Curated Wealth Partners LLC

EL SEGUNDO, CA · CIK 1781284 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEl Segundo, CA

$863.3m reported value +8.8% vs Q1 2026

241positions

73.7%in top 10

43 new 85 added 73 reduced 30 sold out vs Q1 2026

This report includes the holdings of 13 other managers that share the investment decisions:

AQR CAPITAL MANAGEMENT LLC – no 13F of its own this quarter
BLACKROCK INVESTMENT MANAGEMENT LCC – no 13F of its own this quarter
BRECKINRIDGE CAPITAL ADVISORS – no 13F of its own this quarter
DIAMOND HILL CAPITAL MANAGEMEN – no 13F of its own this quarter
DSM CAPITAL PARTNERS LLC – no 13F of its own this quarter
GATEWAY INVESTMENT ADVISERS LLC – no 13F of its own this quarter
GOLDMAN SACHS ASSET MANAGEMENT – no 13F of its own this quarter
KAYNE ANDERSON RUDNICK INVESTM – no 13F of its own this quarter

5 more

NEUBERGER BERMAN INVESTMENT ADVISERS LLC – no 13F of its own this quarter
PARAMETRIC PORTFOLIO ASSOCIATES LLC – no 13F of its own this quarter
TOWNSQUARE CAPITAL LLC – no 13F of its own this quarter
WASATCH ADVISORS INC – no 13F of its own this quarter
WASATCH ADVISORS LP – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APOLLO GLOBAL MGMT INC COM APO	APO	2,209,503	$261.4m30.28%	30.28%	Reduced -9.8k	-9,763 -0.4%
2	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	1,470,108	$163.6m18.96%	18.96%	Added +1.6k	+1,573 0.1%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	96,115	$66.0m7.65%	7.65%	Added +16.0k	+15,973 19.9%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	52,711	$39.4m4.56%	4.56%	Added +794	+794 1.5%
5	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	735,149	$30.3m3.51%	3.51%	Added +31.3k	+31,280 4.4%
6	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	514,473	$20.9m2.42%	2.42%	New
7	TEREX CORP NEW COM TEX	TEX	226,922	$16.4m1.90%	1.90%	Unchanged
8	TOUCHSTONE ETF TRUST LARG CO GROW ETF TLG	TLG	536,196	$14.2m1.64%	1.64%	Reduced -153.1k	-153,115 -22.2%
9	APPLE INC COM AAPL	AAPL	46,739	$13.5m1.57%	1.57%	Added +5.8k	+5,847 14.3%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	13,595	$10.2m1.18%	1.18%	Added +1.9k	+1,874 16.0%
11	DOUBLELINE ETF TRUST SECUR CR ETF DSCO	DSCO	389,577	$9.7m1.13%	1.13%	Added +25.0k	+24,994 6.9%
12	NVIDIA CORPORATION COM NVDA	NVDA	47,473	$9.5m1.10%	1.10%	Added +1.3k	+1,260 2.7%
13	DIAMOND HILL FUNDS LARGE CAP CONCEN DHLX	DHLX	726,221	$9.4m1.09%	1.09%	Reduced -270.2k	-270,224 -27.1%
14	SPDR GOLD TR GOLD SHS GLD	GLD	22,145	$8.2m0.94%	0.94%	Unchanged
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,488	$7.3m0.85%	0.85%	Reduced -585	-585 -2.8%
16	GOLDMAN SACHS ETF TR ACTIVEBETA US GSSC	GSSC	77,745	$7.1m0.82%	0.82%	New
17	AMAZON COM INC COM AMZN	AMZN	29,734	$7.1m0.82%	0.82%	Reduced -2.0k	-1,998 -6.3%
