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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TIP ISHARES TIPS BD ETF 31.0 $3K 0.00% +16.0 +106.7% $110.35 -0.9%
102 LEIDOS HOLDINGS INC 22.0 $3K 0.00% +3.0 +15.8% $155.50
103 FNF FIDELITY NATIONAL FINANCIAL Financial Services 70.0 $3K 0.00% +5.0 +7.7% $46.40 +0.9%
104 UBER UBER TECHNOLOGIES Technology 39.0 $3K 0.00% +4.0 +11.4% $71.92 -0.4%
105 HRB H&R BLOCK Consumer Cyclical 87.0 $3K 0.00% +1.0 +1.2% $31.74 +8.3%
106 TMO THERMO FISHER SCIENTIFIC Healthcare 5.0 $2K 0.00% +2.0 +66.7% $491.60 -5.5%
107 T AT&T CORP Communication Services 84.0 $2K 0.00% +42.0 +100.0% $29.01 -24.1%
108 MRNA MODERNA Healthcare 46.0 $2K 0.00% +2.0 +4.5% $50.80 +25.9%
109 VRT VERTIV HOLDINGS CO Industrials 9.0 $2K 0.00% +4.0 +80.0% $250.78 +32.8%
110 VRTX VERTEX PHARMACEUTICALS Healthcare 5.0 $2K 0.00% +1.0 +25.0% $446.60 +1.1%
111 ASTS AST SPACEMOBILE CL A ORD Technology 21.0 $2K 0.00% +1.0 +5.0% $82.86 -2.7%
112 DDOG DATADOG INC Technology 14.0 $2K 0.00% +1.0 +7.7% $118.07 +88.9%
113 GLOBUS MEDICAL 19.0 $2K 0.00% +2.0 +11.8% $86.16
114 HYLB XTRACKERS USD HIGH YIELD CORP BD ETF 44.0 $2K 0.00% +23.0 +109.5% $36.16 +0.9%
115 OKE ONEOK Energy 17.0 $2K 0.00% +7.0 +70.0% $90.41 -6.0%
116 GH GUARDANT HEALTH Healthcare 16.0 $1K 0.00% +2.0 +14.3% $92.38 +42.7%
117 CRM SALESFORCE Technology 7.0 $1K +2.0 +40.0% $188.29 -19.4%
118 PCY POWERSHARES EMERGING MKTS S OV DEB PORT 61.0 $1K +45.0 +281.2% $20.90 +4.5%
119 LPX LOUISIANA-PACIFIC CORP Basic Materials 17.0 $1K +2.0 +13.3% $72.76 +6.6%
120 UAA UNDER ARMOUR CLASS A Consumer Cyclical 204.0 $1K +4.0 +2.0% $5.91 +2.5%
Page 6 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%