Curated Wealth Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Curated Wealth Partners LLC reported 150 stock positions worth $772.9 million. Its top holding was Apollo Global Management (APO) at 39.5% of the portfolio, followed by Ares Management Class A (ARES, 28.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.7%). Compared with Q4 2024, it opened 23 new positions, sold out of 15, added to 63 and reduced 27. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +10%) and the biggest sale an exit from SS Health Care Select Sector (XLV).

Most Recent 13F
Q2 2026
Location
EL SEGUNDO, CA
CIK
0001781284
Portfolio Value
$772.9M (Q1 2025)
SEC Filing
0001085146-25-002091 ↗ filed Apr 15, 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 Q4 2024 Q1 2025: $772.9M $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 150 stocks · $772.9M
APO Apollo Global Management Inc. 39.50% 2,229,366 $305.3M Add +0.3%
ARES Ares Management Corp. Class A 28.24% 1,489,009 $218.3M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 3.73% 51,509 $28.8M Add +0.5%
VOO Vanguard S&P 500 ETF 3.56% 53,493 $27.5M Add +10.3%
DFAI Dimensional International Co. 2.37% 587,203 $18.3M Add +4.7%
RWEM Rayliant Nxtgn MLT Em Eq-Usd 1.55% 533,654 $12.0M Add +16.6%
AAPL Apple Inc. 1.34% 46,738 $10.4M Reduce -5.2%
TEX Terex Corp. 1.11% 226,922 $8.6M No change
IVV iShares Core S&P 500 ETF 1.02% 14,031 $7.9M Add +17.0%
MSFT Microsoft Corp. 0.79% 16,296 $6.1M Add +4.1%
AMZN Amazon.com Inc. 0.63% 25,619 $4.9M Reduce -6.3%
SNAP Snap Inc. Class A 0.60% 536,541 $4.7M No change
BERY Berry Global Group Inc. 0.54% 59,550 $4.2M No change
NVDA Nvidia Corp. 0.49% 35,270 $3.8M Add +21.4%
TPL Texas Pacific Land Corp. 0.47% 2,766 $3.7M Reduce -10.0%
ARCC Ares Capital Corp. 0.44% 153,208 $3.4M No change
BRK.A Berkshire Hathaway Inc. Class A 0.41% 4 $3.2M New
BRK.B Berkshire Hathaway Inc. Class B 0.38% 5,568 $3.0M Add +14.5%
DVA Davita Inc. 0.37% 18,535 $2.8M No change
META Meta Platforms Inc. Class A 0.36% 4,803 $2.8M Add +15.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.31% 72,410 $2.4M No change
VGT Vanguard Info Tech ETF 0.30% 4,316 $2.3M Reduce -2.5%
AIG American International Group 0.27% 24,238 $2.1M Reduce -2.5%
GOOGL Alphabet Inc. Class A 0.27% 13,534 $2.1M Add +10.0%
MA Mastercard Inc. Class A 0.26% 3,734 $2.0M Add +2.3%
DGRO iShares Core Dividend Growth 0.26% 31,920 $2.0M Reduce -2.8%
PKG Packaging Corp. of America 0.24% 9,450 $1.9M No change
ABT Abbott Laboratories 0.24% 13,914 $1.8M Reduce -10.9%
COP Conocophillips 0.23% 16,946 $1.8M Add +10.3%
IWF iShares Russell 1000 Growth 0.23% 4,927 $1.8M No change
EFA iShares MSCI Eafe ETF 0.21% 19,435 $1.6M Reduce -2.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.19% 8,506 $1.5M Add +0.0%
