Curio Wealth, LLC
Net seller this quarter
$322M
28
-$3.42M
3.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $2.43M | 0.75% | Not reported | -0.3% | Q4 2024 |
 AAPL | $1.81M | 0.56% | 0.00% | -1.5% | Q4 2024 |
 SPY | $1.73M | 0.54% | Not reported | +0.7% | Q4 2024 |
 DFAX | $1.27M | 0.39% | Not reported | +0.4% | Q4 2024 |
 RY | $1.09M | 0.34% | 0.00% | New | Q2 2026 |
 PLTR | $889K | 0.28% | 0.00% | 0.0% | Q4 2024 |
 MSFT | $861K | 0.27% | 0.00% | +1.3% | Q4 2024 |
 TJX | $856K | 0.27% | 0.00% | -0.3% | Q4 2024 |
 CSCO | $800K | 0.25% | 0.00% | Not reported | Q4 2024 |
 LMT | $783K | 0.24% | 0.00% | +0.5% | Q4 2024 |
 AMD | $769K | 0.24% | 0.00% | Not reported | Q4 2024 |
 NFLX | $643K | 0.20% | 0.00% | -1.8% | Q4 2024 |
 META | $606K | 0.19% | Not reported | -0.8% | Q4 2024 |
| GLD | $596K | 0.19% | 0.00% | Not reported | Q4 2024 |
 WMT | $545K | 0.17% | 0.00% | -1.1% | Q4 2024 |
 LLY | $520K | 0.16% | 0.00% | Not reported | Q4 2024 |
 AMZN | $502K | 0.16% | 0.00% | +3.7% | Q4 2024 |
 MU | $471K | 0.15% | 0.00% | Not reported | Q4 2024 |
 NVDA | $454K | 0.14% | 0.00% | +1.1% | Q4 2024 |
| GOOGL | $453K | 0.14% | 0.00% | +3.5% | Q4 2024 |
 BRK.B | $450K | 0.14% | Not reported | +2.2% | Q4 2024 |
 QQQ | $433K | 0.13% | Not reported | +2.8% | Q4 2024 |
 IBM | $381K | 0.12% | 0.00% | -0.3% | Q4 2024 |
 AVGO | $356K | 0.11% | 0.00% | +1749.0% | Q4 2024 |
 V | $342K | 0.11% | 0.00% | +0.3% | Q4 2024 |
 AN | $216K | 0.07% | 0.00% | Not reported | Q4 2024 |
 UNP | $208K | 0.06% | 0.00% | Not reported | Q4 2024 |
 SCZ | $207K | 0.06% | Not reported | Not reported | Q4 2024 |
| Q1 2026 | |||||
| GOOG | $1.98M | 0.68% | Not reported | -4.4% | Q4 2024 |
| AAPL | $1.61M | 0.55% | 0.00% | -1.5% | Q4 2024 |
| SPY | $1.49M | 0.51% | Not reported | -8.9% | Q4 2024 |
| DFAX | $1.17M | 0.40% | Not reported | +2.4% | Q4 2024 |
| PLTR | $1.11M | 0.38% | 0.00% | +0.1% | Q4 2024 |
| LMT | $924K | 0.32% | 0.00% | -6.1% | Q4 2024 |
| TJX | $904K | 0.31% | 0.00% | +0.1% | Q4 2024 |
| NFLX | $882K | 0.30% | 0.00% | -0.6% | Q4 2024 |
| MSFT | $844K | 0.29% | 0.00% | +0.7% | Q4 2024 |
| GLD | $697K | 0.24% | 0.00% | Not reported | Q4 2024 |
| META | $620K | 0.21% | Not reported | +0.9% | Q4 2024 |
| WMT | $605K | 0.21% | 0.00% | -6.3% | Q4 2024 |
| CSCO | $529K | 0.18% | 0.00% | -2.9% | Q4 2024 |
| AMZN | $423K | 0.14% | 0.00% | -6.4% | Q4 2024 |
| BRK.B | $422K | 0.14% | Not reported | +1.0% | Q4 2024 |
