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Curated Wealth Partners LLC — 13F Holdings & Portfolio

CIK 1781284 · latest 13F-HR filed 2026-10-15

Backtest portfolio

Curated Wealth Partners LLC manages $1.22B in 13F-reported U.S. long-equity assets across 1,469 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are APO (19.52%), ARES (13.76%), VOO (4.85%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 334 new positions and exited 8; 149 existing positions rose in reported value and 44 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.22B

Long-equity book

Holdings
1,469

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+334 / −8 / ↑149 / ↓44

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
APO21.0% · -0%ARES13.9% · -1%VOO6.5% · +17%SPY3.4% · +4%DFAI3.2% · +26%AAPL2.4% · +90%GSSC2.2% · +303%DFEM2.2% · +30%DSCO1.7% · +118%NVDA1.7% · +91%MSFT1.5% · +168%AMZN1.2% · +99%TEX1.0% · +0%TLG0.9% · -25%IVV0.9% · +2%GOOGL0.9% · +49%GLD0.7% · 0%META0.7% · +65%GOOG0.6% · +98%DHLX0.5% · -33%MU0.5% · +220%BIL0.5% · newAVGO0.5% · +82%VGT0.3% · -3%BRK.B0.3% · +101%JPM0.3% · +76%AMCR0.3% · +1%SRLN0.3% · newTSLA0.3% · +120%DVA0.3% · +6%AMD0.3% · +118%INTC0.3% · +347%ARCC0.3% · 0%BGIA0.3% · newMA0.3% · +314%BRK.A0.2% · 0%SNAP0.2% · +1%GCAL0.2% · -37%TPL0.2% · +0%LLY0.2% · +114%DGRO0.2% · 0%PKG0.2% · +5%IWF0.2% · -2%V0.2% · +62%MRK0.2% · +353%CVX0.2% · +98%GEV0.2% · +124%EFA0.2% · -1%TEAM0.2% · newFIX0.2% · +554%VTV0.2% · +6%LRCX0.2% · +349%WDC0.2% · +253%XOM0.2% · +109%GE0.1% · +161%BX0.1% · +37%IEFA0.1% · +24%COF0.1% · +298%AMT0.1% · +740%VEA0.1% · +12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 58.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 29, 2026.

