1y return−10.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $107 against $137 in the S&P 500.2
Curated Wealth Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| APOApollo Global Mgmt Inc | $261.4M | 30.3% | |
| ARESAres Management Corporation | $163.6M | 19.0% | |
| VOOVanguard Index Fds | $66.0M | 7.6% | +19.9% |
| SPYState Str Spdr S&p 500 Etf T | $39.4M | 4.6% | +1.5% |
| DFAIDimensional Etf Trust | $30.3M | 3.5% | +4.4% |
| DFEMDimensional Etf Trust | $20.9M | 2.4% | New |
| TEXTerex Corp New | $16.4M | 1.9% | |
| TLGTouchstone Etf Trust | $14.2M | 1.6% | −22.2% |
| AAPLApple Inc | $13.5M | 1.6% | +14.3% |
| IVVIshares Tr | $10.2M | 1.2% | +16.0% |
| DSCODoubleline Etf Trust | $9.7M | 1.1% | +6.9% |
| NVDANvidia Corporation | $9.5M | 1.1% | +2.7% |
| DHLXDiamond Hill Funds | $9.4M | 1.1% | −27.1% |
| GLDSpdr Gold Tr | $8.2M | 0.9% | |
| GOOGLAlphabet Inc | $7.3M | 0.8% | −2.8% |
| GSSCGoldman Sachs Etf Tr | $7.1M | 0.8% | New |
| AMZNAmazon Com Inc | $7.1M | 0.8% | −6.3% |
| MSFTMicrosoft Corp | $4.9M | 0.6% | −12.6% |
| GCALGoldman Sachs Etf Tr | $4.7M | 0.5% | +31.1% |
| DVADavita Inc | $4.2M | 0.5% | |
| VGTVanguard World Fd | $4.1M | 0.5% | |
| METAMeta Platforms Inc | $3.9M | 0.5% | +3.5% |
| Amcor PLCCUSIP G0250X149 | $3.8M | 0.4% | |
| TPLTexas Pacific Land Corporati | $3.6M | 0.4% | |
| GOOGAlphabet Inc | $3.5M | 0.4% | +25.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $3.5M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $7.3M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $3.5M |
| TPLTexas Pacific Land Corporati | June 30, 2024 | +78.8% | $3.6M |
| VGTVanguard World Fd | June 30, 2024 | +65.8% | $4.1M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $9.5M |
| JPMJpmorgan Chase & Co | June 30, 2024 | +61.8% | $2.1M |
| TSLATesla Inc | September 30, 2024 | +60.8% | $1.9M |
| DVADavita Inc | June 30, 2024 | +60.6% | $4.2M |
| LYVLive Nation Entertainment In | March 31, 2025 | +40.2% | $1.7M |
Sold off last quarter
- RWEMAdvisors Inner Circle Fd III was $17.9M
- WMWaste Mgmt Inc Del was $989K
- MLMMartin Marietta Matls Inc was $883K
- DISDisney Walt Co was $853K
- SYYSysco Corp was $797K
- ZTSZoetis Inc was $749K
- SBACSba Communications Corp was $741K
- INTUIntuit was $654K
- BKNGBooking Holdings Inc was $539K
- DXCMDexcom Inc was $399K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| March 31, 2026 | −17.3% | −4.6% |
| December 31, 2025 | +4.1% | +2.4% |
| September 30, 2025 | −2.9% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −13.5% | −4.6% |
| December 31, 2024 | +16.5% | +2.1% |
| September 30, 2024 | +8.7% | +5.4% |
| March 31, 2024 | +13.6% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | +7.4% | −3.6% |
| June 30, 2023 | +14.9% | +8.3% |
| March 31, 2023 | +7.8% | +7.0% |
| December 31, 2022 | +19.3% | +7.1% |
| September 30, 2022 | −0.8% | −5.3% |
| June 30, 2022 | −26.1% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | −0.6% | +10.7% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Curated Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1781284&type=13F-HR&dateb=&owner=include&count=40CIK 1781284
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1781284/000108514626000609/Filed August 14, 2026 · accession 0001085146-26-000609