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Portfolio (Quarterly) Guide ↗

Curated Wealth Partners LLC

· CIK 0001781284
13F Portfolio $863M AUM 598 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 43 New 79 Added 70 Reduced
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 21,705.0 $1.3M 0.15% +5K +29.9% $59.69 +0.6%
22 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 88,853.0 $1.1M 0.13% +800.0 +0.9% $12.63 -1.7%
23 CARR CARRIER GLOBAL CORPORATION Industrials 14,463.0 $1.1M 0.12% +388.0 +2.8% $73.35 -16.6%
24 DAR DARLING INGREDIENTS INC Consumer Defensive 18,207.0 $994K 0.12% +96.0 +0.5% $54.62 +22.6%
25 KLAC KLA CORP Technology 3,079.0 $929K 0.11% +3K +1032.0% $301.71 -37.9%
26 JNJ JOHNSON & JOHNSON Healthcare 3,425.0 $870K 0.10% +440.0 +14.7% $253.97 +7.7%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 922.0 $863K 0.10% +303.0 +49.0% $935.47 +2.3%
28 CVX CHEVRON CORPORATION Energy 5,149.0 $853K 0.10% +2K +51.6% $165.76 +24.1%
29 ABBV ABBVIE INC Healthcare 3,149.0 $792K 0.09% +1K +48.8% $251.64 +5.7%
30 WDC WESTERN DIGITAL CORP Technology 1,199.0 $766K 0.09% +145.0 +13.8% $638.72 -27.7%
31 XOM EXXON MOBIL CORP Energy 5,560.0 $760K 0.09% +2K +58.1% $136.72 +20.5%
32 BAC BANK OF AMER CORP Financial Services 12,051.0 $687K 0.08% +3K +28.1% $56.98 +10.9%
33 CSCO CISCO SYS INC Technology 5,816.0 $683K 0.08% +1K +26.4% $117.46 -5.9%
34 UNH UNITEDHEALTH GROUP INC Healthcare 1,508.0 $627K 0.07% +422.0 +38.9% $415.63 -6.5%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 5,196.0 $606K 0.07% +2K +61.9% $116.67 +50.2%
36 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,195.0 $571K 0.07% +58.0 +5.1% $477.57 -13.7%
37 LRCX LAM RESEARCH CORP Technology 1,308.0 $567K 0.07% +296.0 +29.2% $433.33 -29.1%
38 OTIS OTIS WORLDWIDE CORP Industrials 7,870.0 $563K 0.07% +430.0 +5.8% $71.60 +0.5%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 2,809.0 $508K 0.06% +323.0 +13.0% $180.91 +5.0%
40 NEE NEXTERA ENERGY INC Utilities 5,664.0 $497K 0.06% +692.0 +13.9% $87.77 -2.1%
Page 2 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 76.6%
Technology 7.5%
Industrials 5.1%
Communication Services 3.1%
Consumer Cyclical 2.5%
Healthcare 1.8%
Energy 1.6%
Consumer Defensive 1.0%
Utilities 0.4%
Real Estate 0.3%