 SH	New
ACUSHNET HLDGS CORP	COM	$621K	0.1%Prev: 0.1%	7,908 SH	Decreased-1,651 SH
ADVISORS INNER CIRCLE FD III	RAYLIANT QUANTMN	$16.0M	1.9%	567,400 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	0.3%Prev: 0.8%	10,675 SH	Decreased-9,813 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.2%Prev: 0.4%	5,431 SH	Decreased-4,465 SH
AMAZON COM INC	COM	$5.8M	0.7%Prev: 0.8%	26,509 SH	Decreased-3,225 SH
AMCOR PLC	ORD	$3.5M	0.4%	431,990 SH	New
AMERICAN INTL GROUP INC	COM NEW	$1.9M	0.2%Prev: 0.0%	23,597 SH	Increased+17,858 SH
AMPHENOL CORP NEW	CL A	$582K	0.1%	4,700 SH	New
AON PLC	SHS CL A	$1.1M	0.1%Prev: 0.0%	3,147 SH	Increased+2,506 SH
APOLLO GLOBAL MGMT INC	COM	$297.0M	35.9%Prev: 30.3%	2,228,836 SH	Increased+19,333 SH
APPLE INC	COM	$11.4M	1.4%Prev: 1.6%	44,736 SH	Decreased-2,003 SH
ARES CAPITAL CORP	COM	$3.1M	0.4%Prev: 0.3%	153,208 SH	Increased-8,660 SH
ARES COML REAL ESTATE CORP	COM	$90K	0.0%Prev: 0.0%	20,000 SH	Decreased-123 SH
ARES DYNAMIC CR ALLOCATION F	COM	$1.2M	0.1%Prev: 0.1%	85,639 SH	Increased-3,214 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$226.8M	27.4%Prev: 19.0%	1,418,643 SH	Increased-51,465 SH
ARISTA NETWORKS INC	COM SHS	$1.3M	0.2%Prev: 0.1%	9,261 SH	Increased+4,493 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$320K	0.0%Prev: 0.0%	7,377 SH	Increased-1,850 SH
AUTODESK INC	COM	$319K	0.0%	1,004 SH	New
BANCFIRST CORP	COM	$432K	0.1%Prev: 0.1%	3,414 SH	Decreased-621 SH
BANK AMERICA CORP	COM	$279K	0.0%	5,409 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.4%Prev: 0.3%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	0.3%Prev: 0.2%	5,616 SH	Increased+1,631 SH
BLACKROCK TCP CAPITAL CORP	COM	$239K	0.0%Prev: 0.0%	38,587 SH	Increased
BLACKSTONE INC	COM	$1.7M	0.2%Prev: 0.2%	10,083 SH	Increased-1,583 SH
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$46K	0.0%Prev: 0.0%	17,715 SH	Increased
BOOKING HOLDINGS INC	COM	$594K	0.1%	110 SH	New
BROADCOM INC	COM	$2.3M	0.3%Prev: 0.4%	7,115 SH	Decreased-2,141 SH
CADENCE DESIGN SYSTEM INC	COM	$323K	0.0%Prev: 0.0%	919 SH	Increased+369 SH
CAPITAL ONE FINL CORP	COM	$1.5M	0.2%Prev: 0.1%	6,993 SH	Increased+4,704 SH
CARRIER GLOBAL CORPORATION	COM	$764K	0.1%Prev: 0.1%	12,800 SH	Decreased-1,663 SH
CASELLA WASTE SYS INC	CL A	$238K	0.0%Prev: 0.0%	2,511 SH	Increased+196 SH
CCC INTELLIGENT SOLUTIONS HL	COM	$121K	0.0%	13,273 SH	New
CHEVRON CORP NEW	COM	$344K	0.0%	2,217 SH	New
COLGATE PALMOLIVE CO	COM	$1.2M	0.1%Prev: 0.1%	15,141 SH	Increased+10,112 SH
CONOCOPHILLIPS	COM	$1.4M	0.2%Prev: 0.1%	15,081 SH	Increased+10,913 SH
CORVEL CORP	COM	$495K	0.1%Prev: 0.1%	6,390 SH	Increased-1,508 SH
COSTCO WHSL CORP NEW	COM	$419K	0.1%	453 SH	New
DANAHER CORPORATION	COM	$242K	0.0%	1,220 SH	New
DARLING INGREDIENTS INC	COM	$530K	0.1%Prev: 0.1%	17,162 SH	Decreased-1,045 SH
DAVITA INC	COM	$2.5M	0.3%Prev: 0.5%	18,535 SH	Decreased-249 SH
