Curio Wealth, LLC Portfolio Holdings

Curio Wealth, LLC

$244 Billion
Q3 2025

Curio Wealth, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $39.6B, Dimensional ETF Tr Short Durat with a value of $39.1B, Dfa Global Core Fixed Income ETF with a value of $34.8B, American Centy ETF Tr Avantis with a value of $13.5B, and Dimensional ETF Tr with a value of $12.2B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $228B to 244B.

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 $244 Billion

ETFs: $184 Billion

Technology: $3.98 Billion

Communication Services: $2.95 Billion

Consumer Cyclical: $2.11 Billion

Financial Services: $1.43 Billion

Healthcare: $786 Million

Consumer Defensive: $696 Million

Industrials: $410 Million

Other: $200 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 279
Current Value $244 Billion
Prior Value $228 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 48 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 77 stocks

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