Holdings
Curated Wealth Partners LLC
As of Sep 30, 2026, Curated Wealth Partners LLC reported 536 positions worth US$1.19B. Largest: Apollo Global Management, Inc. (new), Ares Management Corporation and Vanguard S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apollo Global Management, Inc. (new) | 2.2M | US$255M | −8,762 | Sep 30, 2026 |
| Ares Management Corporation | 1.45M | US$169M | −19,254 | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 113K | US$79M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 54,763 | US$41.8M | new | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 930K | US$38.5M | new | Sep 30, 2026 |
| Apple Inc | 88,652 | US$29.5M | +41,913 | Sep 30, 2026 |
| TR Activebeta US Small Cap Equity ETF | 313K | US$26.9M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 671K | US$26.7M | new | Sep 30, 2026 |
| DoubleLine Securitized Credit ETF | 851K | US$20.8M | new | Sep 30, 2026 |
| Nvidia Corporation | 90,598 | US$20.7M | +43,125 | Sep 30, 2026 |