Curated Wealth Partners LLC

Q2 2026 13F Detailed Holdings

Location
El Segundo, CA
Holdings as of
6/30/2026
Value ($000)
$773,638
Num holdings
1,673
Date filed
7/13/2026
Form type
13F-HR
Prev filing
4/9/2026
Next filing
SEC
View on sec.gov
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
10 WASATCH ADVISORS LP
12 GATEWAY INVESTMENT ADVISERS LLC
13 AQR CAPITAL MANAGEMENT LLC
14 GOLDMAN SACHS ASSET MANAGEMENT
15 TOWNSQUARE CAPITAL LLC
2 BLACKROCK INVESTMENT MANAGEMENT LCC
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 DSM CAPITAL PARTNERS LLC
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT ADVISERS LLC
8 PARAMETRIC PORTFOLIO ASSOCIATES LLC
9 WASATCH ADVISORS INC