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CURIO WEALTH, LLC 13F holdings

Filed 2026-08-07 · CURIO WEALTH, LLC · 78 positions · $322.3M

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TickerCompanySharesValue% of portfolio
DFAUDFA US CORE EQUITY MARKET ETF1.1M$57.3M17.8%
DFGPDFA GLOBAL CORE FIXED INCOME ETF930.6K$50.7M15.7%
DFSDDFA S/T FIXED INCOME ETF1.0M$49.3M15.3%
DFAIDFA INT CORE EQUITY ETF459.1K$18.9M5.9%
AVDEAVANTIS INTL CORE EQUITY ETF163.9K$14.6M4.5%
DFASDFA US SMALL CAP ETF130.3K$10.7M3.3%
AVEMAVANTIS EMERGING MKT EQ ETF109.0K$10.5M3.3%
—DIMENSIONAL US LRGE CP VCTR ETF127.3K$10.5M3.2%
AVUSAVANTIS US EQUITY ETF67.7K$8.7M2.7%
DFARDFA US REAL ESTATE ETF300.3K$7.9M2.4%
DFAEDFA EMERGING MARKETS ETF170.3K$6.8M2.1%
AVDVAVANTIS INTL SMALL VALUE ETF63.5K$6.5M2.0%
AVUVAVANTIS US SMALL CAP VALUE ETF39.3K$4.9M1.5%
DFACDFA US CORE EQUITY 2 ETF107.9K$4.8M1.5%
DFATDFA US TARGETED VALUE ETF55.4K$3.9M1.2%
DFUSDFA US EQUITY ETF40.0K$3.3M1.0%
DFCFDFA CORE FIXED INCOME ETF68.3K$2.9M0.9%
GOOGGOOGLE CLASS C6.9K$2.4M0.8%
DFUVDFA TAX-MGD US MKT-WIDE VAL II ETF42.0K$2.3M0.7%
IGVISHARES TECH-SOFTWARE ETF24.0K$2.2M0.7%
VOVANGUARD MIDCAP ETF25.0K$2.0M0.6%
AVGEAVANTIS ALL EQUITY MKTS ETF19.7K$1.9M0.6%
AAPLAPPLE6.3K$1.8M0.6%
SPYSPDR S&P 500 ETF2.3K$1.7M0.5%
DISVDFA INTL SMALL CAP VALUE ETF37.9K$1.5M0.5%
DUSBDIMENSIONAL ULTRASHORT FXD INC ETF28.0K$1.4M0.4%
VCSHVG S/T CORP BOND ETF17.0K$1.3M0.4%
DFLVDFA US LARGE CAP VALUE ETF32.5K$1.3M0.4%
DFAXDFA WORLD EX-US EQUITY ETF34.5K$1.3M0.4%
DFSVDFA US SMALL CAP VAL ETF32.5K$1.3M0.4%
AVSCAVANTIS US SMALL CAP ETF15.9K$1.2M0.4%
VNQVANGUARD REIT ETF11.9K$1.1M0.4%
SCHXSCHWAB US LARGE CAP ETF38.6K$1.1M0.4%
DFSBDIMNSNL GLBL SUSTN FIXED INCM ETF21.1K$1.1M0.3%
RYROYAL BANK OF CANADA5.3K$1.1M0.3%
DFIVDFA TAX-MGD INT'L VALUE ETF19.2K$1.0M0.3%
IWRISHARES RUSSELL MIDCAP ETF8.5K$939,8160.3%
ESGVVANGUARD ESG US STK ETF6.8K$898,8350.3%
PLTRPALANTIR TECHNOLOGIES7.6K$888,7920.3%
MSFTMICROSOFT CORP2.3K$860,8890.3%
TJXTJX COMPANIES5.6K$855,5210.3%
VTIVANGUARD STOCK MARKET ETF2.2K$813,5760.3%
CSCOCISCO SYSTEMS6.8K$800,2550.2%
LMTLOCKHEED MARTIN1.5K$782,8640.2%
AMDAMD1.3K$769,1250.2%
VCEBVANGUARD ESG US CORP BD ETF11.0K$691,4270.2%
NFLXNETFLIX9.0K$643,1000.2%
BNDXVG TOTAL INTL BOND INDEX ETF13.0K$629,7350.2%
METAMETA PLATFORMS1.1K$605,5370.2%
GLDSPDR GOLD ETF1.6K$596,4070.2%
DFIPDFA INFLATION-PROTECT SEC ETF14.4K$594,3230.2%
WMTWALMART4.8K$545,1230.2%
LLYELI LILLY434$520,0240.2%
AMZNAMAZON2.1K$502,2440.2%
MUMICRON TECHNOLOGY INC408$470,9500.1%
NVDANVIDIA CORP2.3K$453,7710.1%
GOOGLGOOGLE CLASS A1.3K$453,1400.1%
BRK-BBERKSHIRE HATHAWAY899$449,8510.1%
DUHPDFA US HIGH PROFITABILITY ETF10.8K$448,8060.1%
QQQPOWERSHARES588$432,7890.1%
Top Fund Holdings
13F
Top Fund Holdings

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