BX Blackstone Inc. 0.19% 10,265 $1.4M Add +2.0%
SG Sweetgreen Inc. Class A 0.18% 54,103 $1.4M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 31,803 $1.3M Reduce -1.7%
QQQ Invesco QQQ Trust Series 1 0.17% 2,808 $1.3M Reduce -5.8%
ANET Arista Networks Inc. 0.17% 16,989 $1.3M Add +15.5%
TXN Texas Instruments Inc. 0.17% 7,299 $1.3M Add +4.0%
SYY Sysco Corp. 0.16% 16,659 $1.3M Add +3.7%
ARDC Ares Dynamic Credit All 0.16% 85,639 $1.2M Reduce -0.8%
GM General Motors Co. 0.15% 25,354 $1.2M Add +17.4%
V Visa Inc. Class A 0.15% 3,280 $1.1M Add +4.9%
VEA Vanguard Ftse Developed ETF 0.15% 22,342 $1.1M Reduce -37.6%
ITOT iShares Core S&P Total U.S. 0.15% 9,301 $1.1M No change
PFE Pfizer Inc. 0.15% 44,473 $1.1M Reduce -1.9%
IEFA iShares Core MSCI Eafe ETF 0.15% 14,880 $1.1M Reduce -7.9%
LYV Live Nation Entertainment Inc. 0.14% 8,576 $1.1M New
JPM JPMorgan Chase & Co. 0.14% 4,549 $1.1M Add +8.7%
AON Aon PLC Class A 0.14% 2,622 $1.0M No change
VTI VG Morningstar TS MKT ETF-US 0.13% 3,788 $1.0M Add +0.4%
UNP Union Pacific Corp. 0.13% 4,388 $1.0M Add +2.8%
SBAC SBA Communications Corp. 0.13% 4,568 $1.0M New
CL Colgate-Palmolive Co. 0.13% 10,596 $993K New
WM Waste Management Inc. 0.13% 4,199 $972K Reduce -0.4%
PR Permian Resources Corp. Class A 0.13% 69,854 $967K Reduce -26.4%
LH Labcorp Holdings Inc. 0.13% 4,153 $967K Add +15.1%
INTU Intuit Inc. 0.12% 1,551 $952K Add +36.8%
EPD Enterprise Products Partners 0.12% 27,670 $945K No change
HCA HCA Healthcare Inc. 0.12% 2,693 $931K No change
GOOG Alphabet Inc. Class C 0.12% 5,928 $926K Add +10.3%
FERG Ferguson Enterprises Inc. 0.11% 5,496 $881K New
PRI Primerica Inc. 0.11% 3,039 $865K No change
CARR Carrier Global Corp. 0.11% 12,924 $819K Add +1.0%
LULU Lululemon Athletica Inc. 0.11% 2,886 $817K New
VWO Vanguard Ftse Emerging Marke 0.10% 17,856 $808K Reduce -4.6%
SSNC Ss&c Technologies Holdings 0.10% 9,565 $799K Reduce -23.1%
SSD Simpson Manufacturing Co. Inc. 0.10% 4,953 $778K No change
OTIS Otis Worldwide Corp. 0.10% 7,514 $775K Add +0.8%
DAR Darling Ingredients Inc. 0.10% 24,302 $759K No change
FTNT Fortinet Inc. 0.10% 7,731 $744K Add +3.1%
CRVL Corvel Corp. 0.09% 6,390 $715K No change
FISV Fiserv Inc. 0.09% 3,182 $703K Add +1.2%
IVW iShares S&P 500 Growth ETF 0.09% 7,455 $692K No change
KAI Kadant Inc. 0.09% 1,994 $672K Add +1.0%
TRGP Targa Resources Corp. 0.09% 3,344 $670K Add +2.2%
AVGO Broadcom Inc. 0.09% 3,940 $660K Add +81.2%
RBC RBC Bearings Inc. 0.08% 1,978 $636K Reduce -0.6%
MLM Martin Marietta Materials 0.08% 1,313 $628K New
TTC Toro Co. 0.08% 8,610 $626K Add +15.4%
FCN Fti Consulting Inc. 0.08% 3,785 $621K No change
UBER Uber Technologies Inc. 0.07% 7,918 $577K Add +2.3%
WTS Watts Water Technologies-A 0.07% 2,675 $545K No change
