Holdings of CURIO WEALTH, LLC
1127 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.1 % of the equity sleeve
Sector breakdown
- Technology 4.2 %
- Communication 2.9 %
- Consumer discretionary 1.4 %
- Funds 1.3 %
- Financials 1.1 %
- Industrials 1.1 %
- Consumer staples 0.7 %
- Health care 0.6 %
- Energy 0.1 %
- Unattributed 86.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- JP 0.0 %
- DK 0.0 %
- MX 0.0 %
- FR 0.0 %
- KY 0.0 %
- FI 0.0 %
- TW 0.0 %
- NL 0.0 %
- DE 0.0 %
- ID 0.0 %
- CN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,115 | 135.4M $ | 99.95 % |
| 2 | JP | 1 | 15.9K $ | 0.01 % |
| 3 | DK | 1 | 15.3K $ | 0.01 % |
| 4 | MX | 1 | 11.7K $ | 0.01 % |
| 5 | FR | 2 | 11.6K $ | 0.01 % |
| 6 | KY | 1 | 7.9K $ | 0.01 % |
| 7 | FI | 1 | 5.6K $ | 0.00 % |
| 8 | TW | 1 | 1.7K $ | 0.00 % |
| 9 | NL | 1 | 1.3K $ | 0.00 % |
| 10 | DE | 1 | 543 $ | 0.00 % |
| 11 | ID | 1 | 411 $ | 0.00 % |
| 12 | CN | 1 | 279 $ | 0.00 % |