Curated Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Curated Wealth Partners LLC reported 142 stock positions worth $876.0 million. Its top holding was Apollo Global Management (APO) at 41.9% of the portfolio, followed by Ares Management Class A (ARES, 30.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.4%). Compared with Q3 2024, it opened 20 new positions, sold out of 10, added to 48 and reduced 31. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale Ares Management Class A (ARES, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001781284
- Portfolio Value
- $876.0M (Q4 2024)
- SEC Filing
- 0001085146-25-000353 ↗ filed Jan 21, 2025
Holdings Value
Holdings 142 stocks · $876.0M
| APO Apollo Global Management Inc. | 41.91% | 2,222,743 | $367.1M | Reduce -4.6% |
| ARES Ares Management Corp. Class A | 30.03% | 1,485,772 | $263.0M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.43% | 51,230 | $30.0M | No change |
| VOO Vanguard S&P 500 ETF | 2.98% | 48,500 | $26.1M | Add +9.0% |
| DFAI Dimensional International Co. | 1.87% | 560,728 | $16.4M | Add +5.3% |
| AAPL Apple Inc. | 1.41% | 49,317 | $12.3M | Reduce -7.0% |
| RWEM Rayliant Nxtgn MLT Em Eq-Usd | 1.24% | 457,824 | $10.9M | Add +10.3% |
| TEX Terex Corp. | 1.20% | 226,922 | $10.5M | Add +28.3% |
| IVV iShares Core S&P 500 ETF | 0.81% | 11,991 | $7.1M | Add +8.3% |
| MSFT Microsoft Corp. | 0.75% | 15,651 | $6.6M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.68% | 27,349 | $6.0M | Reduce -6.5% |
| SNAP Snap Inc. Class A | 0.66% | 536,541 | $5.8M | No change |
| NVDA Nvidia Corp. | 0.45% | 29,051 | $3.9M | Add +0.8% |
| BERY Berry Global Group Inc. | 0.44% | 59,550 | $3.9M | No change |
| TPL Texas Pacific Land Corp. | 0.39% | 3,074 | $3.4M | Reduce -19.0% |
| ARCC Ares Capital Corp. | 0.38% | 153,208 | $3.4M | No change |
| DVA Davita Inc. | 0.32% | 18,535 | $2.8M | No change |
| VGT Vanguard Info Tech ETF | 0.31% | 4,425 | $2.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.28% | 4,159 | $2.4M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.27% | 12,305 | $2.3M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 4,862 | $2.2M | Add +150.1% |
| PKG Packaging Corp. of America | 0.24% | 9,450 | $2.1M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.24% | 72,410 | $2.1M | No change |
| DGRO iShares Core Dividend Growth | 0.23% | 32,836 | $2.0M | Add +2.9% |
| IWF iShares Russell 1000 Growth | 0.23% | 4,927 | $2.0M | No change |
| MA Mastercard Inc. Class A | 0.22% | 3,651 | $1.9M | Reduce -1.6% |
| AIG American International Group | 0.21% | 24,860 | $1.8M | Add +7.3% |
| ABT Abbott Laboratories | 0.20% | 15,609 | $1.8M | Add +13.8% |
| BX Blackstone Inc. | 0.20% | 10,065 | $1.7M | Add +0.2% |
| SG Sweetgreen Inc. Class A | 0.20% | 54,103 | $1.7M | No change |
| VEA Vanguard Ftse Developed ETF | 0.20% | 35,800 | $1.7M | New |
| ANET Arista Networks Inc. | 0.19% | 14,712 | $1.6M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 2,982 | $1.5M | No change |
| COP Conocophillips | 0.17% | 15,367 | $1.5M | Add +10.6% |
| EFA iShares MSCI Eafe ETF | 0.17% | 19,840 | $1.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 8,503 | $1.4M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 32,359 | $1.4M | Add +0.8% |
| PR Permian Resources Corp. Class A | 0.16% | 94,854 | $1.4M | No change |
| TXN Texas Instruments Inc. | 0.15% | 7,020 | $1.3M | Add +8.8% |
| ARDC Ares Dynamic Credit All | 0.15% | 86,324 | $1.3M | No change |
| SYY Sysco Corp. | 0.14% | 16,060 | $1.2M | Add +7.8% |
| PFE Pfizer Inc. | 0.14% | 45,337 | $1.2M | Add +25.6% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 9,301 | $1.2M | New |
| XLV SS Health Care Select Sector | 0.13% | 8,500 | $1.2M | Reduce -3.0% |
| GM General Motors Co. | 0.13% | 21,596 | $1.2M | Add +6.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 16,160 | $1.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 3,774 | $1.1M | Add +55.8% |
| HD Home Depot Inc. | 0.12% | 2,689 | $1.0M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.12% | 5,373 | $1.0M | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 4,184 | $1.0M | Reduce -2.3% |
| V Visa Inc. Class A | 0.11% | 3,127 | $988K | Reduce -7.7% |
| UNP Union Pacific Corp. | 0.11% | 4,269 | $974K | Add +6.1% |
