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Richard A. Ward

Curated Wealth Partners Llc

Assets Managed
$793.611M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-14.23%(2Q avg: -1.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Curated Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Curated Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 793.611M in assets, with a quarterly growth rate of -14.23% and a 2-quarter average growth rate of -1.14%. The portfolio is managed by Richard A. Ward, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
APO
Apollo Global Management Inc
Recent Activity
Decreased -0.25%
31.16%
$247.271M
2.219M shares@ $111.43 avg price
ARES
Ares Management Corp - A
Recent Activity
Increased 3.48%
20.19%
$160.217M
1.469M shares@ $109.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 13.87%
6.04%
$47.889M
80,142 shares@ $597.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.28%
4.26%
$33.764M
51,917 shares@ $650.35 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 6.65%
3.46%
$27.423M
703,869 shares@ $38.97 avg price
RAYE
Rayliant Quantamental Emergi
Recent Activity
Increased 8.36%
2.26%
$17.912M
615,748 shares@ $29.09 avg price
TLG
Touchstone Lrg Comp Grw Etf
Recent Activity
New Position
2.03%
$16.1M
689,311 shares@ $23.36 avg price
TEX
Terex Corp
Recent Activity
1.69%
$13.411M
226,922 shares@ $59.1 avg price
DHLX
Diamond Hill Lc Concen Etf
Recent Activity
Increased 5.19%
1.61%
$12.755M
996,445 shares@ $12.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 23.14%
1.31%
$10.378M
40,892 shares@ $253.79 avg price

1-10 of 228