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Portfolio (Quarterly) Guide ↗

CURIO WEALTH, LLC

· CIK 0002049201
13F Portfolio $293M AUM 1,256 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 827 New 140 Added 91 Reduced 43 Exited
Page 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APLD APPLIED DIGITAL CORP Technology 1,006.0 $24K 0.01% +600.0 +147.8% $23.74 +96.3%
62 TMUS T-MOBILE US Communication Services 109.0 $23K 0.01% +5.0 +4.8% $210.13 -13.5%
63 MKC MCCORMICK Consumer Defensive 403.0 $20K 0.01% +3.0 +0.8% $50.44 -7.5%
64 COP CONOCO PHILLIPS Energy 152.0 $20K 0.01% +65.0 +74.7% $132.14 -18.5%
65 MBB ISHARES MBS ETF 198.0 $19K 0.01% +183.0 +1220.0% $94.95 -0.5%
66 EW EDWARDS LIFESCIENCES Healthcare 213.0 $17K 0.01% +5.0 +2.4% $80.08 +9.1%
67 NXPI NXP SEMICONDUCTOR NV COM Technology 85.0 $17K 0.01% +3.0 +3.7% $196.86 +59.1%
68 M MACY'S Consumer Cyclical 921.0 $17K 0.01% +14.0 +1.5% $18.09 +33.5%
69 VT VANGUARD TOTAL WORLD ETF 118.0 $16K 0.01% +8.0 +7.3% $138.32 +14.0%
70 AVGO BROADCOM Technology 51.0 $16K 0.01% +11.0 +27.5% $309.51 +32.9%
71 APA APA Corp Energy 360.0 $15K 0.01% +7.0 +2.0% $42.44 -22.2%
72 XLI THE INDUSTRIAL SELECT SECTOR SPDR ETF 89.0 $14K 0.01% +46.0 +107.0% $161.73 +11.9%
73 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 77.0 $13K 0.00% +3.0 +4.0% $166.06 +11.4%
74 CB CHUBB LTD COM Financial Services 39.0 $13K 0.00% +2.0 +5.4% $325.92 -0.8%
75 SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP Technology 129.0 $12K 0.00% +1.0 +0.8% $94.92 +7.9%
76 VFH VANGUARD FINANCIAL ETF 99.0 $12K 0.00% +43.0 +76.8% $120.81 +8.8%
77 NDAQ NASDAQ INC Financial Services 140.0 $12K 0.00% +5.0 +3.7% $84.89 -3.1%
78 GLW CORNING INC Technology 87.0 $12K 0.00% +9.0 +11.5% $136.03 +43.3%
79 XLP SPDR - CONSUMER ETF 135.0 $11K 0.00% +70.0 +107.7% $81.98 +1.6%
80 COF CAPITAL ONE FINANCIAL CORP Financial Services 56.0 $10K 0.00% +1.0 +1.8% $182.52 +10.4%
Page 4 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 20.7%
Communication Services 19.8%
Consumer Cyclical 11.8%
Industrials 7.4%
Consumer Defensive 4.6%
Healthcare 4.2%
Utilities 0.7%
Real Estate 0.7%
Energy 0.6%