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Curio Wealth

Latest statistics and disclosures from Curio Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFSD, DFGP, AVDE, DFAI, and represent 57.09% of Curio Wealth's stock portfolio.
Added to shares of these 10 stocks: DFGP, DFSD, DFAU, DFVX, DFAI, AVEM, DFAS, DFAR, AVUV, IUSV.
Started 47 new stock positions in INBS, SLVM, GERN, IP, PLAB, FNDA, FSK, IRM, MTUM, INTC.
Reduced shares in these 10 stocks: NFLX, DFAC, LMT, AVDE, AVGE, VO, IBM, BRK.B, DFCF, AVUS.
Sold out of its positions in ABNB, ALNY, AXP, AMGN, Amish Naturals, ANET, ASST, BATRA, TEAM, ADSK.
Curio Wealth was a net buyer of stock by $3.6M.
Curio Wealth has $244M in assets under management (AUM), dropping by 6.78%.
Central Index Key (CIK): 0002049201

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Portfolio Holdings for Curio Wealth

Curio Wealth holds 279 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dfa Us Core Equity Market Etf Etf (DFAU)	16.2	$40M	+5%	865k	45.76	View chart
Dfa S/t Fixed Income Etf Etf (DFSD)	16.0	$39M	+6%	812k	48.19	View chart
Dfa Global Core Fixed Income Etf Etf (DFGP)	14.3	$35M	+8%	627k	55.57	View chart
Avantis Intl Core Equity Etf Etf (AVDE)	5.5	$14M	-3%	171k	78.90	View chart
Dfa Int Core Equity Etf Etf (DFAI)	5.0	$12M	+6%	334k	36.35	View chart
Dfa Us Small Cap Etf Etf (DFAS)	3.0	$7.3M	+5%	106k	68.46	View chart
Avantis Us Equity Etf Etf (AVUS)	2.9	$7.2M	-3%	66k	108.70	View chart
Avantis Emerging Mkt Eq Etf Etf (AVEM)	2.6	$6.4M	+9%	85k	75.11	View chart
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)	2.5	$6.0M	+21%	82k	72.72	View chart
Dfa Us Real Estate Etf Etf (DFAR)	2.4	$5.8M	+6%	243k	23.85	View chart
Dfa Emerging Markets Etf Etf (DFAE)	2.2	$5.5M	-2%	174k	31.53	View chart
Avantis Intl Small Value Etf Etf (AVDV)	1.9	$4.7M	+3%	53k	89.03	View chart
Dfa Us Core Equity 2 Etf Etf (DFAC)	1.6	$4.0M	-15%	104k	38.57	View chart
Dfa Core Fixed Income Etf Etf (DFCF)	1.4	$3.4M	-6%	79k	42.76	View chart
Dfa Us Targeted Value Etf Etf (DFAT)	1.4	$3.3M		57k	58.21	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	1.3	$3.3M	+5%	33k	99.53	View chart
Ishares Tech-software Etf Etf (IGV)	1.2	$2.8M		25k	115.01	View chart
Dfa Us Equity Etf Etf (DFUS)	1.1	$2.7M		37k	72.44	View chart
Vanguard Midcap Etf Etf (VO)	0.8	$2.0M	-12%	6.8k	293.74	View chart
Dfa Tax-mgd Us Mkt-wide Val Ii Etf Etf (DFUV)	0.8	$1.9M		42k	44.69	View chart
Google Class C Listed Stock (GOOG)	0.7	$1.7M	-2%	7.2k	243.55	View chart
Spdr S&p 500 Etf Etf (SPY)	0.6	$1.5M	-8%	2.3k	666.18	View chart
Dfa Intl Small Cap Value Etf Etf (DISV)	0.6	$1.4M	-5%	38k	35.69	View chart
Apple Listed Stock (AAPL)	0.5	$1.3M	-13%	5.3k	254.65	View chart
Vg S/t Corp Bond Etf Etf (VCSH)	0.5	$1.2M		15k	79.93	View chart
