Fund Holdings

Curated Wealth Partners LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TOUCHSTONE ETF TRUST
LARG CO GROW ETF
0689,311+689,311016,099,5502.03%+16,099,550
DOUBLELINE ETF TRUST
SECUR CR ETF
0364,583+364,58309,057,9251.14%+9,057,925
VANGUARD INDEX FDS70,38580,142+9,75744,140,68447,889,3886.03%+3,748,704
AMCOR PLC
COM NEW
086,861+86,86103,452,7260.44%+3,452,726
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
660,014703,869+43,85525,153,13927,422,7533.46%+2,269,614
TEXAS PACIFIC LAND CORPORATI(TPL)8,2988,29802,383,3513,937,8990.50%+1,554,548
APPLE INC(AAPL)33,20940,892+7,6839,028,19910,377,9801.31%+1,349,781
TEREX CORP NEW(TEX)226,922226,922012,113,09613,411,0901.69%+1,297,994
NVIDIA CORPORATION(NVDA)36,47746,213+9,7366,802,9408,059,5261.02%+1,256,586
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
568,277615,748+47,47116,940,34717,911,5572.26%+971,210
DAVITA INC(DVA)18,54018,784+2442,106,3302,886,9140.36%+780,584
SPDR GOLD TR(GLD)22,15822,145-138,781,4379,528,7721.20%+747,335
PERMIAN RESOURCES CORP(PR)70,60174,703+4,102990,5331,592,6770.20%+602,144
POOL CORP(POOL)02,526+2,5260511,0870.06%+511,087
DARLING INGREDIENTS INC(DAR)17,16218,111+949617,8321,120,1680.14%+502,336
PALANTIR TECHNOLOGIES INC(PLTR)03,209+3,2090469,4130.06%+469,413
MICRON TECHNOLOGY INC(MU)01,364+1,3640460,8140.06%+460,814
COSTCO WHOLESALE CORPORATION(COST)253619+366218,171616,7880.08%+398,617
HAWKINS INC(HWKN)02,503+2,5030384,4600.05%+384,460
DANAHER CORP DEL(DHR)01,992+1,9920377,6820.05%+377,682
TESLA INC(TSLA)1,2072,459+1,252542,813914,1360.12%+371,323
PNC FINL SVCS GROUP INC(PNC)01,637+1,6370340,6440.04%+340,644
ADVANCED MICRO DEVICES INC(AMD)01,659+1,6590337,4900.04%+337,490
BRISTOL-MYERS SQUIBB CO(BMY)05,532+5,5320335,5160.04%+335,516
ISHARES TR04,000+4,0000320,2010.04%+320,201
ADOBE INC(ADBE)01,273+1,2730309,4410.04%+309,441
PFIZER INC(PFE)010,728+10,7280301,2430.04%+301,243
GENERAL MILLS INC(GIS)08,000+8,0000297,7590.04%+297,759
NEWMONT CORP(NEM)02,709+2,7090293,2500.04%+293,250
SITEONE LANDSCAPE SUPPLY INC(SITE)02,166+2,1660288,3160.04%+288,316
WESTERN DIGITAL CORP(WDC)01,054+1,0540285,0970.04%+285,097
PG&E CORP(PCG)015,744+15,7440276,6220.03%+276,622
MICROSOFT CORP(MSFT)11,02415,107+4,0835,331,4265,592,1600.70%+260,734
INTERNATIONAL BUSINESS MACHS(IBM)01,072+1,0720259,8420.03%+259,842
EVERUS CONSTR GROUP(ECG)02,174+2,1740256,6610.03%+256,661
TJX COS INC NEW(TJX)01,597+1,5970255,0410.03%+255,041
AMPHENOL CORP01,997+1,9970252,3210.03%+252,321
COCA COLA CO(KO)03,290+3,2900250,2040.03%+250,204
CHEVRON CORPORATION(CVX)2,9733,396+423453,111702,6360.09%+249,525
ALPHABET INC(GOOG)6,4347,908+1,4742,018,9902,268,4890.29%+249,499
ISHARES TR01,150+1,1500245,7210.03%+245,721
ISHARES TR01,737+1,7370240,3630.03%+240,363
GOLDMAN SACHS ETF TR
DYNAMIC NY MUNI
04,760+4,7600236,7150.03%+236,715
SAIA INC(SAIA)0664+6640233,2490.03%+233,249
CHENIERE ENERGY INC(LNG)0799+7990226,7240.03%+226,724
MARATHON PETE CORP(MPC)0916+9160223,6690.03%+223,669
TERADYNE INC(TER)0749+7490222,0490.03%+222,049
PHILLIPS 66(PSX)01,209+1,2090220,2560.03%+220,256
SCHWAB CHARLES CORP(SCHW)02,330+2,3300218,9730.03%+218,973
