CURIO WEALTH, LLC - Portfolio overview

CURIO WEALTH, LLC has 1269 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAU - DFA US CORE EQUITY MARKET ETF, 16.19%
2. DFSD - DFA S/T FIXED INCOME ETF, 15.67%
3. DFGP - DFA GLOBAL CORE FIXED INCOME ETF, 15.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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