Curated Wealth Partners LLC

CIK 0001781284 · Q2 2026

13F Equity AUM

$1.1B

+42.9% QoQ

Positions

888

+660 QoQ

AUM Rank

#2,233

Top 25%

Skill Alpha (FF)

+2.1%/yr^ns

No Clear Edge

Rank #1,308 · Top 16%

vs S&P -1.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 49.5%Top 10: 56.1%Top 20: 63.1%

APO23.1%

ARES14.4%

VOO5.8%

SPY3.5%

DFAI2.7%

DFEM1.8%

TEX1.4%

TOUCHSTONE ETF TRUST1.3%

AAPL1.2%

IVV0.9%

Others (878)43.9%

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

Sector Allocation

Financial Services62.4%

Technology7.1%

Industrials6.7%

Consumer Cyclical4.1%

Healthcare3.5%

Communication Services3.4%

Consumer Defensive3.1%

Unclassified2.8%

Other6.8%

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

Position Sizing

Positions: 888Median: 0.03%Avg: 0.11%

0–0.5%

868(36.9%)

0.5–1%

11(8.0%)

1–3%

5(8.4%)

3–5%

1(3.5%)

5%+

3(43.3%)

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

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 888vs 20 funds

0%Low

888

Fund positions

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.

Loading overlap analysis...

Position Changes This Quarter

New672Increased106Decreased72Exited12

New Positions

DFEM1.8%

+514K

SO0.7%

+20K

KHC0.7%

+81K

GSSC0.6%

+78K

T0.5%

+114K

XPEL0.5%

+54K

PH0.4%

+323K

KMB0.4%

+211K

WBD0.4%

+34K

BRCB0.3%

+145K

Increased

SXI0.1%

+586K(+71943%)

ZTS0.1%

+397K(+6271%)

ADBE0.1%

+278K(+21871%)

BKNG0.0%

+264K(+206264%)

DIS0.1%

+248K(+2807%)

DHR0.1%

+248K(+12448%)

ADSK0.0%

+233K(+17321%)

INTU0.0%

+122K(+8038%)

MLM0.2%

+95K(+6333%)

NEM0.1%

+72K(+2665%)

Decreased

PNBK0.0%

-399,360(-48%)

DHLX0.8%

-270,224(-27%)

TOUCHSTONE ETF TRUST1.3%

-153,115(-22%)

AIG0.0%

-12,391(-68%)

APO23.1%

-9,763(-0%)

ABT0.0%

-9,662(-73%)

CL0.0%

-9,432(-65%)

UBER0.0%

-5,698(-63%)

COP0.0%

-5,628(-57%)

VICI0.1%

-3,970(-14%)

Exited

-615,748

-4,307

-6,351

-657

-8,000

-2,605

-3,945

-930

-15,744

-404

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

Loading position changes...

Holdings

Loading holdings...