Microsoft Corp Listed Stock (MSFT)	0.4	$1.0M	-10%	2.0k	517.89	View chart
Vanguard Reit Etf Etf (VNQ)	0.4	$1.0M		11k	91.42	View chart
Dfa Us Small Cap Val Etf Etf (DFSV)	0.4	$1.0M	-13%	33k	31.84	View chart
Dfa World Ex-us Equity Etf Etf (DFAX)	0.4	$1.0M	-8%	32k	31.38	View chart
Avantis All Equity Mkts Etf Etf (AVGE)	0.4	$994k	-28%	12k	83.41	View chart
Schwab Us Large Cap Etf Etf (SCHX)	0.4	$966k		37k	26.34	View chart
Dimnsnl Glbl Sustn Fixed Incm Etf Etf (DFSB)	0.4	$960k		18k	53.27	View chart
Tjx Companies Listed Stock (TJX)	0.3	$824k		5.7k	144.54	View chart
Vanguard Esg Us Stk Etf Etf (ESGV)	0.3	$805k		6.8k	118.44	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.3	$802k	-7%	8.3k	96.55	View chart
Dfa Tax-mgd Int'l Value Etf Etf (DFIV)	0.3	$782k		17k	46.12	View chart
Avantis Us Small Cap Etf Etf (AVSC)	0.3	$749k		13k	57.25	View chart
Dfa Us High Profitability Etf Etf (DUHP)	0.3	$730k	-9%	19k	37.77	View chart
Dfa Inflation-protect Sec Etf Etf (DFIP)	0.3	$725k	-2%	17k	42.23	View chart
Meta Platforms Listed Stock (META)	0.3	$724k	+3%	986.00	734.38	View chart
Vanguard Esg Us Corp Bd Etf Etf (VCEB)	0.3	$707k		11k	64.20	View chart
Vanguard Stock Market Etf Etf (VTI)	0.3	$692k	-6%	2.1k	328.17	View chart
Dfa Us Large Cap Value Etf Etf (DFLV)	0.3	$664k		20k	32.90	View chart
Vg Total Intl Bond Index Etf Etf (BNDX)	0.3	$649k	-18%	13k	49.46	View chart
Spdr Gold Etf Etf (GLD)	0.2	$565k		1.6k	355.47	View chart
Dimensional Ultrashort Fxd Inc Etf Etf (DUSB)	0.2	$522k		10k	50.78	View chart
Walmart Listed Stock (WMT)	0.2	$517k	-3%	5.0k	103.06	View chart
Cisco Systems Listed Stock (CSCO)	0.2	$465k		6.8k	68.42	View chart
Amazon Listed Stock (AMZN)	0.2	$406k	+4%	1.8k	219.57	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$405k	-4%	15k	26.95	View chart
Visa Listed Stock (V)	0.1	$337k		987.00	341.35	View chart
Powershares Etf (QQQ)	0.1	$324k	-5%	539.00	600.37	View chart
Schwab Us Small Cap Idx Etf Etf (SCHA)	0.1	$309k		11k	27.90	View chart
Eli Lilly Listed Stock (LLY)	0.1	$308k	-5%	404.00	763.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$295k		482.00	612.38	View chart
Oracle Corp Listed Stock (ORCL)	0.1	$292k		1.0k	281.24	View chart
Avantis Responsible Emer Mrk Eqy Etf Etf (AVSE)	0.1	$275k	+2%	4.3k	63.57	View chart
Schwab Int'l Equity Etf Etf (SCHF)	0.1	$262k		11k	23.28	View chart
Autonation Listed Stock (AN)	0.1	$254k		1.2k	218.77	View chart
Vg Ultra-short Bond Etf Etf (VUSB)	0.1	$247k		4.9k	49.99	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$247k	+4%	5.6k	44.48	View chart
Netflix Listed Stock (NFLX)	0.1	$240k	-77%	200.00	1198.92	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$229k		940.00	244.09	View chart
Vanguard Midcap Value Etf Etf (VOE)	0.1	$225k	-2%	1.3k	174.58	View chart
