Curated Wealth Partners LLC

Q1 2026 13F Detailed Holdings

Location
El Segundo, CA
Holdings as of
3/31/2026
Value ($000)
$793,611
Num holdings
572
Date filed
4/9/2026
Form type
13F-HR
Prev filing
1/12/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
12 GATEWAY INVESTMENT ADVISERS LL
13 AQR CAPITAL MANAGEMENT LLC
14 GOLDMAN SACHS ASSET MANAGEMENT
15 TOWNSQUARE CAPITAL LLC
2 BLACKROCK INVESTMENT MANAGEMEN
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 DSM CAPITAL PARTNERS LLC
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT AD
8 PARAMETRIC PORTFOLIO ASSOCIATE
9 WASATCH ADVISORS INC