Curated Wealth Partners LLC
•CIK: 1781284•Filing: Q4 2025
**Curated Wealth Partners LLC** manages $925M across a diversified portfolio of 208 positions. The strategy exhibits significant conviction in select names, highlighted by the top holding in APO at $322.1M. Further concentration is evident in ARES ($229.4M), while the fund maintains substantial exposure to broad market indices via VOO ($44.1M) and SPY ($35.3M). This structure suggests a blend of high-conviction, single-stock alpha generation alongside core market beta exposure.
Total AUM
$925.3M
QoQ Performance
+11.9%
Positions
188
Top 10 Concentration
77.4%
Latest Filing
Q4 2025
Top Holdings Allocation
APO
ARES
APO34.8%
ARES24.8%
VOO4.8%
SPY3.8%
DFAI2.7%
RWEM1.8%
DHLX1.4%
TEX1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.6%
ETF9.5%
Technology4.6%
Financial1.9%
Consumer1.0%
Healthcare0.5%
Communication0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW60 new positions
↑83 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023