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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, DFAI, AVDE, and represent 57.89% of Curio Wealth's stock portfolio.
Added to shares of these 10 stocks: DFGP, DFAU, DFAI, DFSD, DUSB, DFVX, AVEM, DFAS, DFLV, DFAR.
Started 826 new stock positions in KTB, DAR, EBC, ESI, GFF, EVR, UGI, CNM, BTU, ARW.
Reduced shares in these 10 stocks: , IWN, AVDE, DFAE, AVGE, SPY, C, DUHP, GOOG, TLT.
Sold out of its positions in AEHR, OKLO, AAGPX, BW, Cannabist Co Hldg 27 Wtfwarrants Exp 05/29/27, COF.PJ, Comerica Incorporated, DASH, EPR, EDIT.
Curio Wealth was a net buyer of stock by $14M.
Curio Wealth has $293M in assets under management (AUM), dropping by 3.66%.
Central Index Key (CIK): 0002049201

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Portfolio Holdings for Curio Wealth

Curio Wealth holds 1255 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Curio Wealth has 1255 total positions. Only the first 250 positions are shown.

Sign up to view all of the Curio Wealth March 31, 2026 positions
Download the Curio Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dfa Us Core Equity Market Etf Etf (DFAU)	16.2	$47M	+8%	1.1M	45.12	View chart
Dfa S/t Fixed Income Etf Etf (DFSD)	15.7	$46M	+2%	958k	47.88	View chart
Dfa Global Core Fixed Income Etf Etf (DFGP)	15.5	$45M	+9%	838k	53.99	View chart
Dfa Int Core Equity Etf Etf (DFAI)	5.7	$17M	+10%	427k	38.96	View chart
Avantis Intl Core Equity Etf Etf (AVDE)	4.9	$14M		168k	84.84	View chart
Dfa Us Small Cap Etf Etf (DFAS)	3.0	$8.8M	+6%	124k	71.13	View chart
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)	2.9	$8.6M	+9%	116k	74.30	View chart
Avantis Emerging Mkt Eq Etf Etf (AVEM)	2.8	$8.3M	+9%	103k	80.58	View chart
Avantis Us Equity Etf Etf (AVUS)	2.6	$7.6M	+2%	68k	111.18	View chart
Dfa Us Real Estate Etf Etf (DFAR)	2.3	$6.7M	+6%	285k	23.65	View chart
Avantis Intl Small Value Etf Etf (AVDV)	2.1	$6.1M	+4%	61k	99.86	View chart
Dfa Emerging Markets Etf Etf (DFAE)	2.0	$5.9M	-3%	175k	33.86	View chart
Dfa Us Core Equity 2 Etf Etf (DFAC)	1.5	$4.4M		113k	38.86	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	1.4	$4.2M	+4%	38k	110.47	View chart
Dfa Us Targeted Value Etf Etf (DFAT)	1.2	$3.5M		56k	62.45	View chart
Dfa Core Fixed Income Etf Etf (DFCF)	1.2	$3.4M		82k	42.22	View chart
Dfa Us Equity Etf Etf (DFUS)	1.0	$2.8M	+9%	40k	70.91	View chart
Dfa Tax-mgd Us Mkt-wide Val Ii Etf Etf (DFUV)	0.7	$2.0M		42k	48.46	View chart
Google Class C Listed Stock (GOOG)	0.7	$2.0M	-4%	6.9k	286.85	View chart
Ishares Tech-software Etf Etf (IGV)	0.7	$1.9M		24k	80.05	View chart
Vanguard Midcap Etf Etf (VO)	0.6	$1.9M		6.6k	287.18	View chart
Avantis All Equity Mkts Etf Etf (AVGE)	0.6	$1.6M	-10%	19k	88.02	View chart
Apple Listed Stock (AAPL)	0.6	$1.6M		6.4k	253.79	View chart
