Curated Wealth Partners LLC

Est. AUM

$773.64B

13F long equity, this entity only

Positions

1,673

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PFIZER INC	COM	$152.30B	1378979	19.69%	OTR
2	TEXAS PACIFIC LAND CORPORATI	COM	$18.30B	154715	2.37%	OTR
3	TOUCHSTONE ETF TRUST	LARG CO GROW ETF	$7.96B	4111692	1.03%	SOLE
4	UNION PAC CORP	COM	$7.61B	7469154	0.98%	OTR
5	PNC FINL SVCS GROUP INC	COM	$6.48B	92536	0.84%	OTR
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.09B	1389895	0.66%	OTR
7	PARKER-HANNIFIN CORP	COM	$4.70B	322655	0.61%	OTR
8	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.49B	1093593	0.58%	OTR
9	DOUBLELINE ETF TRUST	SECUR CR ETF	$4.45B	2814068	0.58%	SOLE
10	VERIZON COMMUNICATIONS INC	COM	$4.32B	36289	0.56%	OTR
11	TARGET CORP	COM	$4.12B	4101586	0.53%	OTR
12	DIAMOND HILL FUNDS	LARG CAP CON ETF	$4.03B	1172628	0.52%	SOLE
13	BLACK ROCK COFFEE BAR INC	CL A	$3.93B	145460	0.51%	OTR
14	WABTEC	COM	$3.89B	179641	0.50%	OTR
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.48B	1112551	0.45%	OTR
16	YUM BRANDS INC	COM	$2.85B	7096	0.37%	OTR
17	APPLE INC	COM	$2.67B	114576	0.34%	SOLE
18	JOHNSON CONTROLS INTERNATION	SHS	$2.48B	168360	0.32%	OTR
19	RESMED INC	COM	$2.41B	296873	0.31%	OTR
20	SLB LIMITED	COM STK	$2.36B	58366	0.31%	OTR
21	MORGAN STANLEY	COM NEW	$2.34B	56795	0.30%	OTR
22	SIMON PPTY GROUP INC NEW	COM	$2.27B	21029	0.29%	OTR
23	CARMAX INC	COM	$2.22B	12997	0.29%	OTR
24	KIMBERLY-CLARK CORP	COM	$2.16B	23115	0.28%	OTR
25	GE VERNOVA INC	COM	$2.14B	51800	0.28%	OTR
26	ASTRANA HEALTH INC	COM NEW	$2.14B	8174	0.28%	OTR
27	MARTIN MARIETTA MATLS INC	COM	$2.11B	92677	0.27%	OTR
28	TE CONNECTIVITY PLC	ORD SHS	$1.96B	1827552	0.25%	OTR
29	SAILPOINT INC	COM	$1.91B	66286	0.25%	OTR
30	LINDE PLC	SHS	$1.90B	50224	0.25%	OTR
31	VEEVA SYS INC	CL A COM	$1.90B	6560	0.25%	OTR
32	WILLSCOT HLDGS CORP	COM CL A	$1.89B	2753	0.24%	SOLE
33	ALTRIA GROUP INC	COM	$1.85B	125270	0.24%	OTR
34	WELLS FARGO & CO	COM	$1.84B	15257	0.24%	OTR
35	KEYCORP	COM	$1.75B	30443	0.23%	OTR
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.54B	501185	0.20%	SOLE
37	SNAP ON INC	COM	$1.53B	37595	0.20%	OTR
38	VANGUARD INDEX FDS	TOTAL STK MKT	$1.43B	86773	0.18%	SOLE
39	AT&T INC	COM	$1.40B	53970	0.18%	SOLE
40	REKOR SYSTEMS INC	COM	$1.39B	792766	0.18%	SOLE
41	TOLL BROTHERS INC	COM	$1.31B	6553	0.17%	OTR
42	META PLATFORMS INC	CL A	$1.24B	10376	0.16%	OTR
43	ASURE SOFTWARE INC	COM	$1.22B	1637	0.16%	OTR
44	JPMORGAN CHASE & CO	COM	$1.22B	31982	0.16%	SOLE
45	CUMMINS INC	COM	$1.20B	629334	0.16%	OTR
46	PREFORMED LINE PRODS CO	COM	$1.20B	40226	0.16%	OTR
47	SANDISK CORP	COM	$1.18B	12633	0.15%	OTR
48	PRIMO BRANDS CORPORATION	CLASS A COM SHS	$1.16B	4000	0.15%	SOLE
49	ELI LILLY & CO	COM	$1.15B	59927	0.15%	OTR
50	TERADYNE INC	COM	$1.10B	1008244	0.14%	OTR

1–50 of 838

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.