Long-term investor

Curated Wealth Partners LLC @curatedwealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001781284).

Record

  • Tracked since 2025-12-31 (249 days), 287 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.2% · 6 months n/a · 1 year n/a · all -8.5%
  • Max drawdown n/a · win rate 32% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • PFE · 19.7% · long · since 2026-03-31
  • TPL · 2.4% · long · since 2025-12-31
  • 89157W863 · 1.9% · long · since 2026-03-31
  • 25861R881 · 1.8% · long · since 2026-03-31
  • 922908363 · 1.5% · long · since 2025-12-31
  • 25434V732 · 1.4% · long · since 2026-06-30
  • 25434V203 · 1.2% · long · since 2025-12-31
  • 040413205 · 1.2% · long · since 2025-12-31
  • SO · 1.0% · long · since 2026-06-30
  • KHC · 1.0% · long · since 2026-06-30
  • 907818108 · 1.0% · long · since 2025-12-31
  • MSFT · 1.0% · long · since 2025-12-31

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