Dfa Intl Small Cap Value Etf Etf (DISV)	0.5	$1.5M	+2%	39k	39.44	View chart
Spdr S&p 500 Etf Etf (SPY)	0.5	$1.5M	-8%	2.3k	650.34	View chart
Dimensional Ultrashort Fxd Inc Etf Etf (DUSB)	0.5	$1.4M	+134%	29k	50.71	View chart
Vg S/t Corp Bond Etf Etf (VCSH)	0.5	$1.4M	+19%	17k	79.27	View chart
Dfa Us Large Cap Value Etf Etf (DFLV)	0.4	$1.2M	+60%	33k	35.71	View chart
Dfa World Ex-us Equity Etf Etf (DFAX)	0.4	$1.2M	+2%	34k	33.97	View chart
Dfa Us Small Cap Val Etf Etf (DFSV)	0.4	$1.2M		33k	35.04	View chart
Palantir Technologies Listed Stock (PLTR)	0.4	$1.1M		7.6k	146.28	View chart
Dimnsnl Glbl Sustn Fixed Incm Etf Etf (DFSB)	0.4	$1.1M		21k	51.74	View chart
Vanguard Reit Etf Etf (VNQ)	0.3	$1.0M		11k	88.70	View chart
Dfa Tax-mgd Int'l Value Etf Etf (DFIV)	0.3	$1.0M	+12%	19k	52.78	View chart
Avantis Us Small Cap Etf Etf (AVSC)	0.3	$988k	+21%	16k	62.30	View chart
Schwab Us Large Cap Etf Etf (SCHX)	0.3	$983k		38k	25.64	View chart
Lockheed Martin Listed Stock (LMT)	0.3	$924k	-6%	1.5k	604.39	View chart
Tjx Companies Listed Stock (TJX)	0.3	$904k		5.7k	159.70	View chart
Netflix Listed Stock (NFLX)	0.3	$882k		9.2k	96.15	View chart
Microsoft Corp Listed Stock (MSFT)	0.3	$844k		2.3k	370.21	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.3	$779k	-3%	8.0k	97.23	View chart
Vanguard Esg Us Stk Etf Etf (ESGV)	0.3	$763k		6.8k	112.27	View chart
Vanguard Stock Market Etf Etf (VTI)	0.2	$705k		2.2k	320.75	View chart
Spdr Gold Etf Etf (GLD)	0.2	$697k		1.6k	430.29	View chart
Vanguard Esg Us Corp Bd Etf Etf (VCEB)	0.2	$692k		11k	62.83	View chart
Vg Total Intl Bond Index Etf Etf (BNDX)	0.2	$677k		14k	48.05	View chart
Meta Platforms Listed Stock (META)	0.2	$620k		1.1k	572.13	View chart
Dfa Inflation-protect Sec Etf Etf (DFIP)	0.2	$611k	-2%	15k	41.72	View chart
Walmart Listed Stock (WMT)	0.2	$605k	-6%	4.9k	124.28	View chart
Cisco Systems Listed Stock (CSCO)	0.2	$529k	-2%	6.8k	77.59	View chart
Amazon Listed Stock (AMZN)	0.1	$423k	-6%	2.0k	208.27	View chart
Berkshire Hathaway Listed Stock (BRK.B)	0.1	$422k		880.00	479.20	View chart
Dfa Us High Profitability Etf Etf (DUHP)	0.1	$401k	-20%	11k	36.76	View chart
Eli Lilly Listed Stock (LLY)	0.1	$399k		434.00	918.76	View chart
Nvidia Corp Listed Stock (NVDA)	0.1	$391k	+6%	2.2k	174.39	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$360k	-3%	14k	26.61	View chart
Google Class A Listed Stock (GOOGL)	0.1	$352k	-13%	1.2k	287.48	View chart
Avantis Responsible Emer Mrk Eqy Etf Etf (AVSE)	0.1	$345k		5.2k	66.57	View chart
Powershares Etf (QQQ)	0.1	$330k	-5%	572.00	577.33	View chart
Ibm Listed Stock (IBM)	0.1	$329k		1.4k	242.40	View chart
Schwab Us Small Cap Idx Etf Etf (SCHA)	0.1	$322k		11k	29.08	View chart
Visa Listed Stock (V)	0.1	$301k		995.00	302.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$287k		480.00	597.55	View chart
