Curated Wealth Partners LLC

CIK

1781284

Location

EL SEGUNDO, CA

Portfolio Value

Mid $1,200,751,222

Diversification

Diversified

Reports for

BLACKROCK INVESTMENT MANAGEMENT LCC BRECKINRIDGE CAPITAL ADVISORS DIAMOND HILL CAPITAL MANAGEMEN DSM CAPITAL PARTNERS LLC KAYNE ANDERSON RUDNICK INVESTM NEUBERGER BERMAN INVESTMENT ADVISERS LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC WASATCH ADVISORS INC

+ 5 more

WASATCH ADVISORS LP GATEWAY INVESTMENT ADVISERS LLC AQR CAPITAL MANAGEMENT LLC GOLDMAN SACHS ASSET MANAGEMENT TOWNSQUARE CAPITAL LLC

Filing Date

Global Rank

#2,790 / 8,818 ▼ 78 · as of Jun 2026

Top Industry

Asset Management 49.0%

Period ended 28 days ago

Filed Oct 15, 2026 · 13d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.3% of the book (60%+)

Turnover

Low turnover

14.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 79.2%; sector active share 57.4% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

566 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.3%

−9.4 pts

Top 5

51.2%

−17.5 pts

Top 10

61.9%

−16.5 pts

HHI

776

Diversified−685

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.5%	$485,753,599	91
Unclassified	25.9%	$311,517,545	56
Technology	12.1%	$145,622,330	91
Industrials	4.9%	$58,556,150	85
Consumer Cyclical	3.9%	$46,613,997	52
Healthcare	3.5%	$42,463,075	60
Communication Services	3.1%	$37,822,370	19
Energy	1.9%	$22,807,733	30
Consumer Defensive	1.5%	$18,246,602	24
Real Estate	1.0%	$12,392,003	22
Basic Materials	0.9%	$10,575,750	19
Utilities	0.7%	$8,380,068	17

