Curio Wealth, LLC

Curio Wealth, LLC reported 78 holdings worth US$322M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Curio Wealth, LLC reported 78 holdings worth US$322M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Royal Bank Of Canada. Filed Aug 7, 2026 (Form 13F).

Holdings
78
Value as reported
US$322M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C8,069US$2.88M0.89%
Apple Inc6,259US$1.81M0.56%
Royal Bank Of Canada5,289US$1.09M0.34%
Palantir Technologies Inc.7,618US$889K0.28%
Microsoft Corp.2,308US$861K0.27%
Tjx Companies, Inc. (the)5,647US$856K0.27%
Cisco Systems, Inc.6,813US$800K0.25%
Lockheed Martin Corporation1,537US$783K0.24%
Advanced Micro Devices Inc1,324US$769K0.24%
Netflix, Inc.9,007US$643K0.20%
Meta Platforms, Inc.1,075US$606K0.19%
Walmart Inc.4,813US$545K0.17%
Eli Lilly And Company434US$520K0.16%
Amazon.com, Inc.2,107US$502K0.16%
Micron Technology, Inc.408US$471K0.15%
Nvidia Corporation2,268US$454K0.14%
Berkshire Hathaway Inc.899US$450K0.14%
International Business Machines Corporation1,354US$381K0.12%
Broadcom Inc.943US$356K0.11%
Visa Inc.998US$342K0.11%
Autonation, Inc.1,161US$216K0.07%
Union Pacific Corporation763US$208K0.06%
Enpro Inc.0US$00.00%
Enersys0US$00.00%
Encompass Health Corporation0US$00.00%
Enact Holdings, Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
F5, Inc.0US$00.00%
Factset Research Systems Inc.0US$00.00%
The Ensign Group, Inc.0US$00.00%
Expand Energy Corporation0US$00.00%
Emcor Group, Inc.0US$00.00%
Exelon Corporation0US$00.00%
Exelixis, Inc.0US$00.00%
Everus Construction Group, Inc.0US$00.00%
Robert Half Inc.0US$00.00%
Rli Corp.0US$00.00%
Evergy, Inc.0US$00.00%
Everest Group, Ltd.0US$00.00%
Evercore Inc.0US$00.00%
Euronet Worldwide, Inc.0US$00.00%
Flagstar Bank, N.a.0US$00.00%
Fluor Corporation0US$00.00%
F.n.b. Corporation0US$00.00%
Formfactor, Inc.0US$00.00%
Eversource Energy (d/b/a)0US$00.00%
Fox Corporation0US$00.00%
Franklin Resources, Inc.0US$00.00%
Frontdoor, Inc.0US$00.00%
Exlservice Holdings, Inc.0US$00.00%
Estee Lauder Companies, Inc. (the)0US$00.00%
Expedia Group, Inc.0US$00.00%
Expeditors International Of Washington, Inc.0US$00.00%
Exponent, Inc.0US$00.00%
Fiserv, Inc.0US$00.00%
F&g Annuities & Life, Inc.0US$00.00%
Firstenergy Corp.0US$00.00%
Fabrinet0US$00.00%
Firstcash Holdings, Inc.0US$00.00%
Fastenal Company0US$00.00%
Fastly, Inc.0US$00.00%
Fb Financial Corporation0US$00.00%
Essential Utilities, Inc.0US$00.00%
Essent Group Ltd.0US$00.00%
Esco Technologies Inc.0US$00.00%
First Horizon Corporation0US$00.00%
Equitable Holdings, Inc.0US$00.00%
First Financial Bankshares, Inc.0US$00.00%
First Financial Bancorp.0US$00.00%
First American Corporation (new)0US$00.00%
Equifax, Inc.0US$00.00%
Eqt Corporation0US$00.00%
Figma Inc0US$00.00%
First Hawaiian, Inc.0US$00.00%
Fifth Third Bancorp0US$00.00%
First Interstate Bancsystem, Inc.0US$00.00%
First Merchants Corporation0US$00.00%
First Solar, Inc.0US$00.00%
Fidelity National Information Services, Inc.0US$00.00%
Fidelity National Financial, Inc.0US$00.00%
Epam Systems, Inc.0US$00.00%
Five Below, Inc.0US$00.00%
Ferguson Enterprises Inc.0US$00.00%
Floor & Decor Holdings, Inc.0US$00.00%
Flowers Foods, Inc.0US$00.00%
Flowserve Corporation0US$00.00%
Federated Hermes, Inc.0US$00.00%
Fmc Corporation0US$00.00%
Federal Signal Corporation0US$00.00%
Ford Mtr Co Del0US$00.00%
Fedex Corporation0US$00.00%
Fortinet, Inc.0US$00.00%
Fortive Corporation0US$00.00%
Fortune Brands Innovations, Inc.0US$00.00%
Eos Energy Enterprises, Inc.0US$00.00%
Franklin Electric Co., Inc.0US$00.00%
Eog Resources, Inc.0US$00.00%
Freshworks Inc.0US$00.00%
Entergy Corporation0US$00.00%
Rivian Automotive, Inc.0US$00.00%

Every holding of Curio Wealth, LLC

Source

View original at SEC

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