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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $0 Q1 2024 Q2 2024: $716.8M Q2 2024 Q3 2024: $781.7M Q3 2024 Q4 2024: $876.0M $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 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%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,986 $394K New
MANH Manhattan Associates Inc. 0.04% 1,446 $391K No change
FHB First Hawaiian Inc. 0.04% 14,891 $386K No change
ADBE Adobe Inc. 0.04% 865 $385K Reduce -15.1%
NBIX Neurocrine Biosciences Inc. 0.04% 2,704 $369K Add +1.2%
FDS Factset Research Systems Inc. 0.04% 751 $361K No change
IJS iShares S&P Small-Cap 600 Va 0.04% 3,301 $359K Add +64.4%
ABBV Abbvie Inc. 0.04% 1,909 $339K Reduce -5.3%
APH Amphenol Corp. Class A 0.04% 4,752 $330K No change
AZPN Aspen Technology Inc. 0.04% 1,299 $324K Add +13.6%
APAM Artisan Partners Asset Ma -A 0.04% 7,377 $318K No change
IUSV iShares Core S&P U.S. Value 0.04% 3,410 $316K Add +17.6%
CRM Salesforce Inc. 0.04% 941 $315K Add +0.2%
REKR Rekor Systems Inc. 0.04% 200,000 $312K No change
ET Energy Transfer LP 0.03% 15,600 $306K New
RLI Rli Corp. 0.03% 1,853 $305K No change
WMB Williams Cos Inc. 0.03% 5,612 $304K New
PRF Invesco Rafi US 1000 ETF 0.03% 7,500 $303K No change
NFLX Netflix Inc. 0.03% 332 $296K Reduce -13.1%
ACN Accenture PLC Class A 0.03% 836 $294K Add +5.7%
BANF Bancfirst Corp. 0.03% 2,433 $285K No change
DHR Danaher Corp. 0.03% 1,215 $279K No change
CDNS Cadence Design SYS Inc. 0.03% 883 $265K New
HWM Howmet Aerospace Inc. 0.03% 2,411 $264K New
F Ford Motor Co. filed as FORD MTR CO 0.03% 26,340 $261K Reduce -0.8%
JNJ Johnson & Johnson 0.03% 1,799 $260K Add +1.5%
UNH Unitedhealth Group Inc. 0.03% 514 $260K Add +0.8%
TCPC BlackRock TCP Capital Corp. 0.03% 28,587 $249K No change
WES Western Midstream Partners L 0.03% 6,400 $246K New
XLK SS Technology Select Sector 0.03% 1,057 $246K No change
LLY Eli Lilly & Co. 0.03% 314 $242K Reduce -0.6%
HQY Healthequity Inc. 0.03% 2,521 $242K New
FOUR SHIFT4 Payments Inc. Class A 0.03% 2,307 $239K New
ACWX iShares MSCI Acwi Ex US ETF 0.03% 4,579 $239K Reduce -30.6%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.03% 1,324 $232K New
LCII Lci Industries 0.03% 2,244 $232K No change
AZ A2Z CUST2MATE Solutions Corp. 0.03% 33,333 $221K No change
PG The Procter & Gamble Co. 0.02% 1,260 $211K No change
MHLD Maiden Holdings Ltd. 0.02% 110,000 $186K No change
PARAA Paramount Global Class B 0.02% 16,591 $174K Reduce -0.3%
CCC CCC Intelligent Solutions Ho 0.01% 10,044 $118K New
ACRE Ares Commercial Real Estate 0.01% 20,000 $118K No change

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

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