| SSNC Ss&c Technologies Holdings | 0.11% | 12,442 | $943K | Add +5.9% |
| AON Aon PLC Class A | 0.11% | 2,622 | $942K | New |
| CAT Caterpillar Inc. | 0.10% | 2,418 | $877K | Reduce -13.6% |
| CARR Carrier Global Corp. | 0.10% | 12,800 | $874K | No change |
| EPD Enterprise Products Partners | 0.10% | 27,670 | $868K | Add +66.0% |
| WM Waste Management Inc. | 0.10% | 4,214 | $850K | New |
| LH Labcorp Holdings Inc. | 0.09% | 3,607 | $827K | Add +6.5% |
| PRI Primerica Inc. | 0.09% | 3,039 | $825K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 18,711 | $824K | New |
| SSD Simpson Manufacturing Co. Inc. | 0.09% | 4,953 | $821K | No change |
| DAR Darling Ingredients Inc. | 0.09% | 24,302 | $819K | New |
| HCA HCA Healthcare Inc. | 0.09% | 2,693 | $808K | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 7,455 | $757K | Reduce -6.4% |
| EXR Extra Space Storage Inc. | 0.08% | 4,838 | $724K | Add +3.6% |
| FCN Fti Consulting Inc. | 0.08% | 3,785 | $723K | No change |
| INTU Intuit Inc. | 0.08% | 1,134 | $713K | Reduce -9.3% |
| CRVL Corvel Corp. | 0.08% | 6,390 | $711K | No change |
| FTNT Fortinet Inc. | 0.08% | 7,496 | $708K | Add +32.4% |
| OTIS Otis Worldwide Corp. | 0.08% | 7,451 | $690K | Reduce -0.5% |
| KAI Kadant Inc. | 0.08% | 1,974 | $681K | Add +0.1% |
| FISV Fiserv Inc. | 0.07% | 3,145 | $646K | Add +10.3% |
| EME Emcor Group Inc. | 0.07% | 1,422 | $645K | Reduce -53.5% |
| MC Moelis & Co. Class A | 0.07% | 8,602 | $636K | Reduce -0.1% |
| TTC Toro Co. | 0.07% | 7,463 | $598K | Add +42.7% |
| RBC RBC Bearings Inc. | 0.07% | 1,989 | $595K | Add +1.6% |
| TRGP Targa Resources Corp. | 0.07% | 3,271 | $584K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.07% | 6,698 | $576K | Add +38.6% |
| GOLF Acushnet Holdings Corp. | 0.06% | 7,908 | $562K | No change |
| FCX Freeport-McMoran Inc. | 0.06% | 14,552 | $554K | Reduce -10.2% |
| WTS Watts Water Technologies-A | 0.06% | 2,675 | $544K | Add +16.8% |
| LSTR Landstar System Inc. | 0.06% | 3,066 | $527K | Add +26.1% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,650 | $519K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 3,148 | $509K | New |
| AVGO Broadcom Inc. | 0.06% | 2,174 | $504K | Reduce -28.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,198 | $492K | Add +41.6% |
| ADSK Autodesk Inc. | 0.06% | 1,633 | $483K | Add +1.2% |
| AMD Advanced Micro Devices | 0.05% | 3,935 | $475K | Add +19.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.05% | 6,675 | $467K | No change |
| IWB iShares Russell 1000 ETF | 0.05% | 1,450 | $467K | No change |
| UBER Uber Technologies Inc. | 0.05% | 7,741 | $467K | Add +24.3% |
| NEE Nextera Energy Inc. | 0.05% | 6,460 | $463K | Add +23.3% |
| GEAR Revelyst Inc. | 0.05% | 23,462 | $451K | Reduce -55.7% |
| CWAN Clearwater Analytics HDS-A | 0.05% | 16,011 | $441K | Reduce -10.4% |
| GGG Graco Inc. | 0.05% | 5,206 | $439K | No change |
| DT Dynatrace Inc. | 0.05% | 7,795 | $424K | Add +62.1% |
| COST Costco Wholesale Corp. | 0.05% | 452 | $414K | No change |
| UFPI Ufp Industries Inc. | 0.05% | 3,623 | $408K | No change |
| TSLA Tesla Inc. | 0.05% | 991 | $400K | Add +1.5% |
Portfolio Sells Q3 2024 → Q4 2024
| ARES Ares Management Corp. Class A | Reduce -10.3% | 30.03% | −3.01 |
| GEAR Revelyst Inc. | Reduce -55.7% | 0.05% | −0.21 |
| AAPL Apple Inc. | Reduce -7.0% | 1.41% | −0.17 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.13 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.75% | −0.11 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.11 |
| EME Emcor Group Inc. | Reduce -53.5% | 0.07% | −0.09 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.09 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.07 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.06 |
| HCA HCA Healthcare Inc. | Reduce -0.9% | 0.09% | −0.05 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.05 |
| TPL Texas Pacific Land Corp. | Reduce -19.0% | 0.39% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -10.2% | 0.06% | −0.04 |
| CAT Caterpillar Inc. | Reduce -13.6% | 0.10% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -3.0% | 0.13% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.28% | −0.03 |
