13F Insight
DOSSIER · 13F-HR · Q1 2026

CURIO WEALTH, LLC

CURIO WEALTH's hedge fund based in Stamford, CT — $293M in tracked AUM across 1,256 positions as of Q1 2026.

CW
CURIO WEALTH·Stamford, CT·Hedge Fund
CIK 0002049201 · last filed Mar 31, 2026
Total AUM
$293M
▼ 10.5%
vs prior
Holdings
1,256
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CURIO WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DFA US CORE EQUITY MARKET ETF
$47M1.1M16.2%
02
DFSD
DFA S/T FIXED INCOME ETF
$46M958K15.7%
03
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
$45M838K15.5%
04
DFAI
DFA INT CORE EQUITY ETF
$17M427K5.7%
05
AVDE
AVANTIS INTL CORE EQUITY ETF
$14M168K4.9%
06
DFAS
DFA US SMALL CAP ETF
$9M124K3.0%
07
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
$9M116K2.9%
08
AVEM
AVANTIS EMERGING MKT EQ ETF
$8M103K2.8%
09
AVUS
AVANTIS US EQUITY ETF
$8M68K2.6%
10
DFAR
DFA US REAL ESTATE ETF
$7M285K2.3%

Filing history

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