Curio Wealth, LLC Top Holdings and 13F Report (2025) About Curio Wealth, LLCInvestment ActivityCurio Wealth, LLC has $185.93 million in total holdings as of December 31, 2024.Curio Wealth, LLC owns shares of 304 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Core Equity Market ETF $30,178,075Dimensional Short-Duration Fixed Income ETF $25,719,118DFA GLOBAL CORE FIXED INCOME ETF $20,493,689Avantis International Equity ETF $11,242,471Dimensional International Core Equity Market ETF $7,443,752 Sector AllocationMap of 500 Largest Holdings ofCurio Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$30,178,075745,32216.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$25,719,118548,61613.8%ETFDFA GLOBAL CORE FIXED INCOME ETF$20,493,689387,91811.0%ETFAVDEAvantis International Equity ETF$11,242,471183,1926.0%ETFDFAIDimensional International Core Equity Market ETF$7,443,752254,9234.0%ETFDFASDimensional U.S. Small Cap ETF$5,550,46185,2873.0%ETFDFAEDimensional Emerging Core Equity Market ETF$4,845,064190,9762.6%ETFDFARDimensional US Real Estate ETF$4,830,136207,5692.6%ETFDFCFDimensional Core Fixed Income ETF$4,803,498116,3922.6%ETFAVUSAvantis U.S. Equity ETF$4,634,00947,8082.5%ETFDFACDimensional U.S. Core Equity 2 ETF$3,805,557110,0192.0%ETFDFATDimensional U.S. Targeted Value ETF$3,235,90558,1371.7%ETFVOVanguard Mid-Cap ETF$3,100,49611,7391.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,997,70250,9901.6%ETFAVUVAvantis U.S. Small Cap Value ETF$2,709,60628,0701.5%ETFDIMENSIONAL US LRGE CP VCTR ETF$2,558,18939,1821.4%ETFAVDVAvantis International Small Cap Value ETF$2,517,54438,6841.4%ETFIGViShares Expanded Tech-Software Sector ETF$2,500,89724,9791.3%ETFDFUSDimensional U.S. Equity ETF$2,381,76137,3611.3%ETFDFIPDimensional Inflation-Protected Securities ETF$1,897,27746,8571.0%ETFDFUVDimensional US Marketwide Value ETF$1,723,87842,1280.9%ETFGOOGAlphabet$1,484,8867,7970.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,335,6762,2790.7%FinanceAAPLApple$1,303,5415,2050.7%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,184,92515,1890.6%ETFVNQVanguard Real Estate ETF$1,164,74113,0750.6%ETFDISVDimensional International Small Cap Value ETF$1,159,91343,6550.6%ETFDFSVDimensional US Small Cap Value ETF$1,090,68935,4350.6%ETFSCHPSchwab U.S. TIPS ETF$1,054,23940,8150.6%ETFMSFTMicrosoft$961,7702,2820.5%Computer and TechnologyTJXTJX Companies$909,0957,5250.5%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$886,10635,6440.5%ETFIWRiShares Russell Mid-Cap ETF$857,7459,7030.5%ETFDFSBDimensional Global Sustainability Fixed Income ETF$853,39816,7530.5%ETFSCHXSchwab US Large-Cap ETF$846,85836,5340.5%ETFVTIVanguard Total Stock Market ETF$800,4552,7620.4%ETFBNDXVanguard Total International Bond ETF$797,99416,2690.4%ETFDUHPDimensional US High Profitability ETF$789,40223,3620.4%ETFESGVVanguard ESG US Stock ETF$758,1457,2280.4%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$757,51812,2200.4%ETFAVGEAvantis All Equity Markets ETF$701,8449,6980.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$650,79811,9720.4%ETFDFIVDimensional International Value ETF$593,58016,7300.3%ETFMETAMeta Platforms$559,7489560.3%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$539,69917,9720.3%ETFDIMENSIONAL ULTRASHORT FXD INC ETF$520,47010,2880.3%ETFWMTWalmart$416,4234,6090.2%Retail/WholesaleCSCOCisco Systems$402,1466,7930.2%Computer and TechnologyGLDSPDR Gold Shares$377,9651,5610.2%FinanceAMZNAmazon.com$359,8001,6400.2%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$320,1431,9790.2%ETFVVisa$311,9079870.2%Business ServicesLLYEli Lilly and Company$311,8884040.2%MedicalDIHPDimensional International High Profitability ETF$300,26211,9010.2%ETFSCHASchwab US Small-Cap ETF$284,35710,9960.2%ETFVOOVanguard S&P 500 ETF$262,4004870.1%ETFBF.BBrown-Forman$256,3276,7490.1%Consumer StaplesQQQInvesco QQQ$249,9914890.1%FinanceVUSBVanguard Ultra-Short Bond ETF$245,0244,9380.1%ETFVEAVanguard FTSE Developed Markets ETF$228,2454,7730.1%ETFMGCVanguard Mega Cap ETF$213,9361,0060.1%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$210,5994,1760.1%ETFAVREAvantis Real Estate ETF$206,9594,9370.1%ETFSCHFSchwab International Equity ETF$205,94211,1320.1%ETFBRK.BBerkshire Hathaway$204,8834520.1%FinanceVTVVanguard Value ETF$204,3451,2070.1%ETFACGLArch Capital Group$201,1382,1780.1%FinanceANAutoNation$197,0141,1600.1%Retail/WholesaleFDSFactSet Research Systems$187,7893910.1%Business ServicesDFSUDimensional US Sustainability Core 1 ETF$187,3784,9440.1%ETFORCLOracle$172,9721,0380.1%Computer and TechnologyUNPUnion Pacific$172,8547580.1%TransportationNFLXNetflix$169,3511900.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$168,6732,7070.1%ETFAMDAdvanced Micro Devices$158,9601,3160.1%Computer and TechnologyORLYO'Reilly Automotive$158,8971340.1%Retail/WholesaleMGVVanguard Mega Cap Value ETF$158,5111,2690.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$153,2122,5220.1%ETFGOOGLAlphabet$147,6547800.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$145,6843,3080.1%ETFAVSUAvantis Responsible U.S. Equity ETF$139,8472,1150.1%ETFNVDANVIDIA$125,3659340.1%Computer and TechnologyBROBrown & Brown$122,4241,2000.1%FinanceVVVanguard Large-Cap ETF$120,2864460.1%ETFADPAutomatic Data Processing$120,0194100.1%Business ServicesMAMastercard$118,4782250.1%Business ServicesQUALiShares MSCI USA Quality Factor ETF$115,8056500.1%ETFCIThe Cigna Group$112,3894070.1%MedicalDHID.R. Horton$111,9968010.1%ConstructionVBRVanguard Small-Cap Value ETF$108,4045470.1%ETFPSAPublic Storage$107,2003580.1%FinanceLLoews$106,7091,2600.1%FinanceHDHome Depot$105,4162710.1%Retail/WholesaleJNJJohnson & Johnson$103,6937170.1%MedicalDIMENSIONAL WORLD EQUITY ETF$93,0651,4900.1%ETFPGProcter & Gamble$92,2085500.0%Consumer StaplesJPMJPMorgan Chase & Co.$91,0903800.0%FinanceTAT&T$90,4693,9730.0%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$89,7462,7320.0%ETFSCHDSchwab US Dividend Equity ETF$88,5173,2400.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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