CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APO | 2.23M | $322.09M |
 | ARES | 1.42M | $229.40M |
 | PNBK | 881K | $1.60M |
 | SNAP | 537K | $4.33M |
 | AMCR | 432K | $3.60M |
 | TEX | 227K | $12.11M |
 | REKR | 200K | $276.00K |
 | ARCC | 153K | $3.10M |
 | BCSF | 100K | $1.39M |
 | BAC | 79K | $4.33M |
 | PR | 71K | $990.53K |
 | PXED | 65K | $1.97M |
 | KDK | 59K | $649.00K |
 | SG | 54K | $365.74K |
 | TCPC | 39K | $211.07K |
 | NVDA | 36K | $6.80M |
 | AAPL | 33K | $9.03M |
 | AMZN | 29K | $6.70M |
 | EPD | 28K | $887.10K |
 | F | 25K | $331.58K |
Apollo Global Management, Inc.
APO
Shares Held
2.23M
Value
$322.09M
Ares Management Corporation
ARES
Shares Held
1.42M
Value
$229.40M
Patriot National Bancorp, Inc.
PNBK
Shares Held
881K
Value
$1.60M
Snap Inc.
SNAP
Shares Held
537K
Value
$4.33M
Amcor plc
AMCR
Shares Held
432K
Value
$3.60M
Terex Corporation
TEX
Shares Held
227K
Value
$12.11M
Rekor Systems, Inc.
REKR
Shares Held
200K
Value
$276.00K
Ares Capital Corporation
ARCC
Shares Held
153K
Value
$3.10M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
100K
Value
$1.39M
Bank of America Corporation
BAC
Shares Held
79K
Value
$4.33M
Permian Resources Corporation
PR
Shares Held
71K
Value
$990.53K
Phoenix Education Partners, Inc
PXED
Shares Held
65K
Value
$1.97M
Kodiak AI, Inc. Common Stock
KDK
Shares Held
59K
Value
$649.00K
Sweetgreen, Inc.
SG
Shares Held
54K
Value
$365.74K
BlackRock TCP Capital Corp.
TCPC
Shares Held
39K
Value
$211.07K
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.80M
Apple Inc.
AAPL
Shares Held
33K
Value
$9.03M
Amazon.com, Inc.
AMZN
Shares Held
29K
Value
$6.70M
Enterprise Products Partners L.P.
EPD
Shares Held
28K
Value
$887.10K
Ford Motor Company
F
Shares Held
25K
Value
$331.58K