CURIO WEALTH, LLC
All 13F Filings
- Location
- Annapolis, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 322,283
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 78 | 322,283 | 13F-HR | CURIO WEALTH, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.44 K | 5.1% | 0 | 1.54 K | -1.54 K |
| ETFs | 305.8 K | 94.9% | 31.31 K | 0 | 31.31 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
322,283
Holdings
78
QoQ value change ($000)
29,671
(10.1%)
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.