Assets Under Management
$1.76B
Discretionary
$889.0M
Employees
12
Accounts
421
Address
2101 E EL SEGUNDO BLVD.
SUITE 501
EL SEGUNDO, CA 90245
Phone
(310) 356-0830
Website
Name Title / Status Ownership Type
HUTTER, LEE, BENJAMIN ControlMANAGING MEMBER
since Sep 2018
25–50%Individual
MOFFAT, SUSAN, DAWN ControlMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
since Sep 2018
10–25%Individual
WARD, RICHARD, ALAN ControlMANAGING MEMBER
since Sep 2018
10–25%Individual
Ownership & leadership changes · 2 filings with changes since Jul 25, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 26, 2019 filing
  • ChangedHUTTER, LEE, BENJAMIN · ownership 50–75% → 25–50%
Sep 12, 2018 filing
  • No longer listedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2018
  • No longer listedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person · listed since Jun 2018
  • AddedHUTTER, LEE, BENJAMIN · MANAGING MEMBER · 50–75% · control person
  • AddedMOFFAT, SUSAN, DAWN · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • AddedWARD, RICHARD, ALAN · MANAGING MEMBER · 10–25% · control person
Jul 25, 2018 filing (earliest on record)
  • ListedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Curated Wealth Partners LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APOLLO GLOBAL MGMT INC APO 03769M106 $237.2M 19.52% 2,044,026 SH
2 ARES MANAGEMENT CORPORATION ARES 03990B101 $167.2M 13.76% 1,439,289 SH
3 VANGUARD INDEX FDS VOO 922908363 $59.0M 4.85% 84,128 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $38.4M 3.16% 50,346 SH
5 DIMENSIONAL ETF TRUST DFAI 25434V203 $35.7M 2.94% 861,669 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $24.2M 2.00% 610,453 SH
7 GOLDMAN SACHS ETF TR GSSC 381430602 $23.7M 1.95% 276,626 SH
8 VANGUARD INDEX FDS VOO 922908363 $19.5M 1.61% 27,827 SH
9 APOLLO GLOBAL MGMT INC APO 03769M106 $18.0M 1.48% 154,715 SH
10 DOUBLELINE ETF TRUST DSCO 25861R881 $17.6M 1.45% 723,160 SH
11 APPLE INC AAPL 037833100 $14.7M 1.21% 44,140 SH
12 NVIDIA CORPORATION NVDA 67066G104 $12.7M 1.04% 55,564 SH
13 MICROSOFT CORP MSFT 594918104 $12.6M 1.04% 24,624 SH
14 TEREX CORP NEW TEX 880779103 $11.9M 0.98% 226,922 SH
15 ISHARES TR IVV 464287200 $10.2M 0.84% 13,322 SH
16 APPLE INC AAPL 037833100 $9.2M 0.76% 27,655 SH
17 SPDR GOLD TR GLD 78463V107 $8.4M 0.69% 22,145 SH
18 AMAZON COM INC AMZN 023135106 $8.1M 0.66% 32,310 SH
19 TOUCHSTONE ETF TRUST TLG 89157W863 $7.3M 0.60% 261,305 SH
20 MICRON TECHNOLOGY INC MU 595112103 $4.8M 0.39% 4,501 SH
21 ALPHABET INC GOOGL 02079K305 $4.5M 0.37% 13,097 SH
22 DIAMOND HILL FUNDS DHLX 25264S320 $4.2M 0.35% 313,889 SH
23 VANGUARD WORLD FD VGT 92204A702 $4.2M 0.34% 33,088 SH
24 META PLATFORMS INC META 30303M102 $3.9M 0.32% 5,441 SH
25 TOUCHSTONE ETF TRUST TLG 89157W863 $3.9M 0.32% 140,207 SH
26 AMAZON COM INC AMZN 023135106 $3.9M 0.32% 15,456 SH
27 NVIDIA CORPORATION NVDA 67066G104 $3.8M 0.31% 16,745 SH
28 BROADCOM INC AVGO 11135F101 $3.8M 0.31% 10,848 SH
29 ALPHABET INC GOOGL 02079K305 $3.7M 0.30% 10,658 SH
30 AMCOR PLC AMCR G0250X149 $3.6M 0.30% 86,347 SH
31 SSGA ACTIVE ETF TR SRLN 78467V608 $3.6M 0.29% 88,167 SH
32 APPLE INC AAPL 037833100 $3.4M 0.28% 10,159 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.4M 0.28% 4,417 SH
34 SPDR SERIES TRUST BIL 78468R663 $3.3M 0.27% 36,100 SH
35 DAVITA INC DVA 23918K108 $3.2M 0.27% 18,535 SH
36 ALPHABET INC GOOG 02079K107 $3.1M 0.26% 9,243 SH
37 GOLDMAN SACHS ETF TR GSSC 381430602 $3.1M 0.26% 36,548 SH
38 DOUBLELINE ETF TRUST DSCO 25861R881 $3.1M 0.26% 128,018 SH
39 BAILLIE GIFFORD ETF TR BGIA 05686D408 $3.1M 0.25% 122,711 SH
40 ARES CAPITAL CORP ARCC 04010L103 $3.0M 0.25% 158,166 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 0.25% 4 SH
42 SNAP INC SNAP 83304A106 $2.9M 0.24% 536,541 SH
43 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.8M 0.23% 68,552 SH
44 SPDR SERIES TRUST BIL 78468R663 $2.8M 0.23% 30,398 SH
45 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $2.7M 0.22% 8,298 SH
46 META PLATFORMS INC META 30303M102 $2.6M 0.21% 3,556 SH
47 INTEL CORP INTC 458140100 $2.6M 0.21% 21,234 SH
48 NVIDIA CORPORATION NVDA 67066G104 $2.4M 0.20% 10,716 SH
49 DIMENSIONAL ETF TRUST DFEM 25434V732 $2.4M 0.20% 60,695 SH
50 TESLA INC TSLA 88160R101 $2.4M 0.19% 6,636 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $1.22B 1,469 0001085146-26-000906
2026-06-30 2026-07-13 $773.6M 1,673 0001085146-26-000506
2026-06-30 2026-08-14 $863.3M 598 0001085146-26-000609
2026-03-31 2026-04-09 $793.6M 572 0001085146-26-000338
2025-12-31 2026-01-12 $925.3M 374 0001085146-26-000066
Filer Information
Address
2321 ROSECRANS AVE
SUITE 2215
EL SEGUNDO, CA 90245
Phone
(310) 356-0830
Filing Manager
Curated Wealth Partners LLC
EL SEGUNDO, CA
Signatory
Richard A. Ward
Chief Investment Officer, Partner