DEXCOM INC	COM	$521K	0.1%	7,742 SH	New
DIAMOND HILL FUNDS	LARGE CAP CONCEN	$12.0M	1.4%	914,029 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$22.8M	2.8%Prev: 3.5%	625,987 SH	Decreased-109,162 SH
DISNEY WALT CO	COM	$925K	0.1%	8,081 SH	New
DONALDSON INC	COM	$315K	0.0%Prev: 0.0%	3,850 SH	Decreased-892 SH
ELI LILLY & CO	COM	$240K	0.0%Prev: 0.2%	315 SH	Decreased-780 SH
EMCOR GROUP INC	COM	$433K	0.1%Prev: 0.1%	667 SH	Decreased-183 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$285K	0.0%Prev: 0.0%	16,600 SH	Decreased-850 SH
ENSIGN GROUP INC	COM	$237K	0.0%	1,370 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$865K	0.1%Prev: 0.1%	27,670 SH	Decreased
EXXON MOBIL CORP	COM	$226K	0.0%Prev: 0.1%	2,004 SH	Decreased-3,556 SH
FABRINET	SHS	$224K	0.0%	615 SH	New
FACTSET RESH SYS INC	COM	$221K	0.0%	772 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.0M	0.1%Prev: 0.0%	4,601 SH	Increased+3,624 SH
FIRST HAWAIIAN INC	COM	$409K	0.0%Prev: 0.1%	16,485 SH	Decreased-4,208 SH
FORD MTR CO	COM	$302K	0.0%Prev: 0.0%	25,231 SH	Decreased-2,506 SH
FTI CONSULTING INC	COM	$612K	0.1%Prev: 0.1%	3,785 SH	Decreased-927 SH
GE AEROSPACE	COM NEW	$535K	0.1%Prev: 0.1%	1,777 SH	Decreased-450 SH
GE VERNOVA INC	COM	$441K	0.1%Prev: 0.1%	718 SH	Decreased-253 SH
GENERAL MTRS CO	COM	$1.0M	0.1%Prev: 0.0%	16,840 SH	Increased+13,162 SH
GOLDMAN SACHS ETF TR	DYNAMIC CAL MUNI	$2.2M	0.3%	42,745 SH	New
GRACO INC	COM	$442K	0.1%Prev: 0.1%	5,206 SH	Decreased-1,304 SH
HEALTHEQUITY INC	COM	$249K	0.0%Prev: 0.0%	2,628 SH	Decreased-1,252 SH
HENRY JACK & ASSOC INC	COM	$339K	0.0%Prev: 0.1%	2,279 SH	Decreased-988 SH
HOME DEPOT INC	COM	$427K	0.1%Prev: 0.0%	1,055 SH	Increased+329 SH
HOWMET AEROSPACE INC	COM	$531K	0.1%Prev: 0.0%	2,705 SH	Increased+1,213 SH
ING GROEP N.V.	SPONSORED ADR	$206K	0.0%	7,917 SH	New
INSTALLED BLDG PRODS INC	COM	$489K	0.1%Prev: 0.1%	1,981 SH	Increased-117 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$221K	0.0%Prev: 0.0%	3,208 SH	Decreased+669 SH
INTUIT	COM	$1.1M	0.1%	1,622 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$385K	0.0%Prev: 0.0%	5,235 SH	Decreased
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$339K	0.0%Prev: 0.0%	7,500 SH	Decreased+1,155 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.1%Prev: 0.2%	1,839 SH	Decreased+45 SH
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.1%Prev: 0.1%	16,358 SH	Decreased-164 SH
ISHARES TR	CORE DIV GRWTH	$2.2M	0.3%Prev: 0.3%	31,920 SH	Decreased+1,460 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.2%Prev: 0.2%	15,881 SH	Decreased+1,001 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	0.2%Prev: 0.2%	9,301 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$6.4M	0.8%Prev: 1.2%	9,569 SH	Decreased-4,026 SH
ISHARES TR	MSCI EAFE ETF	$1.8M	0.2%Prev: 0.2%	19,435 SH	Decreased-375 SH
