• 13F History

CURIO WEALTH, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$186M
Signature - Title
Lyn Dippel - Chief Compliance Officer
Location
Annapolis, MD
Summary
This page shows a list of all the recent 13F filings made by CURIO WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CURIO WEALTH, LLC reported 303 stock holdings with total value $186M as of Q4 2024. Top holdings included DFAU, DFSD, DFGP, AVDE, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 303 $186M $0 $0 DFAU, DFSD, DFGP, AVDE, DFAI 13F-HR 2/10/2025, 04:40 PM