Curated Wealth Partners LLC
CIK: 1781284SEC EDGAR →
Portfolio Value
$156.6B
Holdings
228
As of
Q1 2026
New Positions
228
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 703,869 | $27.4B | 17.51% |
| 2 | ADVISORS INNER CIRCLE FD III | 615,748 | $17.9B | 11.44% |
| 3 | — TOUCHSTONE ETF TRUST | 689,311 | $16.1B | 10.28% |
| 4 | TEREX CORP NEW | 226,922 | $13.4B | 8.56% |
| 5 | DIAMOND HILL FUNDS | 996,445 | $12.8B | 8.14% |
| 6 | — DOUBLELINE ETF TRUST | 364,583 | $9.1B | 5.78% |
| 7 | GOLDMAN SACHS ETF TR | 69,313 | $3.5B | 2.24% |
| 8 | AMCOR PLC | 86,861 | $3.5B | 2.20% |
| 9 | ARES CAPITAL CORP | 161,868 | $2.9B | 1.86% |
| 10 | SNAP INC | 536,541 | $2.5B | 1.58% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $83.3B | 53.2% |
| Unknown | 13 | $28.6B | 18.3% |
| Industrials | 30 | $16.9B | 10.8% |
| Consumer Defensive | 8 | $5.7B | 3.7% |
| Consumer Cyclical | 15 | $5.5B | 3.5% |
| Communication Services | 9 | $5.1B | 3.2% |
| Technology | 38 | $3.9B | 2.5% |
| Energy | 14 | $3.9B | 2.5% |
| Healthcare | 18 | $994.2M | 0.6% |
| Utilities | 4 | $959.7M | 0.6% |
| Real Estate | 3 | $886.1M | 0.6% |
| Basic Materials | 7 | $845.6M | 0.5% |