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 51–100 of 472
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUHP | DFA US HIGH PROFITABILITY ETF | 14K | $500K+ | SH |
| AMZN | AMAZON | 2K | $500K+ | SH |
| LLY | ELI LILLY | 428 | $100K–$500K | SH |
| GOOGL | GOOGLE CLASS A | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY | 871 | $100K–$500K | SH |
| IBM | IBM | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORP | 2K | $100K–$500K | SH |
| — | AMERICAN BEACON LRG CAP VAL | 17K | $100K–$500K | SH |
| QQQ | POWERSHARES | 603 | $100K–$500K | SH |
| SCHP | SCHWAB US TIPS ETF | 14K | $100K–$500K | SH |
| V | VISA | 987 | $100K–$500K | SH |
| AVSE | AVANTIS RESPONSIBLE EMER MRK EQY ETF | 5K | $100K–$500K | SH |
| SCHA | SCHWAB US SMALL CAP IDX ETF | 11K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 482 | $100K–$500K | SH |
| AMD | AMD | 1K | $100K–$500K | SH |
| SCHF | SCHWAB INT'L EQUITY ETF | 11K | $100K–$500K | SH |
| AVRE | AVANTIS REAL ESTATE ETF | 6K | $100K–$500K | SH |
| AN | AUTONATION | 1K | $100K–$500K | SH |
| VUSB | VG ULTRA-SHORT BOND ETF | 5K | $100K–$500K | SH |
| DFSU | DFA US SUSTAINABLTY CORE 1 ETF | 5K | $100K–$500K | SH |
| VOE | VANGUARD MIDCAP VALUE ETF | 1K | $100K–$500K | SH |
| MGC | VANGUARD MEGA CAP ETF | 901 | $100K–$500K | SH |
| VTV | VANGUARD US VALUE ETF | 1K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 1K | $100K–$500K | SH |
| DIHP | DFA INT'L HIGH PROFIT ETF | 7K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| AVSU | AVANTIS RESPONSIBL US EQUITY ETF | 3K | $100K–$500K | SH |
| SCZ | ISHARES EAFE SMALL CAP ETF | 3K | $100K–$500K | SH |
| ORLY | O'REILLY AUTOMOTIVE INC COM | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 372 | $100K–$500K | SH |
| UNP | UNION PACIFIC | 758 | $100K–$500K | SH |
| QUAL | ISHARES MSCI USA QUALITY ETF | 876 | $100K–$500K | SH |
| IUSV | ISHARES CORE S&P VALUE ETF | 2K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 | 453 | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE ETF | 2K | $100K–$500K | SH |
| TFC | TRUIST FINANCIAL CORP | 3K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VAL ETF | 706 | $100K–$500K | SH |
| JPM | JP MORGAN | 459 | $100K–$500K | SH |
| ACGL | ARCH CAPITAL GROUP | 1K | $100K–$500K | SH |
| VV | VANGUARD LRG CAP ETF | 446 | $100K–$500K | SH |
| VEA | VANGUARD EUROPE/PACIFIC ETF | 2K | $100K–$500K | SH |
| IJH | ISHARES MIDCAP 400 ETF | 2K | $100K–$500K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 930 | $100K–$500K | SH |
| MA | MASTERCARD | 225 | $100K–$500K | SH |
| DFSI | DFA INTL SUS CORE 1 ETF | 3K | $100K–$500K | SH |
| C | CITI | 993 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 400 | $100K–$500K | SH |
| BSV | VG SHORT TERM BOND ETF | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN CRUISES LTD | 361 | $100K–$500K | SH |