Notify me when Curated Wealth Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 208 | $925,324,607 | +$82,457,812 | -$14,901,299 | +$67,556,513 | APO, ARES, VOO, SPY, DFAI | 13F-HR | 12 Jan 2026, 10:10 |
| Q3 2025 | 157 | $826,660,047 | +$25,658,661 | -$27,953,365 | -$2,294,704 | APO, ARES, VOO, SPY, DFAI | 13F-HR | 09 Oct 2025, 14:43 |
| Q2 2025 | 159 | $852,745,827 | +$20,692,557 | -$12,895,551 | +$7,797,006 | APO, ARES, VOO, SPY, DFAI | 13F-HR | 28 Jul 2025, 13:31 |
| Q1 2025 | 150 | $772,925,295 | +$26,394,345 | -$10,960,178 | +$15,434,167 | APO, ARES, SPY, VOO, DFAI | 13F-HR | 15 Apr 2025, 09:41 |
| Q4 2024 | 142 | $876,008,614 | +$27,182,972 | -$61,299,341 | -$34,116,369 | APO, ARES, SPY, VOO, DFAI | 13F-HR | 21 Jan 2025, 10:42 |
| Q3 2024 | 132 | $781,732,825 | +$13,425,825 | -$10,117,377 | +$3,308,448 | APO, ARES, SPY, VOO, DFAI | 13F-HR | 04 Oct 2024, 16:28 |
| Q2 2024 | 132 | $716,763,435 | +$716,763,435 | $0 | +$716,763,435 | APO, ARES, SPY, VOO, DFAI | 13F-HR | 12 Jul 2024, 14:49 |
| Q1 2024 | 0 | $0 | $0 | -$612,233,256 | -$612,233,256 | 13F-HR | 12 Apr 2024, 14:08 | |
| Q4 2023 | 142 | $612,233,256 | +$25,536,060 | -$16,632,549 | +$8,903,511 | APO, ARES, SPY, VOO, TEX | 13F-HR | 08 Jan 2024, 21:59 |
| Q3 2023 | 134 | $548,900,213 | +$13,822,604 | -$17,167,371 | -$3,344,767 | APO, ARES, SPY, RSP, VOO | 13F-HR | 23 Oct 2023, 20:48 |
| Q2 2023 | 137 | $515,046,415 | +$8,864,563 | -$4,532,968 | +$4,331,595 | APO, ARES, SPY, VYM, RSP | 13F-HR | 10 Jul 2023, 21:34 |
| Q1 2023 | 133 | $444,420,107 | +$14,436,051 | -$14,118,991 | +$317,060 | APO, ARES, SPY, VYM, RSP | 13F-HR | 27 Apr 2023, 14:01 |
| Q4 2022 | 130 | $412,175,676 | +$10,978,710 | -$4,869,568 | +$6,109,142 | APO, ARES, SPY, VYM, TEX | 13F-HR | 30 Jan 2023, 15:09 |
| Q3 2022 | 127 | $340,462,000 | +$8,873,672 | -$3,954,862 | +$4,918,810 | APO, ARES, SPY, AAPL, VYM | 13F-HR | 13 Oct 2022, 20:18 |
| Q2 2022 | 130 | $340,406,000 | +$150,866,896 | -$15,015,649 | +$135,851,247 | APO, ARES, SPY, SNAP, AAPL | 13F-HR | 26 Jul 2022, 18:52 |
| Q1 2022 | 144 | $241,456,000 | +$141 | -$14,197,609 | -$14,197,468 | ARES, SPY, AAPL, MSFT, ARCC | 13F-HR | 28 Apr 2022, 13:16 |
| Q4 2021 | 145 | $309,294,000 | +$138,559,877 | -$7,343,475 | +$131,216,402 | ARES, SNAP, SPY, APO, AAPL | 13F-HR | 03 Feb 2022, 09:20 |
| Q3 2021 | 146 | $179,165,000 | +$4,079,927 | -$10,290,050 | -$6,210,123 | SNAP, SPY, APO, TEX, AAPL | 13F-HR | 08 Nov 2021, 12:19 |
| Q2 2021 | 149 | $183,709,000 | +$7,784,088 | -$7,131,803 | +$652,285 | SNAP, SPY, APO, TEX, AAPL | 13F-HR | 11 Aug 2021, 10:50 |
| Q1 2021 | 141 | $162,759,000 | +$10,147,634 | -$12,884,753 | -$2,737,119 | SNAP, SPY, TEX, APO, AAPL | 13F-HR | 14 May 2021, 14:19 |
| Q4 2020 | 136 | $154,299,000 | $0 | $0 | $0 | SNAP, SPY, APO, TEX, AAPL | 13F-HR | 16 Feb 2021, 11:52 |