Curated Wealth Partners LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1781284
As of 2026-06-30, Curated Wealth Partners LLC reported 96.11K VOO (shares), valued at $66.01M, or 7.65% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 19.93%; reported value increased 37.84%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.65% | 96,115 | SEC filing ↗Filed Aug 14, 2026Amended |
| Q1 2026 | 6.03% | 80,142 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 4.77% | 70,385 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 4.63% | 62,454 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 3.77% | 56,663 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 3.56% | 53,493 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 2.98% | 48,500 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 3.00% | 44,488 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 2.89% | 41,366 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 2.20% | 30,779 | SEC filing ↗Filed Jan 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.20% | 30,779 | $13.44M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 9, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | 2.89% | 41,366 | $20.69M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 3.00% | 44,488 | $23.48M | Shares increased 7.55%; reported value increased 13.47%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 2.98% | 48,500 | $26.13M | Shares increased 9.02%; reported value increased 11.32%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 3.56% | 53,493 | $27.49M | Shares increased 10.29%; reported value increased 5.20%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.77% | 56,663 | $32.19M | Shares increased 5.93%; reported value increased 17.08%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 4.63% | 62,454 | $38.25M | Shares increased 10.22%; reported value increased 18.83%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 4.77% | 70,385 | $44.14M | Shares increased 12.70%; reported value increased 15.41%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 6.03% | 80,142 | $47.89M | Shares increased 13.86%; reported value increased 8.49%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 7.65% | 96,115 | $66.01M | Shares increased 19.93%; reported value increased 37.84%, and weight changed +1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.