Curated Wealth Partners Llc Portfolio Stock Holdings
Curated Wealth Partners Llc disclosed 838 stock positions valued at approximately $773.6 million in its latest SEC 13F filing. The largest holdings include PFIZER INC, TEXAS PACIFIC LAND CORPORATI, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 838
- Portfolio Value
- $773.6M
Holdings by Sector
Curated Wealth Partners Llc Portfolio Holdings in Q2 2026
785 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PFIZER INC | PFE | Healthcare | 19.71% | 1,407,435 | +1,396,707 | +13019.27% | $152,489,790 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 2.38% | 255,012 | +246,714 | +2973.17% | $18,412,687 |
| VANGUARD INDEX FDS | VOO | Other | 1.47% | 3,541,503 | +3,461,361 | +4319.03% | $11,406,322 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.36% | 2,761,926 | +2,761,926 | +100.00% | $10,498,901 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.19% | 2,667,536 | +1,963,667 | +278.98% | $9,228,030 |
| ARISTA NETWORKS INC | ANET | Other | 1.16% | 8,091,457 | +8,082,832 | +93713.99% | $8,988,981 |
| SOUTHERN CO | SO | Utilities | 1.03% | 19,873 | +19,873 | +100.00% | $7,988,026 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.99% | 81,304 | +81,304 | +100.00% | $7,661,249 |
| UNION PAC CORP | UNP | Industrials | 0.98% | 7,469,154 | +7,465,137 | +185838.61% | $7,614,083 |
| MICROSOFT CORP | MSFT | Technology | 0.95% | 236,411 | +221,304 | +1464.91% | $7,365,727 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.95% | 21,322 | +20,236 | +1863.35% | $7,337,808 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.94% | 2,207,403 | +2,202,019 | +40899.31% | $7,299,058 |
| SEMPRA | SRE | Utilities | 0.90% | 134,171 | +131,905 | +5821.05% | $6,991,898 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.84% | 122,536 | +120,899 | +7385.40% | $6,514,642 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.80% | 5,896,886 | +5,894,400 | +237103.78% | $6,173,477 |
| AT&T INC | T | Communication Services | 0.80% | 114,071 | +114,071 | +100.00% | $6,154,362 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.74% | 3,509,288 | +3,508,544 | +471578.49% | $5,735,833 |
| XPEL INC | XPEL | Consumer Cyclical | 0.71% | 54,316 | +54,316 | +100.00% | $5,526,302 |
| GOLDMAN SACHS ETF TR | GSSC | Other | 0.68% | 1,588,401 | +1,588,401 | +100.00% | $5,248,329 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.63% | 4,037,393 | +4,024,135 | +30352.50% | $4,870,097 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.61% | 322,690 | +322,690 | +100.00% | $4,728,758 |
| TARGET CORP | TGT | Consumer Defensive | 0.59% | 4,115,219 | +4,115,219 | +100.00% | $4,581,237 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.58% | 36,757 | +36,757 | +100.00% | $4,507,925 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.57% | 211,186 | +211,186 | +100.00% | $4,410,808 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.57% | 1,149,944 | -1,069,322 | -48.18% | $4,390,332 |
| CITIGROUP INC | C | Financial Services | 0.55% | 1,164,726 | +1,162,162 | +45326.13% | $4,260,640 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 0.54% | 33,610 | +33,610 | +100.00% | $4,195,198 |
| APPLE INC | AAPL | Technology | 0.52% | 685,368 | +644,476 | +1576.04% | $4,032,198 |
| WABTEC | WAB | Industrials | 0.51% | 179,818 | +179,818 | +100.00% | $3,923,796 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.51% | 11,540 | +11,540 | +100.00% | $3,909,845 |
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 0.50% | 2,842,143 | +2,832,693 | +29975.59% | $3,841,443 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.48% | 290,481 | +285,102 | +5300.28% | $3,721,235 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.45% | 185,595 | +182,610 | +6117.59% | $3,498,816 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.44% | 1,891,931 | +1,891,931 | +100.00% | $3,419,714 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.41% | 200,600 | +200,600 | +100.00% | $3,193,459 |
| ALPHABET INC | GOOG | Communication Services | 0.40% | 434,965 | +427,057 | +5400.32% | $3,086,645 |
| SLB LIMITED | SLB | Energy | 0.39% | 66,927 | +66,927 | +100.00% | $3,003,910 |
| MORGAN STANLEY | MS | Financial Services | 0.38% | 117,928 | +117,928 | +100.00% | $2,953,927 |
| SALESFORCE INC | CRM | Technology | 0.38% | 672,874 | +667,909 | +13452.35% | $2,931,226 |
| GE VERNOVA INC | GEV | Utilities | 0.37% | 207,787 | +206,520 | +16299.92% | $2,898,481 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.37% | 2,757,456 | +2,756,660 | +346314.07% | $2,896,506 |
| ALPHABET INC | GOOGL | Communication Services | 0.37% | 234,431 | +213,358 | +1012.47% | $2,860,499 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.35% | 208,037 | +208,037 | +100.00% | $2,719,898 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.35% | 396,181 | +396,181 | +100.00% | $2,700,434 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.34% | 253,605 | +253,605 | +100.00% | $2,655,674 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 101,930 | +98,717 | +3072.42% | $2,655,453 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.34% | 37,064 | +29,624 | +398.17% | $2,653,478 |
