Curated Wealth Partners LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,215,065
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 567 | 1,215,065 | 13F-HR | Curated Wealth Partners LLC |
| Q2 2026 | 8/14/2026 | 241 | 863,290 | 13F-HR/A - RESTATEMENT | Curated Wealth Partners LLC |
| Q2 2026 | 7/10/2026 | 838 | 773,638 | 13F-HR | Curated Wealth Partners LLC |
| Q1 2026 | 4/9/2026 | 228 | 793,611 | 13F-HR | Curated Wealth Partners LLC |
| Q4 2025 | 1/12/2026 | 208 | 925,325 | 13F-HR | Curated Wealth Partners LLC |
| Q3 2025 | 10/9/2025 | 157 | 826,660 | 13F-HR | Curated Wealth Partners LLC |
| Q2 2025 | 7/28/2025 | 159 | 852,746 | 13F-HR | Curated Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 889.1 K | 73.2% | 279 K | 0 | 279 K |
| ETFs | 325.7 K | 26.8% | 72.54 K | 0 | 72.54 K |
| Other | 211 | 0.0% | 211 | 0 | 211 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
1,215,065
Holdings
567
QoQ value change ($000)
351,775
(40.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.