OCCIDENTAL PETE CORP(OXY)03,353+3,3530217,9450.03%+217,945
LAM RESEARCH CORP(LRCX)01,012+1,0120216,2240.03%+216,224
ACCENTURE PLC IRELAND
SHS CLASS A
01,082+1,0820214,5490.03%+214,549
BALCHEM CORP01,255+1,2550212,6970.03%+212,697
GE VERNOVA INC(GEV)1,3681,267-101894,0861,105,9660.14%+211,880
FREEPORT MCMORAN INC(FCX)03,597+3,5970211,4330.03%+211,433
FABRINET(FN)0404+4040210,6950.03%+210,695
HONEYWELL INTL INC(HON)0930+9300210,2070.03%+210,207
THE CIGNA GROUP(CI)0787+7870209,9330.03%+209,933
COMFORT SYS USA INC(FIX)0152+1520209,6060.03%+209,606
STANDEX INTL CORP(SXI)0815+8150207,7090.03%+207,709
US BANCORP(USB)03,945+3,9450205,1790.03%+205,179
EXXON MOBIL CORP3,2603,516+256392,308596,5250.08%+204,217
ROYAL CARIBBEAN GROUP
COM
0739+7390203,3580.03%+203,358
DIAMOND HILL FUNDS
LARG CAP CON ETF
947,314996,445+49,13112,551,92412,754,5251.61%+202,601
DOVER CORP(DOV)0968+9680201,7790.03%+201,779
TORO CO11,16511,280+115878,9091,054,0030.13%+175,094
ELI LILLY & CO(LLY)588870+282631,912800,2010.10%+168,289
ENTERPRISE PRODS PARTNERS L(EPD)27,67027,6700887,1001,047,0330.13%+159,933
LOCKHEED MARTIN CORP(LMT)469627+158226,842378,9530.05%+152,111
JOHNSON & JOHNSON(JNJ)2,8752,985+110594,981729,6550.09%+134,674
WALMART INC(WMT)2,4063,213+807268,052399,3140.05%+131,262
ACUSHNET HLDGS CORP10,14710,064-83809,934940,7820.12%+130,848
EMCOR GROUP INC(EME)886904+18542,046667,4310.08%+125,385
ISHARES GOLD TR(IAU)16,52216,52201,341,0911,456,5800.18%+115,489
NETFLIX INC.(NFLX)17,24918,009+7601,617,2681,731,5690.22%+114,301
SPOTIFY TECHNOLOGY S A(SPOT)353657+304204,990318,5850.04%+113,595
VICI PPTYS INC(VICI)24,06028,839+4,779676,567787,8810.10%+111,314
LINDE PLC(LIN)526674+148224,281334,1420.04%+109,861
WILLIAMS COS INC(WMB)5,6125,939+327337,337432,2400.05%+94,903
RBC BEARINGS INC(RBC)2,1431,937-206960,9871,052,0240.13%+91,037
NEXTERA ENERGY INC(NEE)4,7174,972+255378,682461,7980.06%+83,116
BOOKING HOLDINGS INC(BKNG)86128+42460,558538,9210.07%+78,363
PHOENIX ED PARTNERS INC(PXED)65,00065,00001,969,5002,044,9000.26%+75,400
CARRIER GLOBAL CORPORATION(CARR)13,57814,075+497717,461792,5620.10%+75,101
RTX CORPORATION(RTX)1,2151,543+328222,831297,6460.04%+74,815
LANDSTAR SYS INC(LSTR)4,4824,4820644,063718,5090.09%+74,446
HOWMET AEROSPACE INC(HWM)2,7052,714+9554,579625,4680.08%+70,889
KLA CORP(KLAC)274272-2332,932400,4950.05%+67,563
TELEDYNE TECHNOLOGIES INC(TDY)471502+31240,554303,7150.04%+63,161
CONOCOPHILLIPS(COP)13,1689,796-3,3721,232,6571,293,0720.16%+60,415
KADANT INC(KAI)2,4202,565+145689,748749,8780.09%+60,130
PACKAGING CORP AMER(PKG)9,4509,45001,948,8742,005,4790.25%+56,605
SIMPSON MFG INC(SSD)6,4116,359-521,035,1851,091,3310.14%+56,146
ENERGY TRANSFER L P(ET)17,45017,4500287,751336,7850.04%+49,034
UFP INDUSTRIES INC(UFPI)6,4276,861+434585,178632,0360.08%+46,858
VANGUARD INDEX FDS8,5128,514+21,625,7571,670,5480.21%+44,791
HEALTHEQUITY INC(HQY)3,2674,113+846299,291343,7240.04%+44,433
TRUIST FINL CORP(TFC)4,0795,314+1,235200,728244,2850.03%+43,557
ISHARES SILVER TR(SLV)11,10511,1050715,384756,6950.10%+41,311
S&P GLOBAL INC(SPGI)541744+203282,721316,4520.04%+33,731
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