Curated Wealth Partners LLC

CIK

1781284

Location

EL SEGUNDO, CA

Portfolio Value

Small $619,577,276

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,315 / 8,603 ▼ 208 · as of Mar 2026

Top Industry

Asset Management 72.4%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−35.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

188 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.9%

−2.3 pts

Top 5

75.1%

−4.7 pts

Top 10

80.8%

−3.3 pts

HHI

2,310

Moderately concentrated−412

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	69.8%	$432,720,402	37
Unclassified	7.5%	$46,544,092	5
Technology	6.4%	$39,569,628	36
Industrials	5.0%	$30,820,482	31
Consumer Cyclical	2.8%	$17,160,254	16
Communication Services	2.8%	$17,041,909	8
Healthcare	1.8%	$11,197,043	19
Energy	1.7%	$10,726,305	13
Consumer Defensive	1.2%	$7,169,565	9
Basic Materials	0.7%	$4,042,361	8
Real Estate	0.3%	$1,626,630	3
Utilities	0.2%	$958,605	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARES	Ares Management Corp	+49,265	1,468,535	$160,217,167
NVDA	Nvidia Corp	+9,736	46,213	$8,059,546
ARCC	Ares Capital Corp	+8,660	161,868	$2,916,861
AAPL	Apple Inc.	+7,683	40,892	$10,377,979
VICI	Vici Properties Inc.	+4,779	28,839	$787,880
PR	Permian Resources Corp	+4,102	74,703	$1,592,667
MSFT	Microsoft Corp	+4,083	15,107	$5,592,156
AMZN	Amazon Com Inc	+2,685	31,732	$6,608,821
RLI	Rli Corp	+1,280	11,711	$667,994
TSLA	Tesla, Inc.	+1,252	2,459	$914,132
TFC	Truist Financial Corp	+1,235	5,314	$244,283
ORCL	Oracle Corp	+985	3,638	$535,184
DAR	Darling Ingredients Inc.	+949	18,111	$1,120,164
HQY	Healthequity, Inc.	+846	4,113	$343,723
WMT	Walmart Inc.	+807	3,213	$399,310
NFLX	Netflix Inc	+760	18,009	$1,731,564
CARR	CARRIER GLOBAL Corp	+497	14,075	$792,561
COF	Capital One Financial Corp	+454	5,629	$1,026,897
UFPI	Ufp Industries Inc	+434	6,861	$632,034
CVX	Chevron Corp	+423	3,396	$702,630
GOOGL	Alphabet Inc.	+399	21,073	$6,059,750
META	Meta Platforms, Inc.	+376	6,675	$3,818,965
COST	Costco Wholesale Corp /New	+366	619	$616,788
ADSK	Autodesk, Inc.	+339	1,343	$321,513
RTX	RTX Corp	+328	1,543	$297,643
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−69,327	9,405	$458,492
PNBK	Patriot National Bancorp Inc	−53,957	827,340	$1,067,268
GM	General Motors Co	−8,708	3,276	$244,061
APO	Apollo Global Management, Inc.	−5,761	2,219,266	$247,270,617
AIG	American International Group, Inc.	−5,122	18,130	$1,364,281
COP	Conocophillips	−3,372	9,796	$1,293,072
WFC	Wells Fargo & Company/Mn	−3,161	2,767	$220,280
ABT	Abbott Laboratories	−3,004	13,258	$1,361,197
TXN	Texas Instruments Inc	−2,795	5,486	$1,065,050
SYY	Sysco Corp	−2,329	11,172	$796,897
BN	BROOKFIELD Corp /ON/	−2,105	5,997	$242,698