Vanguard Us Value Etf Etf (VTV)	0.1	$218k	-3%	1.2k	186.49	View chart
O'reilly Automotive Listed Stock (ORLY)	0.1	$217k		2.0k	107.81	View chart
Dfa Int'l High Profit Etf Etf (DIHP)	0.1	$216k	-29%	7.1k	30.39	View chart
Amd Listed Stock (AMD)	0.1	$213k		1.3k	161.79	View chart
Dfa Us Sustainablty Core 1 Etf Etf (DFSU)	0.1	$206k	+3%	4.8k	42.47	View chart
Ishares Eafe Small Cap Etf Etf (SCZ)	0.1	$194k		2.5k	76.72	View chart
Google Class A Listed Stock (GOOGL)	0.1	$190k	-35%	780.00	243.10	View chart
Ishares Msci Usa Quality Etf Etf (QUAL)	0.1	$186k	+45%	958.00	194.43	View chart
Avantis Responsibl Us Equity Etf Etf (AVSU)	0.1	$181k	+13%	2.5k	73.57	View chart
Union Pacific Listed Stock (UNP)	0.1	$179k		758.00	236.37	View chart
Nvidia Corp Listed Stock (NVDA)	0.1	$174k	-47%	934.00	186.49	View chart
Ishares Core S&p Value Etf Etf (IUSV)	0.1	$167k	NEW	1.7k	99.95	View chart
Berkshire Hathaway Listed Stock (BRK.B)	0.1	$157k	-61%	313.00	502.74	View chart
Fidelity Nasdaq Composite Etf Etf (ONEQ)	0.1	$155k	NEW	1.7k	89.13	View chart
Vanguard Europe/pacific Etf Etf (VEA)	0.1	$153k	-3%	2.6k	59.92	View chart
Vanguard Small Cap Val Etf Etf (VBR)	0.1	$147k		706.00	208.71	View chart
Vanguard Lrg Cap Etf Etf (VV)	0.1	$137k		446.00	307.86	View chart
D.r. Horton Listed Stock (DHI)	0.1	$136k		801.00	169.47	View chart
Arch Capital Group Listed Stock (ACGL)	0.1	$135k	-25%	1.5k	90.73	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$135k		979.00	137.74	View chart
Ishares Midcap 400 Etf Etf (IJH)	0.1	$132k	+5%	2.0k	65.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$131k	-9%	1.5k	87.31	View chart
Mastercard Listed Stock (MA)	0.1	$128k		225.00	568.81	View chart
Ishares Russell 1000 Etf (IWB)	0.1	$128k	NEW	350.00	365.48	View chart
Brown-forman Corp Listed Stock (BF.B)	0.1	$124k	-32%	4.6k	27.06	View chart
Brown-forman Corp Listed Stock (BF.A)	0.1	$124k	+745%	4.6k	27.06	View chart
Jp Morgan Listed Stock (JPM)	0.0	$120k	-14%	380.00	315.43	View chart
Dfa Intl Sus Core 1 Etf Etf (DFSI)	0.0	$115k		2.8k	40.95	View chart
Vg Short Term Bond Etf Etf (BSV)	0.0	$114k	-9%	1.4k	78.91	View chart
Ibm Listed Stock (IBM)	0.0	$113k	-70%	401.00	282.16	View chart
Factset Research Systems Listed Stock (FDS)	0.0	$112k		391.00	286.49	View chart
Cigna Corp Listed Stock (CI)	0.0	$111k		386.00	288.25	View chart
Fidelity Enchanged Large Cap Listed Stock (FELC)	0.0	$99k	NEW	2.6k	37.27	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$95k		1.3k	71.85	View chart
Norfolk Southern Listed Stock (NSC)	0.0	$94k		313.00	300.41	View chart
Intuit Listed Stock (INTU)	0.0	$92k		134.00	682.91	View chart
Schwab Us Dividend Eq Etf Etf (SCHD)	0.0	$89k		3.2k	27.30	View chart
Procter & Gamble Listed Stock (PG)	0.0	$85k	-8%	550.00	153.65	View chart