18	MICROSOFT CORP COM MSFT	MSFT	13,202	$4.9m0.57%	0.57%	Reduced -1.9k	-1,905 -12.6%
19	GOLDMAN SACHS ETF TR DYNAMIC CAL MUNI GCAL	GCAL	90,902	$4.7m0.54%	0.54%	Added +21.6k	+21,589 31.1%
20	DAVITA INC COM DVA	DVA	18,784	$4.2m0.48%	0.48%	Unchanged
21	VANGUARD WORLD FD INF TECH ETF VGT	VGT	34,168	$4.1m0.47%	0.47%	Reduced -104	-104 -0.3%
22	META PLATFORMS INC CL A META	META	6,909	$3.9m0.45%	0.45%	Added +234	+234 3.5%
23	AMCOR PLC COM NEW AMCR	AMCR	87,218	$3.8m0.44%	0.44%	Added +357	+357 0.4%
24	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	8,311	$3.6m0.42%	0.42%	Added +13	+13 0.2%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	9,896	$3.5m0.41%	0.41%	Added +2.0k	+1,988 25.1%
26	BROADCOM INC COM AVGO	AVGO	9,256	$3.5m0.41%	0.41%	Reduced -577	-577 -5.9%
27	ARES CAPITAL CORP COM ARCC	ARCC	161,868	$3.0m0.35%	0.35%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m0.35%	0.35%	Unchanged
29	SNAP INC CL A SNAP	SNAP	541,837	$2.4m0.28%	0.28%	Added +5.3k	+5,296 1.0%
30	ISHARES TR CORE DIV GRWTH DGRO	DGRO	30,460	$2.3m0.27%	0.27%	Unchanged
31	PACKAGING CORP AMER COM PKG	PKG	9,455	$2.3m0.26%	0.26%	Added +5	+5 0.1%
32	ISHARES TR RUS 1000 GRW ETF IWF	IWF	17,572	$2.2m0.25%	0.25%	Unchanged
33	PHOENIX ED PARTNERS INC COM PXED	PXED	65,005	$2.1m0.25%	0.25%	Added +5	+5 0.0%
34	MICRON TECHNOLOGY INC COM MU	MU	1,837	$2.1m0.25%	0.25%	Added +473	+473 34.7%
35	JPMORGAN CHASE & CO COM JPM	JPM	6,369	$2.1m0.24%	0.24%	Added +990	+990 18.4%
36	ISHARES TR MSCI EAFE ETF EFA	EFA	19,810	$2.1m0.24%	0.24%	Unchanged
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,985	$2.0m0.23%	0.23%	Reduced -1.4k	-1,399 -26.0%
38	TESLA INC COM TSLA	TSLA	4,491	$1.9m0.22%	0.22%	Added +2.0k	+2,032 82.6%
39	VANGUARD INDEX FDS VALUE ETF VTV	VTV	8,516	$1.9m0.21%	0.21%	Added +2	+2 0.0%
40	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	9,452	$1.7m0.20%	0.20%	Unchanged
41	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,189	$1.7m0.19%	0.19%	Reduced -886	-886 -17.5%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,318	$1.6m0.19%	0.19%	Added +3	+3 0.1%
43	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	21,914	$1.6m0.18%	0.18%	Added +8	+8 0.0%
44	ISHARES TR CORE S&P TTL STK ITOT	ITOT	9,301	$1.5m0.18%	0.18%	Unchanged
45	ISHARES TR CORE MSCI EAFE IEFA	IEFA	14,880	$1.4m0.17%	0.17%	Unchanged
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,402	$1.4m0.16%	0.16%	Added +743	+743 44.8%
47	PERMIAN RESOURCES CORP CLASS A COM PR	PR	75,682	$1.4m0.16%	0.16%	Added +979	+979 1.3%
48	BLACKSTONE INC COM BX	BX	11,666	$1.4m0.16%	0.16%	Added +384	+384 3.4%
49	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,794	$1.3m0.15%	0.15%	Reduced -5	-5 -0.3%
50	ELI LILLY & CO COM LLY	LLY	1,095	$1.3m0.15%	0.15%	Added +225	+225 25.9%
