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 101–150 of 472
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CI | CIGNA CORP | 386 | $100K–$500K | SH |
| FELC | FIDELITY ENCHANGED LARGE CAP | 3K | $100K–$500K | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 1K | $50K–$100K | SH |
| MS | MORGAN STANLEY | 527 | $50K–$100K | SH |
| BAC | BANK OF AMERICA | 2K | $50K–$100K | SH |
| XBI | SPDR TRUST S&P BIOTECH ETF | 748 | $50K–$100K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 1K | $50K–$100K | SH |
| NSC | NORFOLK SOUTHERN | 313 | $50K–$100K | SH |
| INTU | INTUIT INC COM | 134 | $50K–$100K | SH |
| SCHD | SCHWAB US DIVIDEND EQ ETF | 3K | $50K–$100K | SH |
| LUV | SOUTHWEST AIRLINES | 2K | $50K–$100K | SH |
| — | 3-D MATRIX LTD | 39K | $50K–$100K | SH |
| PG | PROCTER & GAMBLE | 600 | $50K–$100K | SH |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | 1K | $50K–$100K | SH |
| TILT | FLEXSHARES MSTAR US MKT FACTORS TILT ETF | 335 | $50K–$100K | SH |
| VGT | VG INFO TECHNOLOGY ETF | 107 | $50K–$100K | SH |
| LOW | LOWES COMPANIES | 318 | $50K–$100K | SH |
| IEMG | ISHARES EMERGING MKT ETF | 1K | $50K–$100K | SH |
| HD | HOME DEPOT | 218 | $50K–$100K | SH |
| QCOM | QUALCOMM | 400 | $50K–$100K | SH |
| EEM | ISHARES EMERGING MKTS ETF | 1K | $50K–$100K | SH |
| DHI | D.R. HORTON | 450 | $50K–$100K | SH |
| RPM | RPM INC-OHIO | 623 | $50K–$100K | SH |
| EFA | ISHARES MSCI EAFE ETF | 681 | $50K–$100K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 519 | $50K–$100K | SH |
| VWO | VANGUARD EMERGING MKT ETF | 1K | $50K–$100K | SH |
| PNC | PNC BANK CORP | 269 | $50K–$100K | SH |
| SPYM | STATE STREET SPDR PORT S&P 500 ETF | 699 | $50K–$100K | SH |
| FDX | FDX CORP | 192 | $50K–$100K | SH |
| AVIG | Avantis Core Fixed Income ETF | 1K | $50K–$100K | SH |
| AVSD | AVANTIS RESPONSBL INTRL EQTY ETF | 746 | $50K–$100K | SH |
| ITOT | ISHARE CORE S&P TTL US STOCK MKT ETF | 366 | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SM CAP ETF | 441 | $50K–$100K | SH |
| USMV | ISHARE EDGE MSCI MIN VOL ETF | 545 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING | 200 | $50K–$100K | SH |
| JNJ | JOHNSON & JOHNSON | 238 | $15K–$50K | SH |
| ABBV | ABBVIE INC COM | 215 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP | 150 | $15K–$50K | SH |
| DFSE | DFA EMG MRKT SUS CORE 1 ETF | 1K | $15K–$50K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 1K | $15K–$50K | SH |
| BRO | BROWN & BROWN | 600 | $15K–$50K | SH |
| XLY | SPDR - CONSUMER DISCRETIONARY ETF | 390 | $15K–$50K | SH |
| PEP | PEPSICO INC COM | 332 | $15K–$50K | SH |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | 200 | $15K–$50K | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 734 | $15K–$50K | SH |
| IBP | INSTALLED BUILDING PRODUCTS | 169 | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN ETF | 579 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 889 | $15K–$50K | SH |
| BF.B | BROWN-FORMAN CORP | 2K | $15K–$50K | SH |
| STZ | CONSTELLATION BRANDS INC | 300 | $15K–$50K | SH |