CIK 2049201
CURIO WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
472
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 472
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DFA US CORE EQUITY MARKET ETF | 967K | $1M+ | SH |
| DFSD | DFA S/T FIXED INCOME ETF | 930K | $1M+ | SH |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | 762K | $1M+ | SH |
| DFAI | DFA INT CORE EQUITY ETF | 387K | $1M+ | SH |
| AVDE | AVANTIS INTL CORE EQUITY ETF | 170K | $1M+ | SH |
| DFAS | DFA US SMALL CAP ETF | 116K | $1M+ | SH |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | 105K | $1M+ | SH |
| AVUS | AVANTIS US EQUITY ETF | 67K | $1M+ | SH |
| AVEM | AVANTIS EMERGING MKT EQ ETF | 94K | $1M+ | SH |
| DFAR | DFA US REAL ESTATE ETF | 268K | $1M+ | SH |
| DFAE | DFA EMERGING MARKETS ETF | 180K | $1M+ | SH |
| AVDV | AVANTIS INTL SMALL VALUE ETF | 58K | $1M+ | SH |
| DFAC | DFA US CORE EQUITY 2 ETF | 114K | $1M+ | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 36K | $1M+ | SH |
| DFCF | DFA CORE FIXED INCOME ETF | 81K | $1M+ | SH |
| DFAT | DFA US TARGETED VALUE ETF | 56K | $1M+ | SH |
| DFUS | DFA US EQUITY ETF | 37K | $1M+ | SH |
| IGV | ISHARES TECH-SOFTWARE ETF | 24K | $1M+ | SH |
| GOOG | GOOGLE CLASS C | 7K | $1M+ | SH |
| DFUV | DFA TAX-MGD US MKT-WIDE VAL II ETF | 42K | $1M+ | SH |
| VO | VANGUARD MIDCAP ETF | 7K | $1M+ | SH |
| AVGE | AVANTIS ALL EQUITY MKTS ETF | 21K | $1M+ | SH |
| AAPL | APPLE | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 3K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES | 8K | $1M+ | SH |
| DISV | DFA INTL SMALL CAP VALUE ETF | 38K | $1M+ | SH |
| VCSH | VG S/T CORP BOND ETF | 14K | $1M+ | SH |
| DFSV | DFA US SMALL CAP VAL ETF | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| DFAX | DFA WORLD EX-US EQUITY ETF | 34K | $1M+ | SH |
| DFSB | DIMNSNL GLBL SUSTN FIXED INCM ETF | 21K | $1M+ | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 38K | $1M+ | SH |
| VNQ | VANGUARD REIT ETF | 11K | $1M+ | SH |
| TJX | TJX COMPANIES | 6K | $500K+ | SH |
| NFLX | NETFLIX | 9K | $500K+ | SH |
| DFIV | DFA TAX-MGD INT'L VALUE ETF | 17K | $500K+ | SH |
| ESGV | VANGUARD ESG US STK ETF | 7K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 8K | $500K+ | SH |
| LMT | LOCKHEED MARTIN | 2K | $500K+ | SH |
| AVSC | AVANTIS US SMALL CAP ETF | 13K | $500K+ | SH |
| VTI | VANGUARD STOCK MARKET ETF | 2K | $500K+ | SH |
| META | META PLATFORMS | 1K | $500K+ | SH |
| DFLV | DFA US LARGE CAP VALUE ETF | 20K | $500K+ | SH |
| VCEB | VANGUARD ESG US CORP BD ETF | 11K | $500K+ | SH |
| BNDX | VG TOTAL INTL BOND INDEX ETF | 14K | $500K+ | SH |
| GLD | SPDR GOLD ETF | 2K | $500K+ | SH |
| DFIP | DFA INFLATION-PROTECT SEC ETF | 15K | $500K+ | SH |
| DUSB | DIMENSIONAL ULTRASHORT FXD INC ETF | 12K | $500K+ | SH |
| WMT | WALMART | 5K | $500K+ | SH |
| CSCO | CISCO SYSTEMS | 7K | $500K+ | SH |