Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curated Wealth Partners LLC (CIK 1781284) reported $773.6M across 838 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PFE ($152.5M, 19.71%), TPL ($18.4M, 2.38%), TLG ($15.1M, 1.95%), DSCO ($13.6M, 1.76%), VOO ($11.4M, 1.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PFE | PFIZER INC | $152.5M | 19.71% | 1.4M | Added |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | $18.4M | 2.38% | 255,012 | Added |
| 3 | TLG | TOUCHSTONE ETF TRUST | $15.1M | 1.95% | 5.0M | Added |
| 4 | DSCO | DOUBLELINE ETF TRUST | $13.6M | 1.76% | 9.9M | Added |
| 5 | VOO | VANGUARD INDEX FDS | $11.4M | 1.47% | 3.5M | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $10.5M | 1.36% | 2.8M | New |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 1.19% | 2.7M | Added |
| 8 | ANET | ARISTA NETWORKS INC | $9.0M | 1.16% | 8.1M | Added |
| 9 | SO | SOUTHERN CO | $8.0M | 1.03% | 19,873 | New |
| 10 | KHC | KRAFT HEINZ CO | $7.7M | 0.99% | 81,304 | New |
| 11 | UNP | UNION PAC CORP | $7.6M | 0.98% | 7.5M | Added |
| 12 | UNH | UNITEDHEALTH GROUP INC | $7.3M | 0.95% | 21,322 | Added |
| 13 | MSFT | MICROSOFT CORP | $7.4M | 0.95% | 236,411 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 0.94% | 2.2M | Added |
| 15 | SRE | SEMPRA | $7.0M | 0.90% | 134,171 | Added |
| 16 | DHLX | DIAMOND HILL FUNDS | $6.8M | 0.88% | 1.9M | Added |
| 17 | PNC | PNC FINL SVCS GROUP INC | $6.5M | 0.84% | 122,536 | Added |
| 18 | PM | PHILIP MORRIS INTL INC | $6.2M | 0.80% | 5.9M | Added |
| 19 | T | AT&T INC | $6.2M | 0.80% | 114,071 | New |
| 20 | SPGI | S&P GLOBAL INC | $5.7M | 0.74% | 3.5M | Added |
| 21 | XPEL | XPEL INC | $5.5M | 0.71% | 54,316 | New |
| 22 | GSSC | GOLDMAN SACHS ETF TR | $5.2M | 0.68% | 1.6M | New |
| 23 | ABT | ABBOTT LABORATORIES | $4.9M | 0.63% | 4.0M | Added |
| 24 | PH | PARKER-HANNIFIN CORP | $4.7M | 0.61% | 322,690 | New |
| 25 | TGT | TARGET CORP | $4.6M | 0.59% | 4.1M | New |
Source: SEC Form 13F filings · as of 2026-06-30