SEC Form 13F

CURIO WEALTH, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$322,283,058
Positions78

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DFA US CORE EQUITY MARKET ETFDFAUETF$57,284,7461,108,237
DFA GLOBAL CORE FIXED INCOME ETFDFGPETF$50,681,668930,622
DFA S/T FIXED INCOME ETFDFSDETF$49,343,8701,033,379
DFA INT CORE EQUITY ETFDFAIETF$18,938,797459,122
AVANTIS INTL CORE EQUITY ETFAVDEETF$14,621,785163,921
DFA US SMALL CAP ETFDFASETF$10,728,898130,300
AVANTIS EMERGING MKT EQ ETFAVEMETF$10,517,226108,998
DIMENSIONAL US LRGE CP VCTR ETFDFVXETF$10,470,110127,323
AVANTIS US EQUITY ETFAVUSETF$8,667,01967,669
DFA US REAL ESTATE ETFDFARETF$7,854,751300,258

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page