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 Market Cap. of $200 Billions or more
