Curated Wealth Partners LLC 13F Holdings
CIK 0001781284 · EL SEGUNDO, CA
As of Sep 30, 2025, Curated Wealth Partners LLC reported 266 positions worth $824.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APOLLO GLOBAL MANAGEMENT INC | APO | Financial Services | 2,228,291 | $297.0M | 36.02% |
| ARES MANAGEMENT CORP | ARES | Financial Services | 1,418,643 | $226.8M | 27.51% |
| VANGUARD 500 INDEX FUND | VOO | — | 62,454 | $38.2M | 4.64% |
| SPDR S&P 500 ETF TRUST | SPY | — | 51,633 | $34.4M | 4.17% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 625,987 | $22.8M | 2.76% |
| ADVISORS INNER CIRCLE FD III | — | — | 567,400 |