CIK 1781284
Curated Wealth Partners LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | 1.4M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 70K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 52K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 660K | $1M+ | SH |
| RWEM | ADVISORS INNER CIRCLE FD III | 568K | $1M+ | SH |
| DHLX | DIAMOND HILL FUNDS | 947K | $1M+ | SH |
| TEX | TEREX CORP NEW | 227K | $1M+ | SH |
| GLD | SPDR GOLD TR | 22K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| GCAL | GOLDMAN SACHS ETF TR | 143K | $1M+ | SH |
| AAPL | APPLE INC | 26K | $1M+ | SH |
| IWO | ISHARES TR | 21K | $1M+ | SH |
| SNAP | SNAP INC | 537K | $1M+ | SH |
| AGG | ISHARES TR | 39K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 71K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 153K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 30K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 8K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| DGRO | ISHARES TR | 30K | $1M+ | SH |
| PXED | PHOENIX ED PARTNERS INC | 65K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 9K | $1M+ | SH |
| EFA | ISHARES TR | 20K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| PNBK | PATRIOT NATL BANCORP INC | 881K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 25K | $1M+ | SH |
| BX | BLACKSTONE INC | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 100K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| IEFA | ISHARES TR | 15K | $1M+ | SH |
| AON | AON PLC | 3K | $1M+ | SH |
| ARDC | ARES DYNAMIC CR ALLOCATION F | 88K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 71K | $500K+ | SH |
| SYY | SYSCO CORP | 13K | $500K+ | SH |
| DIS | DISNEY WALT CO | 9K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 17K | $500K+ | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 5K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| PRI | PRIMERICA INC | 3K | $500K+ | SH |