ISHARES TR	RUS 1000 ETF	$530K	0.1%Prev: 0.1%	1,450 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$2.3M	0.3%Prev: 0.3%	4,928 SH	Increased-12,644 SH
ISHARES TR	S&P 500 GRWT ETF	$558K	0.1%Prev: 0.0%	4,625 SH	Increased+2,190 SH
ISHARES TR	SP SMCP600VL ETF	$312K	0.0%	2,819 SH	New
JOHNSON & JOHNSON	COM	$381K	0.0%Prev: 0.1%	2,055 SH	Decreased-1,370 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%	4,186 SH	New
KADANT INC	COM	$577K	0.1%Prev: 0.1%	1,938 SH	Decreased-188 SH
LABCORP HOLDINGS INC	COM SHS	$1.1M	0.1%Prev: 0.0%	3,970 SH	Increased+2,783 SH
LANDSTAR SYS INC	COM	$424K	0.1%Prev: 0.1%	3,461 SH	Decreased-774 SH
LCI INDS	COM	$209K	0.0%Prev: 0.0%	2,244 SH	Decreased-517 SH
LIVE NATION ENTERTAINMENT IN	COM	$1.4M	0.2%Prev: 0.2%	8,523 SH	Decreased-929 SH
LOCKHEED MARTIN CORP	COM	$250K	0.0%Prev: 0.0%	501 SH	Decreased-215 SH
MANHATTAN ASSOCIATES INC	COM	$296K	0.0%Prev: 0.0%	1,446 SH	Increased-417 SH
MARTIN MARIETTA MATLS INC	COM	$990K	0.1%	1,570 SH	New
MASTERCARD INCORPORATED	CL A	$2.1M	0.3%Prev: 0.1%	3,733 SH	Increased+2,397 SH
META PLATFORMS INC	CL A	$3.1M	0.4%Prev: 0.5%	4,231 SH	Decreased-2,678 SH
MICROSOFT CORP	COM	$8.2M	1.0%Prev: 0.6%	15,820 SH	Increased+2,618 SH
MOELIS & CO	CL A	$670K	0.1%Prev: 0.1%	9,389 SH	Decreased-1,619 SH
NETFLIX INC	COM	$891K	0.1%	743 SH	New
NEXTERA ENERGY INC	COM	$359K	0.0%Prev: 0.1%	4,761 SH	Decreased-903 SH
NOVA LTD	COM	$234K	0.0%	731 SH	New
NVIDIA CORPORATION	COM	$6.9M	0.8%Prev: 1.1%	37,049 SH	Decreased-10,424 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$254K	0.0%	1,975 SH	New
ORACLE CORP	COM	$764K	0.1%Prev: 0.0%	2,717 SH	Increased-25 SH
OTIS WORLDWIDE CORP	COM	$680K	0.1%Prev: 0.1%	7,440 SH	Increased-430 SH
PACKAGING CORP AMER	COM	$2.1M	0.2%Prev: 0.3%	9,450 SH	Decreased-5 SH
PATRIOT NATL BANCORP INC	COM NEW	$1.2M	0.1%Prev: 0.0%	931,297 SH	Increased+503,317 SH
PERMIAN RESOURCES CORP	CLASS A COM	$894K	0.1%Prev: 0.2%	69,854 SH	Decreased-5,828 SH
PFIZER INC	COM	$211K	0.0%Prev: 0.0%	8,289 SH	Decreased-1,684 SH
PINTEREST INC	CL A	$206K	0.0%	6,418 SH	New
PRIMERICA INC	COM	$844K	0.1%Prev: 0.1%	3,039 SH	Decreased-737 SH
PROCORE TECHNOLOGIES INC	COM	$246K	0.0%	3,367 SH	New
RBC BEARINGS INC	COM	$717K	0.1%Prev: 0.1%	1,837 SH	Decreased+121 SH
REDDIT INC	CL A	$534K	0.1%	2,323 SH	New
REKOR SYSTEMS INC	COM	$314K	0.0%Prev: 0.0%	200,000 SH	Increased
RLI CORP	COM	$399K	0.0%Prev: 0.1%	6,115 SH	Decreased-4,326 SH
SALESFORCE INC	COM	$1.0M	0.1%Prev: 0.0%	4,400 SH	Increased+2,909 SH
SBA COMMUNICATIONS CORP NEW	CL A	$753K	0.1%	3,894 SH	New
SERVICENOW INC	COM	$208K	0.0%Prev: 0.0%	226 SH	Decreased-2,969 SH
SHIFT4 PMTS INC	CL A	$203K	0.0%	2,626 SH	New
SIMPSON MFG INC	COM	$827K	0.1%Prev: 0.1%	4,938 SH	Decreased-1,109 SH
SNAP INC	CL A	$4.1M	0.5%Prev: 0.3%	536,541 SH	Increased-5,296 SH
SOMNIGROUP INTERNATIONAL INC	COM	$253K	0.0%Prev: 0.0%	3,000 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$34.4M	4.2%	51,633 SH	New
