Curated Wealth Partners LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Curated Wealth Partners LLC reported 0 stock positions worth $0.

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001781284
Portfolio Value
$0 (Q1 2024)
SEC Filing
0001085146-24-001755 ↗ filed Apr 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $0 $0 Q1 2024 Q2 2024: $716.8M Q2 2024 Q3 2024: $781.7M Q3 2024 Q4 2024: $876.0M Q4 2024 Q1 2025: $772.9M Q1 2025 Q2 2025: $852.7M Q2 2025 Q3 2025: $826.7M Q3 2025 Q4 2025: $925.3M Q4 2025 Q1 2026: $793.6M Q1 2026 Q2 2026: $863.3M Q2 2026

Holdings 0 stocks · $0

None this quarter.

Options reported separately and not counted above: APO puts ($264.8M), ARES puts ($221.2M), SPY puts ($23.1M), VOO puts ($16.9M), TEX puts ($11.4M), AAPL puts ($7.4M), MSFT puts ($6.4M), RWEM puts ($6.2M), SNAP puts ($6.2M), DFAI puts ($5.4M), IVV puts ($5.0M), AMZN puts ($4.7M), and 126 more.

Portfolio Sells Q1 2024

No earlier filing to compare with.

Portfolio Buys Q1 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 241$863.3MAPO, ARES, VOO, SPY, DFAI
Q1 2026 228$793.6MAPO, ARES, VOO, SPY, DFAI
Q4 2025 208$925.3MAPO, ARES, VOO, SPY, DFAI
Q3 2025 157$826.7MAPO, ARES, VOO, SPY, DFAI
Q2 2025 159$852.7MAPO, ARES, VOO, SPY, DFAI
Q1 2025 150$772.9MAPO, ARES, SPY, VOO, DFAI
Q4 2024 142$876.0MAPO, ARES, SPY, VOO, DFAI
Q3 2024 132$781.7MAPO, ARES, SPY, VOO, DFAI
Q2 2024 132$716.8MAPO, ARES, SPY, VOO, DFAI
Q1 2024 0$0