Curated Wealth Partners LLC - Portfolio overview
Curated Wealth Partners LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-04-09.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Financial Services and Industrials.
Largest reported holdings by portfolio allocation
- APO - APOLLO GLOBAL MGMT INC, 38.10%
- ARES - ARES MANAGEMENT CORPORATION, 26.54%
- SPY - STATE STR SPDR S&P 500 ETF T, 5.59%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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