51	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	21,705	$1.3m0.15%	0.15%	Added +5.0k	+4,996 29.9%
52	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	3,287	$1.3m0.15%	0.15%	Reduced -169	-169 -4.9%
53	SIMPSON MFG INC COM SSD	SSD	6,047	$1.3m0.15%	0.15%	Reduced -312	-312 -4.9%
54	BAIN CAP SPECIALTY FIN INC COM STK BCSF	BCSF	100,000	$1.3m0.15%	0.15%	Unchanged
55	ISHARES GOLD TR ISHARES NEW IAU	IAU	16,522	$1.2m0.14%	0.14%	Unchanged
56	VISA INC COM CL A V	V	3,614	$1.2m0.14%	0.14%	Reduced -586	-586 -13.9%
57	NETFLIX INC COM NFLX	NFLX	16,588	$1.2m0.14%	0.14%	Reduced -1.4k	-1,421 -7.9%
58	GE VERNOVA INC COM GEV	GEV	971	$1.1m0.13%	0.13%	Reduced -296	-296 -23.4%
59	ACUSHNET HLDGS CORP COM GOLF	GOLF	9,559	$1.1m0.13%	0.13%	Reduced -505	-505 -5.0%
60	ARES DYNAMIC CR ALLOCATION F COM ARDC	ARDC	88,853	$1.1m0.13%	0.13%	Added +800	+800 0.9%
61	RBC BEARINGS INC COM RBC	RBC	1,716	$1.1m0.13%	0.13%	Reduced -221	-221 -11.4%
62	PRIMERICA INC COM PRI	PRI	3,776	$1.1m0.12%	0.12%	Reduced -182	-182 -4.6%
63	TORO CO COM TTC	TTC	10,942	$1.1m0.12%	0.12%	Reduced -338	-338 -3.0%
64	CARRIER GLOBAL CORPORATION COM CARR	CARR	14,463	$1.1m0.12%	0.12%	Added +388	+388 2.8%
65	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	27,670	$1.0m0.12%	0.12%	Unchanged
66	DARLING INGREDIENTS INC COM DAR	DAR	18,207	$994.5k0.12%	0.12%	Added +96	+96 0.5%
67	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,239	$973.2k0.11%	0.11%	New
68	KLA CORP COM NEW KLAC	KLAC	3,079	$929.0k0.11%	0.11%	Added +359	+359 13.2%
69	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	32,150	$890.6k0.10%	0.10%	Unchanged
70	LANDSTAR SYS INC COM LSTR	LSTR	4,235	$875.8k0.10%	0.10%	Reduced -247	-247 -5.5%
71	JOHNSON & JOHNSON COM JNJ	JNJ	3,425	$869.8k0.10%	0.10%	Added +440	+440 14.7%
72	COSTCO WHSL CORP NEW COM COST	COST	922	$862.5k0.10%	0.10%	Added +303	+303 49.0%
73	CHEVRON CORP NEW COM CVX	CVX	5,149	$853.5k0.10%	0.10%	Added +1.8k	+1,753 51.6%
74	GE AEROSPACE COM NEW GE	GE	2,227	$832.3k0.10%	0.10%	Reduced -647	-647 -22.5%
75	INTEL CORP COM INTC	INTC	5,943	$829.8k0.10%	0.10%	New
76	ARISTA NETWORKS INC COM SHS ANET	ANET	4,768	$810.0k0.09%	0.09%	Reduced -3.9k	-3,857 -44.7%
77	TEXAS INSTRS INC COM TXN	TXN	2,666	$794.7k0.09%	0.09%	Reduced -2.8k	-2,820 -51.4%
78	ABBVIE INC COM ABBV	ABBV	3,149	$792.4k0.09%	0.09%	Added +1.0k	+1,032 48.8%
79	WESTERN DIGITAL CORP COM WDC	WDC	1,199	$765.8k0.09%	0.09%	Added +145	+145 13.8%
80	EXXON MOBIL CORP COM XOM	XOM	5,560	$760.2k0.09%	0.09%	Added +2.0k	+2,044 58.1%
81	MOELIS & CO CL A MC	MC	11,008	$720.1k0.08%	0.08%	Reduced -1.2k	-1,216 -9.9%
82	ISHARES TR RUS MID CAP ETF IWR	IWR	6,459	$712.6k0.08%	0.08%	Unchanged
83	EMCOR GROUP INC COM EME	EME	850	$705.4k0.08%	0.08%	Reduced -54	-54 -6.0%
