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Curated Wealth Partners 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 1 added, 41 reduced. Largest change by value: added $ARES ($168.55M held).

New positions
0
Added / reduced
1 / 41
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ARES Added +1.32M (+968.29%) 1.45M $168.55M Read

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -3.43M (-96.82%) 112.67K $78.96M Read
$SPY Reduced -446.42K (-89.07%) 54.76K $41.76M Read
$AAPL Reduced -596.72K (-87.07%) 88.65K $29.52M Read
$IVV Reduced -382.58K (-96.50%) 13.86K $10.61M Read
$AVGO Reduced -443.56K (-96.34%) 16.86K $5.92M Read

Added position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ARES Added +1.32M (+968.29%) 1.45M $168.55M Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Reduced -3.43M (-96.82%) 112.67K $78.96M Read
$SPY Reduced -446.42K (-89.07%) 54.76K $41.76M Read
$AAPL Reduced -596.72K (-87.07%) 88.65K $29.52M Read
$IVV Reduced -382.58K (-96.50%) 13.86K $10.61M Read
$AVGO Reduced -443.56K (-96.34%) 16.86K $5.92M Read
$BRK.B Reduced -2.20M (-99.64%) 8K $3.99M Read
$TSLA Reduced -1.31M (-99.25%) 9.89K $3.51M Read
$AMD Reduced -538.66K (-99.04%) 5.24K $3.20M Read
$GEV Reduced -205.61K (-98.95%) 2.18K $2.07M Read
$FIX Reduced -193.57K (-99.39%) 1.20K $1.98M Read
$ANET Reduced -8.08M (-99.90%) 8.43K $1.72M Read
$C Reduced -1.15M (-98.87%) 13.17K $1.71M Read
$PSX Reduced -964.52K (-99.34%) 6.46K $1.65M Read
$VTI Reduced -433.41K (-99.01%) 4.32K $1.62M Read
$PG Reduced -1.88M (-99.47%) 10.01K $1.45M Read
$COST Reduced -425.63K (-99.65%) 1.49K $1.36M Read
$ABT Reduced -4.02M (-99.67%) 13.18K $1.30M Read
$PM Reduced -5.89M (-99.89%) 6.76K $1.29M Read
$BLK Reduced -253.02K (-99.58%) 1.06K $1.13M Read
$AMAT Reduced -364.67K (-99.43%) 2.08K $1.06M Read
$TER Reduced -1.01M (-99.74%) 2.63K $1.05M Read
$TGT Reduced -4.11M (-99.84%) 6.59K $1.03M Read
$TMO Reduced -367.17K (-99.59%) 1.50K $1.01M Read
$DELL Reduced -394.30K (-99.53%) 1.88K $1.01M Read
$GS Reduced -161.13K (-99.36%) 1.03K $931.87K Read
$SPGI Reduced -3.51M (-99.93%) 2.30K $907.28K Read
$TRV Reduced -2.75M (-99.91%) 2.54K $904.47K Read
$PANW Reduced -1.07M (-99.82%) 1.98K $787.87K Read
$UNP Reduced -7.47M (-99.96%) 2.79K $758.97K Read
$AMGN Reduced -433.77K (-99.63%) 1.62K $682.01K Read
$CMI Reduced -628.25K (-99.79%) 1.29K $667.41K Read
$TEL Reduced -1.82M (-99.84%) 2.85K $602.21K Read
$CRM Reduced -670.56K (-99.66%) 2.31K $531.46K Read
$AMP Reduced -410.15K (-99.74%) 1.07K $526.32K Read
$ETN Reduced -675.33K (-99.82%) 1.19K $509.21K Read
$TT Reduced -579.90K (-99.81%) 1.12K $504.86K Read
$DE Reduced -270.52K (-99.77%) 626 $420.39K Read
$TDG Reduced -983.33K (-99.96%) 347 $375.66K Read
$PH Reduced -322.35K (-99.90%) 337 $321.98K Read
$CME Reduced -657.47K (-99.82%) 1.16K $304.68K Read
$KEYS Reduced -398.30K (-99.79%) 832 $302.88K Read

