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 Market Cap. of $200 Billions or more
