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 51–100 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLV | ISHARES SILVER TR | 11K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| VICI | VICI PPTYS INC | 24K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| TTC | TORO CO | 8K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 13K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 7K | $500K+ | SH |
| KDK | KODIAK AI INC. | 59K | $500K+ | SH |
| IWR | ISHARES TR | 6K | $500K+ | SH |
| DAR | DARLING INGREDIENTS INC | 17K | $500K+ | SH |
| GOLF | ACUSHNET HLDGS CORP | 8K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 3K | $500K+ | SH |
| GEV | GE VERNOVA INC | 907 | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| IWB | ISHARES TR | 1K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 17K | $500K+ | SH |
| RDDT | REDDIT INC | 2K | $500K+ | SH |
| IBP | INSTALLED BLDG PRODS INC | 2K | $500K+ | SH |
| DXCM | DEXCOM INC | 8K | $500K+ | SH |
| LSTR | LANDSTAR SYS INC | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 759 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| GGG | GRACO INC | 5K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 679 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 673 | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 1K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 282 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 8K | $100K–$500K | SH |
| SG | SWEETGREEN INC | 54K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 341 | $100K–$500K | SH |
| MMC | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| BANF | BANCFIRST CORP | 3K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 8K | $100K–$500K | SH |
| DCI | DONALDSON INC | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| KLAC | KLA CORP | 274 | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 1K | $100K–$500K | SH |
| AZ | A2Z CUST2MATE SOLUTIONS CORP | 50K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 5K | $100K–$500K | SH |