CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APO | 2.22M | $247.27M |
 | ARES | 1.47M | $160.22M |
 | PNBK | 827K | $1.07M |
 | SNAP | 537K | $2.47M |
 | TEX | 227K | $13.41M |
 | REKR | 200K | $164.00K |
 | ARCC | 162K | $2.92M |
 | BCSF | 100K | $1.24M |
 | AMCR | 87K | $3.45M |
 | PR | 75K | $1.59M |
 | PXED | 65K | $2.04M |
 | KDK | 59K | $412.46K |
 | SG | 54K | $280.80K |
 | NVDA | 46K | $8.06M |
 | AAPL | 41K | $10.38M |
 | TCPC | 39K | $139.30K |
 | AMZN | 32K | $6.61M |
 | VICI | 29K | $787.88K |
 | EPD | 28K | $1.05M |
 | F | 25K | $291.17K |
Apollo Global Management, Inc.
APO
Shares Held
2.22M
Value
$247.27M
Ares Management Corporation
ARES
Shares Held
1.47M
Value
$160.22M
Patriot National Bancorp, Inc.
PNBK
Shares Held
827K
Value
$1.07M
Snap Inc.
SNAP
Shares Held
537K
Value
$2.47M
Terex Corporation
TEX
Shares Held
227K
Value
$13.41M
Rekor Systems, Inc.
REKR
Shares Held
200K
Value
$164.00K
Ares Capital Corporation
ARCC
Shares Held
162K
Value
$2.92M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
100K
Value
$1.24M
Amcor plc
AMCR
Shares Held
87K
Value
$3.45M
Permian Resources Corporation
PR
Shares Held
75K
Value
$1.59M
Phoenix Education Partners, Inc
PXED
Shares Held
65K
Value
$2.04M
Kodiak AI, Inc. Common Stock
KDK
Shares Held
59K
Value
$412.46K
Sweetgreen, Inc.
SG
Shares Held
54K
Value
$280.80K
NVIDIA Corporation
NVDA
Shares Held
46K
Value
$8.06M
Apple Inc.
AAPL
Shares Held
41K
Value
$10.38M
BlackRock TCP Capital Corp.
TCPC
Shares Held
39K
Value
$139.30K
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$6.61M
VICI Properties Inc.
VICI
Shares Held
29K
Value
$787.88K
Enterprise Products Partners L.P.
EPD
Shares Held
28K
Value
$1.05M
Ford Motor Company
F
Shares Held
25K
Value
$291.17K