Viewing historical filing for 2025Q3. View latest →

DOSSIER · 13F-HR · Q2 2026

Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.

Curated Wealth Partners LLC

Name: Curated Wealth Partners LLC 13F Holdings
Creator: 13F Insight

$774M in tracked AUM across 1,673 positions as of Q2 2026.

CIK 0001781284 · last filed Jun 30, 2026

Total AUM

$774M

as of Q2 2026

Holdings

1,673

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

Loading holdings…

Filing history

Filing history loading…