Vanguard Total Intl Stock Etf Etf (VXUS)	0.0	$83k		1.1k	73.46	View chart
Flexshares Mstar Us Mkt Factors Tilt Etf Etf (TILT)	0.0	$81k		335.00	242.29	View chart
Rpm Inc-ohio Listed Stock (RPM)	0.0	$78k		660.00	117.88	View chart
Home Depot Listed Stock (HD)	0.0	$78k	-11%	192.00	405.19	View chart
Spdr Trust S&p Biotech Etf Etf (XBI)	0.0	$75k		748.00	100.20	View chart
Lowes Companies Listed Stock (LOW)	0.0	$74k		293.00	251.31	View chart
Abbvie Listed Stock (ABBV)	0.0	$71k	-3%	307.00	231.54	View chart
Johnson & Johnson Listed Stock (JNJ)	0.0	$68k	-48%	367.00	185.42	View chart
Micron Technology Listed Stock (MU)	0.0	$67k		400.00	167.32	View chart
Ishares Emerging Mkts Etf Etf (EEM)	0.0	$66k		1.2k	53.40	View chart
Pepsico Listed Stock (PEP)	0.0	$65k		463.00	140.44	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$64k		681.00	93.37	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$63k		519.00	120.72	View chart
Automatic Data Processing Listed Stock (ADP)	0.0	$59k	-51%	200.00	293.50	View chart
Vanguard Emerging Mkt Etf Etf (VWO)	0.0	$59k	-14%	1.1k	54.18	View chart
Avantis Core Fixed Income ETF Etf (AVIG)	0.0	$57k		1.3k	42.08	View chart
3-d Matrix Listed Stock	0.0	$57k	NEW	27k	2.14	View chart
Brown & Brown Listed Stock (BRO)	0.0	$56k	-50%	600.00	93.79	View chart
Fiserv Listed Stock (FI)	0.0	$54k		416.00	128.93	View chart
Cresco Labs Listed Stock (CRLBF)	0.0	$53k		40k	1.32	View chart
Ishare Core S&p Ttl Us Stock Mkt Etf Etf (ITOT)	0.0	$53k		366.00	145.80	View chart
Ishares Core S&p Sm Cap Etf Etf (IJR)	0.0	$52k	+63%	441.00	118.91	View chart
Ishare Edge Msci Min Vol Etf Etf (USMV)	0.0	$52k		545.00	95.14	View chart
Dfa Emg Mrkt Sus Core 1 Etf Etf (DFSE)	0.0	$49k		1.2k	41.09	View chart
Broadridge Financial Solutions Listed Stock (BR)	0.0	$48k		200.00	238.17	View chart
Truist Financial Corp Listed Stock (TFC)	0.0	$47k	-65%	1.0k	45.72	View chart
Pnc Bank Corp Listed Stock (PNC)	0.0	$42k	-21%	210.00	200.93	View chart
Installed Building Products Listed Stock (IBP)	0.0	$42k		169.00	246.66	View chart
Abbott Laboratories Listed Stock (ABT)	0.0	$41k		307.00	133.94	View chart
Copart Listed Stock (CPRT)	0.0	$41k		900.00	44.97	View chart
Fdx Corp Listed Stock (FDX)	0.0	$38k		160.00	235.21	View chart
Oklo Cl A Ord Listed Stock (OKLO)	0.0	$35k		310.00	111.63	View chart
Flexshare Mstar Devmks Ex-us Fct Tilt Etf Etf (TLTD)	0.0	$34k		386.00	88.74	View chart
Brookfield Renewable Corp Listed Stock (BEPC)	0.0	$33k		954.00	34.42	View chart
Atlantic Union Bankshares Corp Listed Stock (AUB)	0.0	$32k		900.00	35.29	View chart
Principal Financial Group Listed Stock (PFG)	0.0	$31k		379.00	82.91	View chart
Invesco Value Muni Income Trust Closed-end investment company (IIM)	0.0	$30k		2.3k	12.55	View chart
