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CIK: 0002049201
Total reported value
$322.3M
$322.3M
358 檔
39.3%
As reported in its official Q2 2025 Form 13F filing, Curio Wealth, LLC's tracked investment portfolio stood at $322.3M with 358 total positions.
During Q2 2025, Curio Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFSD, DFAU, DFGP) accounted for 39.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 358 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 16.00% | -0.37% | +192929.44% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 15.28% | +1.56% | +195451.78% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 13.73% | +0.27% | +151240.53% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 5.73% | -0.32% | +52785.03% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.74% | +0.19% | +138489.38% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.01% | +0.10% | +234948.28% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.81% | +0.31% | +28558.97% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.34% | +0.14% | +48952.16% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.31% | +0.43% | +49630.97% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.25% | +0.11% | +53963.41% | |
| 11 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 2.04% | +0.31% | +45047.33% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.93% | -0.01% | +235794.23% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.79% | -0.04% | +19918.22% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.57% | -0.29% | +47018.33% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.37% | +0.01% | +125467.39% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.24% | +0.09% | +9136.90% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.17% | +0.02% | +128800.00% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.08% | +0.05% | +174942.86% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.96% | -0.02% | +5277.40% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.79% | +0.02% | +354050.00% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.03% | +35514.29% | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 0.58% | -0.06% | +50376.25% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.07% | +40466.67% | |
| 24 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.56% | +0.04% | +23955.07% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.01% | +35741.18% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.10% | +44400.00% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.04% | +52557.14% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.02% | +27787.50% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.48% | — | +110441.18% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.45% | -0.01% | +159331.82% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | +0.01% | +23691.67% | |
| 32 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.41% | -0.03% | +179100.00% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | +0.01% | +913250.00% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | +0.02% | +89420.00% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.35% | -0.03% | +124376.92% | |
| 36 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.33% | — | +82292.31% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | +0.02% | +169825.00% | |
| 38 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.32% | -0.03% | +31346.43% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.32% | -0.02% | +188600.00% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.02% | +47700.00% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.04% | +47500.00% | |
| 42 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.31% | -0.03% | +220240.00% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | +17253.85% | |
| 44 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.30% | +0.02% | +100423.08% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | -0.08% | +70600.00% | |
| 46 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.27% | — | +48040.48% | |
| 47 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.23% | -0.05% | +342833.33% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.04% | +129675.00% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.05% | +26400.00% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.07% | +113116.67% |
According to official SEC Form 13F filings, Curio Wealth, LLC reported a total U.S. public equity portfolio value of $322.3M across 358 disclosed positions in Q2 2025.
During Q2 2025, Curio Wealth, LLC's top holdings by market value included DFSD (16.0%)、DFAU (15.3%)、DFGP (13.7%). The largest single position, DFSD, represented 16.0% of total portfolio value.
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In Q2 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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