ZTS	Zoetis Inc.	−1,878	6,338	$749,214
C	Citigroup Inc	−1,860	2,564	$290,782
WM	Waste Management Inc	−1,457	4,306	$989,474
CL	Colgate Palmolive Co	−1,422	14,461	$1,232,510
DXCM	Dexcom Inc	−1,332	6,351	$398,842
AVGO	Broadcom Inc.	−1,011	9,833	$3,043,410
JPM	Jpmorgan Chase & Co	−909	5,379	$1,582,286
UNP	Union Pacific Corp	−892	4,017	$974,603
CCC	CCC Intelligent Solutions Holdings Inc.	−875	21,799	$130,794
MRSH	Marsh & Mclennan Companies, Inc.	−771	1,188	$206,058
LYV	Live Nation Entertainment, Inc.	−692	9,452	$1,441,523
NOW	ServiceNow, Inc.	−609	2,278	$238,163
FERG	Ferguson Enterprises Inc. /DE/	−469	3,188	$743,632
DIS	Walt Disney Co	−468	8,847	$852,672
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	86,861	$3,452,724
POOL	Pool Corp	2,526	$511,084
PLTR	Palantir Technologies Inc.	3,209	$469,412
MU	Micron Technology Inc	1,364	$460,812
HWKN	Hawkins Inc	2,503	$384,460
DHR	Danaher Corp /De/	1,992	$377,682
PNC	Pnc Financial Services Group, Inc.	1,637	$340,641
AMD	Advanced Micro Devices Inc	1,659	$337,489
BMY	Bristol Myers Squibb Co	5,532	$335,514
ADBE	Adobe Inc.	1,273	$309,439
PFE	Pfizer Inc	10,728	$301,241
GIS	General Mills Inc	8,000	$297,759
NEM	NEWMONT Corp /DE/	2,709	$293,249
SITE	SiteOne Landscape Supply, Inc.	2,166	$288,315
WDC	Western Digital Corp	1,054	$285,094
PCG	PG&E Corp	15,744	$276,621
IBM	International Business Machines Corp	1,072	$259,841
ECG	Everus Construction Group, Inc.	2,174	$256,662
TJX	Tjx Companies Inc /De/	1,597	$255,039
APH	Amphenol Corp /De/	1,997	$252,320
KO	Coca Cola Co	3,290	$250,203
SAIA	Saia Inc	664	$233,249
LNG	Cheniere Energy, Inc.	799	$226,724
MPC	Marathon Petroleum Corp	916	$223,668
TER	Teradyne, Inc	749	$222,048
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	759	$457,889
VMC	Vulcan Materials CO	1,162	$331,424
FICO	Fair Isaac Corp	194	$327,980
KKR	KKR & Co. Inc.	2,473	$315,257
MSCI	MSCI Inc.	506	$290,306
CEG	Constellation Energy Corp	807	$285,088
CPRT	Copart Inc	7,279	$284,972
CWST	Casella Waste Systems Inc	2,891	$283,144
PCOR	Procore Technologies, Inc.	3,749	$272,702
CBRE	Cbre Group, Inc.	1,693	$272,217
PLD	Prologis, Inc.	2,032	$259,404
LPLA	LPL Financial Holdings Inc.	681	$243,231
CSX	Csx Corp	6,392	$231,709
AJG	Arthur J. Gallagher & Co.	867	$224,369
MKL	Markel Group Inc.	101	$217,114
SNPS	Synopsys Inc	458	$215,131
EA	Electronic Arts Inc.	1,045	$213,524
FOUR	Shift4 Payments, Inc.	3,380	$212,838
ADI	Analog Devices Inc	780	$211,536
ENSG	Ensign Group, Inc	1,211	$210,956
BIPC	Brookfield Infrastructure Corp	4,635	$210,429
BRO	Brown & Brown, Inc.	2,597	$206,980
SHOP	Shopify Inc.	1,284	$206,685
CERT	Certara, Inc.	10,129	$89,236
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

