Curated Wealth Partners LLC - Portfolio Stock Holdings
Curated Wealth Partners LLC disclosed 891 stock positions in a recent SEC 13F filing. $37,544,669,617 of stock holdings were filed, with the largest holdings including VOO, UNP, and AZO. This filing represented positions held on June 30, 2026, and was filed on July 10, 2026.We estimate the fund has a total AUM of $1,762,000,000 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
891Est. Stock Holding Value:
$37,544,669,617Top Stock Holdings By Sector
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Portfolio Stock Holdings - Curated Wealth Partners LLC
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