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Showing Q4 2023 data
Curi Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Curi Wealth Management, LLC
•CIK: 1851184•Filing: Q4 2023
**Curi Wealth Management, LLC** manages $724M across a diversified portfolio of 160 positions. The strategy exhibits a significant allocation to broad market exposure, highlighted by top holdings including SCHX ($70.5M) and IVV ($64.5M). Notable defensive and fixed-income tilts are evident with substantial positions in SHY ($47.9M) and SGOV ($17.0M). The portfolio maintains core exposure to technology leaders, evidenced by the $18.9M stake in MSFT.
Total AUM
$723.9M
QoQ Performance
N/A
Positions
118
Top 10 Concentration
45.1%
Latest Filing
Q4 2023
Top Holdings Allocation
SCHX
IVV
SHY
SCHX9.7%
IVV8.9%
SHY6.6%
SCHM3.4%
EMXC3.1%
IJH2.8%
IEI2.8%
SCHF2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other64.6%
ETF9.8%
Financial7.6%
Technology7.3%
Healthcare6.6%
Consumer2.8%
Industrial0.7%
Consumer Staples0.3%