Curio Wealth, LLC Portfolio Holdings

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025

Curio Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.7B, Dimensional ETF Tr Short Durat with a value of $26.1B, Dfa Global Core Fixed Income ETF with a value of $20.8B, American Centy ETF Tr Avantis with a value of $11.3B, and Dimensional ETF Tr with a value of $7.67B.

Examining the 13F form we can see an increase of $6.05B in the current position value, from $186B to 192B.

Curio Wealth, LLC is based out at Annapolis, MD

Below you can find more details about Curio Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $147 Billion
Technology: $4.32 Billion
Communication Services: $3.16 Billion
Financial Services: $2.44 Billion
Consumer Cyclical: $2.14 Billion
Industrials: $1.3 Billion
Healthcare: $973 Million
Consumer Defensive: $728 Million
Other: $296 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.65 Million 0.0% of portfolio
1
Q1 2025 Reduced 96.97%
$0
$8.71 Million 0.0% of portfolio
1
Q1 2025 Reduced 92.86%
$0
$1.42 Million 0.0% of portfolio
1
Q1 2025 Reduced 96.0%
$0
$2.54 Million 0.0% of portfolio
1
Q1 2025 Reduced 97.37%
$0
$7.29 Million 0.0% of portfolio
1
Q1 2025 Reduced 99.75%
$0
$91,000 0.0% of portfolio
1
Q1 2025 Reduced 75.0%
$0
$366,000 0.0% of portfolio
1
Q1 2025 New
$0
$5.43 Million 0.0% of portfolio
2
Q1 2025 Reduced 96.3%
$0
$4.28 Million 0.0% of portfolio
1
Q1 2025 Reduced 98.82%
$0
$291,000 0.0% of portfolio
1
Q1 2025 New
$0
$7.2 Million 0.0% of portfolio
1
Q1 2025 Reduced 96.0%
$0
$371,000 0.0% of portfolio
1
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $192 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 107 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 283 stocks
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