Portfolio (Quarterly) Guide ↗

Curated Wealth Partners LLC

· CIK 0001781284

13F Portfolio $794M AUM 572 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 48 New 59 Added 65 Reduced 28 Exited

Page 2 of 2 · 28 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	EA	ELECTRONIC ARTS INC	Communication Services	1,045	$214K	0.02%	SOLD
22	FOUR	SHIFT4 PMTS INC	Technology	3,380	$213K	0.02%	SOLD
23	ADI	ANALOG DEVICES INC	Technology	780	$212K	0.02%	SOLD
24	ENSG	ENSIGN GROUP INC	Healthcare	1,211	$211K	0.02%	SOLD
25	BIPC	BROOKFIELD INFRASTRUCTURE CO	Utilities	4,635	$210K	0.02%	SOLD
26	BRO	BROWN & BROWN INC	Financial Services	2,597	$207K	0.02%	SOLD
27	SHOP	SHOPIFY INC	Technology	1,284	$207K	0.02%	SOLD
28	CERT	CERTARA INC	Healthcare	10,129	$89K	0.01%	SOLD

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Sector Allocation

Financial Services 77.4%

Technology 6.4%

Industrials 5.0%

Communication Services 3.1%

Consumer Cyclical 2.2%

Healthcare 1.8%

Energy 1.8%

Consumer Defensive 1.2%

Basic Materials 0.5%

Real Estate 0.3%