GOLF Acushnet Holdings Corp. 0.07% 7,908 $543K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 1,438 $533K Add +20.0%
UFPI Ufp Industries Inc. 0.07% 4,916 $526K Add +35.7%
EME Emcor Group Inc. 0.07% 1,422 $526K No change
LSTR Landstar System Inc. 0.07% 3,461 $520K Add +12.9%
MC Moelis & Co. Class A 0.07% 8,906 $520K Add +3.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 3,079 $494K Reduce -2.2%
AMD Advanced Micro Devices 0.06% 4,755 $489K Add +20.8%
COST Costco Wholesale Corp. 0.06% 505 $478K Add +11.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.06% 1,370 $473K New
NFLX Netflix Inc. 0.06% 505 $471K Add +52.1%
NVO Novo-Nordisk A/S-Spons ADR 0.06% 6,771 $470K Add +1.1%
HD Home Depot Inc. 0.06% 1,245 $456K Reduce -53.7%
IWB iShares Russell 1000 ETF 0.06% 1,450 $445K No change
TSLA Tesla Inc. 0.06% 1,710 $443K Add +72.5%
GGG Graco Inc. 0.06% 5,206 $435K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.05% 2,279 $416K Add +72.1%
UNH Unitedhealth Group Inc. 0.05% 786 $412K Add +52.9%
BKNG Booking Holdings Inc. 0.05% 89 $410K New
ABBV Abbvie Inc. 0.05% 1,937 $406K Add +1.5%
CWAN Clearwater Analytics HDS-A 0.05% 15,092 $404K Reduce -5.7%
WMB Williams Cos Inc. 0.05% 6,678 $399K Add +19.0%
JNJ Johnson & Johnson 0.05% 2,397 $398K Add +33.2%
SPLV Invesco S&P 500 Low Volatili 0.05% 5,235 $391K Reduce -21.6%
ADSK Autodesk Inc. 0.05% 1,475 $386K Reduce -9.7%
LLY Eli Lilly & Co. 0.05% 461 $381K Add +46.8%
DT Dynatrace Inc. 0.05% 7,964 $376K Add +2.2%
NEE Nextera Energy Inc. 0.05% 5,293 $375K Reduce -18.1%
XOM Exxon Mobil Corp. 0.05% 3,082 $367K New
FHB First Hawaiian Inc. 0.05% 14,891 $364K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,926 $359K Reduce -3.0%
GE General Electric filed as GE AEROSPACE 0.05% 1,788 $358K New
CRM Salesforce Inc. 0.05% 1,299 $349K Add +38.0%
FDS Factset Research Systems Inc. 0.04% 754 $343K Add +0.4%
CVX Chevron Corp. 0.04% 2,020 $338K New
HWM Howmet Aerospace Inc. 0.04% 2,510 $326K Add +4.1%
APH Amphenol Corp. Class A 0.04% 4,752 $312K No change
TCPC BlackRock TCP Capital Corp. 0.04% 38,587 $309K Add +35.0%
ACN Accenture PLC Class A 0.04% 990 $309K Add +18.4%
ET Energy Transfer LP 0.04% 16,600 $309K Add +6.4%
PRF Invesco Rafi US 1000 ETF 0.04% 7,500 $303K No change
PG The Procter & Gamble Co. 0.04% 1,773 $302K Add +40.7%
RLI Rli Corp. 0.04% 3,706 $298K No change
APAM Artisan Partners Asset Ma -A 0.04% 7,377 $288K No change
IJS iShares S&P Small-Cap 600 Va 0.04% 2,819 $275K Reduce -14.6%
BANF Bancfirst Corp. 0.03% 2,433 $267K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 26,340 $264K No change
WES Western Midstream Partners L 0.03% 6,400 $262K No change
HQY Healthequity Inc. 0.03% 2,946 $260K Add +16.9%
DCI Donaldson Co. Inc. 0.03% 3,850 $258K New
CDNS Cadence Design SYS Inc. 0.03% 1,015 $258K Add +14.9%
