Curated Wealth Partners LLC
CIK
1781284
Location
EL SEGUNDO, CA
Portfolio Value
Large
$33,049,259,649
Diversification
Diversified
Filing Date
Global Rank
#15
/ 3,203
▲ 2317
Top Industry
Railroads
6.5%
3Y Alpha vs SPY
-1.1%
Period ended 30 days ago
Filed Jul 13, 2026 · 17d
23 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Not a measure of this manager's performance.
Most of Curated Wealth Partners LLC's reported book is option positions, which a stock-only clone
cannot replicate. The figures below are the return of the
92% that is ordinary stock — as little as
0% in one quarter — so a manager whose options
thesis lost money can still show a large gain here.
Cloned portfolio
+59.2%
SPY
+65.3%
Annualised alpha
-1.5%
Max drawdown
−34.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 92% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
784 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.1%
−33.7 pts
Top 5
24.2%
−50.7 pts
Top 10
37.3%
−43.4 pts
HHI
191
Diversified−2,109
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.5% | $7,754,385,941 |
| Technology | 19.9% | $6,578,405,761 |
| Financial Services | 18.0% | $5,955,324,100 |
| Consumer Cyclical | 14.6% | $4,822,883,934 |
| Consumer Defensive | 7.8% | $2,589,400,972 |
| Healthcare | 7.5% | $2,487,811,979 |
| Energy | 2.0% | $673,733,717 |
| Basic Materials | 1.6% | $519,824,349 |
| Communication Services | 1.4% | $455,392,005 |
| Real Estate | 1.3% | $433,664,477 |
| Unclassified | 1.2% | $394,218,446 |
| Utilities | 1.2% | $384,213,968 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANET | Arista Networks, Inc. | +8,082,832 | 8,091,457 | $1,374,576,713 | |
| UNP | Union Pacific Corp | +7,465,137 | 7,469,154 | $2,031,609,888 | |
| PM | Philip Morris International Inc. | +5,894,400 | 5,896,886 | $1,066,805,645 | |
| ABT | Abbott Laboratories | +4,024,135 | 4,037,393 | $366,353,040 | |
| SPGI | S&P Global Inc. | +3,508,544 | 3,509,288 | $1,352,121,645 | |
| PKG | Packaging Corp Of America | +2,832,693 | 2,842,143 | $677,225,833 | |
| TRV | Travelers Companies, Inc. | +2,756,660 | 2,757,456 | $910,291,374 | |
| TFC | Truist Financial Corp | +2,566,229 | 2,571,543 | $128,114,271 | |
| BRK-B | Berkshire Hathaway Inc | +2,202,019 | 2,207,403 | $1,104,562,385 | |
| PFE | Pfizer Inc | +1,396,707 | 1,407,435 | $33,891,034 | |
| TSLA | Tesla, Inc. | +1,322,131 | 1,324,590 | $557,122,553 | |
| C | Citigroup Inc | +1,162,162 | 1,164,726 | $163,015,050 | |
| TJX | Tjx Companies Inc /De/ | +1,011,591 | 1,013,188 | $153,497,981 | |
| TER | Teradyne, Inc | +1,009,960 | 1,010,709 | $489,021,441 | |
| TDG | TransDigm Group INC | +983,393 | 983,679 | $1,310,299,774 | |
| PSX | Phillips 66 | +969,767 | 970,976 | $164,143,492 | |
| CL | Colgate Palmolive Co | +925,350 | 939,811 | $86,161,872 | |
| CRM | Salesforce, Inc. | +667,909 | 672,874 | $105,412,439 | |
| AAPL | Apple Inc. | +644,476 | 685,368 | $198,318,083 | |
| REKR | Rekor Systems, Inc. | +592,766 | 792,766 | $550,972 | |
| VICI | Vici Properties Inc. | +586,894 | 615,733 | $16,347,710 | |
| SXI | Standex International Corp/De/ | +586,332 | 587,147 | $210,004,867 | |
| SCHW | Schwab Charles Corp | +559,071 | 561,401 | $51,800,470 | |
| AME | Ametek Inc/ | +549,231 | 550,245 | $133,126,274 | |
| AMD | Advanced Micro Devices Inc | +542,234 | 543,893 | $315,952,881 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARES | Ares Management Corp | −1,332,724 | 135,811 | $15,117,122 | |
| APO | Apollo Global Management, Inc. | −1,069,322 | 1,149,944 | $136,049,873 | |
| SNAP | Snap Inc | −451,417 | 85,124 | $377,950 | |
| KDK | Kodiak AI, Inc. | −38,417 | 21,015 | $106,756 | |
| UBER | Uber Technologies, Inc | −4,329 | 4,766 | $343,913 | |
