Curated Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0001781284
13F-HR · 134 reported holdings · 2026-03-31
Reported long-US-equity value
$0.63B
Top-10 concentration
84.9%
Curated Wealth Partners LLC — $635M AUM allocation strategy
Curated Wealth Partners LLC files SEC Form 13F and reports $635M of long US equity value across 134 reported holdings for 2026-03-31.
Its largest sector bet is Financials 64.6%, followed by Information Technology 4.2% and Communication Services 1.9%.
The top 10 holdings account for 85% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Curated Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$635M
total across 134 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
85% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ARES +49.3K sh · −$69.2M+$VOO +9.76K sh · +$3.75M+$NVDA +9.74K sh · +$1.26M
Biggest trims (shares)
−$AMCR −345K sh · −$152K−$BAC −69.3K sh · −$3.87M−$IVV −39.2K sh · −$4.33M
Exited to nil (held last quarter, gone now)
$VMC ($331K last qtr)$FICO ($328K last qtr)$KKR ($315K last qtr)$MSCI ($290K last qtr)$CEG ($285K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks64.2%—
- Interactive Media & Services1.9%—
- Semiconductors1.7%—
- Technology Hardware, Storage & Peripherals1.6%—
- Broadline Retail1.1%—
- Systems Software0.9%—
- Paper & Plastic Packaging Products & Materials0.9%—
- Oil & Gas Exploration & Production0.6%—
- Other holdings27.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APO | Apollo Global Management Inc | 2.22M | $247M | -5.76K | 39.0% |
| $ARES | Ares Management Corporation | 1.47M | $160M | +49.3K | 25.2% |
| $AAPL | Apple Inc | 40.9K | $10.4M | +7.68K | 1.6% |
| $NVDA | NVIDIA Corporation | 46.2K | $8.06M | +9.74K | 1.3% |
| $AMZN | Amazon.com Inc | 31.7K | $6.61M | +2.69K | 1.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 21.1K | $6.06M | +399 | 1.0% |
| $MSFT | Microsoft Corporation | 15.1K | $5.59M | +4.08K | 0.9% |
…and 127 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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