| LLY | $399K | 0.14% | 0.00% | +1.4% | Q4 2024 |
| NVDA | $391K | 0.13% | 0.00% | +6.8% | Q4 2024 |
| GOOGL | $352K | 0.12% | 0.00% | -13.9% | Q4 2024 |
| QQQ | $330K | 0.11% | Not reported | -5.1% | Q4 2024 |
| IBM | $329K | 0.11% | 0.00% | +0.6% | Q4 2024 |
| V | $301K | 0.10% | 0.00% | +0.8% | Q4 2024 |
| AMD | $269K | 0.09% | 0.00% | -0.8% | Q4 2024 |
| AN | $227K | 0.08% | 0.00% | +0.1% | Q4 2024 |
| SCZ | $198K | 0.07% | Not reported | Not reported | Q4 2024 |
 ORLY | $186K | 0.06% | 0.00% | +0.3% | Q4 2024 |
| UNP | $185K | 0.06% | 0.00% | +0.7% | Q4 2024 |
 ORCL | $154K | 0.05% | 0.00% | +0.8% | Q4 2024 |
 ACGL | $143K | 0.05% | 0.00% | +0.3% | Q4 2024 |
 JPM | $141K | 0.05% | 0.00% | +4.6% | Q4 2024 |
 TFC | $139K | 0.05% | 0.00% | +0.1% | Q4 2024 |
| MU | $138K | 0.05% | 0.00% | +2.0% | Q4 2024 |
 TSLA | $129K | 0.04% | 0.00% | -7.0% | Q1 2025 |
 MA | $114K | 0.04% | 0.00% | +1.8% | Q4 2024 |
 BSVN | $113K | 0.04% | 0.02% | Not reported | Q4 2024 |
 CRCL | $105K | 0.04% | Not reported | +21880.0% | Q4 2025 |
 CI | $104K | 0.04% | 0.00% | +0.8% | Q4 2024 |
 PSA | $97K | 0.03% | 0.00% | Not reported | Q4 2024 |
 NSC | $90.1K | 0.03% | 0.00% | +0.3% | Q4 2024 |
 PG | $89.1K | 0.03% | 0.00% | +2.8% | Q4 2024 |
 MS | $87.4K | 0.03% | 0.00% | +0.8% | Q4 2024 |
 RCL | $83.9K | 0.03% | 0.00% | -15.5% | Q1 2025 |
 LOW | $74.2K | 0.03% | 0.00% | -1.3% | Q4 2024 |
 HD | $72.4K | 0.02% | 0.00% | +0.9% | Q4 2024 |
 BAC | $70.2K | 0.02% | 0.00% | -14.8% | Q1 2025 |
 RPM | $62K | 0.02% | 0.00% | +0.2% | Q4 2024 |
 DHI | $61.7K | 0.02% | 0.00% | Not reported | Q4 2024 |
 JNJ | $61.6K | 0.02% | 0.00% | +5.9% | Q4 2024 |
 INTU | $58.4K | 0.02% | 0.00% | +0.8% | Q4 2024 |
 FDX | $57.9K | 0.02% | 0.00% | -15.1% | Q4 2024 |
 XRN | $57.1K | 0.02% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOG | $2.28M | 0.81% | Not reported | +0.9% | Q4 2024 |
| AAPL | $1.77M | 0.63% | 0.00% | +22.9% | Q4 2024 |
| SPY | $1.74M | 0.62% | Not reported | +10.5% | Q4 2024 |
| PLTR | $1.48M | 0.52% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.1M | 0.39% | 0.00% | +13.0% | Q4 2024 |
| DFAX | $1.1M | 0.39% | Not reported | +4.3% | Q4 2024 |
| TJX | $889K | 0.32% | 0.00% | -0.8% | Q4 2024 |
| NFLX | $864K | 0.31% | 0.00% | +361.4% | Q4 2024 |
| LMT | $791K | 0.28% | 0.00% | Not reported | Q4 2024 |
| META | $717K | 0.25% | Not reported | +8.9% | Q4 2024 |
| GLD | $667K | 0.24% | 0.00% | +1.9% | Q4 2024 |
