DOSSIER · 13F-HR · Q1 2026

Curated Wealth Partners LLC

Curated Wealth's holding co. based in London, UK — $794M in tracked AUM across 572 positions as of Q1 2026.

CW

Curated Wealth·London, UK·Holding Co.

CIK 0001781284 · last filed Mar 31, 2026

Total AUM

$794M

▼ 5.0%

vs prior

Holdings

572

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

18% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Curated Wealth Partners LLC

Portfolio Overview

Curated Wealth Partners LLC reported a significant expansion in assets under management, with the total portfolio value growing 34.7% from approximately $687.03 million to $925.32 million for the quarter ending December 31, 2025. The portfolio consists of 374 holdings, indicating a diversified approach. However, the distribution of capital suggests a "barbell" strategy: the firm is heavily concentrated...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

APOLLO GLOBAL MGMT INC

$247M2.2M31.2%

02

ARES MANAGEMENT CORPORATION

$160M1.5M20.2%

03

VANGUARD INDEX FDS

$48M80K6.0%

04

STATE STR SPDR S&P 500 ETF T

$34M52K4.3%

05

DIMENSIONAL ETF TRUST

$27M704K3.5%

06

ADVISORS INNER CIRCLE FD III

$18M616K2.3%

07

TOUCHSTONE ETF TRUST

$16M689K2.0%

08

TEREX CORP NEW

$13M227K1.7%

09

DIAMOND HILL FUNDS

$13M996K1.6%

10

APPLE INC

$10M41K1.3%

Filing history

Filing history loading…