Curated Wealth Partners
Curated Wealth Partners reported 567 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are APO (21.0%), ARES (13.9%) and VOO (6.5%). Compared with Q2 2026, the fund opened new positions in BIL, SRLN and BGIA, added to VOO, SPY and DFAI, trimmed APO, ARES and TLG and sold out of XOM, GBIL and LCII.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APO Apollo Global Mgmt Inc | $255M | 21.0% | 2.2M | −8,762 (−0%) | 8 of 8 | |
| 2 |  ARES Ares Management Corporation | $169M | 13.9% | 1.5M | −19K (−1%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $79M | 6.5% | 113K | +17K (+17%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $41.8M | 3.4% | 55K | +2,052 (+4%) | 8 of 8 | |
| 5 |  DFAI Dimensional Intern Core | $38.5M | 3.2% | 930K | +195K (+27%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $29.5M | 2.4% | 89K | +42K (+90%) | 8 of 8 | |
| 7 |  GSSC Goldman Sachs ETF TR | $26.9M | 2.2% | 313K | +235K (+303%) | 2 of 8 | |
| 8 |  DFEM Dimensional ETF Trust | $26.7M | 2.2% | 671K | +157K (+30%) | 2 of 8 | |
| 9 |  DSCO Doubleline ETF Trust | $20.8M | 1.7% | 851K | +462K (+118%) | 3 of 8 | |
| 10 |  NVDA Nvidia Corporation | $20.7M | 1.7% | 91K | +43K (+91%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $760K | 5,560 |
 GBIL Goldman Sachs ETF TR | $399K | 3,985 |
 LCII Lci Inds | $292K | 2,761 |
 SGI Somnigroup International Inc | $235K | 3,000 |
 CWST Casella Waste Sys Inc | $224K | 2,315 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Curated Wealth Partners 13F FAQ
What does Curated Wealth Partners own?
Curated Wealth Partners reported 567 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are APO (21.0%), ARES (13.9%) and VOO (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Curated Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 334 new positions, 165 added to, 37 trimmed and 8 sold out. New positions include BIL, SRLN and BGIA. It sold all of XOM, GBIL and LCII.
When will Curated Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Curated Wealth Partners's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.