Holders — by stockHoldings — by fund
Curated Wealth Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001781284
$863.3M
disclosed book value
241
positions
30.3%
largest position share
Positions, as of 2026-06-30
top 100 of 241 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APOAPOLLO GLOBAL MGMT INC | 2.2M | $261.4M | 30.3% |
| 2 | ARESARES MANAGEMENT CORPORATION | 1.5M | $163.6M | 19% |
| 3 | VOOVANGUARD INDEX FDS | 96,115 | $66.0M | 7.6% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 52,711 | $39.4M | 4.6% |
| 5 | DFAIDIMENSIONAL ETF TRUST | 735,149 | $30.3M | 3.5% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 514,473 | $20.9M | 2.4% |
| 7 | TEXTEREX CORP NEW | 226,922 | $16.4M | 1.9% |
| 8 | TLGTOUCHSTONE ETF TRUST | 536,196 | $14.2M | 1.6% |
| 9 | AAPLAPPLE INC | 46,739 | $13.5M | 1.6% |
| 10 | IVVISHARES TR | 13,595 | $10.2M | 1.2% |
| 11 | DSCODOUBLELINE ETF TRUST | 389,577 | $9.7M | 1.1% |
| 12 | NVDANVIDIA CORPORATION | 47,473 | $9.5M | 1.1% |
| 13 | DHLXDIAMOND HILL FUNDS | 726,221 | $9.4M | 1.1% |
| 14 | GLDSPDR GOLD TR | 22,145 | $8.2M | 0.9% |
| 15 | GOOGLALPHABET INC | 20,488 | $7.3M | 0.8% |
| 16 | GSSCGOLDMAN SACHS ETF TR | 77,745 | $7.1M | 0.8% |
| 17 | AMZNAMAZON COM INC | 29,734 | $7.1M | 0.8% |
| 18 | MSFTMICROSOFT CORP | 13,202 | $4.9M | 0.6% |
| 19 | GCALGOLDMAN SACHS ETF TR | 90,902 | $4.7M | 0.5% |
| 20 | DVADAVITA INC | 18,784 | $4.2M | 0.5% |
| 21 | VGTVANGUARD WORLD FD | 34,168 | $4.1M | 0.5% |
| 22 | METAMETA PLATFORMS INC | 6,909 | $3.9M | 0.5% |
| 23 | AMCRAMCOR PLC | 87,218 | $3.8M | 0.4% |
| 24 | TPLTEXAS PACIFIC LAND CORPORATI | 8,311 | $3.6M | 0.4% |
| 25 | GOOGALPHABET INC | 9,896 | $3.5M | 0.4% |
| 26 | AVGOBROADCOM INC | 9,256 | $3.5M | 0.4% |
| 27 | ARCCARES CAPITAL CORP | 161,868 | $3.0M | 0.3% |
| 28 | BRK/ABERKSHIRE HATHAWAY INC DEL | 4 | $3.0M | 0.3% |
| 29 | SNAPSNAP INC | 541,837 | $2.4M | 0.3% |
| 30 | DGROISHARES TR | 30,460 | $2.3M | 0.3% |
| 31 | PKGPACKAGING CORP AMER | 9,455 | $2.3M | 0.3% |
| 32 | IWFISHARES TR | 17,572 | $2.2M | 0.3% |
| 33 | PXEDPHOENIX ED PARTNERS INC | 65,005 | $2.1M | 0.2% |
| 34 | MUMICRON TECHNOLOGY INC | 1,837 | $2.1M | 0.2% |
| 35 | JPMJPMORGAN CHASE & CO | 6,369 | $2.1M | 0.2% |
| 36 | EFAISHARES TR | 19,810 | $2.1M | 0.2% |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,985 | $2.0M | 0.2% |
| 38 | TSLATESLA INC | 4,491 | $1.9M | 0.2% |
| 39 | VTVVANGUARD INDEX FDS | 8,516 | $1.9M | 0.2% |
| 40 | LYVLIVE NATION ENTERTAINMENT IN | 9,452 | $1.7M | 0.2% |
| 41 | IWOISHARES TR | 4,189 | $1.7M | 0.2% |
| 42 | VTIVANGUARD INDEX FDS | 4,318 | $1.6M | 0.2% |
| 43 | VEAVANGUARD TAX-MANAGED FDS | 21,914 | $1.6M | 0.2% |
| 44 | ITOTISHARES TR | 9,301 | $1.5M | 0.2% |
| 45 | IEFAISHARES TR | 14,880 | $1.4M | 0.2% |
| 46 | AMDADVANCED MICRO DEVICES INC | 2,402 | $1.4M | 0.2% |
| 47 | PRPERMIAN RESOURCES CORP | 75,682 | $1.4M | 0.2% |
| 48 | BXBLACKSTONE INC | 11,666 | $1.4M | 0.2% |