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DSCO		+461,601	851,178	$20,760,231
GSSC	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	+235,429	313,174	$26,864,065
DFAI	Dimensional International Core Equity Market ETF	+195,072	930,221	$38,539,055
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+156,675	671,148	$26,657,998
NVDA	Nvidia Corp	+43,125	90,598	$20,690,770
AAPL	Apple Inc.	+41,913	88,652	$29,522,887
PFE	Pfizer Inc	+31,046	41,019	$1,169,860
AMZN	Amazon Com Inc	+29,484	59,218	$14,754,163
MSFT	Microsoft Corp	+22,222	35,424	$18,168,967
BMY	Bristol Myers Squibb Co	+20,955	26,635	$1,662,022
INTC	Intel Corp	+20,635	26,578	$3,195,471
OXY	Occidental Petroleum Corp	+18,886	23,650	$1,308,316
APH	Amphenol Corp	+16,700	18,402	$1,551,287
VOO	VANGUARD 500 INDEX FUND	+16,551	112,666	$78,963,092
BAC	Bank Of America Corp	+16,527	28,578	$1,555,499
FCX	Freeport-Mcmoran Inc	+14,209	19,190	$1,343,300
WFC	Wells Fargo & Company	+13,446	18,988	$1,519,988
GM	General Motors Co	+12,413	16,091	$1,239,007
MRK	Merck & Co., Inc.	+11,219	14,395	$2,091,735
GMNY	Goldman Sachs Dynamic New York Municipal Income ETF	+10,060	14,820	$707,699
GOOGL	Alphabet Inc.	+10,057	30,545	$10,509,921
C	Citigroup Inc	+9,804	13,172	$1,705,509
GOOG	Alphabet Inc.	+9,720	19,616	$6,683,953
CARR	CARRIER GLOBAL Corp	+9,650	24,113	$1,322,838
ABT	Abbott Laboratories	+9,579	13,175	$1,302,084
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TLG	Touchstone ETF Trust-Touchstone Large Company Growth ETF	−134,684	401,512	$11,233,060
PR	Permian Resources Corp	−63,218	12,464	$263,239
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	−33,929	56,973	$2,763,190
ARES	Ares Management Corp	−19,254	1,450,854	$168,545,708
APO	Apollo Global Management, Inc.	−8,762	2,200,741	$255,417,998
RLI	Rli Corp	−3,134	7,307	$404,149
MC	Moelis & Co	−2,699	8,309	$477,933
VZ	Verizon Communications Inc	−2,513	6,685	$306,638
UFPI	Ufp Industries Inc	−1,561	4,033	$311,428
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−1,080	33,088	$4,158,168
APAM	Artisan Partners Asset Management Inc.	−1,025	8,202	$296,256
HQY	Healthequity, Inc.	−972	2,908	$257,241
GOLF	Acushnet Holdings Corp.	−848	8,711	$718,657
IWM	iShares Russell 2000 ETF	−761	2,478	$688,611
IBP	Installed Building Products, Inc.	−677	1,421	$272,660
CRVL	Corvel Corp	−666	7,232	$539,144
SPLV	Invesco S&P 500 Low Volatility ETF	−665	4,570	$322,230
KAI	Kadant Inc	−608	1,518	$396,987
FHB	First Hawaiian, Inc.	−524	20,169	$496,560
FCN	Fti Consulting, Inc	−511	4,201	$565,076
BN	BROOKFIELD Corp	−452	5,545	$202,170
BANF	Bancfirst Corp	−440	3,595	$378,481
HWKN	Hawkins Inc	−432	1,789	$225,414
CI	Cigna Group	−397	748	$203,327
PRI	Primerica, Inc.	−286	3,490	$950,640
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SRLN	State Street(R) Blackstone Senior Loan ETF	88,167	$3,561,065
BGIA	Baillie Gifford International Alpha ETF	123,411	$3,081,362
TEAM	Atlassian Corp	11,232	$2,013,785
EQIX	Equinix Inc	1,472	$1,489,044
CNC	Centene Corp	23,914	$1,485,536
EOG	Eog Resources Inc	10,438	$1,437,937
CB	Chubb Ltd	4,274	$1,390,117
FTI	TechnipFMC plc	20,200	$1,371,983
DHR	Danaher Corp	6,145	$1,361,423
NEM	NEWMONT Corp	11,438	$1,319,257
DG	Dollar General Corp	10,314	$1,233,347
JBHT	Hunt J B Transport Services Inc	5,276	$1,182,087
RBRK	Rubrik, Inc.	10,069	$1,152,598
BLK	BlackRock, Inc.	1,064	$1,126,019
VEEV	Veeva Systems Inc	3,924	$1,120,104
MO	Altria Group, Inc.	16,580	$1,116,495
NET	Cloudflare, Inc.	3,194	$1,109,211
NXPI	NXP Semiconductors N.V.	4,667	$1,108,551
DIS	Walt Disney Co	10,095	$1,058,965
GD	General Dynamics Corp	3,159	$1,048,249
DLTR	Dollar Tree, Inc.	9,115	$1,039,291
REGN	Regeneron Pharmaceuticals, Inc.	1,365	$1,035,036
DAL	Delta Air Lines, Inc.	12,295	$1,026,140
ACN	Accenture plc	5,335	$978,278
FDX	Fedex Corp	3,354	$956,189
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
GBIL	Goldman Sachs ETF Trust	3,985	$399,137
LCII	Lci Industries	2,761	$292,334
SGI	Somnigroup International Inc.	3,000	$235,200
CWST	Casella Waste Systems Inc	2,315	$224,485
CPRT	Copart Inc	7,781	$219,346
DHY	Ubs Asset Management High Yield Credit Fund	19,890	$35,404
GOSS	Gossamer Bio, Inc.	17,916	$2,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

