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Portfolio (Quarterly) Guide ↗

CURIO WEALTH, LLC

· CIK 0002049201
13F Portfolio $282M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 472 New
Page 9 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 THO THOR INDUSTRIES Consumer Cyclical 334.0 $36K 0.01% NEW $106.36 -31.9%
162 XLF SPDR - FINANCIAL ETF 625.0 $35K 0.01% NEW $55.73 -3.9%
163 PFG PRINCIPAL FINANCIAL GROUP Financial Services 379.0 $34K 0.01% NEW $89.59 +22.3%
164 PLAB PHOTRONICS INC Technology 1,000.0 $34K 0.01% NEW $33.67 -0.1%
165 ORA ORMAT TECHNOLOGIES Utilities 293.0 $34K 0.01% NEW $114.41 +11.6%
166 AUB ATLANTIC UNION BANKSHARES CORP Financial Services 900.0 $33K 0.01% NEW $36.58 +7.1%
167 ROCHE HOLDING AG 600.0 $32K 0.01% NEW $52.53
168 CNI CANADIAN NATIONAL RAILWAY Industrials 317.0 $31K 0.01% NEW $98.69 +14.9%
169 FLNC FLUENCE ENERGY INC Utilities 1,573.0 $31K 0.01% NEW $19.83 +25.1%
170 MELI MERCADOLIBRE Consumer Cyclical 15.0 $30K 0.01% NEW $2010.67 -18.7%
171 VIG VG DVDND APPRECIATION ETF 132.0 $29K 0.01% NEW $222.98 +5.5%
172 MTUM ISHARES MSCI USA MOMENTUM FACTOR 114.0 $29K 0.01% NEW $255.90 +32.3%
173 VZ VERIZON Communication Services 696.0 $28K 0.01% NEW $40.32 +12.5%
174 FDN FIRST TRUST DOW JONES INTERNET ETF 103.0 $28K 0.01% NEW $272.10 -2.4%
175 MKC MCCORMICK Consumer Defensive 400.0 $28K 0.01% NEW $68.88 -32.3%
176 SHOP SHOPIFY Technology 160.0 $27K 0.01% NEW $169.45 -35.8%
177 VDC VG CONSUMER STAPLES ETF 125.0 $27K 0.01% NEW $212.61 +6.4%
178 CRESCO LABS INC 20,161.0 $26K 0.01% NEW $1.28
179 DIS WALT DISNEY Communication Services 223.0 $26K 0.01% NEW $114.36 -9.2%
180 XEL XCEL ENERGY Utilities 341.0 $25K 0.01% NEW $74.09 +4.5%
Page 9 of 24  ·  472 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 31.1%
Financial Services 20.5%
Communication Services 20.2%
Consumer Cyclical 11.6%
Industrials 6.5%
Healthcare 4.5%
Consumer Defensive 3.8%
Utilities 0.9%
Energy 0.4%
Basic Materials 0.4%