Curio Wealth
$322M 13F equity value
1,246 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Curio Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAU | DFA US CORE EQUITY MARKET ETF | 1,108,237 | $57M | 17.8% |
| DFGP | DFA GLOBAL CORE FIXED INCOME ETF | 930,622 | $51M | 15.7% |
| DFSD | DFA S/T FIXED INCOME ETF | 1,033,379 | $49M | 15.3% |
| DFAI | DFA INT CORE EQUITY ETF | 459,122 | $19M | 5.9% |
| AVDE | AVANTIS INTL CORE EQUITY ETF | 163,921 | $15M | 4.5% |
| DFAS | DFA US SMALL CAP ETF | 130,300 | $11M | 3.3% |
| AVEM | AVANTIS EMERGING MKT EQ ETF | 108,998 | $11M | 3.3% |
| DFVX | DIMENSIONAL US LRGE CP VCTR ETF | 127,323 | $10M | 3.2% |
| AVUS | AVANTIS US EQUITY ETF | 67,669 | $9M | 2.7% |
| DFAR | DFA US REAL ESTATE ETF | 300,258 | $8M | 2.4% |
Track Curio Wealth's 13F portfolio: $322M in reported holdings, 1,246 positions. Top holdings and quarterly changes on SentiSense.
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