13F Filings History of CURIO WEALTH, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$282,271,211
Signature - Title
Lyn Dippel - Chief Compliance Officer
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by CURIO WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CURIO WEALTH, LLC reported 462 stock holdings with total value $282,271,211 as of Q4 2025. Top holdings included DFAU, DFSD, DFGP, DFAI, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 462 $282,271,211 +$35,201,774 -$1,387,074 +$33,814,700 DFAU, DFSD, DFGP, DFAI, AVDE 13F-HR 10 Feb 2026, 19:41
Q3 2025 275 $243,737,453 +$11,907,359 -$8,319,127 +$3,588,232 DFAU, DFSD, DFGP, AVDE, DFAI 13F-HR 12 Nov 2025, 20:14
Q2 2025 356 $228,255,283 +$50,107,953 -$1,954 +$50,105,999 DFSD, DFAU, DFGP, AVDE, DFAI 13F-HR 31 Jul 2025, 12:50
Q1 2025 389 $69,725 $0 $0 $0 DFGP, CBSTF, DFAI, SBPRC, RNRPRF 13F-HR 09 May 2025, 17:44
Q4 2024 303 $185,927,978 $0 $0 $0 DFAU, DFSD, DFGP, AVDE, DFAI 13F-HR 10 Feb 2025, 16:40