Merck & Co Listed Stock (MRK)	0.0	$29k	-60%	345.00	83.93	View chart
Vg Dvdnd Appreciation Etf Etf (VIG)	0.0	$29k		132.00	216.37	View chart
Ormat Technologies Listed Stock (ORA)	0.0	$28k		293.00	96.25	View chart
Pfizer Listed Stock (PFE)	0.0	$28k		1.1k	25.48	View chart
Cannabist Company Holding Listed Stock (CBSTF)	0.0	$27k		234k	0.12	View chart
Mccormick Listed Stock (MKC)	0.0	$27k		400.00	66.91	View chart
Blackrock Resources & Commodity Trust Closed-end investment company (BCX)	0.0	$26k		2.5k	10.17	View chart
Thomson Reuters Listed Stock (TRI)	0.0	$25k		163.00	155.33	View chart
Roche Holding Listed Stock (RHHBY)	0.0	$25k	NEW	600.00	41.81	View chart
S&p Mid Cap 400 Etf Etf (MDY)	0.0	$24k		41.00	596.02	View chart
Tr Price Group Listed Stock (TROW)	0.0	$24k	-43%	235.00	102.64	View chart
Verizon Listed Stock (VZ)	0.0	$24k	+237%	537.00	43.95	View chart
Nuveen Municipal Credit Income Closed-end investment company (NZF)	0.0	$23k	+2%	1.8k	12.56	View chart
Photronics Listed Stock (PLAB)	0.0	$23k	NEW	1.0k	22.95	View chart
Vanguard Us Lg Cap Grwth Etf Etf (VUG)	0.0	$23k		47.00	479.62	View chart
Xcel Energy Listed Stock (XEL)	0.0	$21k	-24%	259.00	80.65	View chart
Phillips Edison And Company Listed Stock (PECO)	0.0	$20k		591.00	34.33	View chart
Avantis Responsbl Intrl Eqty Etf Etf (AVSD)	0.0	$20k	+4%	274.00	71.55	View chart
Vanguard S&p Sm Cap 600 Etf Etf (VIOO)	0.0	$19k		174.00	110.47	View chart
Ishares S&p 500 Etf Etf (IVV)	0.0	$19k		28.00	669.29	View chart
Canadian Pacific Railway Listed Stock (CP)	0.0	$19k		250.00	74.49	View chart
Blackrock Enhanced Intl Div Trust Closed-end investment company (BGY)	0.0	$19k		3.2k	5.75	View chart
Vanguard Sm Cap Grw Etf Etf (VBK)	0.0	$19k		62.00	297.61	View chart
Siga Technologies Listed Stock (SIGA)	0.0	$18k	NEW	2.0k	9.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$17k		72.00	241.96	View chart
Fs Kkr Capital Corp Listed Stock (FSK)	0.0	$17k	NEW	1.1k	14.93	View chart
Booking Holdings Listed Stock (BKNG)	0.0	$16k	-25%	3.00	5399.33	View chart
Edwards Lifesciences Listed Stock (EW)	0.0	$16k		208.00	77.77	View chart
Innovator Us Small Cap Pwr Bffr Etf Etf (KJAN)	0.0	$16k		400.00	40.35	View chart
Ishares Msci Usa Momentum Factor Etf (MTUM)	0.0	$16k	NEW	63.00	254.98	View chart
GOLMAN SACKS ACCESS TREASURY 0-1 Yr ETF Etf (GBIL)	0.0	$16k	NEW	158.00	100.23	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$16k	+267%	312.00	50.73	View chart
Vanguard Total World Etf Etf (VT)	0.0	$15k		110.00	137.80	View chart
AEHR TEST SYSTEMSehr Listed Stock (AEHR)	0.0	$15k	NEW	500.00	30.11	View chart
Schwab Us Broad Market Etf Etf (SCHB)	0.0	$15k		567.00	25.71	View chart
Innovator Us Equity Buffer Etf Etf (BAUG)	0.0	$15k	-53%	296.00	48.99	View chart
Broadcom Listed Stock (AVGO)	0.0	$13k		40.00	329.90	View chart