WMT Walmart Inc. 0.03% 2,923 $257K New
DHR Danaher Corp. 0.03% 1,244 $255K Add +2.4%
MANH Manhattan Associates Inc. 0.03% 1,446 $250K No change
CSCO Cisco Systems Inc. 0.03% 3,959 $244K New
LMT Lockheed Martin Corp. 0.03% 540 $241K New
MRK Merck & Co. Inc. 0.03% 2,662 $239K New
AZ A2Z CUST2MATE Solutions Corp. 0.03% 33,333 $235K No change
CWST Casella Waste Systems Inc. Class A 0.03% 2,060 $230K New
OLLI Ollie's Bargain Outlet Holdi 0.03% 1,961 $228K New
KO The Coca-Cola Co. 0.03% 3,089 $221K New
POOL Pool Corp. 0.03% 682 $217K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.03% 2,815 $200K New
REKR Rekor Systems Inc. 0.02% 200,000 $177K No change
CCC CCC Intelligent Solutions Ho 0.02% 14,268 $129K Add +42.0%
ACRE Ares Commercial Real Estate 0.01% 20,000 $93K No change
MHLD Maiden Holdings Ltd. 0.01% 110,000 $63K No change
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.01% 15,640 $40K New

Portfolio Sells Q4 2024 → Q1 2025
XLV SS Health Care Select Sector Sold out 0.00% −0.13
CAT Caterpillar Inc. Sold out 0.00% −0.10
EXR Extra Space Storage Inc. Sold out 0.00% −0.08
AAPL Apple Inc. Reduce -5.2% 1.34% −0.07
FCX Freeport-McMoran Inc. Sold out 0.00% −0.06
HD Home Depot Inc. Reduce -53.7% 0.06% −0.06
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.06
AMZN Amazon.com Inc. Reduce -6.3% 0.63% −0.05
GEAR Revelyst Inc. Sold out 0.00% −0.05
VEA Vanguard Ftse Developed ETF Reduce -37.6% 0.15% −0.05
ADBE Adobe Inc. Sold out 0.00% −0.04
NBIX Neurocrine Biosciences Inc. Sold out 0.00% −0.04
AZPN Aspen Technology Inc. Sold out 0.00% −0.04
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.04
PR Permian Resources Corp. Class A Reduce -26.4% 0.13% −0.03
XLK SS Technology Select Sector Sold out 0.00% −0.03
ACWX iShares MSCI Acwi Ex US ETF Sold out 0.00% −0.03
FOUR SHIFT4 Payments Inc. Class A Sold out 0.00% −0.03
LCII Lci Industries Sold out 0.00% −0.03
PARAA Paramount Global Class B Sold out 0.00% −0.02
VGT Vanguard Info Tech ETF Reduce -2.5% 0.30% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -14.6% 0.04% −0.01
ADSK Autodesk Inc. Reduce -9.7% 0.05% −0.01
NEE Nextera Energy Inc. Reduce -18.1% 0.05% −0.00
SSNC Ss&c Technologies Holdings Reduce -23.1% 0.10% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -5.8% 0.17% −0.00
SPLV Invesco S&P 500 Low Volatili Reduce -21.6% 0.05% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.0% 0.05% +0.00
CWAN Clearwater Analytics HDS-A Reduce -5.7% 0.05% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.2% 0.06% +0.01
ARDC Ares Dynamic Credit All Reduce -0.8% 0.16% +0.01
PFE Pfizer Inc. Reduce -1.9% 0.15% +0.01
BAC Bank of America Corp. Reduce -1.7% 0.17% +0.01
VWO Vanguard Ftse Emerging Marke Reduce -4.6% 0.10% +0.01
RBC RBC Bearings Inc. Reduce -0.6% 0.08% +0.01
