CURIO WEALTH, LLC
RIA/Wealth
CURIO WEALTH, LLC is a RIA/Wealth based in Annapolis, MD led by Lyn Ann Dippel, reporting $384.3M in AUM as of Q3 2025 with 95% ETF concentration, 71% concentrated in top 10 holdings, 16% allocation to DFAU, and minimal technology exposure.
CCOLyn Ann Dippel
- Portfolio Value
- $243.5M
- Positions
- 265
- Top Holding
- DFAU at 16.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CURIO WEALTH, LLC's portfolio (70.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.6M | 16.25% | +$1.9M Bought | — 864.8K shares | |
ETF ETF | $39.1M | 16.06% | +$2.5M Bought | — 811.7K shares | |
ETF ETF | $34.8M | 14.30% | +$2.9M Bought | — 626.7K shares | |
ETF ETF | $13.5M | 5.54% | -$450.5K Sold | — 170.9K shares | |
ETF ETF | $12.2M | 4.99% | +$768.4K Bought | — 334.4K shares | |
ETF ETF | $7.3M | 2.98% | +$381.3K Bought | — 106.2K shares | |
ETF ETF | $7.2M | 2.95% | -$223.5K Sold | — 66.1K shares | |
ETF ETF | $6.4M | 2.61% | +$563.1K Bought | — 84.6K shares | |
ETF ETF | $6.0M | 2.46% | +$1.1M Bought | — 82.4K shares | |
ETF ETF | $5.8M | 2.38% | +$374.4K Bought | — 243.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CURIO WEALTH, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CURIO WEALTH, LLC
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