Curio Wealth, LLC Reduced Holdings in Q3 2025

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-690
- 77.53%
$1147.87 - $1297.18 $792K - $895K
200 $240M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.2K
- 15.61%
$36.04 - $38.78 $690K - $743K
104K $3.99B
AVGE
American Centy ETF Tr Avantis
-4.69K
- 28.23%
N/A
11.9K $994M
IBM
International Business Machines Corp

Technology
-945
- 70.21%
$234.77 - $292.47 $222K - $276K
401 $113M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-497
- 61.36%
$459.11 - $506.91 $228K - $252K
313 $157M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-5.74K
- 6.77%
$41.8 - $43.15 $240K - $248K
79.1K $3.38B
VO
Vanguard Mid Cap ETF

ETFs
-1.01K
- 12.88%
$279.83 - $293.74 $283K - $297K
6.84K $2.01B
BNDX
Vanguard Total International B

ETFs
-3.07K
- 18.95%
$49.0 - $49.51 $150K - $152K
13.1K $649M
NVDA
Nvidia Corp

Technology
-833
- 47.14%
$153.3 - $186.58 $128K - $155K
934 $174M
BAC
Bank Of America Corp

Financial Services
-2.06K
- 99.81%
$44.92 - $52.42 $92.4K - $108K
4 $206K
XOM
Exxon Mobil Corp

Energy
-742
- 97.5%
$105.83 - $117.22 $78.5K - $87K
19 $2.14M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-2.92K
- 29.08%
$28.69 - $30.59 $83.7K - $89.3K
7.12K $216M
BRO
Brown & Brown, Inc.

Financial Services
-600
- 50.0%
$90.88 - $108.93 $54.5K - $65.4K
600 $56.3M
MSFT
Microsoft Corp

Technology
-228
- 10.22%
$491.09 - $535.64 $112K - $122K
2K $1.04B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.12K
- 13.61%
$29.2 - $32.74 $149K - $168K
32.5K $1.03B
ADP
Automatic Data Processing Inc

Industrials
-210
- 51.22%
$288.69 - $310.94 $60.6K - $65.3K
200 $58.7M
BFB
Brown Forman Corp Cl B
-2.18K
- 32.35%
N/A
4.57K $124M
ACGL
Arch Capital Group Ltd.

Financial Services
-508
- 25.46%
$85.61 - $93.54 $43.5K - $47.5K
1.49K $135M
JNJ
Johnson & Johnson

Healthcare
-350
- 48.81%
$155.17 - $185.42 $54.3K - $64.9K
367 $68M
MRK
Merck & Co., Inc.

Healthcare
-529
- 60.53%
$77.6 - $87.37 $41.1K - $46.2K
345 $29M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.1K
- 9.78%
$35.76 - $37.93 $75K - $79.5K
19.3K $730M
T
At&T Inc.

Communication Services
-1.01K
- 96.18%
$26.94 - $29.62 $27.2K - $29.9K
40 $1.13M
LLY
Eli Lilly & CO

Healthcare
-24
- 5.61%
$625.65 - $812.69 $15K - $19.5K
404 $308M
GOOGL
Alphabet Inc.

Communication Services
-421
- 35.05%
$174.36 - $254.72 $73.4K - $107K
780 $190M
SPY
Spdr S&P 500 ETF Trust

ETFs
-214
- 8.58%
$617.65 - $666.84 $132K - $143K
2.28K $1.52B
IWR
Ishares Russell Mid Cap ETF

ETFs
-651
- 7.27%
$92.26 - $97.51 $60.1K - $63.5K
8.3K $801M
DFAX
Dimensional ETF Tr
-2.93K
- 8.35%
$29.25 - $31.56 $85.7K - $92.4K
32.1K $1.01B
KO
Coca Cola CO

Consumer Defensive
-251
- 86.55%
$65.67 - $71.67 $16.5K - $18K
39 $2.59M
TROW
Price T Rowe Group Inc

Financial Services
-181
- 43.51%
$98.67 - $111.52 $17.9K - $20.2K
235 $24.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-750
- 4.75%
$26.44 - $27.1 $19.8K - $20.3K
15K $405M
BAUG
Innovator U.S. Equity Buffer E
-340
- 53.46%
N/A
296 $14.5M
PG
Procter & Gamble CO

Consumer Defensive
-50
- 8.33%
$150.47 - $161.22 $7.52K - $8.06K
550 $84.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-144
- 9.08%
$78.11 - $79.07 $11.2K - $11.4K
1.44K $114M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-433
- 2.46%
$41.6 - $42.66 $18K - $18.5K
17.2K $725M
VB
Vanguard Small Cap ETF

ETFs
-48
- 61.54%
$237.58 - $259.17 $11.4K - $12.4K
30 $7.63M
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 14.03%
$282.78 - $316.06 $17.5K - $19.6K
380 $120M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-59
- 21.93%
$185.88 - $207.44 $11K - $12.2K
210 $42.2M
IEFA
Ishares Tr

ETFs
-156
- 9.41%
$81.7 - $87.53 $12.7K - $13.7K
1.5K $131M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 25.0%
$5364.25 - $5815.92 $5.36K - $5.82K
3 $16.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-189
- 14.88%
$49.43 - $54.52 $9.34K - $10.3K
1.08K $58.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-114
- 0.77%
$78.96 - $80.04 $9K - $9.12K
14.6K $1.17B
LYV
Live Nation Entertainment, Inc.

Communication Services
-18
- 42.86%
$143.56 - $174.06 $2.58K - $3.13K
24 $3.92M
XEL
Xcel Energy Inc

Utilities
-82
- 24.05%
$67.56 - $80.65 $5.54K - $6.61K
259 $20.9M
COP
Conocophillips

Energy
-25
- 44.64%
$91.0 - $98.99 $2.28K - $2.47K
31 $2.95M
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 11.52%
$357.4 - $423.42 $8.94K - $10.6K
192 $77.8M
KD
Kyndryl Holdings, Inc.

Technology
-9
- 10.11%
$28.94 - $43.41 $260 - $391
80 $2.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-12
- 12.0%
$133.48 - $144.38 $1.6K - $1.73K
88 $12.5M
COF
Capital One Financial Corp

Financial Services
-2
- 3.64%
$207.29 - $229.74 $415 - $459
53 $11.3M
GM
General Motors CO

Consumer Cyclical
-10
- 25.64%
$48.89 - $61.24 $489 - $612
29 $1.77M
Activity Summary
Buys All Purchases 86 New Holdings 48 Increased Positions 38 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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