Curated Wealth Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Curated Wealth Partners LLC reported 228 stock positions worth $793.6 million. Its top holding was Apollo Global Management (APO) at 31.2% of the portfolio, followed by Ares Management Class A (ARES, 20.2%) and Vanguard S&P 500 ETF (VOO, 6.0%). Compared with Q4 2025, it opened 47 new positions, sold out of 27, added to 66 and reduced 70. The biggest buy was a new position in Touchstone LRG Comp GRW ETF (TLG) and the biggest sale Apollo Global Management (APO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001781284
- Portfolio Value
- $793.6M (Q1 2026)
- SEC Filing
- 0001085146-26-000338 ↗ filed Apr 9, 2026
Holdings Value
Holdings 228 stocks · $793.6M
| APO Apollo Global Management Inc. | 31.16% | 2,219,266 | $247.3M | Reduce -0.3% |
| ARES Ares Management Corp. Class A | 20.19% | 1,468,535 | $160.2M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 6.03% | 80,142 | $47.9M | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.25% | 51,917 | $33.8M | Add +0.3% |
| DFAI Dimensional International Co. | 3.46% | 703,869 | $27.4M | Add +6.6% |
| RWEM Rayliant Nxtgn MLT Em Eq-Usd | 2.26% | 615,748 | $17.9M | Add +8.3% |
| TLG Touchstone LRG Comp GRW ETF | 2.03% | 689,311 | $16.1M | New |
| TEX Terex Corp. | 1.69% | 226,922 | $13.4M | No change |
| DHLX Diamond Hill LC Concen ETF | 1.61% | 996,445 | $12.8M | Add +5.2% |
| AAPL Apple Inc. | 1.31% | 40,892 | $10.4M | Add +23.1% |
| GLD SPDR Gold Shares | 1.20% | 22,145 | $9.5M | Reduce -0.1% |
| DSCO Doubleline Sec Credit ETF | 1.14% | 364,583 | $9.1M | New |
| NVDA Nvidia Corp. | 1.02% | 46,213 | $8.1M | Add +26.7% |
| IVV iShares Core S&P 500 ETF | 0.96% | 11,721 | $7.7M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.83% | 31,732 | $6.6M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 0.76% | 21,073 | $6.1M | Add +1.9% |
| MSFT Microsoft Corp. | 0.70% | 15,107 | $5.6M | Add +37.0% |
| TPL Texas Pacific Land Corp. | 0.50% | 8,298 | $3.9M | No change |
| META Meta Platforms Inc. Class A | 0.48% | 6,675 | $3.8M | Add +6.0% |
| GCAL Dynamic California Muni ETF | 0.44% | 69,313 | $3.5M | Reduce -51.5% |
| AMCR Amcor PLC | 0.44% | 86,861 | $3.5M | Add +0.5% |
| AVGO Broadcom Inc. | 0.38% | 9,833 | $3.0M | Reduce -9.3% |
| VGT Vanguard Info Tech ETF | 0.38% | 4,284 | $3.0M | Reduce -0.2% |
| ARCC Ares Capital Corp. | 0.37% | 161,868 | $2.9M | Add +5.7% |
| DVA Davita Inc. | 0.36% | 18,784 | $2.9M | Add +1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 4 | $2.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 5,384 | $2.6M | Add +3.6% |
| SNAP Snap Inc. Class A | 0.31% | 536,541 | $2.5M | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 7,908 | $2.3M | Add +22.9% |
| DGRO iShares Core Dividend Growth | 0.27% | 30,460 | $2.1M | No change |
| PXED Phoenix Education Partners I | 0.26% | 65,000 | $2.0M | No change |
| PKG Packaging Corp. of America | 0.25% | 9,450 | $2.0M | No change |
| EFA iShares MSCI Eafe ETF | 0.24% | 19,810 | $1.9M | No change |
| IWF iShares Russell 1000 Growth | 0.24% | 4,393 | $1.9M | Reduce -10.9% |
| NFLX Netflix Inc. | 0.22% | 18,009 | $1.7M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 8,514 | $1.7M | Add +0.0% |
| IWO iShares Russell 2000 Growth | 0.20% | 5,075 | $1.6M | Reduce -75.6% |
| PR Permian Resources Corp. Class A | 0.20% | 74,703 | $1.6M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 0.20% | 5,379 | $1.6M | Reduce -14.5% |
| IAU iShares Gold Trust | 0.18% | 16,522 | $1.5M | No change |
| LYV Live Nation Entertainment Inc. | 0.18% | 9,452 | $1.4M | Reduce -6.8% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 21,906 | $1.4M | Reduce -10.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 4,315 | $1.4M | Add +0.1% |
| AIG American International Group | 0.17% | 18,130 | $1.4M | Reduce -22.0% |
| ABT Abbott Laboratories | 0.17% | 13,258 | $1.4M | Reduce -18.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 14,880 | $1.3M | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 9,301 | $1.3M | No change |
| BX Blackstone Inc. | 0.16% | 11,282 | $1.3M | Add +1.4% |
| COP Conocophillips | 0.16% | 9,796 | $1.3M | Reduce -25.6% |
| V Visa Inc. Class A | 0.16% | 4,200 | $1.3M | Reduce -3.9% |
| BCSF Bain Capital Specialty Finan | 0.16% | 100,000 | $1.2M | No change |