Schwab Int'l Equity Etf Etf (SCHF)	0.1	$270k		11k	24.75	View chart
Amd Listed Stock (AMD)	0.1	$269k		1.3k	203.43	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$260k		5.9k	44.02	View chart
Vg Ultra-short Bond Etf Etf (VUSB)	0.1	$246k		4.9k	49.78	View chart
Vanguard Midcap Value Etf Etf (VOE)	0.1	$236k		1.3k	184.28	View chart
Vanguard Us Value Etf Etf (VTV)	0.1	$229k		1.2k	196.20	View chart
Autonation Listed Stock (AN)	0.1	$227k		1.2k	195.26	View chart
Dfa Us Sustainablty Core 1 Etf Etf (DFSU)	0.1	$221k		5.4k	41.09	View chart
Dfa Int'l High Profit Etf Etf (DIHP)	0.1	$210k		6.5k	32.22	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$208k	-2%	881.00	236.35	View chart
Ishares Eafe Small Cap Etf Etf (SCZ)	0.1	$198k		2.5k	78.41	View chart
Avantis Responsibl Us Equity Etf Etf (AVSU)	0.1	$190k		2.6k	73.93	View chart
O'reilly Automotive Listed Stock (ORLY)	0.1	$186k		2.0k	92.31	View chart
Union Pacific Listed Stock (UNP)	0.1	$185k		763.00	242.62	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$173k	-14%	1.9k	90.53	View chart
Ishares Core S&p Value Etf Etf (IUSV)	0.1	$171k		1.7k	102.25	View chart
Ishares Msci Usa Quality Etf Etf (QUAL)	0.1	$168k		876.00	191.84	View chart
Ishares Russell 1000 Etf (IWB)	0.1	$162k		453.00	356.56	View chart
Oracle Corp Listed Stock (ORCL)	0.1	$154k		1.0k	147.11	View chart
Vanguard Small Cap Val Etf Etf (VBR)	0.1	$153k		706.00	217.25	View chart
Fidelity Nasdaq Composite Etf Etf (ONEQ)	0.1	$148k		1.7k	84.91	View chart
Arch Capital Group Listed Stock (ACGL)	0.0	$143k		1.5k	95.99	View chart
Vanguard Europe/pacific Etf Etf (VEA)	0.0	$142k		2.2k	64.08	View chart
Jp Morgan Listed Stock (JPM)	0.0	$141k	+4%	480.00	293.88	View chart
Truist Financial Corp Listed Stock (TFC)	0.0	$139k		3.0k	45.97	View chart
Micron Technology Listed Stock (MU)	0.0	$138k	+2%	408.00	337.84	View chart
Ishares Midcap 400 Etf Etf (IJH)	0.0	$136k		2.0k	67.53	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$135k		930.00	144.95	View chart
Vanguard Lrg Cap Etf Etf (VV)	0.0	$133k		446.00	298.85	View chart
Tesla Listed Stock (TSLA)	0.0	$129k	-6%	346.00	371.75	View chart
Dfa Intl Sus Core 1 Etf Etf (DFSI)	0.0	$119k		2.8k	42.40	View chart
Mastercard Listed Stock (MA)	0.0	$114k		229.00	499.66	View chart
Vg Short Term Bond Etf Etf (BSV)	0.0	$113k		1.4k	78.41	View chart
Circle Internet Group Listed Stock (CRCL)	0.0	$105k	+21880%	1.1k	95.41	View chart
Cigna Corp Listed Stock (CI)	0.0	$104k		389.00	266.75	View chart
3-d Matrix Listed Stock (DMTRF)	0.0	$103k		39k	2.63	View chart
Schwab Us Dividend Eq Etf Etf (SCHD)	0.0	$99k		3.2k	30.68	View chart
Public Storage Reit (PSA)	0.0	$97k	NEW	358.00	270.88	View chart
Fidelity Enchanged Large Cap Listed Stock (FELC)	0.0	$96k		2.6k	36.27	View chart
