Curi Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Raleigh, NC
CIK
0001851184
Alternate names
Curi Capital
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 1 0 13F-HR 5/14/2024 000117266124002318
Q4 2023 160 723,871 SCHX, IVV, SHY, SCHM 13F-HR 2/8/2024 000117266124000544
Q3 2023 152 652,043 IVV, SCHX, SHY, SCHM 13F-HR 11/6/2023 000117266123003631
Q2 2023 172 739,905 IVV, SCHX, SHY, SCHM 13F-HR 7/31/2023 000117266123002683
Q1 2023 166 695,697 SCHX, IVV, SHY, SCHM 13F-HR 5/3/2023 000117266123001816
Q4 2022 187 713,099 IVV, SCHX, SCHM, BIL 13F-HR 2/3/2023 000117266123000417
Q3 2022 184 603,689 SCHX, IVV, SLQD, SCHM 13F-HR 11/8/2022 000160658722002187
Q2 2022 731 519,551 SCHX, IVV, UNH, SLQD 13F-HR 8/8/2022 000160658722001638
Q1 2022 654 577,673 SCHX, IVV, UNH, MSFT 13F-HR 5/6/2022 000160658722000987
Q4 2021 627 579,314 SCHX, IVV, AMAT, JPM 13F-HR 2/9/2022 000160658722000440
Q3 2021 88 217,344 SCHX, IVV, SLQD, SCHM 13F-HR 10/19/2021 000160658721001308
Q2 2021 92 199,343 SCHX, IVV, SLQD, QLTA 13F-HR 7/23/2021 000160658721000831
Q1 2021 90 157,793 SCHX, IVV, SLQD, SCHM 13F-HR 4/29/2021 000160658721000488
Q4 2020 538 138,278 SCHX, IVV, SLQD, QLTA 13F-HR 3/19/2021 000160658721000370