CURIO WEALTH, LLC
Top Portfolio Positions
252 positions ·
$18,918,206 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,453 | $1,754,312 | 9.27% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,519 | $1,717,756 | 9.08% |
| PLTR |
Palantir Technologies Inc.
Technology
|
7,610 | $1,352,677 | 7.15% |
| MSFT |
Microsoft Corp
Technology
|
2,264 | $1,094,915 | 5.79% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
5,654 | $868,510 | 4.59% |
| NFLX |
Netflix Inc
Communication Services
|
9,227 | $865,123 | 4.57% |
| LMT |
Lockheed Martin Corp
Industrials
|
1,629 | $787,898 | 4.16% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,074 | $708,936 | 3.75% |
| GLD |
Spdr Gold Trust
|
1,619 | $641,625 | 3.39% |
| WMT |
Walmart Inc.
Consumer Defensive
|
5,191 | $578,329 | 3.06% |
Portfolio Trend
Holdings in CRBP
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $187 | 23 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $290 | 23 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $158 | 23 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $271 | 23 | Shares | Sole | 2025-02-10 | |
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