SWEETGREEN INC	COM CL A	$432K	0.1%Prev: 0.1%	54,103 SH	Decreased
SYSCO CORP	COM	$1.2M	0.1%	14,252 SH	New
TARGA RES CORP	COM	$548K	0.1%	3,271 SH	New
TEREX CORP NEW	COM	$11.6M	1.4%Prev: 1.9%	226,922 SH	Decreased
TESLA INC	COM	$512K	0.1%Prev: 0.2%	1,152 SH	Decreased-3,339 SH
TEXAS INSTRS INC	COM	$1.4M	0.2%Prev: 0.1%	7,405 SH	Increased+4,739 SH
TEXAS PACIFIC LAND CORPORATI	COM	$2.6M	0.3%Prev: 0.4%	2,766 SH	Decreased-5,545 SH
TORO CO	COM	$656K	0.1%Prev: 0.1%	8,610 SH	Decreased-2,332 SH
UBER TECHNOLOGIES INC	COM	$960K	0.1%Prev: 0.0%	9,801 SH	Increased+6,404 SH
UFP INDUSTRIES INC	COM	$462K	0.1%Prev: 0.1%	4,945 SH	Decreased-649 SH
UNION PAC CORP	COM	$1.2M	0.1%Prev: 0.0%	5,087 SH	Increased+3,619 SH
VANGUARD INDEX FDS	GROWTH ETF	$690K	0.1%Prev: 0.0%	1,438 SH	Increased-1,514 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$526K	0.1%Prev: 0.1%	3,014 SH	Increased+378 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$38.2M	4.6%Prev: 7.6%	62,454 SH	Decreased-33,661 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$402K	0.0%Prev: 0.0%	1,927 SH	Increased+298 SH
VANGUARD INDEX FDS	SMALL CP ETF	$203K	0.0%	800 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.2%Prev: 0.2%	4,308 SH	Decreased-10 SH
VANGUARD INDEX FDS	VALUE ETF	$1.6M	0.2%Prev: 0.2%	8,508 SH	Decreased-8 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$905K	0.1%Prev: 0.2%	16,696 SH	Decreased-5,009 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$219K	0.0%Prev: 0.0%	1,014 SH	Decreased-396 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.2%Prev: 0.2%	21,878 SH	Decreased-36 SH
VANGUARD WORLD FD	INF TECH ETF	$3.2M	0.4%Prev: 0.5%	4,293 SH	Decreased-29,875 SH
VICI PPTYS INC	COM	$1.9M	0.2%Prev: 0.1%	57,410 SH	Increased+32,541 SH
VISA INC	COM CL A	$1.0M	0.1%Prev: 0.1%	3,032 SH	Decreased-582 SH
WALMART INC	COM	$255K	0.0%Prev: 0.1%	2,475 SH	Decreased-1,840 SH
WASTE MGMT INC DEL	COM	$1.1M	0.1%	4,994 SH	New
WATTS WATER TECHNOLOGIES INC	CL A	$747K	0.1%Prev: 0.1%	2,675 SH	Decreased-612 SH
WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$251K	0.0%Prev: 0.0%	6,400 SH	Decreased
WILLIAMS COS INC	COM	$356K	0.0%Prev: 0.1%	5,612 SH	Decreased-534 SH
ZOETIS INC	CL A	$1.1M	0.1%	7,204 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $326K
ADVANCED MICRO DEVICES INC — $1.4M
AIRBNB INC — $255K
AMCOR PLC — $3.8M
AMERICAN TOWER CORP — $207K
AMETEK INC — $236K
AMGEN INC — $304K
AMPHENOL CORP — $300K
ANALOG DEVICES INC — $312K
APPLIED MATLS INC — $500K
ASML HLDG NV — $406K
ATMOS ENERGY CORP — $253K
BAIN CAP SPECIALTY FIN INC — $1.3M
BANCO SANTANDER SA — $179K
BANK OF AMER CORP — $687K
BOEING CO — $327K
BOSTON SCIENTIFIC CORP — $204K
BRISTOL-MYERS SQUIBB CO — $327K
BROOKFIELD CORP — $255K
CATERPILLAR INC — $464K
… and 102 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