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CURIO WEALTH, LLC

Q2 2025 · Filed 2025-07-31
Market Value
$228M
+213.9%
Holdings
389
-4
New Purchases
17
Added To
316
Closed
45
Reduced
2
Top 10 Concentration
68.2%
Turnover
15.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFSD 16.00% 0.04% +15.97% $37M
DFAU 15.28% 0.04% +15.24% $35M
DFGP 13.73% 0.03% +13.71% $31M
AVUS 3.01% 0.01% +3.01% $7M
DFAC 1.93% 0.01% +1.92% $4M
DFAT 1.37% 0.00% +1.36% $3M
IGV 1.18% 0.00% +1.17% $3M
DFUS 1.08% 0.00% +1.08% $2M
DFUV 0.79% 0.00% +0.79% $2M
SPY 0.68% 0.00% +0.67% $2M
GOOG 0.57% 0.00% +0.57% $1M
AAPL 0.55% 0.00% +0.55% $1M
NFLX 0.52% 0.00% +0.52% $1M
MSFT 0.49% 0.00% +0.49% $1M
DFSB 0.41% 0.00% +0.41% $940K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVDE 5.73% 15.58% -9.85% $13M
DFAI 4.75% 10.55% -5.80% $11M
DFCF 1.57% 6.64% -5.07% $4M
DFAS 2.81% 7.74% -4.93% $6M
DFAE 2.25% 6.70% -4.45% $5M
DFAR 2.34% 6.79% -4.45% $5M
VO 0.96% 4.30% -3.34% $2M
AVUV 1.24% 3.76% -2.53% $3M
DFIP 0.32% 2.61% -2.29% $736K
AVEM 2.32% 4.24% -1.93% $5M
AVDV 1.79% 3.57% -1.77% $4M
DFVX 2.05% 3.59% -1.55% $5M
SCHP 0.18% 1.47% -1.29% $421K
VNQ 0.45% 1.60% -1.16% $1M
VCSH 0.51% 1.63% -1.12% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $16M 7.1%
Large Cap 204 $118M 51.9%
Mid Cap 70 $78M 34.3%
Small Cap 41 $15M 6.6%
Micro Cap 17 $335K 0.1%

Portfolio Analytics

Avg Market Cap
$171.5B
Median Market Cap
$21.8B
Avg P/E
34.5
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
239
# ETFs / Funds
150