| WMT | $579K | 0.21% | 0.00% | +3.5% | Q4 2024 |
| CSCO | $548K | 0.19% | 0.00% | +3.3% | Q4 2024 |
| AMZN | $504K | 0.18% | 0.00% | +17.4% | Q4 2024 |
| LLY | $461K | 0.16% | 0.00% | +5.9% | Q4 2024 |
| GOOGL | $447K | 0.16% | 0.00% | +82.4% | Q4 2024 |
| BRK.B | $437K | 0.15% | Not reported | +178.3% | Q4 2024 |
| IBM | $411K | 0.15% | 0.00% | +236.7% | Q4 2024 |
| NVDA | $396K | 0.14% | 0.00% | +125.1% | Q4 2024 |
| QQQ | $376K | 0.13% | Not reported | +11.9% | Q4 2024 |
| V | $350K | 0.12% | 0.00% | Not reported | Q4 2024 |
| AMD | $287K | 0.10% | 0.00% | +1.4% | Q4 2024 |
| AN | $246K | 0.09% | 0.00% | Not reported | Q4 2024 |
| ORCL | $205K | 0.07% | 0.00% | Not reported | Q4 2024 |
| SCZ | $197K | 0.07% | Not reported | Not reported | Q4 2024 |
| ORLY | $186K | 0.07% | 0.00% | Not reported | Q4 2024 |
| TSLA | $181K | 0.06% | 0.00% | Not reported | Q1 2025 |
| UNP | $178K | 0.06% | 0.00% | Not reported | Q4 2024 |
| TFC | $153K | 0.05% | 0.00% | +191.4% | Q4 2024 |
| JPM | $151K | 0.05% | 0.00% | +20.8% | Q4 2024 |
| ACGL | $143K | 0.05% | 0.00% | Not reported | Q4 2024 |
| MA | $130K | 0.05% | 0.00% | Not reported | Q4 2024 |
 C | $121K | 0.04% | 0.00% | New | Q4 2025 |
| MU | $115K | 0.04% | 0.00% | Not reported | Q4 2024 |
| BSVN | $114K | 0.04% | 0.02% | Not reported | Q4 2024 |
| RCL | $106K | 0.04% | 0.00% | Not reported | Q1 2025 |
| CI | $106K | 0.04% | 0.00% | Not reported | Q4 2024 |
| MS | $95.7K | 0.03% | 0.00% | Not reported | Q4 2024 |
| BAC | $95K | 0.03% | 0.00% | +42125.0% | Q1 2025 |
| NSC | $91.6K | 0.03% | 0.00% | Not reported | Q4 2024 |
| INTU | $90.4K | 0.03% | 0.00% | Not reported | Q4 2024 |
 LUV | $88.2K | 0.03% | 0.00% | Not reported | Q1 2025 |
| PG | $86.7K | 0.03% | 0.00% | +9.1% | Q4 2024 |
| LOW | $77.3K | 0.03% | 0.00% | +8.5% | Q4 2024 |
| HD | $75.6K | 0.03% | 0.00% | +13.5% | Q4 2024 |
 QCOM | $69.9K | 0.02% | 0.00% | Not reported | Q4 2024 |
| DHI | $66K | 0.02% | 0.00% | -43.8% | Q4 2024 |
| RPM | $65.9K | 0.02% | 0.00% | -5.6% | Q4 2024 |
 PNC | $57.4K | 0.02% | 0.00% | +28.1% | Q4 2024 |
| FDX | $56.7K | 0.02% | 0.00% | +20.0% | Q4 2024 |
| Q3 2025 | |||||
| GOOG | $1.74M | 0.71% | Not reported | -2.1% | Q4 2024 |
| SPY | $1.52M | 0.62% | Not reported | -8.6% | Q4 2024 |
| AAPL | $1.34M | 0.55% | 0.00% | -13.8% | Q4 2024 |
| MSFT | $1.04M | 0.43% | 0.00% | -10.2% | Q4 2024 |
| DFAX | $1.01M | 0.41% | Not reported | -8.4% | Q4 2024 |
