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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	DNUT	KRISPY KREME INC	Consumer Defensive	25	$106.0	—	SOLD
42	BW	BABCOCK & WILCOX ENTERPRISES INC	Industrials	1	$5.0	—	SOLD
43	—	CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27	—	57,691	—	—	SOLD

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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%