| TRUIST FINL CORP | TFC | Financial Services | 0.34% | 2,571,543 | +2,566,229 | +48291.85% | $2,607,045 |
| COHERENT CORP | COHR | Technology | 0.33% | 541,465 | +541,465 | +100.00% | $2,555,987 |
| RESMED INC | RMD | Healthcare | 0.32% | 297,057 | +297,057 | +100.00% | $2,505,419 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.31% | 368,666 | +368,200 | +79012.88% | $2,365,083 |
| PHILLIPS 66 | PSX | Energy | 0.30% | 970,976 | +969,767 | +80212.32% | $2,319,146 |
| PROLOGIS INC. | PLD | Real Estate | 0.30% | 130,763 | +128,731 | +6335.19% | $2,291,366 |
| CARMAX INC | KMX | Consumer Cyclical | 0.30% | 82,997 | +82,997 | +100.00% | $2,289,874 |
| META PLATFORMS INC | META | Communication Services | 0.30% | 90,543 | +83,868 | +1256.45% | $2,287,468 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.29% | 939,811 | +925,350 | +6398.94% | $2,282,051 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.29% | 21,029 | +21,029 | +100.00% | $2,273,349 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.29% | 103,989 | +103,989 | +100.00% | $2,257,046 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.29% | 96,497 | +94,997 | +6333.13% | $2,252,840 |
| TREX INC | TREX | Industrials | 0.29% | 3,569 | +3,569 | +100.00% | $2,207,654 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.28% | 8,174 | +8,174 | +100.00% | $2,135,190 |
| NVIDIA CORPORATION | NVDA | Technology | 0.27% | 126,171 | +79,958 | +173.02% | $2,086,632 |
| VEEVA SYS INC | VEEV | Healthcare | 0.26% | 7,215 | +7,215 | +100.00% | $1,998,655 |
| LINDE PLC | LIN | Other | 0.25% | 107,831 | +107,157 | +15898.66% | $1,970,215 |
| KLA CORP | KLAC | Technology | 0.25% | 34,752 | +34,480 | +12676.47% | $1,964,760 |
| TE CONNECTIVITY PLC | TEL | Other | 0.25% | 1,827,552 | +1,827,552 | +100.00% | $1,959,359 |
| WILLIAMS COS INC | WMB | Energy | 0.25% | 34,568 | +28,629 | +482.05% | $1,942,127 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 437,733 | +433,418 | +10044.45% | $1,926,428 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 258,251 | +258,251 | +100.00% | $1,901,484 |
| WILLSCOT HLDGS CORP | WSC | Industrials | 0.24% | 2,753 | +2,753 | +100.00% | $1,890,788 |
| KEYCORP | KEY | Financial Services | 0.24% | 100,967 | +100,967 | +100.00% | $1,877,993 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.24% | 103,144 | +103,144 | +100.00% | $1,851,027 |
| WELLS FARGO & CO | WFC | Financial Services | 0.24% | 15,401 | +12,634 | +456.60% | $1,838,439 |
| BLACKSTONE INC | BX | Financial Services | 0.24% | 137,270 | +125,988 | +1116.72% | $1,833,221 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.23% | 127,981 | +125,267 | +4615.59% | $1,791,672 |
| SAIA INC | SAIA | Industrials | 0.23% | 54,102 | +53,438 | +8047.89% | $1,747,497 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.23% | 1,073,881 | +1,073,881 | +100.00% | $1,744,882 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.22% | 2,707 | +2,707 | +100.00% | $1,736,094 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.22% | 561,401 | +559,071 | +23994.46% | $1,727,030 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.22% | 466,154 | +434,422 | +1369.03% | $1,710,544 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 363,902 | +361,785 | +17089.51% | $1,594,542 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.21% | 557,560 | +557,560 | +100.00% | $1,588,447 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.20% | 119,541 | +116,085 | +3358.94% | $1,571,123 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 501,185 | +449,268 | +865.36% | $1,544,625 |
| SNAP ON INC | SNA | Industrials | 0.20% | 37,595 | +37,595 | +100.00% | $1,528,746 |
| QUALCOMM INC | QCOM | Technology | 0.20% | 695,928 | +695,928 | +100.00% | $1,526,684 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.20% | 543,893 | +542,234 | +32684.39% | $1,522,908 |
| TESLA INC | TSLA | Consumer Cyclical | 0.20% | 1,324,590 | +1,322,131 | +53767.02% | $1,511,992 |
| SANDISK CORP | SNDK | Other | 0.19% | 20,257 | +20,257 | +100.00% | $1,487,343 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.19% | 223,575 | +209,500 | +1488.45% | $1,473,119 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.18% | 134,171 | +130,962 | +4081.08% | $1,412,692 |
| REKOR SYSTEMS INC | REKR | Technology | 0.18% | 792,766 | +592,766 | +296.38% | $1,388,885 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.18% | 222,206 | +204,076 | +1125.63% | $1,359,164 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.17% | 66,714 | +65,660 | +6229.60% | $1,349,138 |
| KENVUE INC | KVUE | Consumer Defensive | 0.17% | 983,816 | +983,816 | +100.00% | $1,334,586 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 427,120 | +426,501 | +68901.62% | $1,330,010 |
| DISNEY WALT CO | DIS | Communication Services | 0.17% | 257,218 | +248,371 | +2807.40% | $1,325,903 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.17% | 6,553 | +6,553 | +100.00% | $1,309,556 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.17% | 359,739 | +359,739 | +100.00% | $1,290,978 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 115,970 | +115,100 | +13229.89% | $1,260,338 |