Curated Wealth Partners LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing was signed by Richard A. Ward, the Chief Investment Officer and Partner of the firm, located in El Segundo, California.
The report details the firm's portfolio, which includes a mix of large-cap technology, healthcare, and financial services companies. Notable positions include significant stakes in Apple Inc., with 44,140 shares, and Apollo Global Management Inc., which holds 2,044,026 shares. The portfolio also features substantial holdings in Alphabet Inc. Class A and Class C shares, as well as Amazon.com Inc.
Other disclosed positions include Amphenol Corporation, American Tower Corporation, and Abbott Laboratories. The filing lists a total of 13 institutional holdings, representing a diverse selection across various sectors.
