CURIO WEALTH, LLC

Est. AUM

$292.5M

13F long equity, this entity only

Positions

1,251

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DFA US CORE EQUITY MARKET ETF	ETF	$47.4M	1051049	16.21%	SOLE
2	DFA S/T FIXED INCOME ETF	ETF	$45.9M	958276	15.69%	SOLE
3	DFA GLOBAL CORE FIXED INCOME ETF	ETF	$45.2M	838007	15.47%	SOLE
4	DFA INT CORE EQUITY ETF	ETF	$16.6M	427055	5.69%	SOLE
5	AVANTIS INTL CORE EQUITY ETF	ETF	$14.2M	167503	4.86%	SOLE
6	DFA US SMALL CAP ETF	ETF	$8.8M	124050	3.02%	SOLE
7	DIMENSIONAL US LRGE CP VCTR ETF	ETF	$8.6M	115765	2.94%	SOLE
8	AVANTIS EMERGING MKT EQ ETF	ETF	$8.3M	102744	2.83%	SOLE
9	AVANTIS US EQUITY ETF	ETF	$7.6M	68250	2.59%	SOLE
10	DFA US REAL ESTATE ETF	ETF	$6.7M	284799	2.30%	SOLE
11	AVANTIS INTL SMALL VALUE ETF	ETF	$6.1M	60799	2.08%	SOLE
12	DFA EMERGING MARKETS ETF	ETF	$5.9M	174471	2.02%	SOLE
13	DFA US CORE EQUITY 2 ETF	ETF	$4.4M	112966	1.50%	SOLE
14	AVANTIS US SMALL CAP VALUE ETF	ETF	$4.2M	37803	1.43%	SOLE
15	DFA US TARGETED VALUE ETF	ETF	$3.5M	55770	1.19%	SOLE
16	DFA CORE FIXED INCOME ETF	ETF	$3.4M	81575	1.18%	SOLE
17	DFA US EQUITY ETF	ETF	$2.8M	40001	0.97%	SOLE
18	DFA TAX-MGD US MKT-WIDE VAL II ETF	ETF	$2.0M	42103	0.70%	SOLE
19	GOOGLE CLASS C	Listed Stock	$2.0M	6900	0.68%	SOLE
20	ISHARES TECH-SOFTWARE ETF	ETF	$1.9M	24242	0.66%	SOLE
21	VANGUARD MIDCAP ETF	ETF	$1.9M	6563	0.64%	SOLE
22	AVANTIS ALL EQUITY MKTS ETF	ETF	$1.6M	18500	0.56%	SOLE
23	APPLE	Listed Stock	$1.6M	6357	0.55%	SOLE
24	DFA INTL SMALL CAP VALUE ETF	ETF	$1.5M	39173	0.53%	SOLE
25	SPDR S&P 500 ETF	ETF	$1.5M	2295	0.51%	SOLE
26	DIMENSIONAL ULTRASHORT FXD INC ETF	ETF	$1.4M	28476	0.49%	SOLE
27	VG S/T CORP BOND ETF	ETF	$1.4M	17070	0.46%	SOLE
28	DFA US LARGE CAP VALUE ETF	ETF	$1.2M	32773	0.40%	SOLE
29	DFA WORLD EX-US EQUITY ETF	ETF	$1.2M	34321	0.40%	SOLE
30	DFA US SMALL CAP VAL ETF	ETF	$1.2M	32874	0.39%	SOLE
31	PALANTIR TECHNOLOGIES	Listed Stock	$1.1M	7620	0.38%	SOLE
32	DIMNSNL GLBL SUSTN FIXED INCM ETF	ETF	$1.1M	20814	0.37%	SOLE
33	VANGUARD REIT ETF	ETF	$1.0M	11440	0.35%	SOLE
34	DFA TAX-MGD INT'L VALUE ETF	ETF	$1.0M	19052	0.34%	SOLE
35	AVANTIS US SMALL CAP ETF	ETF	$988K	15854	0.34%	SOLE
36	SCHWAB US LARGE CAP ETF	ETF	$983K	38322	0.34%	SOLE
37	LOCKHEED MARTIN	Listed Stock	$924K	1529	0.32%	SOLE
38	TJX COMPANIES	Listed Stock	$904K	5662	0.31%	SOLE
39	NETFLIX	Listed Stock	$882K	9174	0.30%	SOLE
40	MICROSOFT CORP	Listed Stock	$844K	2279	0.29%	SOLE
41	ISHARES RUSSELL MIDCAP ETF	ETF	$779K	8008	0.27%	SOLE
42	VANGUARD ESG US STK ETF	ETF	$763K	6797	0.26%	SOLE
43	VANGUARD STOCK MARKET ETF	ETF	$705K	2198	0.24%	SOLE
44	SPDR GOLD ETF	ETF	$697K	1619	0.24%	SOLE
45	VANGUARD ESG US CORP BD ETF	ETF	$692K	11017	0.24%	SOLE
46	VG TOTAL INTL BOND INDEX ETF	ETF	$677K	14090	0.23%	SOLE
47	META PLATFORMS	Listed Stock	$620K	1084	0.21%	SOLE
48	DFA INFLATION-PROTECT SEC ETF	ETF	$610K	14633	0.21%	SOLE
49	WALMART	Listed Stock	$605K	4865	0.21%	SOLE
50	CISCO SYSTEMS	Listed Stock	$529K	6813	0.18%	SOLE

1–50 of 1,251

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.