Spdr Trust S&p Biotech Etf Etf (XBI)	0.0	$96k		748.00	127.73	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$93k	-4%	1.3k	73.75	View chart
Norfolk Southern Listed Stock (NSC)	0.0	$90k		314.00	287.00	View chart
Procter & Gamble Listed Stock (PG)	0.0	$89k	+2%	617.00	144.44	View chart
Vanguard Total Intl Stock Etf Etf (VXUS)	0.0	$88k		1.1k	77.11	View chart
Morgan Stanley Listed Stock (MS)	0.0	$87k		531.00	164.57	View chart
Royal Caribbean Cruises Listed Stock (RCL)	0.0	$84k	-15%	305.00	275.18	View chart
Flexshares Mstar Us Mkt Factors Tilt Etf Etf (TILT)	0.0	$81k		335.00	241.37	View chart
Lowes Companies Listed Stock (LOW)	0.0	$74k		314.00	236.28	View chart
Home Depot Listed Stock (HD)	0.0	$72k		220.00	329.20	View chart
Ishares Emerging Mkts Etf Etf (EEM)	0.0	$71k		1.2k	56.79	View chart
Bank Of America Listed Stock (BAC)	0.0	$70k	-14%	1.4k	48.75	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$66k		681.00	97.13	View chart
Rpm Inc-ohio Listed Stock (RPM)	0.0	$62k		624.00	99.40	View chart
D.r. Horton Listed Stock (DHI)	0.0	$62k		450.00	137.22	View chart
Johnson & Johnson Listed Stock (JNJ)	0.0	$62k	+5%	252.00	244.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$59k		519.00	113.11	View chart
Vanguard Emerging Mkt Etf Etf (VWO)	0.0	$58k		1.1k	54.05	View chart
Intuit Listed Stock (INTU)	0.0	$58k		135.00	432.38	View chart
Fdx Corp Listed Stock (FDX)	0.0	$58k	-15%	163.00	355.28	View chart
Global Medical Reit Reit (XRN)	0.0	$57k	NEW	1.7k	33.08	View chart
Pnc Bank Corp Listed Stock (PNC)	0.0	$56k		271.00	208.09	View chart
Avantis Core Fixed Income ETF Etf (AVIG)	0.0	$56k		1.3k	41.54	View chart
Avantis Responsbl Intrl Eqty Etf Etf (AVSD)	0.0	$55k		746.00	73.65	View chart
Ishares Core S&p Sm Cap Etf Etf (IJR)	0.0	$55k		441.00	124.40	View chart
State Street Spdr Port S&p 500 Etf Etf (SPYM)	0.0	$54k		699.00	76.49	View chart
Pepsico Listed Stock (PEP)	0.0	$53k	+3%	342.00	155.29	View chart
Qualcomm Listed Stock (QCOM)	0.0	$53k	+2%	408.00	128.78	View chart
Ishare Core S&p Ttl Us Stock Mkt Etf Etf (ITOT)	0.0	$52k		366.00	142.57	View chart
Ishare Edge Msci Min Vol Etf Etf (USMV)	0.0	$51k		545.00	92.74	View chart
Dfa Emg Mrkt Sus Core 1 Etf Etf (DFSE)	0.0	$50k		1.2k	42.37	View chart
Abbvie Listed Stock (ABBV)	0.0	$47k		218.00	217.49	View chart
Ishares Emerging Mkt Etf Etf (IEMG)	0.0	$47k	-40%	670.00	69.79	View chart
Constellation Brands Listed Stock (STZ)	0.0	$45k		302.00	150.00	View chart
Installed Building Products Listed Stock (IBP)	0.0	$45k		170.00	265.15	View chart
Merck & Co Listed Stock (MRK)	0.0	$43k	+4%	361.00	120.29	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$43k		734.00	58.21	View chart
Fidelity Wise Origin Bitcoin Etf Etf (FBTC)	0.0	$42k	+22%	709.00	59.07	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$42k		561.00	74.39	View chart
