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CIK: 0002049201
Total reported value
$322.3M
$322.3M
390 檔
24.4%
During the Q1 2025 filing period, Curio Wealth, LLC (CIK: 0002049201) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $322.3M across 390 reported positions.
During Q1 2025, Curio Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 390 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 19.73% | +1.56% | -99.94% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 16.75% | -0.37% | -99.93% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 7.28% | -0.32% | -99.82% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.62% | +0.31% | -99.59% | |
| 5 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.17% | +0.14% | -99.78% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.13% | +0.11% | -99.83% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.10% | -0.29% | -99.85% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.02% | +0.10% | -99.94% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.77% | -0.01% | -99.95% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.08% | +0.01% | -99.92% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.01% | -0.02% | -98.76% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.98% | +0.43% | -99.70% | |
| 13 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 1.68% | +0.31% | -99.62% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.67% | -0.04% | -99.33% | |
| 15 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.61% | +0.02% | -99.92% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.53% | +0.05% | -99.94% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.22% | -0.03% | -99.88% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.11% | +0.02% | -99.97% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.01% | -99.67% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.07% | -99.77% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.03% | -99.69% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.04% | -99.82% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | +0.01% | -99.63% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.75% | -0.06% | -99.82% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.72% | — | -99.90% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.69% | -0.01% | -99.88% | |
| 27 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.67% | +0.04% | -99.29% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.02% | -99.65% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | -0.01% | -99.94% | |
| 30 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.55% | -0.03% | -99.94% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | -0.03% | -99.92% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.01% | -99.53% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.10% | -98.95% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.49% | +0.02% | -99.94% | |
| 35 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.49% | -0.03% | -99.96% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.45% | -0.04% | -99.84% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | -0.08% | -85.71% | |
| 38 | DFIV | Dimensional International Va | ETF-Other | 0.38% | -0.02% | -99.95% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.02% | -99.79% | |
| 40 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.35% | — | -99.77% | |
| 41 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.33% | -0.05% | -99.97% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.04% | -99.91% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.02% | -99.57% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.05% | -99.62% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | -97.12% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.02% | -99.26% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.21% | -0.02% | -99.65% | |
| 48 | DIHP | Dimensional International Hi | ETF-Other | 0.20% | — | -99.83% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.01% | -99.80% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | -99.00% |
According to official SEC Form 13F filings, Curio Wealth, LLC reported a total U.S. public equity portfolio value of $322.3M across 390 disclosed positions in Q1 2025.
During Q1 2025, Curio Wealth, LLC's top holdings by market value included DFAU (19.7%)、DFSD (16.8%)、AVDE (7.3%). The largest single position, DFAU, represented 19.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFSD, AVDE) accounted for 24.4% of total reported equity market value during Q1 2025.
In Q1 2025, Curio Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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