| UFPI | Ufp Industries Inc | −3,126 | 3,735 | $338,912 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZO | Autozone Inc | 603,598 | $1,929,062,931 | |
| TGT | Target Corp | 4,115,219 | $537,488,752 | |
| CMI | Cummins Inc | 629,542 | $448,995,648 | |
| TEL | TE Connectivity plc | 1,827,552 | $368,452,758 | |
| PANW | Palo Alto Networks Inc | 1,073,881 | $366,214,897 | |
| PH | Parker-Hannifin Corp | 322,690 | $315,629,542 | |
| ETN | Eaton Corp plc | 676,510 | $288,274,440 | |
| TT | Trane Technologies plc | 581,014 | $285,370,836 | |
| PG | PROCTER & GAMBLE Co | 1,891,931 | $277,432,760 | |
| GWW | W.W. Grainger, Inc. | 195,051 | $265,347,380 | |
| AMAT | Applied Materials Inc /De | 366,751 | $265,160,973 | |
| BLK | BlackRock, Inc. | 254,085 | $244,317,970 | |
| COHR | Coherent Corp. | 541,465 | $213,591,696 | |
| AMP | Ameriprise Financial Inc | 411,222 | $188,652,203 | |
| TRGP | Targa Resources Corp. | 701,590 | $188,124,341 | |
| MELI | Mercadolibre Inc | 104,881 | $178,023,960 | |
| DE | Deere & Co | 271,148 | $171,997,310 | |
| DELL | Dell Technologies Inc. | 396,181 | $170,936,252 | |
| DASH | DoorDash, Inc. | 911,857 | $168,264,972 | |
| GS | Goldman Sachs Group Inc | 162,161 | $164,004,769 | |
| CME | Cme Group Inc. | 658,635 | $145,446,366 | |
| KEYS | Keysight Technologies, Inc. | 399,134 | $139,724,838 | |
| GWRE | Guidewire Software, Inc. | 1,120,357 | $137,859,928 | |
| APP | AppLovin Corp | 265,685 | $136,888,882 | |
| APD | Air Products & Chemicals, Inc. | 465,227 | $136,395,251 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 22,145 | $9,528,772 | |
| DVA | Davita Inc. | 18,784 | $2,886,911 | |
| PXED | Phoenix Education Partners, Inc. | 65,000 | $2,044,900 | |
| PR | Permian Resources Corp | 74,703 | $1,592,667 | |
| IAU | Ishares Gold Trust | 16,522 | $1,456,579 | |
| BCSF | Bain Capital Specialty Finance, Inc. | 100,000 | $1,240,000 | |
| PNBK | Patriot National Bancorp Inc | 827,340 | $1,067,268 | |
| TTC | Toro Co | 11,280 | $1,054,001 | |
| EPD | Enterprise Products Partners L.P. | 27,670 | $1,047,032 | |
| PRI | Primerica, Inc. | 3,958 | $991,399 | |
| SLV | iShares Silver Trust | 11,105 | $756,694 | |
| KAI | Kadant Inc | 2,565 | $749,876 | |
| SBAC | Sba Communications Corp | 4,307 | $741,277 | |
| LSTR | Landstar System Inc | 4,482 | $718,508 | |
| IBP | Installed Building Products, Inc. | 2,592 | $687,268 | |
| EME | EMCOR Group, Inc. | 904 | $667,432 | |
| GGG | Graco Inc | 7,117 | $602,453 | |
| FHB | First Hawaiian, Inc. | 21,743 | $535,746 | |
| POOL | Pool Corp | 2,526 | $511,084 | |
| DXCM | Dexcom Inc | 6,351 | $398,842 | |
| HWKN | Hawkins Inc | 2,503 | $384,460 | |
| LCII | Lci Industries | 2,925 | $359,716 | |
| APAM | Artisan Partners Asset Management Inc. | 9,690 | $352,618 | |
| RDDT | Reddit, Inc. | 2,605 | $350,762 | |
| ET | Energy Transfer LP | 17,450 | $336,785 | |
| No positions match the current search. | ||||
784 tracked positions ·
$33,049,259,649 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 784 positions by value
· page 1 of 16
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UNP |
Union Pacific Corp
Industrials
|
Added | 7,469,154 | $2,031,609,888 | 6.15% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
NEW | 603,598 | $1,929,062,931 | 5.84% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 8,091,457 | $1,374,576,713 | 4.16% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 3,509,288 | $1,352,121,645 | 4.09% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 983,679 | $1,310,299,774 | 3.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,207,403 | $1,104,562,385 | 3.34% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 5,896,886 | $1,066,805,645 | 3.23% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 2,757,456 | $910,291,374 | 2.75% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 2,842,143 | $677,225,833 | 2.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,324,590 | $557,122,553 | 1.69% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 4,115,219 | $537,488,752 | 1.63% | |