Schwab Intl Small Cap Etf Etf (SCHC)	0.0	$13k		288.00	45.51	View chart
Archer Aviation Cl A Listed Stock (ACHR)	0.0	$13k	+6%	1.3k	9.58	View chart
Innovator Us Small Cap Pwer Bufr Etf Etf (KDEC)	0.0	$13k		500.00	25.47	View chart
Science Applications International Corp Listed Stock (SAIC)	0.0	$13k		128.00	99.37	View chart
Vg World Ex-us Small Cap Etf Etf (VSS)	0.0	$13k	-12%	88.00	142.55	View chart
Ishares S&p Sm Cap Val Etf Etf (IJS)	0.0	$12k		111.00	110.59	View chart
Walt Disney Listed Stock (DIS)	0.0	$12k	+68%	106.00	114.50	View chart
Nasdaq Listed Stock (NDAQ)	0.0	$12k		135.00	88.45	View chart
Invesco Quality Muni Income Trust Closed-end investment company (IQI)	0.0	$11k		1.2k	9.85	View chart
Capital One Financial Corp Listed Stock (COF)	0.0	$11k	-3%	53.00	212.58	View chart
Vg Info Technology Etf Etf (VGT)	0.0	$11k		14.00	746.64	View chart
Constellation Energy Listed Stock (CEG)	0.0	$10k		31.00	329.06	View chart
United Parcel Service Listed Stock (UPS)	0.0	$9.2k		110.00	83.53	View chart
Applied Digital Corp Listed Stock (APLD)	0.0	$9.2k	NEW	400.00	22.94	View chart
BANK AMERICA 5.375pcnt P Listed Stock (BAC.PM)	0.0	$8.9k		390.00	22.86	View chart
Iron Mountain Listed Stock (IRM)	0.0	$8.8k	NEW	86.00	101.74	View chart
Roblox Corp Listed Stock (RBLX)	0.0	$8.6k	+6100%	62.00	138.52	View chart
APA Corp Listed Stock (APA)	0.0	$8.6k		353.00	24.28	View chart
ISHARES 0-5 YEAR TIPS Bond ETF Etf (STIP)	0.0	$7.8k	+3650%	75.00	103.36	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$7.6k	-61%	30.00	254.27	View chart
Evolv Technologies Holdings Cl A Ord Listed Stock (EVLV)	0.0	$7.6k	NEW	1.0k	7.55	View chart
Viking Therapeutics Listed Stock (VKTX)	0.0	$7.3k	NEW	279.00	26.28	View chart
First Trust Tcwopportunistic Fxd Inc Etf Etf (FIXD)	0.0	$7.1k	NEW	161.00	44.32	View chart
Sofi Technologies Listed Stock (SOFI)	0.0	$6.9k		260.00	26.42	View chart
Nextdecade Corp Listed Stock (NEXT)	0.0	$6.8k	NEW	1.0k	6.79	View chart
Vg Muni Bd Tax-exmpt Etf Etf (VTEB)	0.0	$6.7k		134.00	50.07	View chart
Corning Listed Stock (GLW)	0.0	$6.4k	NEW	78.00	82.08	View chart
Schwab US Aggregate Bond ETF Etf (SCHZ)	0.0	$6.3k		267.00	23.43	View chart
Comcast Listed Stock (CMCSA)	0.0	$6.0k		192.00	31.42	View chart
Metlife Listed Stock (MET)	0.0	$6.0k	+386%	73.00	82.10	View chart
Vanguard High Div'd Yd Etf Etf (VYM)	0.0	$5.6k		40.00	140.25	View chart
Aurora Innovation Listed Stock (AUR)	0.0	$5.4k	NEW	1.0k	5.39	View chart
Quantumscape Corp Listed Stock (QS)	0.0	$5.4k	-2%	437.00	12.32	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$5.3k	NEW	100.00	53.24	View chart
Ecolab Listed Stock (ECL)	0.0	$5.1k	NEW	19.00	270.84	View chart
First Trust Low Durtn Oppos Etf Etf (LMBS)	0.0	$5.0k		100.00	49.79	View chart