Top Holdings (389 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFSD 16.00% 760,536 $37M $48.01 $36M +760,142 +192929.4%
2 DFAU 15.28% 823,273 $35M $42.36 $35M +822,852 +195451.8%
3 DFGP 13.73% 575,094 $31M $54.49 $31M +574,714 +151240.5%
4 AVDE 5.73% 176,636 $13M $74.01 $2M +176,302 +52785.0%
5 DFAI 4.75% 313,212 $11M $34.57 $3M +312,986 +138489.4%
6 AVUS 3.01% 68,164 $7M $100.82 $7M +68,135 +234948.3%
7 DFAS 2.81% 100,593 $6M $63.71 $780K +100,242 +28559.0%
8 DFAR 2.34% 227,602 $5M $23.46 $405K +227,138 +48952.2%
9 AVEM 2.32% 77,083 $5M $68.54 $2M +76,928 +49631.0%
10 DFAE 2.25% 177,328 $5M $28.95 $262K +177,000 +53963.4%
11 DFVX 2.05% 67,721 $5M $68.92 $2M +67,571 +45047.3%
12 DFAC 1.93% 122,665 $4M $35.84 $4M +122,613 +235794.2%
13 AVDV 1.79% 51,647 $4M $79.28 $2M +51,389 +19918.2%
14 DFCF 1.57% 84,813 $4M $42.26 -$1M +84,633 +47018.3%
15 DFAT 1.37% 57,761 $3M $53.96 $3M +57,715 +125467.4%
16 AVUV 1.24% 31,036 $3M $91.10 $91K +30,700 +9136.9%
17 IGV 1.18% 24,491 $3M $109.50 $3M +24,472 +128800.0%
18 DFUS 1.08% 36,759 $2M $67.02 $2M +36,738 +174942.9%
19 VO 0.96% 7,851 $2M $279.83 -$929K +7,705 +5277.4%
20 DFUV 0.79% 42,498 $2M $42.28 $2M +42,486 +354050.0%
21 SPY 0.68% 2,493 $2M $617.85 $2M +2,486 +35514.3%
22 DISV 0.58% 40,381 $1M $32.91 $169K +40,301 +50376.2%
23 GOOG 0.57% 7,302 $1M $177.38 $1M +7,284 +40466.7%
24 AVGE 0.56% 16,598 $1M $77.48 $244K +16,529 +23955.1%
25 AAPL 0.55% 6,093 $1M $205.18 $1M +6,076 +35741.2%
26 NFLX 0.52% 890 $1M $1,339.13 $1M +888 +44400.0%
27 VCSH 0.51% 14,744 $1M $79.50 -$15K +14,716 +52557.1%
28 MSFT 0.49% 2,231 $1M $497.43 $1M +2,223 +27787.5%
29 DFSV 0.48% 37,584 $1M $29.43 -$14K +37,550 +110441.2%
30 DFAX 0.45% 35,075 $1M $29.37 $130K +35,053 +159331.8%
31 VNQ 0.45% 11,420 $1M $89.06 -$149K +11,372 +23691.7%
32 DFSB 0.41% 17,920 $940K $52.43 $939K +17,910 +179100.0%
33 SCHX 0.39% 36,534 $893K $24.44 $892K +36,530 +913250.0%
34 IWR 0.36% 8,952 $823K $91.97 $822K +8,942 +89420.0%
35 BNDX 0.35% 16,182 $801K $49.51 $800K +16,169 +124376.9%
36 DUHP 0.33% 21,422 $762K $35.56 -$92K +21,396 +82292.3%
37 ESGV 0.33% 6,797 $745K $109.64 $744K +6,793 +169825.0%
38 DFIP 0.32% 17,610 $736K $41.81 -$1M +17,554 +31346.4%
39 DFIV 0.32% 16,983 $727K $42.83 $727K +16,974 +188600.0%
40 META 0.31% 956 $706K $738.09 $705K +954 +47700.0%
41 TJX 0.31% 5,712 $705K $123.49 $705K +5,700 +47500.0%
42 VCEB 0.31% 11,017 $698K $63.40 $698K +11,012 +220240.0%
43 VTI 0.30% 2,256 $686K $303.96 $685K +2,243 +17253.8%
44 AVSC 0.30% 13,068 $674K $51.57 $673K +13,055 +100423.1%
45 LMT 0.29% 1,414 $655K $463.14 $654K +1,412 +70600.0%
46 DFLV 0.27% 20,219 $627K $31.02 $87K +20,177 +48040.5%
47 DUSB 0.23% 10,288 $522K $50.75 $522K +10,285 +342833.3%
48 WMT 0.22% 5,191 $508K $97.78 $507K +5,187 +129675.0%
49 GLD 0.21% 1,590 $485K $304.83 $484K +1,584 +26400.0%
50 CSCO 0.21% 6,793 $471K $69.38 $471K +6,787 +113116.7%
51 SCHP 0.18% 15,780 $421K $26.68 -$648K +15,733 +33474.5%
52 IBM 0.17% 1,346 $397K $294.78 $396K +1,342 +33550.0%
53 BRK-B 0.17% 810 $393K $485.77 $22K +797 +6130.8%