| HD Home Depot Inc. | Reduce -6.0% | 0.12% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -15.1% | 0.04% | −0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -30.6% | 0.03% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -0.5% | 0.08% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 0.31% | −0.02 |
| INTU Intuit Inc. | Reduce -9.3% | 0.08% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.22% | −0.01 |
| ABBV Abbvie Inc. | Reduce -5.3% | 0.04% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -6.5% | 0.68% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.4% | 0.09% | −0.01 |
| AVGO Broadcom Inc. | Reduce -28.5% | 0.06% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.03% | −0.01 |
| CWAN Clearwater Analytics HDS-A | Reduce -10.4% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -7.7% | 0.11% | −0.01 |
| F Ford Motor Co. | Reduce -0.8% | 0.03% | −0.01 |
| MC Moelis & Co. Class A | Reduce -0.1% | 0.07% | −0.00 |
| PARAA Paramount Global Class B | Reduce -0.3% | 0.02% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.11% | −0.00 |
| NFLX Netflix Inc. | Reduce -13.1% | 0.03% | −0.00 |
| APO Apollo Global Management Inc. | Reduce -4.6% | 41.91% | +4.67 |
Portfolio Buys Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | New | 0.20% | +0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.16% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +150.1% | 0.25% | +0.14 |
| ITOT iShares Core S&P Total U.S. | New | 0.14% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.13% | +0.13 |
| AON Aon PLC Class A | New | 0.11% | +0.11 |
| WM Waste Management Inc. | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.09% | +0.09 |
| DAR Darling Ingredients Inc. | New | 0.09% | +0.09 |
| TRGP Targa Resources Corp. | New | 0.07% | +0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +55.8% | 0.12% | +0.04 |
| EPD Enterprise Products Partners | Add +66.0% | 0.10% | +0.04 |
| ET Energy Transfer LP | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| CDNS Cadence Design SYS Inc. | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| WES Western Midstream Partners L | New | 0.03% | +0.03 |
| HQY Healthequity Inc. | New | 0.03% | +0.03 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.03% | +0.03 |
| JKHY Jack Henry & Associates Inc. | New | 0.03% | +0.03 |
| FTNT Fortinet Inc. | Add +32.4% | 0.08% | +0.02 |
| DT Dynatrace Inc. | Add +62.1% | 0.05% | +0.02 |
| GM General Motors Co. | Add +6.2% | 0.13% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +41.6% | 0.06% | +0.01 |
| CCC CCC Intelligent Solutions Ho | New | 0.01% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +64.4% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +1.5% | 0.05% | +0.01 |
| TTC Toro Co. | Add +42.7% | 0.07% | +0.01 |
| FISV Fiserv Inc. | Add +10.3% | 0.07% | +0.01 |
| ANET Arista Networks Inc. | Add +1.2% | 0.19% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.27% | +0.01 |
| PFE Pfizer Inc. | Add +25.6% | 0.14% | +0.00 |
| CRM Salesforce Inc. | Add +0.2% | 0.04% | +0.00 |
| NBIX Neurocrine Biosciences Inc. | Add +1.2% | 0.04% | +0.00 |
| AZPN Aspen Technology Inc. | Add +13.6% | 0.04% | +0.00 |
| ABT Abbott Laboratories | Add +13.8% | 0.20% | +0.00 |
| LSTR Landstar System Inc. | Add +26.1% | 0.06% | +0.00 |
| WTS Watts Water Technologies-A | Add +16.8% | 0.06% | +0.00 |
| BX Blackstone Inc. | Add +0.2% | 0.20% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +17.6% | 0.04% | +0.00 |
| TEX Terex Corp. | Add +28.3% | 1.20% | −0.00 |
| BAC Bank of America Corp. | Add +0.8% | 0.16% | −0.00 |
| ADSK Autodesk Inc. | Add +1.2% | 0.06% | −0.00 |
| ACN Accenture PLC Class A | Add +5.7% | 0.03% | −0.00 |
| LH Labcorp Holdings Inc. | Add +6.5% | 0.09% | −0.00 |
| NVDA Nvidia Corp. | Add +0.8% | 0.45% | −0.00 |
| NEE Nextera Energy Inc. | Add +23.3% | 0.05% | −0.00 |
| SSNC Ss&c Technologies Holdings | Add +5.9% | 0.11% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 241 | $863.3M | APO, ARES, VOO, SPY, DFAI |
| Q1 2026 | 228 | $793.6M | APO, ARES, VOO, SPY, DFAI |
| Q4 2025 | 208 | $925.3M | APO, ARES, VOO, SPY, DFAI |
| Q3 2025 | 157 | $826.7M | APO, ARES, VOO, SPY, DFAI |
| Q2 2025 | 159 | $852.7M | APO, ARES, VOO, SPY, DFAI |
| Q1 2025 | 150 | $772.9M | APO, ARES, SPY, VOO, DFAI |
| Q4 2024 | 142 | $876.0M | APO, ARES, SPY, VOO, DFAI |
| Q3 2024 | 132 | $781.7M | APO, ARES, SPY, VOO, DFAI |
| Q2 2024 | 132 | $716.8M | APO, ARES, SPY, VOO, DFAI |
| Q1 2024 | 0 | $0 |