13F Insight
DOSSIER · 13F-HR · Q2 2026

CURIO WEALTH, LLC

$322M in tracked AUM across 78 positions as of Q2 2026.

CW
CIK 0002049201 · last filed Jun 30, 2026
Total AUM
$322M
as of Q2 2026
Holdings
78
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CURIO WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DFA US CORE EQUITY MARKET ETF
$57M1.1M17.8%02
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
$51M931K15.7%03
DFSD
DFA S/T FIXED INCOME ETF
$49M1.0M15.3%04
DFAI
DFA INT CORE EQUITY ETF
$19M459K5.9%05
AVDE
AVANTIS INTL CORE EQUITY ETF
$15M164K4.5%06
DFAS
DFA US SMALL CAP ETF
$11M130K3.3%07
AVEM
AVANTIS EMERGING MKT EQ ETF
$11M109K3.3%08
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
$10M127K3.2%09
AVUS
AVANTIS US EQUITY ETF
$9M68K2.7%10
DFAR
DFA US REAL ESTATE ETF
$8M300K2.4%

Filing history

2026Q2Jun 30
$322M▲ 10.1%
78 positionsView →2026Q1Mar 31
$293M▲ 3.7%
1,256 positionsView →2025Q4Dec 31
$282M▲ 15.8%
472 positionsView →2025Q3Sep 30
$244M▲ 6.8%
279 positionsView →2025Q2Jun 30
$228M▲ 18.9%
358 positionsLocked2025Q1Mar 31
$192M▲ 3.3%
390 positionsLocked2024Q4Dec 31
$186M—
304 positionsLocked