Curio Wealth, LLC Portfolio Holdings
Curio Wealth, LLC
- $186 Billion
- Q4 2024
Curio Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.2B, Dimensional ETF Tr Short Durat with a value of $25.7B, Dfa Global Core Fixed Income ETF with a value of $20.5B, American Centy ETF Tr Avantis with a value of $11.2B, and Dimensional ETF Tr with a value of $7.44B.
Examining the 13F form we can see an increase of $186B in the current position value.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 304
- Current Value $186 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 304 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks