CURIO WEALTH, LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 292,612
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 1,256 | 292,612 | 13F-HR | CURIO WEALTH, LLC |
| Q4 2025 | 2/11/2026 | 472 | 282,271 | 13F-HR | CURIO WEALTH, LLC |
| Q3 2025 | 11/13/2025 | 279 | 243,737 | 13F-HR | CURIO WEALTH, LLC |
| Q2 2025 | 7/31/2025 | 358 | 228,255 | 13F-HR | CURIO WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.98 K | 6.1% | 0 | 2.254 K | -2.254 K |
| ETFs | 274.5 K | 93.9% | 12.5 K | 0 | 12.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
292,612
Holdings
1256
QoQ value change ($000)
10,341
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.