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 151–200 of 472
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD SMALL CAP ETF | 157 | $15K–$50K | SH |
| PFE | PFIZER | 2K | $15K–$50K | SH |
| TROW | TR PRICE GROUP INC | 386 | $15K–$50K | SH |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 702 | $15K–$50K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 561 | $15K–$50K | SH |
| ABT | ABBOTT LABORATORIES | 307 | $15K–$50K | SH |
| MRK | MERCK & CO INC | 345 | $15K–$50K | SH |
| XLC | THE COMM SVCS SEL SECT SPDR ETF | 308 | $15K–$50K | SH |
| TLTD | FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF | 386 | $15K–$50K | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 677 | $15K–$50K | SH |
| THO | THOR INDUSTRIES | 334 | $15K–$50K | SH |
| XLF | SPDR - FINANCIAL ETF | 625 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP | 379 | $15K–$50K | SH |
| PLAB | PHOTRONICS INC | 1K | $15K–$50K | SH |
| ORA | ORMAT TECHNOLOGIES | 293 | $15K–$50K | SH |
| AUB | ATLANTIC UNION BANKSHARES CORP | 900 | $15K–$50K | SH |
| — | ROCHE HOLDING AG | 600 | $15K–$50K | SH |
| CNI | CANADIAN NATIONAL RAILWAY | 317 | $15K–$50K | SH |
| FLNC | FLUENCE ENERGY INC | 2K | $15K–$50K | SH |
| MELI | MERCADOLIBRE | 15 | $15K–$50K | SH |
| VIG | VG DVDND APPRECIATION ETF | 132 | $15K–$50K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR | 114 | $15K–$50K | SH |
| VZ | VERIZON | 696 | $15K–$50K | SH |
| FDN | FIRST TRUST DOW JONES INTERNET ETF | 103 | $15K–$50K | SH |
| MKC | MCCORMICK | 400 | $15K–$50K | SH |
| SHOP | SHOPIFY | 160 | $15K–$50K | SH |
| VDC | VG CONSUMER STAPLES ETF | 125 | $15K–$50K | SH |
| — | CRESCO LABS INC | 20K | $15K–$50K | SH |
| DIS | WALT DISNEY | 223 | $15K–$50K | SH |
| XEL | XCEL ENERGY | 341 | $15K–$50K | SH |
| MDY | S&P MID CAP 400 ETF | 41 | $15K–$50K | SH |
| OKLO | OKLO CL A ORD | 310 | $15K–$50K | SH |
| ET | ENERGY TRANSFER LP | 1K | $15K–$50K | SH |
| XOM | EXXON MOBIL | 203 | $15K–$50K | SH |
| XLV | SPDR - HEALTH CARE ETF | 153 | $15K–$50K | SH |
| VUG | VANGUARD US LG CAP GRWTH ETF | 47 | $15K–$50K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 89 | $15K–$50K | SH |
| NVO | Novo Nordisk A/S | 415 | $15K–$50K | SH |
| TRI | THOMSON REUTERS | 163 | $15K–$50K | SH |
| ANET | ARISTA NETWORKS | 165 | $15K–$50K | SH |
| PECO | PHILLIPS EDISON AND COMPANY | 591 | $15K–$50K | SH |
| KO | COCA COLA | 295 | $15K–$50K | SH |
| TMUS | T-MOBILE US | 104 | $15K–$50K | SH |
| EMXC | ISHARES MSCI EMERGING MKTS EX CHINA ETF | 284 | $15K–$50K | SH |
| M | MACY'S | 907 | $15K–$50K | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 515 | $15K–$50K | SH |
| VIOO | VANGUARD S&P SM CAP 600 ETF | 174 | $15K–$50K | SH |
| VBK | VANGUARD SM CAP GRW ETF | 62 | $15K–$50K | SH |
| CP | CANADIAN PACIFIC RAILWAY | 250 | $15K–$50K | SH |
| NXPI | NXP SEMICONDUCTOR NV COM | 82 | $15K–$50K | SH |