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 $793.6M across 226 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APO ($247.3M, 31.16%), ARES ($160.2M, 20.19%), VOO ($47.9M, 6.03%), SPY ($33.8M, 4.25%), DFAI ($27.4M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APO | APOLLO GLOBAL MGMT INC | $247.3M | 31.16% | 2.2M | Trimmed |
| 2 | ARES | ARES MANAGEMENT CORPORATION | $160.2M | 20.19% | 1.5M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $47.9M | 6.03% | 80,142 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $33.8M | 4.25% | 51,917 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $27.4M | 3.46% | 703,869 | Added |
| 6 | RAYE | ADVISORS INNER CIRCLE FD III | $17.9M | 2.26% | 615,748 | Added |
| 7 | DVND | TOUCHSTONE ETF TRUST | $16.1M | 2.03% | 689,311 | New |
| 8 | TEX | TEREX CORP NEW | $13.4M | 1.69% | 226,922 | Hold |
| 9 | DHSCX | DIAMOND HILL FUNDS | $12.8M | 1.61% | 996,445 | Added |
| 10 | AAPL | APPLE INC | $10.4M | 1.31% | 40,892 | Added |
| 11 | GLD | SPDR GOLD TR | $9.5M | 1.20% | 22,145 | Trimmed |
| 12 | DBND | DOUBLELINE ETF TRUST | $9.1M | 1.14% | 364,583 | New |
| 13 | NVDA | NVIDIA CORPORATION | $8.1M | 1.02% | 46,213 | Added |
| 14 | IVV | ISHARES TR | $7.7M | 0.96% | 11,721 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $6.6M | 0.83% | 31,732 | Added |
| 16 | GOOGL | ALPHABET INC | $6.1M | 0.76% | 21,073 | Added |
| 17 | MSFT | MICROSOFT CORP | $5.6M | 0.70% | 15,107 | Added |
| 18 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.9M | 0.50% | 8,298 | Hold |
| 19 | META | META PLATFORMS INC | $3.8M | 0.48% | 6,675 | Added |
| 20 | AMCCF | AMCOR PLC | $3.5M | 0.44% | 86,861 | New |
| 21 | GCAL | GOLDMAN SACHS ETF TR | $3.5M | 0.44% | 69,313 | Trimmed |
| 22 | VGT | VANGUARD WORLD FD | $3.0M | 0.38% | 4,284 | Trimmed |
| 23 | AVGO | BROADCOM INC | $3.0M | 0.38% | 9,833 | Trimmed |
| 24 | ARCC | ARES CAPITAL CORP | $2.9M | 0.37% | 161,868 | Added |
| 25 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 0.36% | 4 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31