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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 10 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 515.0 $19K 0.01% $36.19 +19.4%
182 VIOO VANGUARD S&P SM CAP 600 ETF 155.0 $18K 0.01% -19.0 -10.9% $114.83 +15.6%
183 XLY SPDR - CONSUMER DISCRETIONARY ETF 162.0 $18K 0.01% -228.0 -58.5% $108.98 +7.5%
184 LUV SOUTHWEST AIRLINES Industrials 468.0 $18K 0.01% -2K -78.0% $37.57 +27.7%
185 CRESCO LABS INC 20,161.0 $18K 0.01% $0.87
186 THW ABRDN WORLD HEALTHCARE Financial Services 1,473.0 $17K 0.01% NEW $11.67 +8.7%
187 EW EDWARDS LIFESCIENCES Healthcare 213.0 $17K 0.01% +5.0 +2.4% $80.08 +9.1%
188 NXPI NXP SEMICONDUCTOR NV COM Technology 85.0 $17K 0.01% +3.0 +3.7% $196.86 +59.1%
189 M MACY'S Consumer Cyclical 921.0 $17K 0.01% +14.0 +1.5% $18.09 +33.5%
190 VT VANGUARD TOTAL WORLD ETF 118.0 $16K 0.01% +8.0 +7.3% $138.32 +14.0%
191 TM TOYOTA Consumer Cyclical 77.0 $16K 0.01% $206.09 -15.6%
192 JPMORGAN ULTRA-SHORT INCOME ETF 312.0 $16K 0.01% $50.61
193 AVGO BROADCOM Technology 51.0 $16K 0.01% +11.0 +27.5% $309.51 +32.9%
194 APA APA Corp Energy 360.0 $15K 0.01% +7.0 +2.0% $42.44 -22.2%
195 NVO Novo Nordisk A/S Healthcare 415.0 $15K 0.01% $36.75 +17.5%
196 MPLX MPLX LP PARTNERSHIP UNITS Energy 263.0 $15K 0.01% $57.07 -0.4%
197 THOMSON REUTERS 163.0 $15K 0.01% $89.98
198 XLI THE INDUSTRIAL SELECT SECTOR SPDR ETF 89.0 $14K 0.01% +46.0 +107.0% $161.73 +11.9%
199 SCHB SCHWAB US BROAD MARKET ETF 567.0 $14K 0.01% $25.10 +15.4%
200 DIS WALT DISNEY Communication Services 142.0 $14K 0.01% -81.0 -36.3% $96.27 +7.9%
Page 10 of 63  ·  1,255 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%