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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLRE THE REAL ESTATE SELECT SECTOR SPDR 57.0 $2K 0.00% -105.0 -64.8% $40.82 +7.4%
62 VGIT VG INTERM TERM TRS ETF 38.0 $2K 0.00% -12.0 -24.0% $59.92 -1.8%
63 OKTA OKTA Technology 25.0 $2K 0.00% -75.0 -75.0% $78.72 +49.7%
64 DUK DUKE ENERGY CORP COM Utilities 15.0 $2K 0.00% -2.0 -11.8% $130.93 -5.4%
65 KIE SPDR S&P INSURANCE ETF 35.0 $2K 0.00% -65.0 -65.0% $55.00 +5.9%
66 TLT ISHARES 20 YEAR TREASURY BOND ETF 22.0 $2K 0.00% -1K -97.9% $86.68 +0.1%
67 PYPL PAYPAL HOLDINGS Financial Services 27.0 $1K -182.0 -87.1% $45.41 -6.4%
68 ONON ON HOLDING CL A ORD Consumer Cyclical 35.0 $1K -214.0 -85.9% $34.03 +14.3%
69 FSLY FASTLY Technology 41.0 $1K -1.0 -2.4% $29.05 -38.4%
70 WM WASTE MANAGEMENT Industrials 5.0 $1K -36.0 -87.8% $229.80 -6.6%
71 C CITI Financial Services 10.0 $1K -983.0 -99.0% $113.40 +26.2%
72 NEM NEWMONT CORP Basic Materials 9.0 $974.0 -3.0 -25.0% $108.22 -4.1%
73 PFE PFIZER Healthcare 34.0 $959.0 -2K -97.9% $28.21 -10.6%
74 NKE NIKE INC Consumer Cyclical 18.0 $953.0 -285.0 -94.1% $52.94 -14.6%
75 BWXT BWX TECHNOLOGIES Industrials 4.0 $818.0 -30.0 -88.2% $204.50 +0.4%
76 PM PHILIP MORRIS INTL COM Consumer Defensive 4.0 $661.0 -46.0 -92.0% $165.25 +8.0%
77 GEHC GE HEALTHCARE TECHNOLOGIES Healthcare 9.0 $641.0 -6.0 -40.0% $71.22 -13.5%
78 MDT MEDTRONIC Healthcare 7.0 $607.0 -105.0 -93.8% $86.71 -8.5%
79 SLDP SOLID POWER CL A ORD Industrials 200.0 $600.0 -1K -84.6% $3.00 -4.3%
80 KNSL KINSALE CAP GROUP INC COM Financial Services 1.0 $342.0 -25.0 -96.2% $342.00 -9.7%
Page 4 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%