CURIO WEALTH, LLC
Top Portfolio Positions
1,052 positions ·
$18,024,730 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,357 | $1,613,343 | 8.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,295 | $1,492,530 | 8.28% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
7,620 | $1,114,653 | 6.18% | |
| LMT |
Lockheed Martin Corp
Industrials
|
1,529 | $924,112 | 5.13% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
5,662 | $904,221 | 5.02% | |
| NFLX |
Netflix Inc
Communication Services
|
9,174 | $882,080 | 4.89% | |
| MSFT |
Microsoft Corp
Technology
|
2,279 | $843,617 | 4.68% | |
| GLD |
Spdr Gold Trust
|
1,619 | $696,639 | 3.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,084 | $620,188 | 3.44% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
4,865 | $604,622 | 3.35% |
Portfolio Trend
Holdings in THW
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,189 | 1,473 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $15,112 | 1,473 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $11 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,020 | 2,000 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||