Brown-forman Corp Listed Stock (BF.B)	0.0	$42k		1.6k	26.44	View chart
Automatic Data Processing Listed Stock (ADP)	0.0	$41k		202.00	203.18	View chart
Photronics Listed Stock (PLAB)	0.0	$40k		1.0k	40.41	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.0	$40k		705.00	56.54	View chart
Costco Listed Stock (COST)	0.0	$40k	NEW	40.00	996.42	View chart
Exxon Mobil Listed Stock (XOM)	0.0	$39k	+14%	232.00	169.66	View chart
Brown & Brown Listed Stock (BRO)	0.0	$39k		601.00	65.21	View chart
Brookfield Renewable Corp Listed Stock (BEPC)	0.0	$38k	-23%	954.00	39.83	View chart
Verizon Listed Stock (VZ)	0.0	$36k	+4%	726.00	50.20	View chart
Vg Info Technology Etf Etf (VGT)	0.0	$36k	-51%	52.00	697.71	View chart
Flexshare Mstar Devmks Ex-us Fct Tilt Etf Etf (TLTD)	0.0	$36k		386.00	93.99	View chart
Tr Price Group Listed Stock (TROW)	0.0	$35k		388.00	90.14	View chart
Coca Cola Listed Stock (KO)	0.0	$35k	+55%	459.00	76.11	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$35k		905.00	38.42	View chart
Principal Financial Group Listed Stock (PFG)	0.0	$35k		384.00	90.11	View chart
Ormat Technologies Listed Stock (ORA)	0.0	$33k		295.00	111.92	View chart
Broadridge Financial Solutions Listed Stock (BR)	0.0	$33k		202.00	162.48	View chart
Canadian National Railway Listed Stock (CNI)	0.0	$33k		317.00	102.77	View chart
Atlantic Union Bankshares Corp Listed Stock (AUB)	0.0	$32k		901.00	35.74	View chart
Abbott Laboratories Listed Stock (ABT)	0.0	$32k		310.00	102.67	View chart
Vg Dvdnd Appreciation Etf Etf (VIG)	0.0	$29k		132.00	215.64	View chart
Xcel Energy Listed Stock (XEL)	0.0	$27k		345.00	79.44	View chart
Ishares Msci Usa Momentum Factor Etf (MTUM)	0.0	$27k		114.00	240.39	View chart
Thor Industries Listed Stock (THO)	0.0	$27k		334.00	79.89	View chart
Mercadolibre Listed Stock (MELI)	0.0	$26k		15.00	1739.80	View chart
S&p Mid Cap 400 Etf Etf (MDY)	0.0	$25k		41.00	616.76	View chart
Lucid Group Ord Listed Stock (LCID)	0.0	$25k	+32662%	2.6k	9.53	View chart
Applied Digital Corp Listed Stock (APLD)	0.0	$24k	+147%	1.0k	23.74	View chart
T-mobile Us Listed Stock (TMUS)	0.0	$23k	+4%	109.00	210.13	View chart
Ishares Msci Emerging Mkts Ex China Etf Etf (EMXC)	0.0	$22k		284.00	78.55	View chart
Phillips Edison And Company Listed Stock (PECO)	0.0	$22k		591.00	37.42	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$22k		89.00	248.00	View chart
Vanguard Us Lg Cap Grwth Etf Etf (VUG)	0.0	$21k		47.00	436.79	View chart
Mccormick Listed Stock (MKC)	0.0	$20k		403.00	50.44	View chart
Conoco Phillips Listed Stock (COP)	0.0	$20k	+74%	152.00	132.14	View chart
Canadian Pacific Railway Listed Stock (CP)	0.0	$20k		250.00	78.66	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$19k	-53%	73.00	261.92	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$19k	+1220%	198.00	94.95	View chart
