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

CURIO WEALTH, LLC

$293M in tracked AUM across 1,256 positions as of Q1 2026.

CW
CIK 0002049201 · last filed Mar 31, 2026
Total AUM
$293M
as of Q1 2026
Holdings
1,256
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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