CURIO WEALTH, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$228.3B
Holdings
358
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (358 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | GMEDGLOBUS MEDICAL | 17 | $1.0M | 0.00% | |
| 302 | QUBTQuantum Computing Inc | 51 | $978K | 0.00% | |
| 303 | SWLVXSCHWAB US LG-CAP VALUE INDEX | 16 | $975K | 0.00% | |
| 304 | —ASSET ENTITIES CL B ORD | 260 | $975K | 0.00% | |
| 305 | OKEONEOK | 10 | $816K | 0.00% | |
| 306 | DOCUDOCUSIGN INC | 10 | $779K | 0.00% | |
| 307 | MTCHMATCH GROUP | 24 | $751K | 0.00% | |
| 308 | GHGUARDANT HEALTH | 14 | $729K | 0.00% | |
| 309 | ONON SEMICONDUCTOR | 13 | $681K | 0.00% | |
| 310 | ZMZOOM VIDEO COMM | 8 | $624K | 0.00% | |
| 311 | NLRVANECK URANIUM NUCLEAR ENRGY ETF | 5 | $556K | 0.00% | |
| 312 | IFNNYINFINEON TECHNOLOGIES AG | 12 | $511K | 0.00% | |
| 313 | ARTYISHARES FUTURE AI & TECH ETF | 10 | $410K | 0.00% | |
| 314 | PTITELKOM INDONESIA | 22 | $373K | 0.00% | |
| 315 | SOTGYSUNNY OPTICAL TECHNOLOGY | 4 | $359K | 0.00% | |
| 316 | TDOCTELEDOC HEALTH | 39 | $340K | 0.00% | |
| 317 | BABAALIBABA GROUP HOLDING LTD | 3 | $340K | 0.00% | |
| 318 | AOSA.O. SMITH CORP. | 5 | $328K | 0.00% | |
| 319 | LUNRINTUITIVE MACHINES CL A | 30 | $326K | 0.00% | |
| 320 | ADSKAUTODESK INC | 1 | $310K | 0.00% | |
| 321 | FSLYFASTLY | 42 | $297K | 0.00% | |
| 322 | —BYD CO LTD | 19 | $297K | 0.00% | |
| 323 | GEHCGE HEALTHCARE TECHNOLOGIES | 4 | $296K | 0.00% | |
| 324 | IYHISHARES US HEALTHCARE ETF | 5 | $283K | 0.00% | |
| 325 | XPEVXPENG | 15 | $268K | 0.00% | |
| 326 | NVCRNOVOCURE | 15 | $267K | 0.00% | |
| 327 | BIIBBIOGEN INC COM | 2 | $251K | 0.00% | |
| 328 | DBVTDBV TECHNOLOGIES SA | 27 | $247K | 0.00% | |
| 329 | MRNAMODERNA | 8 | $221K | 0.00% | |
| 330 | RWJINVESCO S&P SMALL CAP 600 REVENUE ETF | 5 | $217K | 0.00% | |
| 331 | TWO V7.25 PERP CTWO HARBORS 7.25pcnt PREFERRED | 9 | $212K | 0.00% | |
| 332 | STIPiShares 0-5 Year TIPS Bond ETF | 2 | $206K | 0.00% | |
| 333 | HBAN 5.7 PERP CHUNTINGTON BANK 5.7pcnt PREFERRED | 9 | $199K | 0.00% | |
| 334 | JPM 4.625 PERP LLJP MORGAN CHASE 4.625pcnt PREFERRED | 10 | $196K | 0.00% | |
| 335 | EDITEDITAS MEDICINE | 77 | $169K | 0.00% | |
| 336 | RDFNREDFIN | 15 | $168K | 0.00% | |
| 337 | CRBPCORBUS PHARMACEUTICALS | 23 | $159K | 0.00% | |
| 338 | ICOPISHARES COPPER METALS MINING ETF | 5 | $151K | 0.00% | |
| 339 | —GANFENG LITHIUM CO | 49 | $142K | 0.00% | |
| 340 | NKENIKE INC | 2 | $142K | 0.00% | |
| 341 | COF 4.8 PERP JCAPITAL ONE 4.8pcnt PREFERRED | 8 | $142K | 0.00% | |
| 342 | ABNBAIRBNB INC | 1 | $132K | 0.00% | |
| 343 | CMGCHIPOTLE MEXI GRILL | 2 | $112K | 0.00% | |
| 344 | FTREFORTREA HOLDINGS INC | 22 | $109K | 0.00% | |
| 345 | RBLXROBLOX CORP | 1 | $105K | 0.00% | |
| 346 | BATRAATLANTA BRAVES HOLDINGS SRS A ORD | 2 | $98K | 0.00% | |
| 347 | WBDWARNER BROS. DISCOVERY | 8 | $92K | 0.00% | |
| 348 | BITOPROSHARES BITCOIN ETF | 4 | $86K | 0.00% | |
| 349 | BHFBRIGHTHOUSE FINL INC COM | 1 | $54K | 0.00% | |
| 350 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF | 1 | $54K | 0.00% | |
| 351 | CELHCelsius Holdings Inc | 1 | $46K | 0.00% | |
| 352 | CPERUNITED STATES COPPER INDEX | 1 | $32K | 0.00% | |
| 353 | NRDENu Ride Inc | 23 | $32K | 0.00% | |
| 354 | SOUNSOUNDHOUND AI CL A ORD | 1 | $11K | 0.00% | |
| 355 | —BAVARIAN NORDIC A/S | 1 | $9K | 0.00% | |
| 356 | GNPXGBPGENPREX INC | 10 | $2K | 0.00% | |
| 357 | GSGOLDMAN SACHS | 0 | $1K | 0.00% | |
| 358 | —AMISH NATURALS | 2,500 | $0 | 0.00% |
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