account_balance
Investment manager · 13F filer · SEC CIK 2049201
Curio Wealth, LLC
Reported value$322Mas of Jun 30, 2026
Positions78 1 new, 1,178 sold out
Top 10 weight74.2%DFAU alone is 18%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDfa US Core Equity Market ETF
17.8%Added +5%
DFGPDfa Global Core Fixed Income ETF
15.7%Added +11%
DFSDDfa S/t Fixed Income ETF
15.3%Added +8%
DFAIDfa Int Core Equity ETF
5.9%Added +8%
AVDEAvantis Intl Core Equity ETF
4.5%Trimmed −2%
DFASDfa US Small Cap ETF
3.3%Added +5%
AVEMAvantis Emerging MKT Eq ETF
3.3%Added +6%
DFVXDimensional US Lrge Cp VCTR ETF
3.2%Added +10%
AVUSAvantis US Equity ETF
2.7%
DFARDfa US Real Estate ETF
2.4%Added +5%
DFAEDfa Emerging Markets ETF
2.1%Trimmed −2%
AVDVAvantis Intl Small Value ETF
2.0%Added +4%
DFAUDfa US Core Equity Market ETF
17.8%Added +5%
DFGPDfa Global Core Fixed Income ETF
15.7%Added +11%
DFSDDfa S/t Fixed Income ETF
15.3%Added +8%
DFAI5.9%
AVDE4.5%
DFAS3.3%
AVEM3.3%
DFVX3.2%
AVUS2.7%
DFAR
DFAE
AVDV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dfa US Core Equity Market ETF 17.8% Added +5%
DFGP Dfa Global Core Fixed Income ETF 15.7% Added +11%
DFSD Dfa S/t Fixed Income ETF 15.3% Added +8%
DFAI Dfa Int Core Equity ETF 5.9% Added +8%
AVDE Avantis Intl Core Equity ETF 4.5% Trimmed −2%
DFAS Dfa US Small Cap ETF 3.3% Added +5%
AVEM Avantis Emerging MKT Eq ETF 3.3% Added +6%
DFVX Dimensional US Lrge Cp VCTR ETF 3.2% Added +10%
AVUS Avantis US Equity ETF 2.7% Held
DFAR Dfa US Real Estate ETF 2.4% Added +5%
DFAE Dfa Emerging Markets ETF 2.1% Trimmed −2%
AVDV Avantis Intl Small Value ETF 2.0% Added +4%
What changed