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CIK: 0002049201
Total reported value
$322.3M
$322.3M
472 檔
49.9%
As reported in its official Q4 2025 Form 13F filing, Curio Wealth, LLC's tracked investment portfolio stood at $322.3M with 472 total positions.
In Q4 2025, Curio Wealth, LLC displayed an active expansion posture, initiating 10 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFSD, DFGP) accounted for 49.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.25% | +1.56% | +11.84% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 15.80% | -0.37% | +14.62% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 14.63% | +0.27% | +21.65% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.25% | +0.19% | +15.73% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.98% | -0.32% | -0.55% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.93% | +0.31% | +9.26% | |
| 7 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 2.81% | +0.31% | +27.83% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.67% | +0.10% | +0.79% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.55% | +0.43% | +10.69% | |
| 10 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.18% | +0.14% | +10.14% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.07% | +0.11% | +3.68% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.94% | -0.04% | +8.83% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.63% | -0.01% | +10.58% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.32% | +0.09% | +9.53% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.23% | -0.29% | +2.89% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.21% | +0.01% | -0.47% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.97% | +0.05% | -0.17% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.94% | +0.02% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.07% | +0.92% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.70% | +0.02% | -0.29% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.02% | -2.62% | |
| 22 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.63% | +0.04% | +72.68% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.01% | +22.87% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.03% | +10.53% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.10% | — | |
| 26 | DISV | Dimensional International Sm | ETF-Other | 0.51% | -0.06% | -0.04% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.40% | -0.04% | -2.40% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | — | +2.43% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | +13.03% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | -0.01% | +4.27% | |
| 31 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.38% | -0.03% | +15.36% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.37% | +0.01% | +4.46% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.36% | +0.01% | -0.10% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.32% | -0.04% | -0.77% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.10% | +4513.50% | |
| 36 | DFIV | Dimensional International Va | ETF-Other | 0.30% | -0.02% | +0.17% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.29% | +0.02% | — | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.08% | — | |
| 40 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.28% | +0.02% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | +4.41% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.02% | +8.92% | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.25% | — | +1.01% | |
| 44 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.25% | -0.03% | — | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.24% | -0.03% | +6.03% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.05% | +1.89% | |
| 47 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.22% | -0.03% | -12.83% | |
| 48 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.22% | -0.05% | +18.04% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.04% | +3.51% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.07% | +3.31% |
According to official SEC Form 13F filings, Curio Wealth, LLC reported a total U.S. public equity portfolio value of $322.3M across 472 disclosed positions in Q4 2025.
During Q4 2025, Curio Wealth, LLC's top holdings by market value included DFAU (16.3%)、DFSD (15.8%)、DFGP (14.6%). The largest single position, DFAU, represented 16.3% of total portfolio value.
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Top New Position Initiated
PLTR
市值: $1.5M
Top Position Liquidated / Trimmed
BF-A
前期市值: $123.6K
In Q4 2025, Curio Wealth, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 31 positions, trimming 6 holdings, and fully liquidating 2 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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