Spdr - Consumer Discretionary Etf Etf (XLY)	0.0	$4.8k		20.00	239.65	View chart
Mcdonalds Listed Stock (MCD)	0.0	$4.6k		15.00	303.87	View chart
Solid Power Cl A Ord Listed Stock (SLDP)	0.0	$4.5k		1.3k	3.47	View chart
Rithm Capital Corp Listed Stock (RITM)	0.0	$4.4k	NEW	388.00	11.39	View chart
H&r Block Listed Stock (HRB)	0.0	$4.3k		86.00	50.57	View chart
Richtech Robotics Listed Stock (RR)	0.0	$4.3k		1.0k	4.29	View chart
RENAISSANCERE HOLDINGS 5.75pcnt PR Listed Stock (RNR.PF)	0.0	$4.2k		180.00	23.53	View chart
Exelon Corp Listed Stock (EXC)	0.0	$4.2k		93.00	45.01	View chart
Live Nation Listed Stock (LYV)	0.0	$3.9k	-42%	24.00	163.42	View chart
Fidelity National Financial Listed Stock (FNF)	0.0	$3.9k		64.00	60.48	View chart
First Trust Glbl Wind Etf Etf (FAN)	0.0	$3.8k	NEW	200.00	19.21	View chart
General Electric Listed Stock (GE)	0.0	$3.6k		12.00	300.83	View chart
Leidos Holdings Listed Stock (LDOS)	0.0	$3.6k		19.00	188.95	View chart
Yum China Holdings Listed Stock (YUMC)	0.0	$3.4k		80.00	42.92	View chart
Rigetti Computing Ord Listed Stock (RGTI)	0.0	$3.2k		107.00	29.79	View chart
Maia Biotechnology Inc Com Usd0.0001 Listed Stock (MAIA)	0.0	$3.1k	NEW	2.0k	1.54	View chart
Conoco Phillips Listed Stock (COP)	0.0	$2.9k	-44%	31.00	95.06	View chart
Intel Corp Listed Stock (INTC)	0.0	$2.9k	NEW	86.00	33.55	View chart
Schwab Fundamntl Intrnl Eqt Etf Etf (FNDF)	0.0	$2.7k	NEW	64.00	42.95	View chart
Avantis U S Large Cap Value Etf Etf (AVLV)	0.0	$2.7k		38.00	72.26	View chart
Geron Corp Listed Stock (GERN)	0.0	$2.7k	NEW	2.0k	1.37	View chart
Coca Cola Listed Stock (KO)	0.0	$2.6k	-86%	39.00	66.31	View chart
Viatris Listed Stock (VTRS)	0.0	$2.5k		248.00	9.90	View chart
Spdr - Consumer Etf Etf (XLP)	0.0	$2.4k		31.00	78.35	View chart
Ford Motor Listed Stock (F)	0.0	$2.4k	NEW	201.00	11.96	View chart
Kyndryl Holdings Ord Listed Stock (KD)	0.0	$2.4k	-10%	80.00	30.02	View chart
Ares Management Corp Listed Stock (ARES)	0.0	$2.4k		15.00	159.87	View chart
Exxon Mobil Listed Stock (XOM)	0.0	$2.1k	-97%	19.00	112.74	View chart
Intelligent Bio Solutions Inc Com Usd0.01 Listed Stock (INBS)	0.0	$2.0k	NEW	2.0k	1.02	View chart
Ge Vernova Listed Stock (GEV)	0.0	$1.8k		3.00	615.00	View chart
General Motors Listed Stock (GM)	0.0	$1.8k	-25%	29.00	60.97	View chart
Vanguard Esg Int'l Stock Etf Etf (VSGX)	0.0	$1.7k		25.00	69.36	View chart
Schwab Fundmntl Us Largecom Etf Etf (FNDX)	0.0	$1.5k	NEW	57.00	26.30	View chart
Thermo Fisher Scientific Listed Stock (TMO)	0.0	$1.5k		3.00	485.00	View chart
Louisiana-pacific Corp Listed Stock (LPX)	0.0	$1.3k		15.00	88.87	View chart
Sanuwave Health Listed Stock (SNWV)	0.0	$1.3k	NEW	35.00	37.49	View chart
At&t Corp Listed Stock (T)	0.0	$1.1k	-96%	40.00	28.25	View chart
