CURIO WEALTH, LLC - Portfolio Stock Holdings
CURIO WEALTH, LLC disclosed 1233 stock positions in a recent SEC 13F filing. $322,284,297 of stock holdings were filed, with the largest holdings including DFAU, DFGP, and DFSD. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 2026.We estimate the fund has a total AUM of $460,657,970 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1233Est. Stock Holding Value:
$322,284,297Top Stock Holdings By Sector
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Portfolio Stock Holdings - CURIO WEALTH, LLC
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