All tracked 13F moves by Curated Wealth Partners

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VTI Reduced -433.41K (-99.01%) 4.32K $1.62M Read
$VOO Reduced -3.43M (-96.82%) 112.67K $78.96M Read
$UNP Reduced -7.47M (-99.96%) 2.79K $758.97K Read
$TDG Reduced -983.33K (-99.96%) 347 $375.66K Read
$TT Reduced -579.90K (-99.81%) 1.12K $504.86K Read
$TMO Reduced -367.17K (-99.59%) 1.50K $1.01M Read
$TRV Reduced -2.75M (-99.91%) 2.54K $904.47K Read
$PG Reduced -1.88M (-99.47%) 10.01K $1.45M Read
$GS Reduced -161.13K (-99.36%) 1.03K $931.87K Read
$TSLA Reduced -1.31M (-99.25%) 9.89K $3.51M Read
$TER Reduced -1.01M (-99.74%) 2.63K $1.05M Read
$TEL Reduced -1.82M (-99.84%) 2.85K $602.21K Read
$TGT Reduced -4.11M (-99.84%) 6.59K $1.03M Read
$SPY Reduced -446.42K (-89.07%) 54.76K $41.76M Read
$CRM Reduced -670.56K (-99.66%) 2.31K $531.46K Read
$SPGI Reduced -3.51M (-99.93%) 2.30K $907.28K Read
$PSX Reduced -964.52K (-99.34%) 6.46K $1.65M Read
$PM Reduced -5.89M (-99.89%) 6.76K $1.29M Read
$PH Reduced -322.35K (-99.90%) 337 $321.98K Read
$PANW Reduced -1.07M (-99.82%) 1.98K $787.87K Read
$KEYS Reduced -398.30K (-99.79%) 832 $302.88K Read
$IVV Reduced -382.58K (-96.50%) 13.86K $10.61M Read
$GEV Reduced -205.61K (-98.95%) 2.18K $2.07M Read
$ETN Reduced -675.33K (-99.82%) 1.19K $509.21K Read
$DELL Reduced -394.30K (-99.53%) 1.88K $1.01M Read
$DE Reduced -270.52K (-99.77%) 626 $420.39K Read
$CMI Reduced -628.25K (-99.79%) 1.29K $667.41K Read
$COST Reduced -425.63K (-99.65%) 1.49K $1.36M Read
$FIX Reduced -193.57K (-99.39%) 1.20K $1.98M Read
$CME Reduced -657.47K (-99.82%) 1.16K $304.68K Read
$C Reduced -1.15M (-98.87%) 13.17K $1.71M Read
$AVGO Reduced -443.56K (-96.34%) 16.86K $5.92M Read
$BRK.B Reduced -2.20M (-99.64%) 8K $3.99M Read
$BLK Reduced -253.02K (-99.58%) 1.06K $1.13M Read
$ANET Reduced -8.08M (-99.90%) 8.43K $1.72M Read
$AMAT Reduced -364.67K (-99.43%) 2.08K $1.06M Read
$AAPL Reduced -596.72K (-87.07%) 88.65K $29.52M Read
$AMGN Reduced -433.77K (-99.63%) 1.62K $682.01K Read
$AMP Reduced -410.15K (-99.74%) 1.07K $526.32K Read
$AMD Reduced -538.66K (-99.04%) 5.24K $3.20M Read
$ABT Reduced -4.02M (-99.67%) 13.18K $1.30M Read
$ARES Added +1.32M (+968.29%) 1.45M $168.55M Read

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Curated Wealth Partners holds or traded

Frequently asked questions

What did Curated Wealth Partners buy and sell in its latest 13F?

It opened or added to $ARES; it cut or exited $VOO, $SPY, $AAPL, $IVV and $AVGO.

All 13F institutions Latest 13F news

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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