Stock Taper

CURATED WEALTH PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Brown-Forman CorporationBF-B21.42K$21.42K
Baxter International Inc.BAX21.4K$144.79K
Welltower Inc.WELL21.39K$300.66K
UnitedHealth Group IncorporatedUNH21.32K$7.34M
Simon Property Group, Inc.SPG21.03K$2.27M
UMB Financial CorporationUMBF20.73K$157.38K
AstraZeneca PLCAZN20.36K$53.26K
EQT CorporationEQT20.3K$99.65K
Exelixis, Inc.EXEL20.26K$33.59K
Sandisk CorporationSNDK20.26K$1.49M
Starbucks CorporationSBUX20.25K$436.32K
UiPath Inc.PATH20.16K$28.65K
The Estée Lauder Companies Inc.EL20.09K$53.18K
Evercore Inc.EVR20K$21.8K
Beta Bionics, Inc.BBNX20K$21.53K
Brookfield Renewable CorporationBEPC20K$20.77K
Liberty Media CorporationFWONK20K$22.84K
California BanCorpBCAL20K$22.45K
Formula One GroupFWONA20K$23.05K
Bank First CorporationBFC20K$21.41K