Filed: 7/13/2026ACC: 0001085146-26-000506
📋 What this filing means
CURATED WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 838 equity positions with a total reported market value of $773.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
838
Positions
$773.64M
Total AUM (reported)
181.33M
Total Shares
Allocation by class
COM$560.89M72.5%
COM NEW$24.34M3.1%
CL A$21.94M2.8%
LARG CO GROW ETF$15.08M1.9%
SECUR CR ETF$13.58M1.8%
COM SHS$12.38M1.6%
S&P 500 ETF SHS$11.41M1.5%
Portfolio Concentration
Top 3$185.98M24.0%
4–10$69.35M9.0%
11–25$92.94M12.0%
Rest$425.37M55.0%
Top 3 weight
24.0%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 181.33M
Sole
Full voting authority
38.50M
shares
% of voting shares21.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
142.83M
shares
% of voting shares78.8%
Investment Discretion (by position count)
Sole139
Shared0
Other699
Dominant voting typeNone · 78.8% of voting shares
Institutional Holdings838
Rows:
PFIZER INC
OTRShares1.41M
TypeSH
Market value$152.49M
19.71%
Sole
3.03K
Shared
0.00
None
1.40M
TEXAS PACIFIC LAND CORPORATI
SOLEShares255.01K
TypeSH
Market value$18.41M
2.38%
Sole
100.28K
Shared
0.00
None
154.74K
TOUCHSTONE ETF TRUST
OTRShares5.05M
TypeSH
Market value$15.08M
1.95%
Sole
4.11M
Shared
0.00
None
937.89K
DOUBLELINE ETF TRUST
OTRShares9.87M
TypeSH
Market value$13.58M
1.76%
Sole
2.81M
Shared
0.00
None
7.06M
VANGUARD INDEX FDS
OTRShares3.54M
TypeSH
Market value$11.41M
1.47%
Sole
2.43M
Shared
0.00
None
1.11M
DIMENSIONAL ETF TRUST
SOLEShares2.76M
TypeSH
Market value$10.50M
1.36%
Sole
1.37M
Shared
0.00
None
1.39M
DIMENSIONAL ETF TRUST
SOLEShares2.67M
TypeSH
Market value$9.23M
1.19%
Sole
1.57M
Shared
0.00
None
1.09M
ARISTA NETWORKS INC
OTRShares8.09M
TypeSH
Market value$8.99M
1.16%
Sole
0.00
Shared
0.00
None
8.09M
SOUTHERN CO
OTRShares19.87K
TypeSH
Market value$7.99M
1.03%
Sole
0.00
Shared
0.00
None
19.87K
KRAFT HEINZ CO
OTRShares81.30K
TypeSH
Market value$7.66M
0.99%
Sole
0.00
Shared
0.00
None
81.30K
UNION PAC CORP
OTRShares7.47M
TypeSH
Market value$7.61M
0.98%
Sole
0.00
Shared
0.00
None
7.47M
MICROSOFT CORP
SOLEShares236.41K
TypeSH
Market value$7.37M
0.95%
Sole
88.93K
Shared
0.00
None
147.48K
UNITEDHEALTH GROUP INC
OTRShares21.32K
TypeSH
Market value$7.34M
0.95%
Sole
0.00
Shared
0.00
None
21.32K
BERKSHIRE HATHAWAY INC DEL
OTRShares2.21M
TypeSH
Market value$7.30M
0.94%
Sole
1.10M
Shared
0.00
None
1.10M
SEMPRA
OTRShares134.17K
TypeSH
Market value$6.99M
0.90%
Sole
0.00
Shared
0.00
None
134.17K
DIAMOND HILL FUNDS
OTRShares1.93M
TypeSH
Market value$6.80M
0.88%
Sole
1.17M
Shared
0.00
None
756.36K
PNC FINL SVCS GROUP INC
OTRShares122.54K
TypeSH
Market value$6.51M
0.84%
Sole
0.00
Shared
0.00
None
122.54K
PHILIP MORRIS INTL INC
OTRShares5.90M
TypeSH
Market value$6.17M
0.80%
Sole
0.00
Shared
0.00
None
5.90M
AT&T INC
OTRShares114.07K
TypeSH
Market value$6.15M
0.80%
Sole
53.97K
Shared
0.00
None
60.10K
