Curio Wealth, LLC New Holdings in Q3 2025

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.67K
New
$94.17 - $99.95 $158K - $167K
1.67K $167M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.74K
New
$79.52 - $89.63 $138K - $156K
1.74K $155M
IWB
Ishares Tr Russell 1000 ETF

ETFs
350
New
$339.37 - $366.46 $119K - $128K
350 $128M
Fidelity Enchanged Large Cap
2.64K
New
N/A
2.64K $98.5M
3 D Matrix LTD
26.5K
New
N/A
26.5K $56.6M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
600
New
$37.57 - $43.0 $22.5K - $25.8K
600 $25.1M
PLAB
Photronics Inc

Technology
1K
New
$19.16 - $25.06 $19.2K - $25.1K
1K $23M
SIGA
Siga Technologies Inc

Healthcare
2K
New
$6.46 - $9.48 $12.9K - $19K
2K $18.3M
FSK
Fs Kkr Capital Corp

Financial Services
1.15K
New
$14.93 - $22.48 $17.1K - $25.7K
1.15K $17.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
63
New
$236.25 - $257.69 $14.9K - $16.2K
63 $16.1M
AEHR
Aehr Test Systems

Technology
500
New
$13.29 - $33.63 $6.65K - $16.8K
500 $15.1M
APLD
Applied Blockchain, Inc.

Financial Services
400
New
$9.18 - $24.67 $3.67K - $9.87K
400 $9.18M
IRM
Iron Mountain Inc

Real Estate
86
New
$89.46 - $104.46 $7.69K - $8.98K
86 $8.75M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
1K
New
$5.54 - $8.76 $5.54K - $8.76K
1K $7.55M
VKTX
Viking Therapeutics, Inc.

Healthcare
279
New
$23.09 - $42.09 $6.44K - $11.7K
279 $7.33M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
161
New
$43.36 - $44.8 $6.98K - $7.21K
161 $7.14M
NEXT
Next Decade Corp.

Energy
1K
New
$6.45 - $12.0 $6.45K - $12K
1K $6.79M
GLW
Corning Inc

Technology
78
New
$51.6 - $82.03 $4.02K - $6.4K
78 $6.4M
AUR
Aurora Innovation, Inc.

Technology
1K
New
$5.05 - $6.56 $5.05K - $6.56K
1K $5.39M
Ishares Flexible Income Active ETF
100
New
N/A
100 $5.32M
ECL
Ecolab Inc.

Basic Materials
19
New
$259.39 - $285.47 $4.93K - $5.42K
19 $5.15M
NRZ
New Residential Investment Corp.

Real Estate
388
New
N/A
388 $4.42M
FAN
First Tr Exchange Traded Fd Ii
200
New
N/A
200 $3.84M
MAIA
Maia Biotechnology, Inc.

Healthcare
2K
New
$1.48 - $2.01 $2.96K - $4.02K
2K $3.08M
INTC
Intel Corp

Technology
86
New
$19.31 - $35.5 $1.66K - $3.05K
86 $2.89M
FNDF
Schwab Fundamental Intl Large

ETFs
64
New
$39.84 - $43.15 $2.55K - $2.76K
64 $2.75M
GERN
Geron Corp

Healthcare
2K
New
$1.1 - $1.47 $2.2K - $2.94K
2K $2.74M
F
Ford Motor CO

Consumer Cyclical
201
New
$10.82 - $12.09 $2.17K - $2.43K
201 $2.4M
Intelligent Bio Solutions Inc Com Usd0.01(Post Rev
2K
New
N/A
2K $2.04M
FNDX
Schwab Fundamental U S Large C

ETFs
57
New
$24.38 - $26.34 $1.39K - $1.5K
57 $1.5M
Sanuwave Health Inc
35
New
N/A
35 $1.31M
DLB
Dolby Laboratories, Inc.

Industrials
13
New
$70.09 - $76.79 $911 - $998
13 $941K
FNDA
Schwab Fundamental U S Small C

ETFs
29
New
$28.75 - $31.93 $834 - $926
29 $904K
SCHG
Schwab Strategic Tr Us Large C

ETFs
25
New
$28.92 - $32.19 $723 - $805
25 $798K
Landbridge CO LLC Ci A
14
New
N/A
14 $747K
IP
International Paper CO

Consumer Cyclical
16
New
$45.32 - $55.68 $725 - $891
16 $742K
FNDE
Schwab Fundamental Emerging Mk

ETFs
19
New
$33.13 - $36.31 $629 - $690
19 $687K
Asset Entities Cl B Ord
260
New
N/A
260 $650K
Smurfit Westrock PLC Com Usd0.001
15
New
N/A
15 $639K
KRMA
Global X Fds Global X Consciou

ETFs
10
New
$40.51 - $43.22 $405 - $432
10 $431K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3
New
$49.78 - $50.75 $149 - $152
3 $152K
SLVM
Sylvamo Corp

Basic Materials
1
New
$40.4 - $53.01 $40.4 - $53
1 $44K
Revive Therapeutics Limited Com Npv
1K
New
N/A
1K $11K
BRAXF
Braxia Scientific Corp Com(Can

Healthcare
1K
New
$0.0 - $0.0 $0 - $0
1K $0
Toughbuilt Industries Inc
1
New
N/A
1 $0
GS
Goldman Sachs Group Inc

Financial Services
0
New
$696.56 - $806.32 $0 - $0
0 $1K
YOURF
Yourway Cannabis Brands Inc
1K
New
N/A
1K $0
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
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email