566 tracked positions · $1,200,751,222 total · filing declares 1,469 positions · $1,215,064,590 · as of Sep 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 566 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APO	Apollo Global Management, Inc. Financial Services	Reduced	2,200,741	-8,762	$255,417,998	−2.3%	21.27%
ARES	Ares Management Corp Financial Services	Reduced	1,450,854	-19,254	$168,545,708	+3.0%	14.04%
VOO	VANGUARD 500 INDEX FUND	Added	112,666	+16,551	$78,963,092	+19.6%	6.58%
SPY	Spdr S&P 500 ETF Trust	Added	54,763	+2,052	$41,763,905	+6.1%	3.48%
DFAI	Dimensional International Core Equity Market ETF	Added	930,221	+195,072	$38,539,055	+27.1%	3.21%
AAPL	Apple Inc. Technology	Added	88,652	+41,913	$29,522,887	+118.3%	2.46%
GSSC	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	Added	313,174	+235,429	$26,864,065	+278.6%	2.24%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	671,148	+156,675	$26,657,998	+27.5%	2.22%
DSCO		Added	851,178	+461,601	$20,760,231	+113.8%	1.73%
NVDA	Nvidia Corp Technology	Added	90,598	+43,125	$20,690,770	+117.8%	1.72%
MSFT	Microsoft Corp Technology	Added	35,424	+22,222	$18,168,967	+268.9%	1.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,218	+29,484	$14,754,163	+108.2%	1.23%
TEX	Terex Corp Industrials	Added	227,473	+551	$11,965,079	−27.2%	1.00%
TLG	Touchstone ETF Trust-Touchstone Large Company Growth ETF	Reduced	401,512	-134,684	$11,233,060	−20.7%	0.94%
IVV	iShares Core S&P 500 ETF	Added	13,857	+262	$10,612,382	+4.2%	0.88%
GOOGL	Alphabet Inc. Communication Services	Added	30,545	+10,057	$10,509,921	+43.5%	0.88%
GLD	Spdr Gold Trust	Held	22,145	0	$8,433,701	+3.4%	0.70%
META	Meta Platforms, Inc. Communication Services	Added	11,369	+4,460	$8,244,570	+111.8%	0.69%
GOOG	Alphabet Inc. Communication Services	Added	19,616	+9,720	$6,683,953	+91.2%	0.56%
MU	Micron Technology Inc Technology	Added	5,869	+4,032	$6,251,130	+194.8%	0.52%
AVGO	Broadcom Inc. Technology	Added	16,859	+7,603	$5,920,710	+69.3%	0.49%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	33,088	-1,080	$4,158,168	+1.8%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,003	+4,018	$3,985,092	+99.8%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,177	+4,808	$3,697,685	+77.4%	0.31%
AMCR	Amcor plc Consumer Cyclical	Added	87,773	+555	$3,674,177	−2.8%	0.31%
SRLN	State Street(R) Blackstone Senior Loan ETF	NEW	88,167	NEW	$3,561,065	NEW	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,891	+5,400	$3,509,424	+85.8%	0.29%
DVA	Davita Inc. Healthcare	Added	19,883	+1,099	$3,477,934	−16.8%	0.29%
AMD	Advanced Micro Devices Inc Technology	Added	5,236	+2,834	$3,203,173	+129.6%	0.27%
INTC	Intel Corp Technology	Added	26,578	+20,635	$3,195,471	+285.1%	0.27%
ARCC	Ares Capital Corp Financial Services	Added	161,873	+5	$3,091,773	+3.1%	0.26%
BGIA	Baillie Gifford International Alpha ETF	NEW	123,411	NEW	$3,081,362	NEW	0.26%
MA	Mastercard Inc Financial Services	Added	5,538	+4,202	$3,054,038	+345.1%	0.25%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	4	0	$2,988,020	−0.2%	0.25%
SNAP	Snap Inc Communication Services	Added	544,828	+2,991	$2,942,070	+22.3%	0.25%
GCAL	Goldman Sachs Dynamic California Municipal Income ETF	Reduced	56,973	-33,929	$2,763,190	−40.6%	0.23%
TPL	Texas Pacific Land Corp Energy	Added	8,353	+42	$2,721,657	−25.2%	0.23%
LLY	ELI LILLY & Co Healthcare	Added	2,348	+1,253	$2,716,822	+106.9%	0.23%
DGRO	iShares Core Dividend Growth ETF	Held	30,460	0	$2,296,379	−0.5%	0.19%
PKG	Packaging Corp Of America Consumer Cyclical	Added	9,902	+447	$2,270,132	+0.8%	0.19%
IWF	iShares Russell 1000 Growth ETF	Reduced	17,310	-262	$2,168,250	−0.6%	0.18%
V	Visa Inc. Financial Services	Added	5,866	+2,252	$2,107,828	+70.0%	0.18%
MRK	Merck & Co., Inc. Healthcare	Added	14,395	+11,219	$2,091,735	+412.5%	0.17%
CVX	Chevron Corp Energy	Added	10,205	+5,056	$2,083,961	+144.2%	0.17%
GEV	GE Vernova Inc. Industrials	Added	2,180	+1,209	$2,072,065	+81.6%	0.17%
EFA	iShares MSCI EAFE ETF	Reduced	19,578	-232	$2,033,958	−1.2%	0.17%
TEAM	Atlassian Corp Technology	NEW	11,232	NEW	$2,013,785	NEW	0.17%
FIX	Comfort Systems USA Inc Industrials	Added	1,197	+1,014	$1,979,945	+445.9%	0.16%
VTV	VANGUARD VALUE INDEX FUND	Added	9,004	+488	$1,945,583	+4.8%	0.16%
LRCX	Lam Research Corp Technology	Added	5,869	+4,561	$1,928,024	+240.2%	0.16%

Showing the top 50 of 566 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.