| TER |
Teradyne, Inc
Technology
|
Added | 1,010,709 | $489,021,441 | 1.48% | |
| CMI |
Cummins Inc
Industrials
|
NEW | 629,542 | $448,995,648 | 1.36% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 427,120 | $399,557,945 | 1.21% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 194,764 | $386,012,509 | 1.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 501,185 | $374,269,922 | 1.13% | |
| TEL |
TE Connectivity plc
Technology
|
NEW | 1,827,552 | $368,452,758 | 1.11% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,037,393 | $366,353,040 | 1.11% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 1,073,881 | $366,214,897 | 1.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 543,893 | $315,952,881 | 0.96% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 322,690 | $315,629,542 | 0.96% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 676,510 | $288,274,440 | 0.87% | |
| TT |
Trane Technologies plc
Industrials
|
NEW | 581,014 | $285,370,836 | 0.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,891,931 | $277,432,760 | 0.84% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
NEW | 195,051 | $265,347,380 | 0.80% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 366,751 | $265,160,973 | 0.80% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 254,085 | $244,317,970 | 0.74% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 207,787 | $244,120,634 | 0.74% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 541,465 | $213,591,696 | 0.65% | |
| SXI |
Standex International Corp/De/
Industrials
|
Added | 587,147 | $210,004,867 | 0.64% | |
| AAPL |
Apple Inc.
Technology
|
Added | 685,368 | $198,318,083 | 0.60% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Added | 527,268 | $197,894,224 | 0.60% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
NEW | 411,222 | $188,652,203 | 0.57% | |
| TRGP |
Targa Resources Corp.
Energy
|
NEW | 701,590 | $188,124,341 | 0.57% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 368,666 | $184,834,383 | 0.56% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
NEW | 104,881 | $178,023,960 | 0.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 460,421 | $173,924,032 | 0.53% | |
| DE |
Deere & Co
Industrials
|
NEW | 271,148 | $171,997,310 | 0.52% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 396,181 | $170,936,252 | 0.52% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
NEW | 911,857 | $168,264,972 | 0.51% | |
| PSX |
Phillips 66
Energy
|
Added | 970,976 | $164,143,492 | 0.50% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 162,161 | $164,004,769 | 0.50% | |
| C |
Citigroup Inc
Financial Services
|
Added | 1,164,726 | $163,015,050 | 0.49% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 435,385 | $157,661,615 | 0.48% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 521,696 | $155,501,926 | 0.47% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,013,188 | $153,497,981 | 0.46% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 658,635 | $145,446,366 | 0.44% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
NEW | 399,134 | $139,724,838 | 0.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 115,970 | $139,097,907 | 0.42% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
NEW | 1,120,357 | $137,859,928 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.