Curio Wealth, LLC Portfolio Holdings

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

Curio Wealth, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $39.6B, Dimensional ETF Tr Short Durat with a value of $39.1B, Dfa Global Core Fixed Income ETF with a value of $34.8B, American Centy ETF Tr Avantis with a value of $13.5B, and Dimensional ETF Tr with a value of $12.2B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $228B to 244B.

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 $244 Billion
ETFs: $184 Billion
Technology: $3.98 Billion
Communication Services: $2.95 Billion
Consumer Cyclical: $2.11 Billion
Financial Services: $1.43 Billion
Healthcare: $786 Million
Consumer Defensive: $696 Million
Industrials: $410 Million
Other: $200 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$1.74 Billion 0.71% of portfolio
7,151
Q3 2025 Reduced 2.07%
$4.3T
$1.34 Billion 0.55% of portfolio
5,252
Q3 2025 Reduced 13.8%
$3.78T
$1.04 Billion 0.43% of portfolio
2,003
Q3 2025 Reduced 10.22%
-
$994 Million 0.41% of portfolio
-
Q3 2025 Reduced 28.23%
-
$960 Million 0.39% of portfolio
-
Q3 2025 Added 0.56%
$170B
$824 Million 0.34% of portfolio
5,698
Q3 2025 Reduced 0.25%
$1.37T
$724 Million 0.3% of portfolio
986
Q3 2025 Added 3.14%
$279B
$517 Million 0.21% of portfolio
5,015
Q3 2025 Reduced 3.39%
$319B
$465 Million 0.19% of portfolio
6,793
Q2 2025 Added 113,116.67%
$2.39T
$406 Million 0.17% of portfolio
1,848
Q3 2025 Added 4.82%
$533B
$337 Million 0.14% of portfolio
987
Q2 2025 Added 49,250.0%
$971B
$308 Million 0.13% of portfolio
404
Q3 2025 Reduced 5.61%
$593B
$292 Million 0.12% of portfolio
1,038
Q2 2025 Added 103,700.0%
$9.75B
$254 Million 0.1% of portfolio
1,160
Q2 2025 Added 115,900.0%
$49.1B
$240 Million 0.1% of portfolio
200
Q3 2025 Reduced 77.53%
-
$247 Million 0.1% of portfolio
-
Q2 2025 Added 164,500.0%
$6.2B
$217 Million 0.09% of portfolio
2,010
Q2 2025 Added 200,900.0%
-
$206 Million 0.08% of portfolio
-
Q3 2025 Added 3.28%
$1.65T
$190 Million 0.08% of portfolio
780
Q3 2025 Reduced 35.05%
$465B
$174 Million 0.07% of portfolio
934
Q3 2025 Reduced 47.14%
$136B
$179 Million 0.07% of portfolio
758
Q2 2025 Added 12,533.33%
$662B
$157 Million 0.06% of portfolio
313
Q3 2025 Reduced 61.36%
$49.5B
$136 Million 0.06% of portfolio
801
Q2 2025 Added 39,950.0%
$34.2B
$135 Million 0.06% of portfolio
1,487
Q3 2025 Reduced 25.46%
$512B
$128 Million 0.05% of portfolio
225
Q2 2025 Added 22,400.0%
$82.8B
$111 Million 0.05% of portfolio
386
Q2 2025 Added 12,766.67%
$266B
$113 Million 0.05% of portfolio
401
Q3 2025 Reduced 70.21%
-
$124 Million 0.05% of portfolio
-
Q3 2025 Reduced 32.35%
$10.4B
$112 Million 0.05% of portfolio
391
Q2 2025 Added 39,000.0%
-
$124 Million 0.05% of portfolio
-
Q3 2025 Added 745.56%
$881B
$120 Million 0.05% of portfolio
380
Q3 2025 Reduced 14.03%
-
$115 Million 0.05% of portfolio
-
Q3 2025 Reduced 1.89%
$182B
$91.5 Million 0.04% of portfolio
134
Q2 2025 Added 13,300.0%
$65.7B
$94 Million 0.04% of portfolio
313
Q2 2025 Added 15,550.0%
$346B
$84.5 Million 0.03% of portfolio
550
Q3 2025 Reduced 8.33%
$367B
$77.8 Million 0.03% of portfolio
192
Q3 2025 Reduced 11.52%
$204B
$65 Million 0.03% of portfolio
463
Q2 2025 Added 46,200.0%
$268B
$66.9 Million 0.03% of portfolio
400
Q2 2025 Added 39,900.0%
$414B
$71.1 Million 0.03% of portfolio
307
Q3 2025 Reduced 3.15%
$522B
$68 Million 0.03% of portfolio
367
Q3 2025 Reduced 48.81%
$140B
$73.6 Million 0.03% of portfolio
293
Q2 2025 Added 9,666.67%
$13.8B
$77.8 Million 0.03% of portfolio
660
Q2 2025 Added 65,900.0%
$59.5B
$47.4 Million 0.02% of portfolio
1,037
Q3 2025 Reduced 65.68%
$68.9B
$37.6 Million 0.02% of portfolio
160
Q2 2025 Added 7,900.0%
$79.5B
$53.6 Million 0.02% of portfolio
416
Q2 2025 Added 41,500.0%
$34.9B
$47.6 Million 0.02% of portfolio
200
Q2 2025 Added 19,900.0%
$228B
$41.1 Million 0.02% of portfolio
307
Q2 2025 Added 15,250.0%
$7.2B
$41.7 Million 0.02% of portfolio
169
Q2 2025 Added 16,800.0%
-
$48.5 Million 0.02% of portfolio
-
Q2 2025 Added 58,900.0%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $244 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 48 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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