Curated Wealth Partners LLC

Q3 2026 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
567
Total value ($000)
$1,215,065
Net value change ($000)
+351,775 (40.7%)
New positions
334
Sold out positions
8
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSSC 19,769 278.6%
AAPL 15,999 118.3%
MSFT 13,244 268.9%
VOO 12,951 19.6%
NVDA 11,192 117.8%
DSCO 11,048 113.8%
DFAI 8,214 27.1%
AMZN 7,667 108.2%
BIL 6,094 NEW
DFEM 5,750 27.5%
Top Reduces (Value $000, Stocks/ETFs)
APO -5,988 -2.3%
TEX -4,462 -27.2%
TLG -2,933 -20.7%
DHLX -2,932 -31.2%
GCAL -1,891 -40.6%
PR -1,130 -81.1%
TPL -915 -25.2%
XOM -760 -100.0%
DVA -701 -16.8%
PXED -482 -22.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type