54 AMZN 0.17% 1,763 $387K $219.39 $386K +1,756 +25085.7%
55 V 0.15% 987 $350K $355.02 $350K +985 +49250.0%
56 LLY 0.15% 428 $334K $780.25 $334K +425 +14166.7%
57 QQQ 0.14% 572 $316K $551.76 $315K +567 +11340.0%
58 DIHP 0.13% 10,038 $296K $29.49 -$16K +10,018 +50090.0%
59 NVDA 0.12% 1,767 $279K $158.01 $42K +1,760 +25142.9%
60 SCHA 0.12% 10,996 $278K $25.30 $278K +10,993 +366433.3%
61 VOO 0.12% 482 $274K $568.03 $274K +478 +11950.0%
62 AVSE 0.11% 4,204 $246K $58.63 $36K +4,195 +46611.1%
63 VUSB 0.11% 4,938 $246K $49.86 $246K +4,935 +164500.0%
64 SCHF 0.11% 11,132 $246K $22.10 $40K +11,127 +222540.0%
65 AVRE 0.10% 5,326 $235K $44.16 $24K +5,315 +48318.2%
66 AN 0.10% 1,160 $230K $198.65 $230K +1,159 +115900.0%
67 ORCL 0.10% 1,038 $227K $218.63 $227K +1,037 +103700.0%
68 VOE 0.10% 1,324 $218K $164.46 -$102K +1,317 +18814.3%
69 VTV 0.09% 1,207 $213K $176.74 $9K +1,200 +17142.9%
70 GOOGL 0.09% 1,201 $212K $176.30 -$16K +1,196 +23920.0%
71 MGC 0.09% 940 $211K $224.92 -$3K +932 +11650.0%
72 IWN 0.08% 1,195 $189K $157.77 $188K +1,193 +59650.0%
73 AMD 0.08% 1,319 $187K $141.90 $187K +1,318 +131800.0%
74 DFSU 0.08% 4,688 $184K $39.25 -$3K +4,684 +117100.0%
75 SCZ 0.08% 2,522 $183K $72.68 $183K +2,520 +126000.0%
76 ACGL 0.08% 1,995 $182K $91.05 $181K +1,991 +49775.0%
77 BF-B 0.08% 6,749 $182K $26.91 $181K +6,746 +224866.7%
78 ORLY 0.08% 2,010 $181K $90.13 $181K +2,009 +200900.0%
79 FDS 0.08% 391 $175K $447.28 $175K +390 +39000.0%
80 UNP 0.08% 758 $174K $230.08 $2K +752 +12533.3%
81 VEA 0.07% 2,650 $151K $57.01 -$77K +2,644 +44066.7%
82 AVSU 0.07% 2,174 $149K $68.60 $9K +2,169 +43380.0%
83 IEFA 0.06% 1,658 $138K $83.48 $127K +1,657 +165700.0%
84 VBR 0.06% 706 $138K $195.01 $29K +703 +23433.3%
85 BRO 0.06% 1,200 $133K $110.87 $133K +1,199 +119900.0%
86 TFC 0.06% 3,022 $130K $42.99 $130K +3,020 +151000.0%
87 MGV 0.06% 979 $128K $131.20 -$30K +973 +16216.7%
88 JPM 0.06% 442 $128K $289.68 $22K +438 +10950.0%
89 CI 0.06% 386 $128K $330.58 $21K +383 +12766.7%
90 VV 0.06% 446 $127K $285.30 $127K +444 +22200.0%
91 ADP 0.06% 410 $126K $308.40 $126K +409 +40900.0%
92 MA 0.06% 225 $126K $561.94 $126K +224 +22400.0%
93 BSV 0.05% 1,586 $125K $78.70 $103K +1,582 +39550.0%
94 QUAL 0.05% 659 $121K $182.90 $5K +656 +21866.7%
95 IJH 0.05% 1,920 $119K $62.02 $119K +1,917 +63900.0%
96 DFSI 0.05% 2,860 $113K $39.41 $23K +2,856 +71400.0%
97 JNJ 0.05% 717 $110K $152.75 $109K +716 +71600.0%
98 INTU 0.05% 134 $106K $787.63 $105K +133 +13300.0%
99 DHI 0.05% 801 $103K $128.92 $103K +799 +39950.0%
100 BAC 0.04% 2,061 $98K $47.32 $7K +2,059 +102950.0%

New Positions

SymbolValue% Port
EEM $60K 0.03%
BAUG $29K 0.01%
AUB $28K 0.01%
OKLO $17K 0.01%
KJAN $15K 0.01%
BF-A $15K 0.01%
M $10K —%
NVTS $7K —%
SCHZ $6K —%
PAUG $5K —%
LMBS $5K —%
RMBS $3K —%
RR $2K —%
CERT $2K —%
SYM $2K —%

Sold Out Positions

SymbolValue% Port
GDV —%
EOI —%
TWLO —%
AFL —%
BIT —%
ETJ —%
ETY —%
DXC —%
VGI —%
BLK —%
RVT —%
AGD —%
RMT —%
LEN —%
NVO —%
View SEC EDGAR Filings for CURIO WEALTH, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms