Curated Wealth Partners LLC
CIK
1781284
City
EL SEGUNDO
State / Country
CA
Top Portfolio Positions
188 positions ·
$618,364,857 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,219,266 | $247,270,617 | 39.99% | |
| ARES |
Ares Management Corp
Financial Services
|
1,468,535 | $160,217,167 | 25.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
51,917 | $33,763,701 | 5.46% | |
| TEX |
Terex Corp
Industrials
|
226,922 | $13,411,090 | 2.17% | |
| AAPL |
Apple Inc.
Technology
|
40,892 | $10,377,979 | 1.68% | |
| GLD |
Spdr Gold Trust
|
22,145 | $9,528,772 | 1.54% | |
| NVDA |
Nvidia Corp
Technology
|
46,213 | $8,059,546 | 1.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,732 | $6,608,821 | 1.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,073 | $6,059,750 | 0.98% | |
| MSFT |
Microsoft Corp
Technology
|
15,107 | $5,592,156 | 0.90% |
Portfolio Trend
Holdings in ARDC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,070,724 | 88,053 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,169,176 | 87,908 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,204,940 | 85,639 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,217,786 | 85,639 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,209,222 | 85,639 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,304,355 | 86,324 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,319,030 | 86,324 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,285,364 | 86,324 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,218,641 | 85,639 | Put | Sole | 2024-04-12 | |
| 2023-12-31 | $1,234,255 | 89,764 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,152,602 | 89,349 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,087,062 | 88,164 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,025,098 | 85,639 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $992,556 | 85,639 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,006,258 | 85,639 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,044,795 | 85,639 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,236,627 | 85,639 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,398,484 | 85,639 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,386,495 | 85,639 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,384,782 | 85,639 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,287,154 | 85,639 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,223,781 | 85,639 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||