Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CURIO WEALTH, LLC (CIK 2049201) reported $292.6M across 1,243 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($47.4M, 16.21%), DFSD ($45.9M, 15.68%), DFGP ($45.2M, 15.46%), DFAI ($16.6M, 5.69%), AVDE ($14.2M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DFA US CORE EQUITY MARKET ETF | $47.4M | 16.21% | 1.1M | Added |
| 2 | DFSD | DFA S/T FIXED INCOME ETF | $45.9M | 15.68% | 958,276 | Added |
| 3 | DFGP | DFA GLOBAL CORE FIXED INCOME ETF | $45.2M | 15.46% | 838,007 | Added |
| 4 | DFAI | DFA INT CORE EQUITY ETF | $16.6M | 5.69% | 427,055 | Added |
| 5 | AVDE | AVANTIS INTL CORE EQUITY ETF | $14.2M | 4.86% | 167,503 | Trimmed |
| 6 | DFAS | DFA US SMALL CAP ETF | $8.8M | 3.02% | 124,050 | Added |
| 7 | DFVX | DIMENSIONAL US LRGE CP VCTR ETF | $8.6M | 2.94% | 115,765 | Added |
| 8 | AVEM | AVANTIS EMERGING MKT EQ ETF | $8.3M | 2.83% | 102,744 | Added |
| 9 | AVUS | AVANTIS US EQUITY ETF | $7.6M | 2.59% | 68,250 | Added |
| 10 | DFAR | DFA US REAL ESTATE ETF | $6.7M | 2.30% | 284,799 | Added |
| 11 | AVDV | AVANTIS INTL SMALL VALUE ETF | $6.1M | 2.07% | 60,799 | Added |
| 12 | DFAE | DFA EMERGING MARKETS ETF | $5.9M | 2.02% | 174,471 | Trimmed |
| 13 | DFAC | DFA US CORE EQUITY 2 ETF | $4.4M | 1.50% | 112,966 | Trimmed |
| 14 | AVUV | AVANTIS US SMALL CAP VALUE ETF | $4.2M | 1.43% | 37,803 | Added |
| 15 | DFAT | DFA US TARGETED VALUE ETF | $3.5M | 1.19% | 55,770 | Trimmed |
| 16 | DFCF | DFA CORE FIXED INCOME ETF | $3.4M | 1.18% | 81,575 | Added |
| 17 | DFUS | DFA US EQUITY ETF | $2.8M | 0.97% | 40,001 | Added |
| 18 | DFUV | DFA TAX-MGD US MKT-WIDE VAL II ETF | $2.0M | 0.70% | 42,103 | Hold |
| 19 | GOOG | GOOGLE CLASS C | $2.0M | 0.68% | 6,900 | Trimmed |
| 20 | IGV | ISHARES TECH-SOFTWARE ETF | $1.9M | 0.66% | 24,242 | Trimmed |
| 21 | VO | VANGUARD MIDCAP ETF | $1.9M | 0.64% | 6,563 | Trimmed |
| 22 | AVGE | AVANTIS ALL EQUITY MKTS ETF | $1.6M | 0.56% | 18,500 | Trimmed |
| 23 | AAPL | APPLE | $1.6M | 0.55% | 6,357 | Trimmed |
| 24 | DISV | DFA INTL SMALL CAP VALUE ETF | $1.5M | 0.53% | 39,173 | Added |
| 25 | SPY | SPDR S&P 500 ETF | $1.5M | 0.51% | 2,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31