S&P GLOBAL INC
SOLEShares3.51M
TypeSH
Market value$5.74M
0.74%
Sole
19.00
Shared
0.00
None
3.51M
XPEL INC
OTRShares54.32K
TypeSH
Market value$5.53M
0.71%
Sole
0.00
Shared
0.00
None
54.32K
GOLDMAN SACHS ETF TR
SOLEShares1.59M
TypeSH
Market value$5.25M
0.68%
Sole
1.54M
Shared
0.00
None
50.14K
ABBOTT LABORATORIES
SOLEShares4.04M
TypeSH
Market value$4.87M
0.63%
Sole
301.00
Shared
0.00
None
4.04M
PARKER-HANNIFIN CORP
OTRShares322.69K
TypeSH
Market value$4.73M
0.61%
Sole
0.00
Shared
0.00
None
322.69K
TARGET CORP
OTRShares4.12M
TypeSH
Market value$4.58M
0.59%
Sole
0.00
Shared
0.00
None
4.12M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PFIZER INCOTR | COM | 1.41M | SH | $152.49M 19.71% | 3.03K | 0.00 | 1.40M |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 255.01K | SH | $18.41M 2.38% | 100.28K | 0.00 | 154.74K |
TOUCHSTONE ETF TRUSTOTR | LARG CO GROW ETF | 5.05M | SH | $15.08M 1.95% | 4.11M | 0.00 | 937.89K |
DOUBLELINE ETF TRUSTOTR | SECUR CR ETF | 9.87M | SH | $13.58M 1.76% | 2.81M | 0.00 | 7.06M |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 3.54M | SH | $11.41M 1.47% | 2.43M | 0.00 | 1.11M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 2.76M | SH | $10.50M 1.36% | 1.37M | 0.00 | 1.39M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 2.67M | SH | $9.23M 1.19% | 1.57M | 0.00 | 1.09M |
ARISTA NETWORKS INCOTR | COM SHS | 8.09M | SH | $8.99M 1.16% | 0.00 | 0.00 | 8.09M |
SOUTHERN COOTR | COM | 19.87K | SH | $7.99M 1.03% | 0.00 | 0.00 | 19.87K |
KRAFT HEINZ COOTR | COM | 81.30K | SH | $7.66M 0.99% | 0.00 | 0.00 | 81.30K |
UNION PAC CORPOTR | COM | 7.47M | SH | $7.61M 0.98% | 0.00 | 0.00 | 7.47M |
MICROSOFT CORPSOLE | COM | 236.41K | SH | $7.37M 0.95% | 88.93K | 0.00 | 147.48K |
UNITEDHEALTH GROUP INCOTR | COM | 21.32K | SH | $7.34M 0.95% | 0.00 | 0.00 | 21.32K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 2.21M | SH | $7.30M 0.94% | 1.10M | 0.00 | 1.10M |
SEMPRAOTR | COM | 134.17K | SH | $6.99M 0.90% | 0.00 | 0.00 | 134.17K |
DIAMOND HILL FUNDSOTR | LARG CAP CON ETF | 1.93M | SH | $6.80M 0.88% | 1.17M | 0.00 | 756.36K |
PNC FINL SVCS GROUP INCOTR | COM | 122.54K | SH | $6.51M 0.84% | 0.00 | 0.00 | 122.54K |
PHILIP MORRIS INTL INCOTR | COM | 5.90M | SH | $6.17M 0.80% | 0.00 | 0.00 | 5.90M |
AT&T INCOTR | COM | 114.07K | SH | $6.15M 0.80% | 53.97K | 0.00 | 60.10K |
S&P GLOBAL INCSOLE | COM | 3.51M | SH | $5.74M 0.74% | 19.00 | 0.00 | 3.51M |
XPEL INCOTR | COM | 54.32K | SH | $5.53M 0.71% | 0.00 | 0.00 | 54.32K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US | 1.59M | SH | $5.25M 0.68% | 1.54M | 0.00 | 50.14K |
ABBOTT LABORATORIESSOLE | COM | 4.04M | SH | $4.87M 0.63% | 301.00 | 0.00 | 4.04M |
PARKER-HANNIFIN CORPOTR | COM | 322.69K | SH | $4.73M 0.61% | 0.00 | 0.00 | 322.69K |
TARGET CORPOTR | COM | 4.12M | SH | $4.58M 0.59% | 0.00 | 0.00 | 4.12M |
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