CURIO WEALTH, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$243.7B
Holdings
279
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (279 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | NEXTNEXTDECADE CORP | 1,000 | $6.8M | 0.00% | |
| 202 | VTEBVG MUNI BD TAX-EXMPT ETF | 134 | $6.7M | 0.00% | |
| 203 | GLWCORNING INC | 78 | $6.4M | 0.00% | |
| 204 | SCHZSchwab US Aggregate Bond ETF | 267 | $6.3M | 0.00% | |
| 205 | CMCSACOMCAST | 192 | $6.0M | 0.00% | |
| 206 | METMETLIFE INC | 73 | $6.0M | 0.00% | |
| 207 | VYMVANGUARD HIGH DIV'D YD ETF | 40 | $5.6M | 0.00% | |
| 208 | AURAURORA INNOVATION INC | 1,000 | $5.4M | 0.00% | |
| 209 | QSQUANTUMSCAPE CORP | 437 | $5.4M | 0.00% | |
| 210 | BINCISHARES FLEXIBLE INCOME ACTIVE ETF | 100 | $5.3M | 0.00% | |
| 211 | ECLECOLAB INC | 19 | $5.1M | 0.00% | |
| 212 | LMBSFIRST TRUST LOW DURTN OPPOS ETF | 100 | $5.0M | 0.00% | |
| 213 | XLYSPDR - CONSUMER DISCRETIONARY ETF | 20 | $4.8M | 0.00% | |
| 214 | MCDMCDONALDS | 15 | $4.6M | 0.00% | |
| 215 | SLDPSOLID POWER CL A ORD | 1,300 | $4.5M | 0.00% | |
| 216 | RITMRITHM CAPITAL CORP | 388 | $4.4M | 0.00% | |
| 217 | HRBH&R BLOCK | 86 | $4.3M | 0.00% | |
| 218 | RRRICHTECH ROBOTICS INC | 1,000 | $4.3M | 0.00% | |
| 219 | RNR 5.75 PERP FRENAISSANCERE HOLDINGS 5.75pcnt PRFD | 180 | $4.2M | 0.00% | |
| 220 | PEOEXELON CORP | 93 | $4.2M | 0.00% | |
| 221 | LYVLIVE NATION | 24 | $3.9M | 0.00% | |
| 222 | FNFFIDELITY NATIONAL FINANCIAL | 64 | $3.9M | 0.00% | |
| 223 | FANFIRST TRUST GLBL WIND ETF | 200 | $3.8M | 0.00% | |
| 224 | GEGENERAL ELECTRIC | 12 | $3.6M | 0.00% | |
| 225 | LDOSLEIDOS HOLDINGS INC | 19 | $3.6M | 0.00% | |
| 226 | YUMCYUM CHINA HOLDINGS | 80 | $3.4M | 0.00% | |
| 227 | RGTIRIGETTI COMPUTING ORD | 107 | $3.2M | 0.00% | |
| 228 | MAIAMAIA BIOTECHNOLOGY INC COM USD0.0001 | 2,000 | $3.1M | 0.00% | |
| 229 | COPCONOCO PHILLIPS | 31 | $2.9M | 0.00% | |
| 230 | INTCINTEL CORP | 86 | $2.9M | 0.00% | |
| 231 | FNDFSCHWAB FUNDAMNTL INTRNL EQT ETF | 64 | $2.7M | 0.00% | |
| 232 | AVLVAVANTIS U S LARGE CAP VALUE ETF | 38 | $2.7M | 0.00% | |
| 233 | GONGERON CORP | 2,000 | $2.7M | 0.00% | |
| 234 | KOCOCA COLA | 39 | $2.6M | 0.00% | |
| 235 | VTRSVIATRIS | 248 | $2.5M | 0.00% | |
| 236 | XLFISPDR - CONSUMER ETF | 31 | $2.4M | 0.00% | |
| 237 | FFORD MOTOR | 201 | $2.4M | 0.00% | |
| 238 | KDKYNDRYL HOLDINGS ORD | 80 | $2.4M | 0.00% | |
| 239 | ARESARES MANAGEMENT CORP | 15 | $2.4M | 0.00% | |
| 240 | XOMEXXON MOBIL | 19 | $2.1M | 0.00% | |
