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Manager record

Curated Wealth Partners LLC

El Segundo, CA · CIK 1781284 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.22BReported 13F valueQ3 2026 · as filed
1,469Holdings listed
+40.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $852.7M$852.7MQ2 2025278 holdingsQ3 2025: $826.7M$826.7MQ3 2025266 holdingsQ4 2025: $925.3M$925.3MQ4 2025374 holdingsQ1 2026: $793.6M$793.6MQ1 2026572 holdingsQ2 2026: $863.3M$863.3MQ2 2026598 holdingsQ3 2026: $1.2B$1.2BQ3 20261,469 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$1.22B · 1,469 holdings listed · View original SEC filing ↗
Aug 14 2026 13F-HR/A · period Q2 2026

$863.29M · 598 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$773.64M · 1,673 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$793.61M · 572 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$925.32M · 374 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$826.66M · 266 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$852.75M · 278 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology