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Curio Wealth - Q1 2026 13F Filings

CU

Curio Wealth, LLC

CIK: 0002049201
Address: Maryland Annapolis 721 Melvin Ave
$292.61 M
Portfolio Value
1247
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFGP Dimensional Global Core Plus Fixed Income Etf
+$4.08 M
2. DFAU Dimensional Us Core Equity Market Etf
+$3.79 M
3. DFAI Dimensional International Core Equity Market Etf
+$1.56 M
4. DFSD Dimensional Short-Duration Fixed Income Etf
+$1.33 M
5. DUSB Dimensional Ultrashort Fixed Income Etf
+$828,195.17

Top Sells

Q1 2026
1. IWN Ishares Russell 2000 Value Etf
−$227,631.18
2. AVDE Avantis International Equity Etf
−$211,167.15
3. DFAE Dimensional Emerging Core Equity Market Etf
−$186,128.51
4. AVGE Avantis All Equity Markets Etf
−$182,201.4
5. SPY Spdr S&P 500 Etf Trust
−$145,676.72

Asset Allocation

Stocks/ETFs
+3.81%
$292.01 M 99.79%
Options
$0 0.00%
Debt
+100.00%
$17,190 0.01%
Other
-40.21%
$587,287 0.20%

Sector Allocation (Stocks)

Curio Wealth Q1 2026 Filing Summary

Curio Wealth, LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 292.61 M reflecting a +3.66% change from the prior quarter, spanning 1,247 assets. The top 10 holdings comprised 71.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 804 new positions and 35 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Curio Wealth’s Q1 2026 Filing

Curio Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Curio Wealth reported a managed portfolio value of 292.61 M, consisting of 1,256 individual positions.

This page displays the raw filing documents. To see which stocks Curio Wealth bought or sold during Q1 2026, please visit Curio Wealth's Portfolio Analysis page.