| 241 | GBS1EURINTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV | 2,000 | $2.0M | 0.00% | |
| 242 | GEVGE VERNOVA LLC COM | 3 | $1.8M | 0.00% | |
| 243 | GMGENERAL MOTORS | 29 | $1.8M | 0.00% | |
| 244 | VSGXVANGUARD ESG INT'L STOCK ETF | 25 | $1.7M | 0.00% | |
| 245 | FNDXSCHWAB FUNDMNTL US LARGECOM ETF | 57 | $1.5M | 0.00% | |
| 246 | TMOTHERMO FISHER SCIENTIFIC | 3 | $1.5M | 0.00% | |
| 247 | LPXLOUISIANA-PACIFIC CORP | 15 | $1.3M | 0.00% | |
| 248 | SNWVSANUWAVE HEALTH INC | 35 | $1.3M | 0.00% | |
| 249 | TAT&T CORP | 40 | $1.1M | 0.00% | |
| 250 | UAAUNDER ARMOUR CLASS A | 200 | $998K | 0.00% | |
| 251 | UAUNDER ARMOUR CLASS C | 201 | $971K | 0.00% | |
| 252 | FUODOLBY LABORATORIES INC | 13 | $941K | 0.00% | |
| 253 | FNDASCHWAB FUNDAMNTL US SML COM ETF | 29 | $904K | 0.00% | |
| 254 | SCHGSCHWAB US LARGE CAP GROWTH ETF | 25 | $798K | 0.00% | |
| 255 | LBLANDBRIDGE CO LLC CI A | 14 | $747K | 0.00% | |
| 256 | IPINTERNATIONAL PAPER CO | 16 | $742K | 0.00% | |
| 257 | FNDESCHWAB FUNDTL EMRG MKT EQT ETF | 19 | $687K | 0.00% | |
| 258 | ASSTASSET ENTITIES CL B ORD | 260 | $650K | 0.00% | |
| 259 | SWSMURFIT WESTROCK PLC COM USD0.001 | 15 | $639K | 0.00% | |
| 260 | NKENIKE INC | 9 | $628K | 0.00% | |
| 261 | BABAALIBABA GROUP HOLDING LTD | 3 | $536K | 0.00% | |
| 262 | KRMAGLOBAL X CONSCIOUS COMPANIES ETF | 10 | $431K | 0.00% | |
| 263 | GEHCGE HEALTHCARE TECHNOLOGIES | 4 | $300K | 0.00% | |
| 264 | CRBPCORBUS PHARMACEUTICALS | 23 | $291K | 0.00% | |
| 265 | DBVTDBV TECHNOLOGIES SA | 27 | $270K | 0.00% | |
| 266 | TWO V7.25 PERP CTWO HARBORS 7.25pcnt PREFERRED | 9 | $217K | 0.00% | |
| 267 | HBAN 5.7 PERP CHUNTINGTON BANK 5.7pcnt PREFERRED | 9 | $212K | 0.00% | |
| 268 | BACBANK OF AMERICA | 4 | $206K | 0.00% | |
| 269 | JPM 4.625 PERP LLJP MORGAN CHASE 4.625pcnt PREFERRED | 10 | $203K | 0.00% | |
| 270 | COF 4.8 PERP JCAPITAL ONE 4.8pcnt PREFERRED | 8 | $154K | 0.00% | |
| 271 | VTIPVG SHT TERM INFLTN PROT'D ETF | 3 | $152K | 0.00% | |
| 272 | WBDWARNER BROS. DISCOVERY | 7 | $137K | 0.00% | |
| 273 | BITOPROSHARES BITCOIN ETF | 4 | $79K | 0.00% | |
| 274 | SLVMSYLVAMO CORP | 1 | $44K | 0.00% | |
| 275 | RVVREVIVE THERAPEUTICS LIMITED COM NPV | 1,000 | $11K | 0.00% | |
| 276 | GSGOLDMAN SACHS | 0 | $1K | 0.00% | |
| 277 | BRAXBRAXIA SCIENTIFIC CORP COM NPV | 1,000 | $0 | 0.00% | |
| 278 | YOURFYOURWAY CANNABIS BRANDS INC COM NPV | 1,000 | $0 | 0.00% | |
| 279 | TBLTTOUGHBUILT INDUSTRIES INC | 1 | $0 | 0.00% |
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