| CL Colgate-Palmolive Co. | 0.16% | 14,461 | $1.2M | Reduce -8.9% |
| AON Aon PLC Class A | 0.15% | 3,761 | $1.2M | Reduce -2.5% |
| DAR Darling Ingredients Inc. | 0.14% | 18,111 | $1.1M | Add +5.5% |
| GEV GE Vernova Inc. | 0.14% | 1,267 | $1.1M | Reduce -7.4% |
| SSD Simpson Manufacturing Co. Inc. | 0.14% | 6,359 | $1.1M | Reduce -0.8% |
| ARDC Ares Dynamic Credit All | 0.13% | 88,053 | $1.1M | Add +0.2% |
| PNBK Patriot National Bancorp Inc. | 0.13% | 827,340 | $1.1M | Reduce -6.1% |
| TXN Texas Instruments Inc. | 0.13% | 5,486 | $1.1M | Reduce -33.8% |
| ANET Arista Networks Inc. | 0.13% | 8,625 | $1.1M | Add +1.7% |
| TTC Toro Co. | 0.13% | 11,280 | $1.1M | Add +1.0% |
| RBC RBC Bearings Inc. | 0.13% | 1,937 | $1.1M | Reduce -9.6% |
| EPD Enterprise Products Partners | 0.13% | 27,670 | $1.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,799 | $1.0M | No change |
| COF Capital One Financial Corp. | 0.13% | 5,629 | $1.0M | Add +8.8% |
| WTS Watts Water Technologies-A | 0.13% | 3,456 | $1.0M | Reduce -1.8% |
| PRI Primerica Inc. | 0.12% | 3,958 | $991K | Reduce -0.8% |
| WM Waste Management Inc. | 0.12% | 4,306 | $989K | Reduce -25.3% |
| UNP Union Pacific Corp. | 0.12% | 4,017 | $975K | Reduce -18.2% |
| GOLF Acushnet Holdings Corp. | 0.12% | 10,064 | $941K | Reduce -0.8% |
| CRM Salesforce Inc. | 0.12% | 4,965 | $927K | Add +5.4% |
| LH Labcorp Holdings Inc. | 0.12% | 3,456 | $922K | Reduce -8.9% |
| TSLA Tesla Inc. | 0.12% | 2,459 | $914K | Add +103.7% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 16,709 | $903K | No change |
| MLM Martin Marietta Materials | 0.11% | 1,500 | $883K | Reduce -17.6% |
| FCN Fti Consulting Inc. | 0.11% | 4,943 | $874K | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 8,847 | $853K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.10% | 1,633 | $816K | Add +10.6% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 2,874 | $816K | Reduce -9.7% |
| LLY Eli Lilly & Co. | 0.10% | 870 | $800K | Add +48.0% |
| SYY Sysco Corp. | 0.10% | 11,172 | $797K | Reduce -17.3% |
| SCHF Schwab Intl Equity ETF | 0.10% | 32,150 | $796K | Reduce -7.3% |
| CARR Carrier Global Corp. | 0.10% | 14,075 | $793K | Add +3.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.10% | 28,839 | $788K | Add +19.9% |
| SLV iShares Silver Trust | 0.10% | 11,105 | $757K | No change |
| KAI Kadant Inc. | 0.09% | 2,565 | $750K | Add +6.0% |
| ZTS Zoetis Inc. | 0.09% | 6,338 | $749K | Reduce -22.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.09% | 4,734 | $748K | Add +6.6% |
| FERG Ferguson Enterprises Inc. | 0.09% | 3,188 | $744K | Reduce -12.8% |
| SBAC SBA Communications Corp. | 0.09% | 4,307 | $741K | Reduce -7.3% |
| JNJ Johnson & Johnson | 0.09% | 2,985 | $730K | Add +3.8% |
| LSTR Landstar System Inc. | 0.09% | 4,482 | $719K | No change |
| CVX Chevron Corp. | 0.09% | 3,396 | $703K | Add +14.2% |
| MC Moelis & Co. Class A | 0.09% | 12,224 | $697K | Add +2.2% |
| IBP Installed Building Products | 0.09% | 2,592 | $687K | No change |
| RLI Rli Corp. | 0.08% | 11,711 | $668K | Add +12.3% |
| EME Emcor Group Inc. | 0.08% | 904 | $667K | Add +2.0% |
| UBER Uber Technologies Inc. | 0.08% | 9,095 | $654K | Reduce -0.9% |
| INTU Intuit Inc. | 0.08% | 1,512 | $654K | Reduce -11.4% |
| UFPI Ufp Industries Inc. | 0.08% | 6,861 | $632K | Add +6.8% |
Portfolio Sells Q4 2025 → Q1 2026
| APO Apollo Global Management Inc. | Reduce -0.3% | 31.16% | −3.65 |
| IWO iShares Russell 2000 Growth | Reduce -75.6% | 0.20% | −0.53 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.42 |
| BAC Bank of America Corp. | Reduce -88.0% | 0.06% | −0.41 |
| GCAL Dynamic California Muni ETF | Reduce -51.5% | 0.44% | −0.34 |
| GBIL Goldman Sachs Access Treasur | Reduce -85.0% | 0.06% | −0.27 |
| GM General Motors Co. | Reduce -72.7% | 0.03% | −0.07 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -18.5% | 0.17% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -65.8% | 0.03% | −0.05 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.05 |
| AIG American International Group | Reduce -22.0% | 0.17% | −0.04 |
| PAUG Innovator U.S. Equity Power | Reduce -59.6% | 0.04% | −0.04 |
| INTU Intuit Inc. | Reduce -11.4% | 0.08% | −0.04 |
