Holdings

Curio Wealth, LLC

As of Jun 30, 2026, Curio Wealth, LLC reported 22 positions worth US$16.4M. Largest: Alphabet Inc (google) Class C, Apple Inc and Royal Bank Of Canada. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C8,069US$2.88M−39Jun 30, 2026
Apple Inc6,259US$1.81M−98Jun 30, 2026
Royal Bank Of Canada5,289US$1.09MnewJun 30, 2026
Palantir Technologies Inc.7,618US$889K−2Jun 30, 2026
Microsoft Corp.2,308US$861K+29Jun 30, 2026
Tjx Companies, Inc. (the)5,647US$856K−15Jun 30, 2026
Cisco Systems, Inc.6,813US$800Kno changeJun 30, 2026
Lockheed Martin Corporation1,537US$783K+8Jun 30, 2026
Advanced Micro Devices Inc1,324US$769Kno changeJun 30, 2026
Netflix, Inc.9,007US$643K−167Jun 30, 2026