Curated Wealth Partners LLC ETF holdings
El Segundo, CA
Reported $253.5M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$253.5M
ETFs held
45
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
29.4%
of $863.3M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $66.0M | 96,115 | +15,973 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $39.4M | 52,711 | +794 shares |
| DFAI | Dimensional International Core Equity Market ETF | $30.3M | 735,149 | +31,280 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $20.9M | 514,473 | New position |
| TLG | Touchstone Large Company Growth ETF | $14.2M | 536,196 | −153,115 shares |
| IVV | iShares Core S&P 500 ETF | $10.2M | 13,595 | +1,874 shares |
| DSCO | DoubleLine Securitized Credit ETF | $9.7M | 389,577 | +24,994 shares |
| DHLX | Diamond Hill Large Cap Concentrated ETF | $9.4M | 726,221 | −270,224 shares |
| GLD | SPDR Gold Shares | $8.2M | 22,145 | No change |
| GSSC | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | $7.1M | 77,745 | New position |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001781284. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Curated Wealth Partners LLC own?
Curated Wealth Partners LLC reported 45 ETF positions worth $253.5M in its Form 13F for June 30, 2026. The largest was VOO, at $66.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.