| PNBK Patriot National Bancorp Inc. | Reduce -6.1% | 0.13% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.04 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.04 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.04 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -53.3% | 0.03% | −0.03 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.03 |
| CWST Casella Waste Systems Inc. Class A | Sold out | 0.00% | −0.03 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.03 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.03 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Reduce -40.9% | 0.04% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -47.4% | 0.03% | −0.03 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.03 |
| CSX CSX Corp. | Sold out | 0.00% | −0.03 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.02 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.02 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.02 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.02 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.02 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.02 |
| BIPC Brookfield Infrastructure-A | Sold out | 0.00% | −0.02 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| AVGO Broadcom Inc. | Reduce -9.3% | 0.38% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -33.8% | 0.13% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -14.5% | 0.20% | −0.02 |
| C Citigroup Inc. | Reduce -42.0% | 0.04% | −0.02 |
| NOW ServiceNow Inc. | Reduce -21.1% | 0.03% | −0.02 |
| ZTS Zoetis Inc. | Reduce -22.9% | 0.09% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -10.9% | 0.24% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -39.4% | 0.03% | −0.01 |
| WM Waste Management Inc. | Reduce -25.3% | 0.12% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TLG Touchstone LRG Comp GRW ETF | New | 2.03% | +2.03 |
| VOO Vanguard S&P 500 ETF | Add +13.9% | 6.03% | +1.26 |
| DSCO Doubleline Sec Credit ETF | New | 1.14% | +1.14 |
| DFAI Dimensional International Co. | Add +6.6% | 3.46% | +0.74 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 4.25% | +0.44 |
| RWEM Rayliant Nxtgn MLT Em Eq-Usd | Add +8.3% | 2.26% | +0.43 |
| AAPL Apple Inc. | Add +23.1% | 1.31% | +0.33 |
| NVDA Nvidia Corp. | Add +26.7% | 1.02% | +0.28 |
| DHLX Diamond Hill LC Concen ETF | Add +5.2% | 1.61% | +0.25 |
| DVA Davita Inc. | Add +1.3% | 0.36% | +0.14 |
| MSFT Microsoft Corp. | Add +37.0% | 0.70% | +0.13 |
| AMZN Amazon.com Inc. | Add +9.2% | 0.83% | +0.11 |
| PR Permian Resources Corp. Class A | Add +5.8% | 0.20% | +0.09 |
| DAR Darling Ingredients Inc. | Add +5.5% | 0.14% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +22.9% | 0.29% | +0.07 |
| POOL Pool Corp. | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.76% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +103.7% | 0.12% | +0.06 |
| COST Costco Wholesale Corp. | Add +144.7% | 0.08% | +0.05 |
| HWKN Hawkins Inc. | New | 0.05% | +0.05 |
| DHR Danaher Corp. | New | 0.05% | +0.05 |
| AMCR Amcor PLC | Add +0.5% | 0.44% | +0.05 |
| NFLX Netflix Inc. | Add +4.4% | 0.22% | +0.04 |
| PNC PNC Financial Services Group | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.6% | 0.33% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | New | 0.04% | +0.04 |
| IGV iShares Expanded Tech-Softwa | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +14.2% | 0.09% | +0.04 |
| ADBE Adobe Inc. | New | 0.04% | +0.04 |
| PFE Pfizer Inc. | New | 0.04% | +0.04 |
| TTC Toro Co. | Add +1.0% | 0.13% | +0.04 |
| GIS General Mills Inc. | New | 0.04% | +0.04 |
| NEM Newmont Corp. | New | 0.04% | +0.04 |
| SITE Siteone Landscape Supply Inc. | New | 0.04% | +0.04 |
| WDC Western Digital Corp. | New | 0.04% | +0.04 |
| PCG P G & E Corp. | New | 0.03% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.21% | +0.03 |
| XOM Exxon Mobil Corp. | Add +7.8% | 0.08% | +0.03 |
| IBM Intl Business Machines Corp. | New | 0.03% | +0.03 |
| ARCC Ares Capital Corp. | Add +5.7% | 0.37% | +0.03 |
| LLY Eli Lilly & Co. | Add +48.0% | 0.10% | +0.03 |
| ECG Everus Construction Group | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +6.0% | 0.48% | +0.03 |
| APH Amphenol Corp. Class A | New | 0.03% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
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 |