Vanguard Sm Cap Grw Etf Etf (VBK)	0.0	$19k		62.00	302.26	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$19k		515.00	36.19	View chart
Vanguard S&p Sm Cap 600 Etf Etf (VIOO)	0.0	$18k	-10%	155.00	114.83	View chart
Spdr - Consumer Discretionary Etf Etf (XLY)	0.0	$18k	-58%	162.00	108.98	View chart
Southwest Airlines Listed Stock (LUV)	0.0	$18k	-77%	468.00	37.57	View chart
Cresco Labs Listed Stock (CRLBF)	0.0	$18k		20k	0.87	View chart
Abrdn World Healthcare Unit Investment Trust (THW)	0.0	$17k	NEW	1.5k	11.67	View chart
Edwards Lifesciences Listed Stock (EW)	0.0	$17k	+2%	213.00	80.08	View chart
Nxp Semiconductor Nv Listed Stock (NXPI)	0.0	$17k	+3%	85.00	196.86	View chart
Macy's Listed Stock (M)	0.0	$17k		921.00	18.09	View chart
Vanguard Total World Etf Etf (VT)	0.0	$16k	+7%	118.00	138.32	View chart
Toyota Listed Stock (TM)	0.0	$16k		77.00	206.09	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$16k		312.00	50.61	View chart
Broadcom Listed Stock (AVGO)	0.0	$16k	+27%	51.00	309.51	View chart
APA Corp Listed Stock (APA)	0.0	$15k		360.00	42.44	View chart
Novo Nordisk A/S Listed Stock (NVO)	0.0	$15k		415.00	36.75	View chart
Mplx Lp Partnership Units Listed Stock (MPLX)	0.0	$15k		263.00	57.07	View chart
Thomson Reuters Listed Stock (TRI)	0.0	$15k		163.00	89.98	View chart
The Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$14k	+106%	89.00	161.73	View chart
Schwab Us Broad Market Etf Etf (SCHB)	0.0	$14k		567.00	25.10	View chart
Walt Disney Listed Stock (DIS)	0.0	$14k	-36%	142.00	96.27	View chart
The Comm Svcs Sel Sect Spdr Etf Etf (XLC)	0.0	$13k	-61%	120.00	110.86	View chart
Ishares S&p Sm Cap Val Etf Etf (IJS)	0.0	$13k		111.00	118.45	View chart
Vg World Ex-us Small Cap Etf Etf (VSS)	0.0	$13k		88.00	145.80	View chart
C.h. Robinson Worldwide Listed Stock (CHRW)	0.0	$13k	+4%	77.00	166.06	View chart
Chubb Listed Stock (CB)	0.0	$13k	+5%	39.00	325.92	View chart
Booking Holdings Listed Stock (BKNG)	0.0	$13k		3.00	4210.33	View chart
Science Applications International Corp Listed Stock (SAIC)	0.0	$12k		129.00	94.92	View chart
Vanguard Financial Etf Etf (VFH)	0.0	$12k	+76%	99.00	120.81	View chart
Nasdaq Listed Stock (NDAQ)	0.0	$12k	+3%	140.00	84.89	View chart
Shopify Listed Stock (SHOP)	0.0	$12k	-37%	100.00	118.62	View chart
Corning Listed Stock (GLW)	0.0	$12k	+11%	87.00	136.03	View chart
COCA-COLA FEMSA SAB de CV Listed Stock (KOF)	0.0	$12k		120.00	97.55	View chart
Fs Kkr Capital Corp Listed Stock (FSK)	0.0	$12k		1.1k	10.18	View chart
Ishares A.i. Innovation And Tech Act Etf Etf (BAI)	0.0	$11k		341.00	32.96	View chart
Spdr - Consumer Etf Etf (XLP)	0.0	$11k	+107%	135.00	81.98	View chart
L Oreal Sa Listed Stock (LRLCY)	0.0	$11k		135.00	81.93	View chart
