Curio Wealth, Llc

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Lyn Dippel - Chief Compliance Officer
Location
Annapolis, MD
Holdings as of
March 31, 2025
Value $
$69.7K
Num holdings
389
Date filed
5/9/2025, 05:44 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFGP, CBSTF, DFAI, SBPRC, and RNRPRF.
Previous filing
Q4 2024 - Feb 10, 2025
Our algorithm has found invalid data in this filing
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lyn Dippel Chief Compliance Officer Annapolis, Maryland 5/9/2025