Under Armour Class A Listed Stock (UAA)	0.0	$998.000000		200.00	4.99	View chart
Under Armour Class C Listed Stock (UA)	0.0	$970.990800		201.00	4.83	View chart
Dolby Laboratories Listed Stock (DLB)	0.0	$940.999800	NEW	13.00	72.38	View chart
Schwab Fundamntl Us Sml Com Etf Etf (FNDA)	0.0	$903.999600	NEW	29.00	31.17	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$798.000000	NEW	25.00	31.92	View chart
Landbridge Co Llc Ci A Listed Stock (LB)	0.0	$746.999400	NEW	14.00	53.36	View chart
International Paper Listed Stock (IP)	0.0	$742.000000	NEW	16.00	46.38	View chart
Schwab Fundtl Emrg Mkt Eqt Etf Etf (FNDE)	0.0	$687.000100	NEW	19.00	36.16	View chart
Asset Entities Cl B Ord Listed Stock	0.0	$650.000000	NEW	260.00	2.50	View chart
Smurfit Westrock Plc Com Usd0.001 Listed Stock (SW)	0.0	$639.000000	NEW	15.00	42.60	View chart
Nike Listed Stock (NKE)	0.0	$628.000200	+350%	9.00	69.78	View chart
Alibaba Group Holding Listed Stock (BABA)	0.0	$536.000100		3.00	178.67	View chart
Global X Conscious Companies Etf Etf (KRMA)	0.0	$431.000000	NEW	10.00	43.10	View chart
Ge Healthcare Technologies Listed Stock (GEHC)	0.0	$300.000000		4.00	75.00	View chart
Corbus Pharmaceuticals Listed Stock (CRBP)	0.0	$291.000600		23.00	12.65	View chart
Dbv Technologies Sa Listed Stock (DBVT)	0.0	$270.000000		27.00	10.00	View chart
TWO HARBORS 7.25pcnt PREFERRED Listed Stock (TWO.PC)	0.0	$216.999900		9.00	24.11	View chart
HUNTINGTON BANK 5.7pcnt PREFERRED Listed Stock (HBANM)	0.0	$212.000400		9.00	23.56	View chart
Bank Of America Listed Stock (BAC)	0.0	$206.000000	-99%	4.00	51.50	View chart
JP MORGAN CHASE 4.625pcnt PREFERRED Listed Stock (JPM.PL)	0.0	$203.000000		10.00	20.30	View chart
CAPITAL ONE 4.8pcnt PREFERRED Listed Stock (COF.PJ)	0.0	$154.000000		8.00	19.25	View chart
Vg Sht Term Infltn Prot'd Etf Etf (VTIP)	0.0	$152.000100	NEW	3.00	50.67	View chart
Warner Bros. Discovery Listed Stock (WBD)	0.0	$136.999800	-12%	7.00	19.57	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$79.000000		4.00	19.75	View chart
Sylvamo Corp Listed Stock (SLVM)	0.0	$44.000000	NEW	1.00	44.00	View chart
Revive Therapeutics Listed Stock (RVVTF)	0.0	$11.000000	NEW	1.0k	0.01	View chart
Goldman Sachs Listed Stock (GS)	0.0	$0		0	0.00	View chart
Braxia Scientific Corp Listed Stock (BRAXF)	0.0	$0	NEW	1.0k	0.00	View chart
Yourway Cannabis Brands Listed Stock (YOURF)	0.0	$0	NEW	1.0k	0.00	View chart
Toughbuilt Industries Listed Stock (TBLT)	0.0	$0	NEW	1.00	0.00	View chart

Past Filings by Curio Wealth

SEC 13F filings are viewable for Curio Wealth going back to 2024

Curio Wealth 2025 Q3 filed Nov. 13, 2025
Curio Wealth 2025 Q2 filed July 31, 2025
Curio Wealth 2025 Q1 filed May 12, 2025
Curio Wealth 2024 Q4 filed Feb. 10, 2025

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