Curated Wealth Partners LLC

CIK 0001781284 · Q1 2026

13F Equity AUM

$793.6M

-14.2% QoQ

Positions

228

+20 QoQ

AUM Rank

#3,258

Top 26%

Skill Alpha (FF)

+6.4%/yr^ns

No Clear Edge

Rank #488 · Top 6%

vs S&P +1.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 65.1%Top 10: 74.0%Top 20: 82.0%

APO31.2%

ARES20.2%

VOO6.0%

SPY4.3%

DFAI3.5%

RWEM2.3%

TOUCHSTONE ETF TRUST2.0%

TEX1.7%

DHLX1.6%

AAPL1.3%

Others (218)26.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services78.1%

Technology5.0%

Industrials3.8%

Unclassified3.6%

Communication Services2.4%

Other7.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 228Median: 0.06%Avg: 0.44%

0–0.5%

211(19.4%)

0.5–1%

4(3.3%)

1–3%

8(12.3%)

3–5%

2(7.7%)

5%+

3(57.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 220Unique: 8vs 20 funds

3%Low

228

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.1%

BANK OF AMERICA CORP /DE/

4.5%

4.4%

5.3%

5.2%

VANGUARD CAPITAL MANAGEMENT LLC

5.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

5.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New48Increased65Decreased70Exited28

New Positions

TOUCHSTONE ETF TRUST2.0%

+689K

DOUBLELINE ETF TRUST1.1%

+365K

AMCOR PLC0.4%

+87K

POOL0.1%

+3K

PLTR0.1%

+3K

MU0.1%

+1K

HWKN0.1%

+3K

DHR0.1%

+2K

PNC0.0%

+2K

WDC0.0%

+1K

Increased

ARES20.2%

+49K(+3%)

DHLX1.6%

+49K(+5%)

RWEM2.3%

+47K(+8%)

DFAI3.5%

+44K(+7%)

VOO6.0%

+10K(+14%)

NVDA1.0%

+10K(+27%)

ARCC0.4%

+9K(+6%)

AAPL1.3%

+8K(+23%)

VICI0.1%

+5K(+20%)

PR0.2%

+4K(+6%)

Decreased

GCAL0.4%

-73,455(-51%)

BAC0.1%

-69,327(-88%)

PNBK0.1%

-53,957(-6%)

GBIL0.1%

-25,720(-85%)

IWO0.2%

-15,751(-76%)

PAUG0.0%

-9,715(-60%)

GM0.0%

-8,708(-73%)

APO31.2%

-5,761(-0%)

AIG0.2%

-5,122(-22%)

COP0.2%

-3,372(-26%)

Exited

-39,175

-432,207

-1,761

-759

-194

-4,639

-1,162

-2,032

-506

-2,473

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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