Curio Wealth

Curio Wealth as of June 30, 2026

Portfolio Holdings for Curio Wealth

Curio Wealth holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dfa Us Core Equity Market Etf Etf (DFAU) 17.8 $57M 1.1M 51.69
Dfa Global Core Fixed Income Etf Etf (DFGP) 15.7 $51M 931k 54.46
Dfa S/t Fixed Income Etf Etf (DFSD) 15.3 $49M 1.0M 47.75
Dfa Int Core Equity Etf Etf (DFAI) 5.9 $19M 459k 41.25
Avantis Intl Core Equity Etf Etf (AVDE) 4.5 $15M 164k 89.20
Dfa Us Small Cap Etf Etf (DFAS) 3.3 $11M 130k 82.34
Avantis Emerging Mkt Eq Etf Etf (AVEM) 3.3 $11M 109k 96.49
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX) 3.2 $11M 127k 82.23
Avantis Us Equity Etf Etf (AVUS) 2.7 $8.7M 68k 128.08
Dfa Us Real Estate Etf Etf (DFAR) 2.4 $7.9M 300k 26.16
Dfa Emerging Markets Etf Etf (DFAE) 2.1 $6.8M 170k 40.21
Avantis Intl Small Value Etf Etf (AVDV) 2.0 $6.5M 64k 103.05
Avantis Us Small Cap Value Etf Etf (AVUV) 1.5 $4.9M 39k 124.76
Dfa Us Core Equity 2 Etf Etf (DFAC) 1.5 $4.8M 108k 44.36
Dfa Us Targeted Value Etf Etf (DFAT) 1.2 $3.9M 55k 69.90
Dfa Us Equity Etf Etf (DFUS) 1.0 $3.3M 40k 81.94
Dfa Core Fixed Income Etf Etf (DFCF) 0.9 $2.9M 68k 42.21
Google Class C Listed Stock (GOOG) 0.8 $2.4M 6.9k 353.32
Dfa Tax-mgd Us Mkt-wide Val Ii Etf Etf (DFUV) 0.7 $2.3M 42k 55.01
Ishares Tech-software Etf Etf (IGV) 0.7 $2.2M 24k 90.60
Vanguard Midcap Etf Etf (VO) 0.6 $2.0M 25k 80.57
Avantis All Equity Mkts Etf Etf (AVGE) 0.6 $1.9M 20k 99.10
Apple Listed Stock (AAPL) 0.6 $1.8M 6.3k 289.37
Spdr S&p 500 Etf Etf (SPY) 0.5 $1.7M 2.3k 746.85
Dfa Intl Small Cap Value Etf Etf (DISV) 0.5 $1.5M 38k 40.13
Dimensional Ultrashort Fxd Inc Etf Etf (DUSB) 0.4 $1.4M 28k 50.78
Vg S/t Corp Bond Etf Etf (VCSH) 0.4 $1.3M 17k 79.03
Dfa Us Large Cap Value Etf Etf (DFLV) 0.4 $1.3M 33k 39.54
Dfa World Ex-us Equity Etf Etf (DFAX) 0.4 $1.3M 35k 36.84
Dfa Us Small Cap Val Etf Etf (DFSV) 0.4 $1.3M 33k 38.79
Avantis Us Small Cap Etf Etf (AVSC) 0.4 $1.2M 16k 73.34
Vanguard Reit Etf Etf (VNQ) 0.4 $1.1M 12k 96.43
Schwab Us Large Cap Etf Etf (SCHX) 0.4 $1.1M 39k 29.43
Dimnsnl Glbl Sustn Fixed Incm Etf Etf (DFSB) 0.3 $1.1M 21k 52.11
Royal Bank Of Canada Listed Stock (RY) 0.3 $1.1M 5.3k 206.97
Dfa Tax-mgd Int'l Value Etf Etf (DFIV) 0.3 $1.0M 19k 54.02
Ishares Russell Midcap Etf Etf (IWR) 0.3 $940k 8.5k 110.32
