StockDriftsStockDriftsTop 50 Curio Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DFA US CORE EQUITY MARKET ETF | 17.77% | 1.11M | $57.3M | +5.44%(+57.19K) | $41.81(+28.12%) | 2026-06-30 | |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | 15.73% | 930.6K | $50.7M | +11.05%(+92.61K) | $54.14(-1.22%) | 2026-06-30 | |
| DFSD | DFA S/T FIXED INCOME ETF | 15.31% | 1.03M | $49.3M | +7.84%(+75.10K) | $47.82(-0.84%) | 2026-06-30 | |
| DFAI | DFA INT CORE EQUITY ETF | 5.88% | 459.1K | $18.9M | +7.51%(+32.07K) | $34.56(+25.36%) | 2026-06-30 | |
| AVDE | AVANTIS INTL CORE EQUITY ETF | 4.54% | 163.9K | $14.6M | -2.14%(-3.58K) | $70.44(+33.33%) | 2026-06-30 | |
| DFAS | DFA US SMALL CAP ETF | 3.33% | 130.3K | $10.7M | +5.04%(+6.25K) | $63.67(+31.34%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MKT EQ ETF | 3.26% | 109.0K | $10.5M | +6.09%(+6.25K) | $68.43(+35.18%) | 2026-06-30 | |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | 3.25% | 127.3K | $10.5M | +9.98%(+11.56K) | $69.81(+23.66%) | 2026-06-30 | |
| AVUS | AVANTIS US EQUITY ETF | 2.69% | 67.7K | $8.7M | -0.85%(-581) | $96.81(+35.82%) | 2026-06-30 | |
| DFAR | DFA US REAL ESTATE ETF | 2.44% | 300.3K | $7.9M | +5.43%(+15.46K) | $23.54(+11.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.57% |
Curio Wealth LLC reports $322.28M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (17.8%), DFGP (15.7%) and DFSD (15.3%). The top 20 holdings account for 86.62% of reported assets. Its disclosed equity book has returned +20.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curio Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049201). View Curio Wealth LLC’s 13F filings on SEC