account_balance
Investment manager · 13F filer · SEC CIK 1781284
Curated Wealth Partners LLC
Reported value$774Mas of Jun 30, 2026
Positions838 670 new, 60 sold out
Top 10 weight33%PFE alone is 20%
FiledJul 1313 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PFE
Pfizer INC
19.7%Added
TPL
Texas Pacific Land Corporati
2.4%Added
TLG
Touchstone Etf Trust
1.9%Added
DSCO
Doubleline Etf Trust
1.8%Added
VOO
Vanguard Index Fds
1.5%Added
DFEM
1.4%
DFAI
1.2%
ANET
1.2%
SO
1.0%
KHC
1.0%
828 others
67.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed