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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS WALT DISNEY Communication Services 142.0 $14K 0.01% -81.0 -36.3% $96.27 +7.9%
42 XLC THE COMM SVCS SEL SECT SPDR ETF 120.0 $13K 0.01% -188.0 -61.0% $110.86 -1.3%
43 SHOP SHOPIFY Technology 100.0 $12K 0.00% -60.0 -37.5% $118.62 -8.2%
44 UNH UNITEDHEALTH GROUP Healthcare 35.0 $9K 0.00% -115.0 -76.7% $267.49 +49.9%
45 XLV SPDR - HEALTH CARE ETF 59.0 $9K 0.00% -94.0 -61.4% $146.61 +1.9%
46 GE GENERAL ELECTRIC Industrials 30.0 $9K 0.00% -16.0 -34.8% $283.77 +26.0%
47 ANET ARISTA NETWORKS Technology 69.0 $8K 0.00% -96.0 -58.2% $122.78 +38.2%
48 FDN FIRST TRUST DOW JONES INTERNET ETF 36.0 $8K 0.00% -67.0 -65.0% $234.03 +13.5%
49 GEV GE VERNOVA LLC COM Utilities 8.0 $7K 0.00% -3.0 -27.3% $872.88 +27.1%
50 MCD MCDONALDS Consumer Cyclical 17.0 $5K 0.00% -25.0 -59.5% $310.76 -10.3%
51 XLE THE ENERGY SELECT SECTOR SPDR ETF 86.0 $5K 0.00% -214.0 -71.3% $61.26 -12.2%
52 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 100.0 $5K 0.00% -577.0 -85.2% $51.93 +0.7%
53 IBB ISHARES BIOTECH 30.0 $5K 0.00% -57.0 -65.5% $168.87 +2.8%
54 DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 127.0 $4K 0.00% -1.0 -0.8% $33.59 +7.4%
55 FITB FIFTH THIRD BANCORP Financial Services 76.0 $4K 0.00% -246.0 -76.4% $46.46 +13.5%
56 IWN ISHARES RUSSELL 2000 VALUE ETF 17.0 $3K 0.00% -1K -98.6% $193.24 +12.2%
57 KD KYNDRYL HOLDINGS ORD Technology 240.0 $3K 0.00% -7.0 -2.8% $13.12 -16.2%
58 XLU SPDR - UTILITIES 68.0 $3K 0.00% -128.0 -65.3% $45.90 -2.5%
59 RDW GENESIS PARK ACQUISTION CORP Industrials 357.0 $3K 0.00% -1K -73.7% $8.50 +68.8%
60 CRWD CROWDSTRIKE HOLDINGS Technology 6.0 $2K 0.00% -26.0 -81.2% $390.33 +75.5%
Page 3 of 5  ·  91 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%