Curio Wealth, LLC Portfolio Holdings

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025

Curio Wealth, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $36.5B, Dimensional ETF Tr with a value of $34.9B, Dfa Global Core Fixed Income ETF with a value of $31.3B, American Centy ETF Tr Avantis with a value of $13.1B, and Dimensional ETF Tr with a value of $10.8B.

Examining the 13F form we can see an increase of $36.3B in the current position value, from $192B to 228B. Also it can be appreciated an additional of 19 stocks purchases and 1 closed positions.

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 $228 Billion
ETFs: $170 Billion
Technology: $4.44 Billion
Communication Services: $3.5 Billion
Financial Services: $2.14 Billion
Consumer Cyclical: $2.11 Billion
Industrials: $1.27 Billion
Healthcare: $868 Million
Consumer Defensive: $777 Million
Other: $270 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$181 Million 0.08% of portfolio
2,010
Q2 2025 Added 200,900.0%
$5.42B
$29.7 Million 0.01% of portfolio
334
Q2 2025 Added 33,300.0%
$6.45B
$14.4 Million 0.01% of portfolio
128
Q2 2025 Added 12,700.0%
$3.94B
$20.7 Million 0.01% of portfolio
591
Q2 2025 Added 59,000.0%
$4.97B
$24.5 Million 0.01% of portfolio
293
Q2 2025 Added 29,200.0%
$2.5B
$28.2 Million 0.01% of portfolio
900
Q2 2025 New
$7.57B
$30.5 Million 0.01% of portfolio
169
Q2 2025 Added 16,800.0%
$4.42B
$6.15 Million 0.0% of portfolio
82
Q2 2025 Added 8,100.0%
$6.72B
$3.37 Million 0.0% of portfolio
62
Q2 2025 Added 6,100.0%
$2.56B
$11,000 0.0% of portfolio
1
Q1 2025 New
$4.09B
$46,000 0.0% of portfolio
1
Q1 2025 New
$4.54B
$1.03 Million 0.0% of portfolio
15
Q2 2025 Added 1,400.0%
$2.86B
$1.55 Million 0.0% of portfolio
40
Q2 2025 New
$6.66B
$6.46 Million 0.0% of portfolio
353
Q2 2025 Added 35,200.0%
$3.31B
$54,000 0.0% of portfolio
1
Q1 2025 New
$2.65B
$9,000 0.0% of portfolio
1
Q1 2025 New
$8.16B
$4.72 Million 0.0% of portfolio
86
Q2 2025 Added 8,500.0%
$3.44B
$10.3 Million 0.0% of portfolio
884
Q2 2025 New
$7.05B
$1.29 Million 0.0% of portfolio
15
Q2 2025 Added 1,400.0%
$4.73B
$1 Million 0.0% of portfolio
17
Q2 2025 Added 1,600.0%
$6.71B
$3.73 Million 0.0% of portfolio
89
Q2 2025 Added 4,350.0%
$9.51B
$5.51 Million 0.0% of portfolio
38
Q2 2025 Added 3,700.0%
$8.45B
$3.33 Million 0.0% of portfolio
52
Q2 2025 New
$8.91B
$2.39 Million 0.0% of portfolio
40
Q2 2025 Added 3,900.0%
$3.33B
$3 Million 0.0% of portfolio
446
Q2 2025 Added 22,200.0%
$9.05B
$328,000 0.0% of portfolio
5
Q2 2025 Added 400.0%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $228 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 328 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1 stocks
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