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Richard A. Ward

Curated Wealth Partners Llc

Assets Managed
$773.638M
Holdings
838
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
-2.51%(2Q avg: -8.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Curated Wealth Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 838 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 - Q2, they manage 773.638M in assets, with a quarterly growth rate of -2.51% and a 2-quarter average growth rate of -8.37%. The portfolio is managed by Richard A. Ward, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PFE
Pfizer Inc
Recent Activity
Increased 13019.27%
19.72%
$152.49M
1.407M shares@ $108.35 avg price
TPL
Texas Pacific Land Corp
Recent Activity
Increased 2973.18%
2.39%
$18.413M
255,012 shares@ $72.21 avg price
TLG
Touchstone Lrg Comp Grw Etf
Recent Activity
Increased 632.56%
1.95%
$15.078M
5.05M shares@ $2.99 avg price
DSCO
Doubleline Sec Credit Etf
Recent Activity
Increased 2608.57%
1.76%
$13.578M
9.875M shares@ $1.38 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4319.04%
1.48%
$11.406M
3.542M shares@ $3.23 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
New Position
1.36%
$10.499M
2.762M shares@ $3.81 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 278.99%
1.2%
$9.228M
2.668M shares@ $3.46 avg price
ANET
Arista Networks Inc
Recent Activity
Increased 93714%
1.17%
$8.989M
8.091M shares@ $1.12 avg price
SO
Southern Co The
Recent Activity
New Position
1.04%
$7.988M
19,873 shares@ $401.96 avg price
KHC
Kraft Heinz Co The
Recent Activity
New Position
1%
$7.661M
81,304 shares@ $94.23 avg price

1-10 of 838