84	FTI CONSULTING INC COM FCN	FCN	4,712	$702.1k0.08%	0.08%	Reduced -231	-231 -4.7%
85	BANK AMERICA CORP COM BAC	BAC	12,051	$686.7k0.08%	0.08%	Added +2.6k	+2,646 28.1%
86	MASTERCARD INCORPORATED CL A MA	MA	1,336	$686.2k0.08%	0.08%	Reduced -297	-297 -18.2%
87	CISCO SYS INC COM CSCO	CSCO	5,816	$683.1k0.08%	0.08%	Added +1.2k	+1,214 26.4%
88	KADANT INC COM KAI	KAI	2,126	$668.1k0.08%	0.08%	Reduced -439	-439 -17.1%
89	VICI PPTYS INC COM VICI	VICI	24,869	$660.3k0.08%	0.08%	Reduced -4.0k	-3,970 -13.8%
90	UNITEDHEALTH GROUP INC COM UNH	UNH	1,508	$626.8k0.07%	0.07%	Added +422	+422 38.9%
91	RLI CORP COM RLI	RLI	10,441	$616.8k0.07%	0.07%	Reduced -1.3k	-1,270 -10.8%
92	FIRST HAWAIIAN INC COM FHB	FHB	20,693	$606.3k0.07%	0.07%	Reduced -1.1k	-1,050 -4.8%
93	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,196	$606.2k0.07%	0.07%	Added +2.0k	+1,987 61.9%
94	ISHARES SILVER TR ISHARES SLV	SLV	11,105	$593.8k0.07%	0.07%	Unchanged
95	ISHARES TR RUS 1000 ETF IWB	IWB	1,450	$593.8k0.07%	0.07%	Unchanged
96	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,195	$570.7k0.07%	0.07%	Added +58	+58 5.1%
97	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,308	$566.8k0.07%	0.07%	Added +296	+296 29.2%
98	OTIS WORLDWIDE CORP COM OTIS	OTIS	7,870	$563.5k0.07%	0.07%	Added +430	+430 5.8%
99	SANDISK CORP COM SNDK	SNDK	234	$532.1k0.06%	0.06%	New
100	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	2,636	$520.9k0.06%	0.06%	Reduced -380	-380 -12.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADVISORS INNER CIRCLE FD III RWEM	RWEM	615,748	$17.9m615.7k shares
WASTE MGMT INC DEL WM	WM	4,306	$989.5k4.3k shares
MARTIN MARIETTA MATLS INC MLM	MLM	1,500	$883.0k1.5k shares
DISNEY WALT CO DIS	DIS	8,847	$852.7k8.8k shares
SYSCO CORP SYY	SYY	11,172	$796.9k11.2k shares
ZOETIS INC ZTS	ZTS	6,338	$749.2k6.3k shares
SBA COMMUNICATIONS CORP NEW SBAC	SBAC	4,307	$741.3k4.3k shares
INTUIT INTU	INTU	1,512	$653.8k1.5k shares
BOOKING HOLDINGS INC BKNG	BKNG	3,200	$538.9k3.2k shares
DEXCOM INC DXCM	DXCM	6,351	$398.8k6.4k shares
DANAHER CORPORATION DHR	DHR	1,992	$377.7k2.0k shares
REDDIT INC RDDT	RDDT	2,605	$350.8k2.6k shares
AUTODESK INC ADSK	ADSK	1,343	$321.5k1.3k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	657	$318.6k657 shares
ADOBE INC ADBE	ADBE	1,273	$309.4k1.3k shares
GENERAL MLS INC GIS	GIS	8,000	$297.8k8.0k shares
NEWMONT CORP NEM	NEM	2,709	$293.2k2.7k shares
SITEONE LANDSCAPE SUPPLY INC SITE	SITE	2,166	$288.3k2.2k shares
PG&E CORP PCG	PCG	15,744	$276.6k15.7k shares
EVERUS CONSTR GROUP ECG	ECG	2,174	$256.7k2.2k shares
SAIA INC SAIA	SAIA	664	$233.2k664 shares
CHENIERE ENERGY INC LNG	LNG	799	$226.7k799 shares
ACCENTURE PLC IRELAND ACN	ACN	1,082	$214.5k1.1k shares
BALCHEM CORP BCPC	BCPC	1,255	$212.7k1.3k shares
FABRINET FN	FN	404	$210.7k404 shares