Vanguard Esg Us Stk Etf Etf (ESGV) 0.3 $899k 6.8k 132.24
Palantir Technologies Listed Stock (PLTR) 0.3 $889k 7.6k 116.67
Microsoft Corp Listed Stock (MSFT) 0.3 $861k 2.3k 373.00
Tjx Companies Listed Stock (TJX) 0.3 $856k 5.6k 151.50
Vanguard Stock Market Etf Etf (VTI) 0.3 $814k 2.2k 369.98
Cisco Systems Listed Stock (CSCO) 0.2 $800k 6.8k 117.46
Lockheed Martin Listed Stock (LMT) 0.2 $783k 1.5k 509.35
Amd Listed Stock (AMD) 0.2 $769k 1.3k 580.91
Vanguard Esg Us Corp Bd Etf Etf (VCEB) 0.2 $691k 11k 62.76
Netflix Listed Stock (NFLX) 0.2 $643k 9.0k 71.40
Vg Total Intl Bond Index Etf Etf (BNDX) 0.2 $630k 13k 48.43
Meta Platforms Listed Stock (META) 0.2 $606k 1.1k 563.29
Spdr Gold Etf Etf (GLD) 0.2 $596k 1.6k 368.38
Dfa Inflation-protect Sec Etf Etf (DFIP) 0.2 $594k 14k 41.26
Walmart Listed Stock (WMT) 0.2 $545k 4.8k 113.26
Eli Lilly Listed Stock (LLY) 0.2 $520k 434.00 1198.21
Amazon Listed Stock (AMZN) 0.2 $502k 2.1k 238.37
Micron Technology Listed Stock (MU) 0.1 $471k 408.00 1154.29
Nvidia Corp Listed Stock (NVDA) 0.1 $454k 2.3k 200.08
Google Class A Listed Stock (GOOGL) 0.1 $453k 1.3k 357.37
Berkshire Hathaway Listed Stock (BRK.B) 0.1 $450k 899.00 500.39
Dfa Us High Profitability Etf Etf (DUHP) 0.1 $449k 11k 41.73
Powershares Etf (QQQ) 0.1 $433k 588.00 736.04
Avantis Responsible Emer Mrk Eqy Etf Etf (AVSE) 0.1 $416k 5.1k 81.84
Schwab Us Small Cap Idx Etf Etf (SCHA) 0.1 $396k 11k 36.13
Ibm Listed Stock (IBM) 0.1 $381k 1.4k 281.23
Broadcom Listed Stock (AVGO) 0.1 $356k 943.00 377.57
Visa Listed Stock (V) 0.1 $342k 998.00 343.06
Schwab Us Tips Etf Etf (SCHP) 0.1 $341k 13k 26.50
Vanguard S&p 500 Etf Etf (VOO) 0.1 $330k 480.00 686.81
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $307k 3.2k 96.58
Schwab Int'l Equity Etf Etf (SCHF) 0.1 $305k 11k 27.70
Avantis Real Estate Etf Etf (AVRE) 0.1 $281k 5.9k 47.38
Dfa Us Sustainablty Core 1 Etf Etf (DFSU) 0.1 $251k 5.4k 46.63
Vg Ultra-short Bond Etf Etf (VUSB) 0.1 $246k 4.9k 49.78
Avantis Responsibl Us Equity Etf Etf (AVSU) 0.1 $228k 2.6k 88.52
Dfa Int'l High Profit Etf Etf (DIHP) 0.1 $218k 6.4k 34.12
Autonation Listed Stock (AN) 0.1 $216k 1.2k 185.79
Union Pacific Listed Stock (UNP) 0.1 $208k 763.00 272.00
Ishares Eafe Small Cap Etf Etf (SCZ) 0.1 $208k 2.5k 82.27
Vanguard Midcap Value Etf Etf (VOE) 0.1 $203k 1.0k 197.60