Curated Wealth Partners LLC
844 holdingsFiling period: 2026-06-30Current AUM: $799.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PFE | PFIZER INC | 1.41M | $152.5M | $174.5M | 21.84% | +1.40M | 2026-06-30 |
| 2 | TPL | TEXAS PACIFIC LAND CORPORATI | 255.0K | $18.4M | $15.6M | 1.96% | +246.7K | 2026-06-30 |
| 3 | TLG | TOUCHSTONE ETF TRUST | 5.05M | $15.1M | $15.3M | 1.91% | +4.36M | 2026-06-30 |
| 4 | DSCO | DOUBLELINE ETF TRUST | 9.87M | $13.6M | $13.4M | 1.68% | +9.51M | 2026-06-30 |
| 5 | VOO | VANGUARD INDEX FDS | 3.54M | $11.4M | $11.6M | 1.45% | +3.46M | 2026-06-30 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 2.76M | $10.5M | $10.2M | 1.27% | -- | 2026-06-30 |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 2.67M | $9.2M | $9.5M | 1.18% | +1.96M | 2026-06-30 |
| 8 | ANET | ARISTA NETWORKS INC | 8.09M | $9.0M | $10.2M | 1.28% | +8.08M | 2026-06-30 |
| 9 | SO | SOUTHERN CO | 19.9K | $8.0M | $7.2M | 0.90% | -- | 2026-06-30 |
| 10 | KHC | KRAFT HEINZ CO | 81.3K | $7.7M | $8.0M | 1.00% | -- | 2026-06-30 |
| 11 | UNP | UNION PAC CORP | 7.47M | $7.6M | $7.9M | 0.99% | +7.47M | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 236.4K | $7.4M | $9.8M | 1.23% | +221.3K | 2026-06-30 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 21.3K | $7.3M | $6.6M | 0.83% | +20.2K | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.21M | $7.3M | $7.3M | 0.91% | +2.20M | 2026-06-30 |
| 15 | SRE | SEMPRA | 134.2K | $7.0M | $6.1M | 0.77% | +131.9K | 2026-06-30 |
| 16 | DHLX | DIAMOND HILL FUNDS | 1.93M | $6.8M | $7.2M | 0.90% | +932.5K | 2026-06-30 |
| 17 | PNC | PNC FINL SVCS GROUP INC | 122.5K | $6.5M | $6.4M | 0.80% | +120.9K | 2026-06-30 |
| 18 | PM | PHILIP MORRIS INTL INC | 5.90M | $6.2M | $6.6M | 0.83% | +5.89M | 2026-06-30 |
| 19 | T | AT&T INC | 114.1K | $6.2M | $7.9M | 0.99% | -- | 2026-06-30 |
| 20 | SPGI | S&P GLOBAL INC | 3.51M | $5.7M | $5.8M | 0.73% | +3.51M | 2026-06-30 |
| 21 | XPEL | XPEL INC | 54.3K | $5.5M | $5.1M | 0.64% | -- | 2026-06-30 |
| 22 | GSSC | GOLDMAN SACHS ETF TR | 1.59M | $5.2M | $5.0M | 0.63% | -- | 2026-06-30 |
| 23 | ABT | ABBOTT LABORATORIES | 4.04M | $4.9M | $5.5M | 0.69% | +4.02M | 2026-06-30 |
| 24 | PH | PARKER-HANNIFIN CORP | 322.7K | $4.7M | $4.5M | 0.56% | -- | 2026-06-30 |
| 25 | TGT | TARGET CORP | 4.12M | $4.6M | $5.4M | 0.68% | -- | 2026-06-30 |
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