Curio Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.2B, Dimensional ETF Tr Short Durat with a value of $25.7B, Dfa Global Core Fixed Income ETF with a value of $20.5B, American Centy ETF Tr Avantis with a value of $11.2B, and Dimensional ETF Tr with a value of $7.44B.
Examining the 13F form we can see an increase of $186B in the current position value.
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
$186 Billion
ETFs: $144 Billion
Technology: $3.59 Billion
Communication Services: $2.56 Billion
Consumer Cyclical: $2.12 Billion
Financial Services: $2.03 Billion
Healthcare: $879 Million
Consumer Defensive: $702 Million
Industrials: $519 Million
Other: $386 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
