Curated Wealth Partners LLC holds a diversified book of 838 stocks worth $773.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Dimensional Emrg MRKT Core and trimmed Apollo Global Management Inc. Their largest long position is Pfizer Inc at 20% of the equity book. Cloning the disclosed picks since 2024 would be +3% (+1.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Curated Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Curated Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 79 / 80 | $112.1B |
| Integrated Wealth Concepts LLC | 79 / 80 | $2.2B |
| MORGAN STANLEY | 78 / 80 | $436.2B |
| NORTHERN TRUST CORP | 78 / 80 | $256.6B |
| Bank of New York Mellon Corp | 78 / 80 | $168.0B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $11.2B |
| JPMORGAN CHASE & CO | 77 / 80 | $414.1B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $277.9B |
Ranked by how many of Curated Wealth Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pfizer Inc COM | $152.5M | 1.41M | 19.7% | ▲131× Added · +1.4M sh | |
| 2 | Texas Pacific Land Corporati COM | $18.4M | 255.0K | 2.4% | ▲31× Added · +247K sh | |
| 3 | Touchstone ETF Trust LARG CO GROW ETF | $15.1M | 5.05M | 1.9% | ▲+633% Added · +4.4M sh | |
| 4 | Doubleline ETF Trust SECUR CR ETF | $13.6M | 9.87M | 1.8% | ▲27× Added · +9.5M sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $11.4M | 3.54M | 1.5% | ▲44× Added · +3.5M sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $10.5M | 2.76M | 1.4% | ▲New New position | |
| 7 | Dimensional ETF Trust INTL CORE EQT MK | $9.2M | 2.67M | 1.2% | ▲+279% Added · +2.0M sh | |
| 8 | Arista Networks Inc COM SHS | $9.0M | 8.09M | 1.2% | ▲938× Added · +8.1M sh | |
| 9 | Southern Co COM | $8.0M | 19.9K | 1.0% | ▲New New position | |
| 10 | Kraft Heinz Co COM | $7.7M | 81.3K | 1.0% | ▲New New position | |
| 11 | Union Pac Corp COM | $7.6M | 7.47M | 1.0% | ▲2k× Added · +7.5M sh | |
| 12 | Microsoft Corp COM | $7.4M | 236.4K | 1.0% | ▲16× Added · +221K sh | |
| 13 | Unitedhealth Group Inc COM | $7.3M | 21.3K | 0.9% | ▲20× Added · +20K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $7.3M | 2.21M | 0.9% | ▲410× Added · +2.2M sh | |
| 15 | Sempra COM | $7.0M | 134.2K | 0.9% | ▲59× Added · +132K sh | |
| 16 | Diamond Hill Funds LARG CAP CON ETF | $6.8M | 1.93M | 0.9% | ▲+94% Added · +933K sh | |
| 17 | PNC Finl Svcs Group Inc COM | $6.5M | 122.5K | 0.8% | ▲75× Added · +121K sh | |
| 18 | Philip Morris Intl Inc COM | $6.2M | 5.90M | 0.8% | ▲2k× Added · +5.9M sh | |
| 19 | AT&T Inc COM | $6.2M | 114.1K | 0.8% | ▲New New position | |
| 20 | S&P Global Inc COM | $5.7M | 3.51M | 0.7% | ▲5k× Added · +3.5M sh | |
| 21 | Xpel Inc COM | $5.5M | 54.3K | 0.7% | ▲New New position | |
| 22 | Goldman Sachs ETF TR ACTIVEBETA US | $5.2M | 1.59M | 0.7% | ▲New New position | |
| 23 | Abbott Laboratories COM | $4.9M | 4.04M | 0.6% | ▲305× Added · +4.0M sh | |
| 24 | Parker-Hannifin Corp COM | $4.7M | 322.7K | 0.6% | ▲New New position | |
| 25 | Target Corp COM | $4.6M | 4.12M | 0.6% | ▲New New position | |
| 26 | Verizon Communications Inc COM | $4.5M | 36.8K | 0.6% | ▲New New position | |
| 27 | Kimberly-Clark Corp COM | $4.4M | 211.2K | 0.6% | ▲New New position | |
| 28 | Apollo Global Mgmt Inc COM | $4.4M | 1.15M | 0.6% | ▼−48% Reduced · −1.1M sh | |
| 29 | Citigroup Inc COM NEW | $4.3M | 1.16M | 0.6% | ▲454× Added · +1.2M sh | |
| 30 | Warner Bros Discovery Inc COM SER A | $4.2M | 33.6K | 0.5% | ▲New New position | |
| 31 | Apple Inc COM | $4.0M | 685.4K | 0.5% | ▲17× Added · +644K sh | |
| 32 | Black Rock Coffee Bar Inc CL A | $3.9M | 145.5K | 0.5% | ▲New New position | |
| 33 | Wabtec COM | $3.9M | 179.8K | 0.5% | ▲New New position | |
| 34 | Yum Brands Inc COM | $3.9M | 11.5K | 0.5% | ▲New New position | |
| 35 | Packaging Corp Amer COM | $3.8M | 2.84M | 0.5% | ▲301× Added · +2.8M sh | |
| 36 | JPMorgan Chase & Co COM | $3.7M | 290.5K | 0.5% | ▲54× Added · +285K sh | |
| 37 | Amcor PLC COM NEW | $3.5M | 232.4K | 0.5% | ▲+168% Added · +146K sh | |
| 38 | Johnson & Johnson COM | $3.5M | 185.6K | 0.5% | ▲62× Added · +183K sh | |
| 39 | Procter & Gamble Co COM | $3.4M | 1.89M | 0.4% | ▲New New position | |
| 40 | Altria Group Inc COM | $3.2M | 200.6K | 0.4% | ▲New New position | |
| 41 | Alphabet Inc CAP STK CL C | $3.1M | 435.0K | 0.4% | ▲55× Added · +427K sh | |
| 42 | SLB Limited COM STK | $3.0M | 66.9K | 0.4% | ▲New New position | |
| 43 | Morgan Stanley COM NEW | $3.0M | 117.9K | 0.4% | ▲New New position | |
| 44 | Salesforce Inc COM | $2.9M | 672.9K | 0.4% | ▲136× Added · +668K sh | |
| 45 | Ge Vernova Inc COM | $2.9M | 207.8K | 0.4% | ▲164× Added · +207K sh | |
| 46 | Travelers Companies Inc COM | $2.9M | 2.76M | 0.4% | ▲3k× Added · +2.8M sh | |
| 47 | Alphabet Inc CAP STK CL A | $2.9M | 234.4K | 0.4% | ▲11× Added · +213K sh | |
| 48 | Ross Stores Inc COM | $2.7M | 208.0K | 0.4% | ▲New New position | |
| 49 | Dell Technologies Inc CL C | $2.7M | 396.2K | 0.3% | ▲New New position | |
| 50 | Johnson Controls Internation SHS | $2.7M | 253.6K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1781284/holdings"
Use Arkolith to show Curated Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 1,673 | $773.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 572 | $793.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 374 | $925.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 266 | $826.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 278 | $852.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 289 | $772.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 248 | $876.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 233 | $781.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.