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 1781284
$773.6M
disclosed book value
838
positions
19.7%
largest position share
Positions, as of 2026-06-30
top 100 of 838 · 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 | PFEPFIZER INC | 1.4M | $152.5M | 19.7% |
| 2 | TPLTEXAS PACIFIC LAND CORPORATI | 255,012 | $18.4M | 2.4% |
| 3 | TOUCHSTONE ETF TRUST | 5.0M | $15.1M | 1.9% |
| 4 | DOUBLELINE ETF TRUST | 9.9M | $13.6M | 1.8% |
| 5 | VOOVANGUARD INDEX FDS | 3.5M | $11.4M | 1.5% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 2.8M | $10.5M | 1.4% |
| 7 | DFAIDIMENSIONAL ETF TRUST | 2.7M | $9.2M | 1.2% |
| 8 | ANETARISTA NETWORKS INC | 8.1M | $9.0M | 1.2% |
| 9 | SOSOUTHERN CO | 19,873 | $8.0M | 1% |
| 10 | KHCKRAFT HEINZ CO | 81,304 | $7.7M | 1% |
| 11 | UNPUNION PAC CORP | 7.5M | $7.6M | 1% |
| 12 | MSFTMICROSOFT CORP | 236,411 | $7.4M | 1% |
| 13 | UNHUNITEDHEALTH GROUP INC | 21,322 | $7.3M | 0.9% |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2.2M | $7.3M | 0.9% |
| 15 | SRESEMPRA | 134,171 | $7.0M | 0.9% |
| 16 | DIAMOND HILL FUNDS | 1.9M | $6.8M | 0.9% |
| 17 | PNCPNC FINL SVCS GROUP INC | 122,536 | $6.5M | 0.8% |
| 18 | PMPHILIP MORRIS INTL INC | 5.9M | $6.2M | 0.8% |
| 19 | TAT&T INC | 114,071 | $6.2M | 0.8% |
| 20 | SPGIS&P GLOBAL INC | 3.5M | $5.7M | 0.7% |
| 21 | XPELXPEL INC | 54,316 | $5.5M | 0.7% |
| 22 | GSSCGOLDMAN SACHS ETF TR | 1.6M | $5.2M | 0.7% |
| 23 | ABTABBOTT LABORATORIES | 4.0M | $4.9M | 0.6% |
| 24 | PHPARKER-HANNIFIN CORP | 322,690 | $4.7M | 0.6% |
| 25 | TGTTARGET CORP | 4.1M | $4.6M | 0.6% |
| 26 | VZVERIZON COMMUNICATIONS INC | 36,757 | $4.5M | 0.6% |
| 27 | KMBKIMBERLY-CLARK CORP | 211,186 | $4.4M | 0.6% |
| 28 | APOAPOLLO GLOBAL MGMT INC | 1.1M | $4.4M | 0.6% |
| 29 | CCITIGROUP INC | 1.2M | $4.3M | 0.6% |
| 30 | WBDWARNER BROS DISCOVERY INC | 33,610 | $4.2M | 0.5% |
| 31 | AAPLAPPLE INC | 685,368 | $4.0M | 0.5% |
| 32 | BLACK ROCK COFFEE BAR INC | 145,460 | $3.9M | 0.5% |
| 33 | WABWABTEC | 179,818 | $3.9M | 0.5% |
| 34 | YUMYUM BRANDS INC | 11,540 | $3.9M | 0.5% |
| 35 | PKGPACKAGING CORP AMER | 2.8M | $3.8M | 0.5% |
| 36 | JPMJPMORGAN CHASE & CO | 290,481 | $3.7M | 0.5% |
| 37 | AMCOR PLC | 232,403 | $3.5M | 0.5% |
| 38 | JNJJOHNSON & JOHNSON | 185,595 | $3.5M | 0.5% |
| 39 | PGPROCTER & GAMBLE CO | 1.9M | $3.4M | 0.4% |
| 40 | MOALTRIA GROUP INC | 200,600 | $3.2M | 0.4% |
| 41 | GOOGALPHABET INC | 434,965 | $3.1M | 0.4% |
| 42 | SLBSLB LIMITED | 66,927 | $3.0M | 0.4% |
| 43 | MSMORGAN STANLEY | 117,928 | $3.0M | 0.4% |
| 44 | CRMSALESFORCE INC | 672,874 | $2.9M | 0.4% |
| 45 | GEVGE VERNOVA INC | 207,787 | $2.9M | 0.4% |
| 46 | TRVTRAVELERS COMPANIES INC | 2.8M | $2.9M | 0.4% |
| 47 | GOOGLALPHABET INC | 234,431 | $2.9M | 0.4% |
| 48 | ROSTROSS STORES INC | 208,037 | $2.7M | 0.4% |
| 49 | DELLDELL TECHNOLOGIES INC | 396,181 | $2.7M | 0.3% |