Siga Technologies Listed Stock (SIGA)	0.0	$11k		2.0k	5.35	View chart
Axon Enterprise Listed Stock (AXON)	0.0	$11k		25.00	424.68	View chart
Accenture Ltd Ord Listed Stock (ACN)	0.0	$11k	NEW	53.00	198.28	View chart
Vail Resorts Listed Stock (MTN)	0.0	$10k	NEW	81.00	128.32	View chart
Capital One Financial Corp Listed Stock (COF)	0.0	$10k		56.00	182.52	View chart
Amgen Listed Stock (AMGN)	0.0	$9.9k	+12%	28.00	351.86	View chart
Unitedhealth Group Listed Stock (UNH)	0.0	$9.4k	-76%	35.00	267.49	View chart
Viking Therapeutics Listed Stock (VKTX)	0.0	$9.1k		279.00	32.54	View chart
Constellation Energy Listed Stock (CEG)	0.0	$8.9k	+3%	32.00	279.25	View chart
M&t Bank Listed Stock (MTB)	0.0	$8.9k	+4%	43.00	206.72	View chart
Palo Alto Networks Listed Stock (PANW)	0.0	$8.8k		55.00	160.33	View chart
Iron Mountain Listed Stock (IRM)	0.0	$8.8k		86.00	101.94	View chart
Spdr - Health Care Etf Etf (XLV)	0.0	$8.7k	-61%	59.00	146.61	View chart
General Electric Listed Stock (GE)	0.0	$8.5k	-34%	30.00	283.77	View chart
Chevrontexaco Listed Stock (CVX)	0.0	$8.5k	+17%	41.00	206.90	View chart
Arista Networks Listed Stock (ANET)	0.0	$8.5k	-58%	69.00	122.78	View chart
BANK AMERICA 5.375pcnt P Listed Stock (BAC.PM)	0.0	$8.4k		390.00	21.65	View chart
First Trust Dow Jones Internet Etf Etf (FDN)	0.0	$8.4k	-65%	36.00	234.03	View chart
Cvd Equiptment Corp Listed Stock (CVV)	0.0	$8.3k		2.0k	4.14	View chart
Comcast Listed Stock (CMCSA)	0.0	$8.2k	+7%	287.00	28.71	View chart
Stryker Corp Listed Stock (SYK)	0.0	$8.2k		25.00	328.60	View chart
Once Upon A Farm Pbc Listed Stock (OFRM)	0.0	$7.9k	NEW	482.00	16.35	View chart
Himax Technologies Listed Stock (HIMX)	0.0	$7.9k		1.0k	7.87	View chart
Nextdecade Corp Listed Stock (NEXT)	0.0	$7.7k		1.0k	7.66	View chart
Vg Interm Corp Bond Etf Etf (VCIT)	0.0	$7.6k	+50%	92.00	82.75	View chart
Regal Rexnord Corp Listed Stock (RRX)	0.0	$7.1k		38.00	187.26	View chart
Intel Corp Listed Stock (INTC)	0.0	$7.1k	+18%	161.00	44.13	View chart
Ge Vernova Listed Stock (GEV)	0.0	$7.0k	-27%	8.00	872.88	View chart
Archer Aviation Cl A Listed Stock (ACHR)	0.0	$7.0k		1.3k	5.17	View chart
Intuitive Surgical Listed Stock (ISRG)	0.0	$6.9k		15.00	461.00	View chart
Cannabist Company Holding Listed Stock (CBSTQ)	0.0	$6.8k		234k	0.03	View chart
Metlife Listed Stock (MET)	0.0	$6.6k	+5%	93.00	70.54	View chart
Live Nation Listed Stock (LYV)	0.0	$6.6k	+2%	43.00	152.51	View chart
Labcorp Holdings Listed Stock (LH)	0.0	$6.4k	+9%	24.00	266.79	View chart

Past Filings by Curio Wealth

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

Curio Wealth 2026 Q1 filed May 12, 2026
Curio Wealth 2025 Q4 filed Feb. 11, 2026
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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