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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 16 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FIDELITY ETHEREUM FUND 127.0 $3K 0.00% NEW $20.88
302 ROKU ROKU Communication Services 26.0 $2K 0.00% $94.62 +45.9%
303 TMO THERMO FISHER SCIENTIFIC Healthcare 5.0 $2K 0.00% +2.0 +66.7% $491.60 -5.5%
304 T AT&T CORP Communication Services 84.0 $2K 0.00% +42.0 +100.0% $29.01 -24.1%
305 ROLLS-ROYCE HOLDINGS PLC 161.0 $2K 0.00% $14.98
306 LRCX LAM RESEARCH CORP Technology 11.0 $2K 0.00% NEW $213.64 +82.1%
307 CRWD CROWDSTRIKE HOLDINGS Technology 6.0 $2K 0.00% -26.0 -81.2% $390.33 +75.5%
308 MRNA MODERNA Healthcare 46.0 $2K 0.00% +2.0 +4.5% $50.80 +25.9%
309 XLRE THE REAL ESTATE SELECT SECTOR SPDR 57.0 $2K 0.00% -105.0 -64.8% $40.82 +7.4%
310 F FORD MOTOR Consumer Cyclical 201.0 $2K 0.00% $11.54 +21.8%
311 VGIT VG INTERM TERM TRS ETF 38.0 $2K 0.00% -12.0 -24.0% $59.92 -1.8%
312 VXF VANGUARD EXTENDED MKT ETF 11.0 $2K 0.00% NEW $205.82 +17.1%
313 TREX TREX Industrials 62.0 $2K 0.00% $36.42 +29.4%
314 VRT VERTIV HOLDINGS CO Industrials 9.0 $2K 0.00% +4.0 +80.0% $250.78 +32.8%
315 VRTX VERTEX PHARMACEUTICALS Healthcare 5.0 $2K 0.00% +1.0 +25.0% $446.60 +1.1%
316 MILLROSE PROPERTIES INCWHEN ISSUED 79.0 $2K 0.00% NEW $28.00
317 SYM SYMBOTIC INC Industrials 40.0 $2K 0.00% $53.20 -21.7%
318 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 10.0 $2K 0.00% $197.50 +21.2%
319 OKTA OKTA Technology 25.0 $2K 0.00% -75.0 -75.0% $78.72 +49.7%
320 DUK DUKE ENERGY CORP COM Utilities 15.0 $2K 0.00% -2.0 -11.8% $130.93 -5.4%
Page 16 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%