188 positions · $619,577,276 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 188 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APO	Apollo Global Management, Inc. Financial Services	Reduced	2,219,266	-5,761	$247,270,617	−23.2%	39.91%
ARES	Ares Management Corp Financial Services	Added	1,468,535	+49,265	$160,217,167	−30.2%	25.86%
SPY	Spdr S&P 500 ETF Trust	Added	51,917	+143	$33,763,701	−4.4%	5.45%
TEX	Terex Corp Industrials	Held	226,922	0	$13,411,090	+10.7%	2.16%
AAPL	Apple Inc. Technology	Added	40,892	+7,683	$10,377,979	+15.0%	1.68%
GLD	Spdr Gold Trust	Reduced	22,145	-13	$9,528,772	+8.5%	1.54%
NVDA	Nvidia Corp Technology	Added	46,213	+9,736	$8,059,546	+18.5%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,732	+2,685	$6,608,821	−1.4%	1.07%
GOOGL	Alphabet Inc. Communication Services	Added	21,073	+399	$6,059,750	−6.4%	0.98%
MSFT	Microsoft Corp Technology	Added	15,107	+4,083	$5,592,156	+4.9%	0.90%
TPL	Texas Pacific Land Corp Energy	Held	8,298	0	$3,937,898	+65.2%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	6,675	+376	$3,818,965	−8.2%	0.62%
AMCR	Amcor plc Consumer Cyclical	NEW	86,861	NEW	$3,452,724	NEW	0.56%
AVGO	Broadcom Inc. Technology	Reduced	9,833	-1,011	$3,043,410	−18.9%	0.49%
ARCC	Ares Capital Corp Financial Services	Added	161,868	+8,660	$2,916,861	−5.9%	0.47%
DVA	Davita Inc. Healthcare	Added	18,784	+244	$2,886,911	+37.1%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,384	+187	$2,580,011	−1.2%	0.42%
SNAP	Snap Inc Communication Services	Held	536,541	0	$2,468,088	−43.0%	0.40%
PXED	Phoenix Education Partners, Inc. Consumer Defensive	Held	65,000	0	$2,044,900	+3.8%	0.33%
PKG	Packaging Corp Of America Consumer Cyclical	Held	9,450	0	$2,005,479	+2.9%	0.32%
NFLX	Netflix Inc Communication Services	Added	18,009	+760	$1,731,564	+7.1%	0.28%
PR	Permian Resources Corp Energy	Added	74,703	+4,102	$1,592,667	+60.8%	0.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,379	-909	$1,582,286	−21.9%	0.26%
IAU	Ishares Gold Trust	Held	16,522	0	$1,456,579	+8.6%	0.24%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	9,452	-692	$1,441,523	−0.3%	0.23%
AIG	American International Group, Inc. Financial Services	Reduced	18,130	-5,122	$1,364,281	−31.4%	0.22%
ABT	Abbott Laboratories Healthcare	Reduced	13,258	-3,004	$1,361,197	−33.2%	0.22%
BX	Blackstone Inc. Financial Services	Added	11,282	+153	$1,297,316	−24.4%	0.21%
COP	Conocophillips Energy	Reduced	9,796	-3,372	$1,293,072	+4.9%	0.21%
V	Visa Inc. Financial Services	Reduced	4,200	-168	$1,269,405	−17.1%	0.20%
BCSF	Bain Capital Specialty Finance, Inc. Financial Services	Held	100,000	0	$1,240,000	−10.9%	0.20%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	14,461	-1,422	$1,232,510	−1.8%	0.20%
AON	Aon plc Financial Services	Reduced	3,761	-95	$1,213,974	−10.8%	0.20%
DAR	Darling Ingredients Inc. Consumer Defensive	Added	18,111	+949	$1,120,164	+81.3%	0.18%
GEV	GE Vernova Inc. Industrials	Reduced	1,267	-101	$1,105,962	+23.7%	0.18%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	6,359	-52	$1,091,331	+5.4%	0.18%
ARDC	Ares Dynamic Credit Allocation Fund, Inc. Financial Services	Added	88,053	+145	$1,070,724	−8.4%	0.17%
PNBK	Patriot National Bancorp Inc Financial Services	Reduced	827,340	-53,957	$1,067,268	−33.5%	0.17%
TXN	Texas Instruments Inc Technology	Reduced	5,486	-2,795	$1,065,050	−25.9%	0.17%
ANET	Arista Networks, Inc. Technology	Added	8,625	+142	$1,058,976	−4.7%	0.17%
TTC	Toro Co Industrials	Added	11,280	+115	$1,054,001	+19.9%	0.17%
RBC	RBC Bearings INC Industrials	Reduced	1,937	-206	$1,052,022	+9.5%	0.17%
EPD	Enterprise Products Partners L.P. Energy	Held	27,670	0	$1,047,032	+18.0%	0.17%
QQQ	Invesco Qqq Trust, Series 1	Held	1,799	0	$1,038,346	−6.0%	0.17%
COF	Capital One Financial Corp Financial Services	Added	5,629	+454	$1,026,897	−18.1%	0.17%
WTS	Watts Water Technologies Inc Industrials	Reduced	3,456	-64	$1,003,242	+3.3%	0.16%
PRI	Primerica, Inc. Financial Services	Reduced	3,958	-31	$991,399	−3.8%	0.16%
WM	Waste Management Inc Industrials	Reduced	4,306	-1,457	$989,474	−21.9%	0.16%
UNP	Union Pacific Corp Industrials	Reduced	4,017	-892	$974,603	−14.2%	0.16%
GOLF	Acushnet Holdings Corp. Consumer Cyclical	Reduced	10,064	-83	$940,782	+16.2%	0.15%