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 251–300 of 472
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL | 15 | $1K–$15K | SH |
| APA | APA Corp | 353 | $1K–$15K | SH |
| BAC-PM | BANK AMERICA 5.375pcnt PFD | 390 | $1K–$15K | SH |
| MTB | M&T BANK | 41 | $1K–$15K | SH |
| VAW | VANGUARD MATERIALS ETF | 40 | $1K–$15K | SH |
| XLU | SPDR - UTILITIES | 196 | $1K–$15K | SH |
| AMGN | AMGEN INC | 25 | $1K–$15K | SH |
| MDB | MONGODB | 19 | $1K–$15K | SH |
| HIMX | HIMAX TECHNOLOGIES INC | 1K | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL COM | 50 | $1K–$15K | SH |
| COP | CONOCO PHILLIPS | 87 | $1K–$15K | SH |
| CMCSA | COMCAST | 268 | $1K–$15K | SH |
| STIP | ISHARES 0-5 YEAR TIPS Bond ETF | 75 | $1K–$15K | SH |
| DASH | DOORDASH INC | 33 | $1K–$15K | SH |
| NOW | SERVICENOW INC | 50 | $1K–$15K | SH |
| VFH | VANGUARD FINANCIAL ETF | 56 | $1K–$15K | SH |
| FLG | FLAGSTAR FINANCIAL INC | 590 | $1K–$15K | SH |
| GEV | GE VERNOVA LLC COM | 11 | $1K–$15K | SH |
| LQD | iShares iBoxx $ Invmt Grade Corp Bd ETF | 65 | $1K–$15K | SH |
| SOFI | SOFI TECHNOLOGIES | 260 | $1K–$15K | SH |
| MET | METLIFE INC | 88 | $1K–$15K | SH |
| GLW | CORNING INC | 78 | $1K–$15K | SH |
| IRM | IRON MOUNTAIN | 86 | $1K–$15K | SH |
| IMMR | IMMERSION CORP | 1K | $1K–$15K | SH |
| XLI | The Industrial Select Sector SPDR ETF | 43 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON | 68 | $1K–$15K | SH |
| KD | KYNDRYL HOLDINGS ORD | 247 | $1K–$15K | SH |
| LTRN | LANTERN PHARMA INC | 2K | $1K–$15K | SH |
| EVLV | EVOLV TECHNOLOGIES HOLDINGS CL A ORD | 1K | $1K–$15K | SH |
| XLRE | THE REAL ESTATE SELECT SECTOR SPDR | 162 | $1K–$15K | SH |
| EPR | EPR PROPERTIES | 127 | $1K–$15K | SH |
| TTD | THE TRADE DESK | 161 | $1K–$15K | SH |
| KIE | SPDR S&P INSURANCE ETF | 100 | $1K–$15K | SH |
| LYV | LIVE NATION | 42 | $1K–$15K | SH |
| CVV | CVD EQUIPTMENT CORP | 2K | $1K–$15K | SH |
| BWXT | BWX TECHNOLOGIES | 34 | $1K–$15K | SH |
| VYM | VANGUARD HIGH DIV'D YD ETF | 41 | $1K–$15K | SH |
| SLDP | SOLID POWER CL A ORD | 1K | $1K–$15K | SH |
| LH | LABCORP HOLDINGS INC | 22 | $1K–$15K | SH |
| RRX | REGAL REXNORD CORP | 38 | $1K–$15K | SH |
| SB-PC | SAFE BULKERS | 215 | $1K–$15K | SH |
| DOCS | DOXIMITY INC-CLASS A | 125 | $1K–$15K | SH |
| NEXT | NEXTDECADE CORP | 1K | $1K–$15K | SH |
| CBT | CABOT CORP | 82 | $1K–$15K | SH |
| CVX | CHEVRONTEXACO | 35 | $1K–$15K | SH |
| RBLX | ROBLOX CORP | 63 | $1K–$15K | SH |
| VCIT | VG INTERM CORP BOND ETF | 61 | $1K–$15K | SH |
| XLP | SPDR - CONSUMER ETF | 65 | $1K–$15K | SH |
| LMBS | FIRST TRUST LOW DURTN OPPOS ETF | 100 | $1K–$15K | SH |
| ECL | ECOLAB INC | 19 | $1K–$15K | SH |