| 50 | JOHNSON CONTROLS INTERNATION | 253,605 | $2.7M | 0.3% |
| 51 | WMTWALMART INC | 101,930 | $2.7M | 0.3% |
| 52 | OTISOTIS WORLDWIDE CORP | 37,064 | $2.7M | 0.3% |
| 53 | TFCTRUIST FINL CORP | 2.6M | $2.6M | 0.3% |
| 54 | COHRCOHERENT CORP | 541,465 | $2.6M | 0.3% |
| 55 | RMDRESMED INC | 297,057 | $2.5M | 0.3% |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 368,666 | $2.4M | 0.3% |
| 57 | PSXPHILLIPS 66 | 970,976 | $2.3M | 0.3% |
| 58 | PLDPROLOGIS INC. | 130,763 | $2.3M | 0.3% |
| 59 | KMXCARMAX INC | 82,997 | $2.3M | 0.3% |
| 60 | METAMETA PLATFORMS INC | 90,543 | $2.3M | 0.3% |
| 61 | CLCOLGATE PALMOLIVE CO | 939,811 | $2.3M | 0.3% |
| 62 | SPGSIMON PPTY GROUP INC NEW | 21,029 | $2.3M | 0.3% |
| 63 | JJACOBS SOLUTIONS INC | 103,989 | $2.3M | 0.3% |
| 64 | MLMMARTIN MARIETTA MATLS INC | 96,497 | $2.3M | 0.3% |
| 65 | TREXTREX INC | 3,569 | $2.2M | 0.3% |
| 66 | ASTHASTRANA HEALTH INC | 8,174 | $2.1M | 0.3% |
| 67 | NVDANVIDIA CORPORATION | 126,171 | $2.1M | 0.3% |
| 68 | VEEVVEEVA SYS INC | 7,215 | $2.0M | 0.3% |
| 69 | LINDE PLC | 107,831 | $2.0M | 0.3% |
| 70 | KLACKLA CORP | 34,752 | $2.0M | 0.3% |
| 71 | TE CONNECTIVITY PLC | 1.8M | $2.0M | 0.3% |
| 72 | WMBWILLIAMS COS INC | 34,568 | $1.9M | 0.3% |
| 73 | VTIVANGUARD INDEX FDS | 437,733 | $1.9M | 0.2% |
| 74 | SAILSAILPOINT INC | 66,303 | $1.9M | 0.2% |
| 75 | HDHOME DEPOT INC | 258,251 | $1.9M | 0.2% |
| 76 | WSCWILLSCOT HLDGS CORP | 2,753 | $1.9M | 0.2% |
| 77 | KEYKEYCORP | 100,967 | $1.9M | 0.2% |
| 78 | SEAGATE TECHNOLOGY HLDNGS PL | 103,144 | $1.9M | 0.2% |
| 79 | WFCWELLS FARGO & CO | 15,401 | $1.8M | 0.2% |
| 80 | BXBLACKSTONE INC | 137,270 | $1.8M | 0.2% |
| 81 | HWMHOWMET AEROSPACE INC | 127,981 | $1.8M | 0.2% |
| 82 | SAIASAIA INC | 54,102 | $1.7M | 0.2% |
| 83 | PANWPALO ALTO NETWORKS INC | 1.1M | $1.7M | 0.2% |
| 84 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,707 | $1.7M | 0.2% |
| 85 | SCHWSCHWAB CHARLES CORP | 561,401 | $1.7M | 0.2% |
| 86 | AMZNAMAZON COM INC | 466,154 | $1.7M | 0.2% |
| 87 | GOLDMAN SACHS ETF TR | 371,067 | $1.6M | 0.2% |
| 88 | ABBVABBVIE INC | 363,902 | $1.6M | 0.2% |
| 89 | AEPAMERICAN ELEC PWR CO INC | 557,560 | $1.6M | 0.2% |
| 90 | LHLABCORP HOLDINGS INC | 119,541 | $1.6M | 0.2% |
| 91 | SPYSTATE STR SPDR S&P 500 ETF T | 501,185 | $1.5M | 0.2% |
| 92 | SNASNAP ON INC | 37,595 | $1.5M | 0.2% |
| 93 | QCOMQUALCOMM INC | 695,928 | $1.5M | 0.2% |
| 94 | AMDADVANCED MICRO DEVICES INC | 543,893 | $1.5M | 0.2% |
| 95 | TSLATESLA INC | 1.3M | $1.5M | 0.2% |
| 96 | SNDKSANDISK CORP | 20,257 | $1.5M | 0.2% |
| 97 | CARRCARRIER GLOBAL CORPORATION | 223,575 | $1.5M | 0.2% |
| 98 | PLTRPALANTIR TECHNOLOGIES INC | 134,171 | $1.4M | 0.2% |
| 99 | REKOR SYSTEMS INC | 792,766 | $1.4M | 0.2% |
| 100 | AIGAMERICAN INTL GROUP INC | 222,206 | $1.4M | 0.2% |
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.