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Curio Wealth - Q2 2026 13F Filings

CU

Curio Wealth, LLC

CIK: 0002049201
Address: Maryland Annapolis 721 Melvin Ave
$322.28 M
Portfolio Value
78
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFGP Dimensional Global Core Plus Fixed Income Etf
+$5.04 M
2. DFSD Dimensional Short-Duration Fixed Income Etf
+$3.59 M
3. DFAU Dimensional Us Core Equity Market Etf
+$2.96 M
4. VO Vanguard Mid-Cap Etf
+$1.48 M
5. DFAI Dimensional International Core Equity Market Etf
+$1.32 M

Top Sells

Q2 2026
1. DFCF Dimensional Core Fixed Income Etf
−$561,731.64
2. AVDE Avantis International Equity Etf
−$319,515.09
3. VTV Vanguard Value Etf
−$228,965
4. DFAC Dimensional Us Core Equity 2 Etf
−$223,351.66
5. MGC Vanguard Mega Cap Etf
−$208,224

Asset Allocation

Stocks/ETFs
+10.21%
$321.83 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
-23.40%
$449,851 0.14%

Sector Allocation (Stocks)

Curio Wealth Q2 2026 Filing Summary

Curio Wealth, LLC filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 322.28 M reflecting a +10.14% change from the prior quarter, spanning 78 assets. The top 10 holdings comprised 74.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1132 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Curio Wealth’s Q2 2026 Filing

Curio Wealth submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Curio Wealth reported a managed portfolio value of 322.28 M, consisting of 78 individual positions.

This page displays the raw filing documents. To see which stocks Curio Wealth bought or sold during Q2 2026, please visit Curio Wealth's Portfolio Analysis page.