13F Filings History of Curio Wealth, Llc

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$244M
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 275 stock holdings with total value $244M as of Q3 2025. Top holdings included DFAU, DFSD, DFGP, AVDE, and DFAI.

Notify me when Curio Wealth, Llc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 275 $244M +$11.9M -$8.32M +$3.59M DFAU, DFSD, DFGP, AVDE, DFAI 13F-HR 11/12/2025, 08:14 PM
Q2 2025 356 $228M +$50.1M -$1.95K +$50.1M DFSD, DFAU, DFGP, AVDE, DFAI 13F-HR 7/31/2025, 12:50 PM
Q1 2025 389 $69.7K $0 $0 DFGP, CBSTF, DFAI, SBPRC, RNRPRF 13F-HR 5/9/2025, 05:44 PM
Q4 2024 303 $186M $0 $0 DFAU, DFSD, DFGP, AVDE, DFAI 13F-HR 2/10/2025, 04:40 PM