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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UA UNDER ARMOUR CLASS C Consumer Cyclical 206.0 $1K +5.0 +2.5% $5.79 +1.4%
122 TOST TOAST INC Technology 40.0 $1K +1.0 +2.6% $26.50 -6.9%
123 SWKS SKYWORKS SOLUTIONS INC Technology 19.0 $1K +1.0 +5.6% $54.11 +33.9%
124 TGT TARGET CORP COM Consumer Defensive 8.0 $975.0 +6.0 +300.0% $121.88 +7.3%
125 BMY BRISTOL MYERS SQUIBB Healthcare 16.0 $970.0 +4.0 +33.3% $60.62 -10.9%
126 CMG CHIPOTLE MEXI GRILL Consumer Cyclical 30.0 $960.0 +26.0 +650.0% $32.00 +1.5%
127 SMURFIT WESTROCK PLC COM USD0.001 23.0 $917.0 +8.0 +53.3% $39.87
128 IP INTERNATIONAL PAPER CO Consumer Cyclical 25.0 $893.0 +9.0 +56.2% $35.72 +3.1%
129 ZM ZOOM VIDEO COMM Technology 11.0 $884.0 +3.0 +37.5% $80.36 +7.5%
130 PGX INVESCO PREFERRED ETF 79.0 $860.0 +59.0 +295.0% $10.89 +1.0%
131 MTCH MATCH GROUP Communication Services 27.0 $821.0 +2.0 +8.0% $30.41 +16.6%
132 TQQQ PROSHARES ULTRAPRO QQQ 18.0 $751.0 +12.0 +200.0% $41.72 +98.6%
133 BIIB BIOGEN INC COM Healthcare 4.0 $733.0 +2.0 +100.0% $183.25 +7.3%
134 ADSK AUTODESK INC Technology 3.0 $718.0 +2.0 +200.0% $239.33 -19.0%
135 DOCU DOCUSIGN INC Technology 11.0 $522.0 +1.0 +10.0% $47.45 -8.4%
136 SF STIFEL FINANCIAL CORP Financial Services 6.0 $444.0 +5.0 +500.0% $74.00 -0.6%
137 HPE HEWLETT PACKARD Technology 16.0 $382.0 +10.0 +166.7% $23.88 +98.6%
138 ABNB AIRBNB INC Consumer Cyclical 2.0 $253.0 +1.0 +100.0% $126.50 +12.6%
139 BHF BRIGHTHOUSE FINL INC COM Financial Services 3.0 $180.0 +2.0 +200.0% $60.00 +5.4%
140 SHNY MICROSECTORS GOLD 3X LEVERAGED ETN Financial Services 10.0 $139.0 +9.0 +900.0% $13.90 -33.1%
Page 7 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%