| 49 | QQQINVESCO QQQ TR | 1,794 | $1.3M | 0.2% |
| 50 | LLYELI LILLY & CO | 1,095 | $1.3M | 0.2% |
| 51 | VWOVANGUARD INTL EQUITY INDEX F | 21,705 | $1.3M | 0.2% |
| 52 | WTSWATTS WATER TECHNOLOGIES INC | 3,287 | $1.3M | 0.1% |
| 53 | SSDSIMPSON MFG INC | 6,047 | $1.3M | 0.1% |
| 54 | BCSFBAIN CAP SPECIALTY FIN INC | 100,000 | $1.3M | 0.1% |
| 55 | IAUISHARES GOLD TR | 16,522 | $1.2M | 0.1% |
| 56 | VVISA INC | 3,614 | $1.2M | 0.1% |
| 57 | NFLXNETFLIX INC. | 16,588 | $1.2M | 0.1% |
| 58 | GEVGE VERNOVA INC | 971 | $1.1M | 0.1% |
| 59 | GOLFACUSHNET HLDGS CORP | 9,559 | $1.1M | 0.1% |
| 60 | ARDCARES DYNAMIC CR ALLOCATION F | 88,853 | $1.1M | 0.1% |
| 61 | RBCRBC BEARINGS INC | 1,716 | $1.1M | 0.1% |
| 62 | PRIPRIMERICA INC | 3,776 | $1.1M | 0.1% |
| 63 | TTCTORO CO | 10,942 | $1.1M | 0.1% |
| 64 | CARRCARRIER GLOBAL CORPORATION | 14,463 | $1.1M | 0.1% |
| 65 | EPDENTERPRISE PRODS PARTNERS L | 27,670 | $1.0M | 0.1% |
| 66 | DARDARLING INGREDIENTS INC | 18,207 | $994,466 | 0.1% |
| 67 | IWMISHARES TR | 3,239 | $973,159 | 0.1% |
| 68 | KLACKLA CORP | 3,079 | $928,965 | 0.1% |
| 69 | SCHFSCHWAB STRATEGIC TR | 32,150 | $890,559 | 0.1% |
| 70 | LSTRLANDSTAR SYS INC | 4,235 | $875,840 | 0.1% |
| 71 | JNJJOHNSON & JOHNSON | 3,425 | $869,845 | 0.1% |
| 72 | COSTCOSTCO WHOLESALE CORPORATION | 922 | $862,502 | 0.1% |
| 73 | CVXCHEVRON CORPORATION | 5,149 | $853,497 | 0.1% |
| 74 | GEGE AEROSPACE | 2,227 | $832,296 | 0.1% |
| 75 | INTCINTEL CORP | 5,943 | $829,822 | 0.1% |
| 76 | ANETARISTA NETWORKS INC | 4,768 | $809,988 | 0.1% |
| 77 | TXNTEXAS INSTRS INC | 2,666 | $794,654 | 0.1% |
| 78 | ABBVABBVIE INC | 3,149 | $792,415 | 0.1% |
| 79 | WDCWESTERN DIGITAL CORP | 1,199 | $765,826 | 0.1% |
| 80 | XOMEXXON MOBIL CORP | 5,560 | $760,163 | 0.1% |
| 81 | MCMOELIS & CO | 11,008 | $720,144 | 0.1% |
| 82 | IWRISHARES TR | 6,459 | $712,557 | 0.1% |
| 83 | EMEEMCOR GROUP INC | 850 | $705,399 | 0.1% |
| 84 | FCNFTI CONSULTING INC | 4,712 | $702,135 | 0.1% |
| 85 | BACBANK OF AMER CORP | 12,051 | $686,665 | 0.1% |
| 86 | MAMASTERCARD INCORPORATED | 1,336 | $686,170 | 0.1% |
| 87 | CSCOCISCO SYS INC | 5,816 | $683,147 | 0.1% |
| 88 | KAIKADANT INC | 2,126 | $668,054 | 0.1% |
| 89 | VICIVICI PPTYS INC | 24,869 | $660,272 | 0.1% |
| 90 | UNHUNITEDHEALTH GROUP INC | 1,508 | $626,770 | 0.1% |
| 91 | RLIRLI CORP | 10,441 | $616,752 | 0.1% |
| 92 | FHBFIRST HAWAIIAN INC | 20,693 | $606,304 | 0.1% |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 5,196 | $606,219 | 0.1% |
| 94 | SLVISHARES SILVER TR | 11,105 | $593,784 | 0.1% |
| 95 | IWBISHARES TR | 1,450 | $593,775 | 0.1% |
| 96 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,195 | $570,696 | 0.1% |
| 97 | LRCXLAM RESEARCH CORP | 1,308 | $566,795 | 0.1% |
| 98 | OTISOTIS WORLDWIDE CORP | 7,870 | $563,493 | 0.1% |
| 99 | SNDKSANDISK CORP | 234 | $532,053 | 0.1% |
| 100 | VOEVANGUARD INDEX FDS | 2,636 | $520,874 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.