IEFA iShares Core MSCI Eafe ETF Reduce -7.9% 0.15% +0.02
DGRO iShares Core Dividend Growth Reduce -2.8% 0.26% +0.03
WM Waste Management Inc. Reduce -0.4% 0.13% +0.03
EFA iShares MSCI Eafe ETF Reduce -2.0% 0.21% +0.03
ABT Abbott Laboratories Reduce -10.9% 0.24% +0.04
AIG American International Group Reduce -2.5% 0.27% +0.07
TPL Texas Pacific Land Corp. Reduce -10.0% 0.47% +0.09

Portfolio Buys Q4 2024 → Q1 2025
VOO Vanguard S&P 500 ETF Add +10.3% 3.56% +0.57
DFAI Dimensional International Co. Add +4.7% 2.37% +0.50
BRK.A Berkshire Hathaway Inc. Class A New 0.41% +0.41
RWEM Rayliant Nxtgn MLT Em Eq-Usd Add +16.6% 1.55% +0.31
SPY SS SPDR S&P 500 ETF Trust-US Add +0.5% 3.73% +0.30
IVV iShares Core S&P 500 ETF Add +17.0% 1.02% +0.21
LYV Live Nation Entertainment Inc. New 0.14% +0.14
BRK.B Berkshire Hathaway Inc. Class B Add +14.5% 0.38% +0.13
SBAC SBA Communications Corp. New 0.13% +0.13
CL Colgate-Palmolive Co. New 0.13% +0.13
FERG Ferguson Enterprises Inc. New 0.11% +0.11
LULU Lululemon Athletica Inc. New 0.11% +0.11
MLM Martin Marietta Materials New 0.08% +0.08
META Meta Platforms Inc. Class A Add +15.5% 0.36% +0.08
AJG Arthur J Gallagher & Co. New 0.06% +0.06
COP Conocophillips Add +10.3% 0.23% +0.06
BKNG Booking Holdings Inc. New 0.05% +0.05
NVDA Nvidia Corp. Add +21.4% 0.49% +0.05
XOM Exxon Mobil Corp. New 0.05% +0.05
GE General Electric New 0.05% +0.05
MA Mastercard Inc. Class A Add +2.3% 0.26% +0.05
CVX Chevron Corp. New 0.04% +0.04
INTU Intuit Inc. Add +36.8% 0.12% +0.04
MSFT Microsoft Corp. Add +4.1% 0.79% +0.04
V Visa Inc. Class A Add +4.9% 0.15% +0.04
DCI Donaldson Co. Inc. New 0.03% +0.03
WMT Walmart Inc. New 0.03% +0.03
CSCO Cisco Systems Inc. New 0.03% +0.03
LMT Lockheed Martin Corp. New 0.03% +0.03
MRK Merck & Co. Inc. New 0.03% +0.03
LH Labcorp Holdings Inc. Add +15.1% 0.13% +0.03
JPM JPMorgan Chase & Co. Add +8.7% 0.14% +0.03
CWST Casella Waste Systems Inc. Class A New 0.03% +0.03
OLLI Ollie's Bargain Outlet Holdi New 0.03% +0.03
KO The Coca-Cola Co. New 0.03% +0.03
POOL Pool Corp. New 0.03% +0.03
AVGO Broadcom Inc. Add +81.2% 0.09% +0.03
JKHY Jack Henry & Associates Inc. Add +72.1% 0.05% +0.03
NFLX Netflix Inc. Add +52.1% 0.06% +0.03
WRB WR Berkley Corp. New 0.03% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.19% +0.03
UNH Unitedhealth Group Inc. Add +52.9% 0.05% +0.02
UNP Union Pacific Corp. Add +2.8% 0.13% +0.02
GM General Motors Co. Add +17.4% 0.15% +0.02
JNJ Johnson & Johnson Add +33.2% 0.05% +0.02
LLY Eli Lilly & Co. Add +46.8% 0.05% +0.02
OTIS Otis Worldwide Corp. Add +0.8% 0.10% +0.02
SYY Sysco Corp. Add +3.7% 0.16% +0.02
UFPI Ufp Industries Inc. Add +35.7% 0.07% +0.02
UBER Uber Technologies Inc. Add +2.3% 0.07% +0.02

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