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Curat Global, LLC
RIA/Wealth
Curat Global, LLC is a RIA/Wealth led by Cynthia Wentworth, reporting $155.1M in AUM as of Q3 2025 with 41% ETF concentration.
Managing PartnerCynthia Wentworth
- Portfolio Value
- $106.6M
- Positions
- 295
- Top Holding
- XLK at 7.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Curat Global, LLC's portfolio (41.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.2M | 7.73% | -$3.4K Sold | — 29.3K shares | |
ETF ETF | $6.1M | 5.73% | +$633.8K Bought | — 9.1K shares | |
ETF ETF | $6.0M | 5.59% | +$154.3K Bought | — 91.3K shares | |
ETF ETF | $5.3M | 5.00% | +$155.2K Bought | — 44.8K shares | |
Semiconductors Technology | $5.1M | 4.77% | — | 0.00% 24.9K shares | |
ETF ETF | $3.4M | 3.20% | +$226.6K Bought | — 23.5K shares | |
ETF ETF | $2.8M | 2.58% | -$3.1K Sold | — 17.9K shares | |
Software - Infrastructure Technology | $2.6M | 2.42% | — | 0.00% 5.0K shares | |
Construction Industrials | $2.4M | 2.23% | — | 0.00% 21.7K shares | |
ETF ETF | $2.1M | 1.95% | — | — 8.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Curat Global, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+111.44% | |
+100.0% | |
+100.0% | |
+34.34% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-87.69% | |
-86.64% |
Analytics
Portfolio insights and performance metrics for Curat Global, LLC
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