| TJX | $824K | 0.34% | 0.00% | -0.3% | Q4 2024 |
| META | $724K | 0.30% | Not reported | +3.1% | Q4 2024 |
| GLD | $565K | 0.23% | 0.00% | -0.1% | Q4 2024 |
| WMT | $517K | 0.21% | 0.00% | -3.4% | Q4 2024 |
| CSCO | $465K | 0.19% | 0.00% | Not reported | Q4 2024 |
| AMZN | $406K | 0.17% | 0.00% | +4.8% | Q4 2024 |
| V | $337K | 0.14% | 0.00% | Not reported | Q4 2024 |
| QQQ | $324K | 0.13% | Not reported | -5.8% | Q4 2024 |
| LLY | $308K | 0.13% | 0.00% | -5.6% | Q4 2024 |
| ORCL | $292K | 0.12% | 0.00% | Not reported | Q4 2024 |
| AN | $254K | 0.10% | 0.00% | Not reported | Q4 2024 |
| NFLX | $240K | 0.10% | 0.00% | -77.5% | Q4 2024 |
| ORLY | $217K | 0.09% | 0.00% | Not reported | Q4 2024 |
| AMD | $213K | 0.09% | 0.00% | -0.2% | Q4 2024 |
| SCZ | $193K | 0.08% | Not reported | Not reported | Q4 2024 |
| GOOGL | $190K | 0.08% | 0.00% | -35.1% | Q4 2024 |
| UNP | $179K | 0.07% | 0.00% | Not reported | Q4 2024 |
| NVDA | $174K | 0.07% | 0.00% | -47.1% | Q4 2024 |
| BRK.B | $157K | 0.06% | Not reported | -61.4% | Q4 2024 |
| DHI | $136K | 0.06% | 0.00% | Not reported | Q4 2024 |
| ACGL | $135K | 0.06% | 0.00% | -25.5% | Q4 2024 |
| MA | $128K | 0.05% | 0.00% | Not reported | Q4 2024 |
| BF.B | $124K | 0.05% | 0.00% | -32.4% | Q4 2024 |
 BF.A | $124K | 0.05% | Not reported | +745.6% | Q4 2024 |
| JPM | $120K | 0.05% | 0.00% | -14.0% | Q4 2024 |
| BSVN | $114K | 0.05% | 0.02% | -9.1% | Q4 2024 |
| IBM | $113K | 0.05% | 0.00% | -70.2% | Q4 2024 |
 FDS | $112K | 0.05% | 0.00% | Not reported | Q4 2024 |
| CI | $111K | 0.05% | 0.00% | Not reported | Q4 2024 |
| NSC | $94K | 0.04% | 0.00% | Not reported | Q4 2024 |
| INTU | $91.5K | 0.04% | 0.00% | Not reported | Q4 2024 |
| PG | $84.5K | 0.03% | 0.00% | -8.3% | Q4 2024 |
| RPM | $77.8K | 0.03% | 0.00% | Not reported | Q4 2024 |
| HD | $77.8K | 0.03% | 0.00% | -11.5% | Q4 2024 |
| LOW | $73.6K | 0.03% | 0.00% | Not reported | Q4 2024 |
 ABBV | $71.1K | 0.03% | 0.00% | -3.2% | Q4 2024 |
| JNJ | $68K | 0.03% | 0.00% | -48.8% | Q4 2024 |
| MU | $66.9K | 0.03% | 0.00% | Not reported | Q4 2024 |
 PEP | $65K | 0.03% | 0.00% | Not reported | Q4 2024 |
 ADP | $58.7K | 0.02% | 0.00% | -51.2% | Q4 2024 |
 BRO | $56.3K | 0.02% | 0.00% | -50.0% | Q4 2024 |
 FISV | $53.6K | 0.02% | 0.00% | Not reported | Q4 2024 |
| CRLBF | $53.4K | 0.02% | Not reported | Not reported | Q4 2024 |
 BR | $47.6K | 0.02% | 0.00% | Not reported | Q4 2024 |
| TFC | $47.4K | 0.02% | 0.00% | -65.7% | Q4 2024 |