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CURTIS WEALTH MANAGEMENT LLC 13F holdings

Filed 2026-08-03 · CURTIS WEALTH MANAGEMENT LLC · 55 positions · $118.0M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR14.7K$11.0M9.4%
IVWISHARES TR64.8K$8.9M7.5%
DYNFBLACKROCK ETF TRUST124.4K$8.5M7.2%
SPYMSPDR SERIES TRUST95.0K$8.4M7.1%
ACWXISHARES TR82.6K$6.3M5.3%
COROBLACKROCK ETF TRUST151.6K$5.5M4.7%
IALTBLACKROCK ETF TRUST180.6K$5.1M4.3%
GOVTISHARES TR216.8K$4.9M4.2%
SPYVSPDR SERIES TRUST74.0K$4.5M3.8%
BAIBLACKROCK ETF TRUST83.7K$4.4M3.7%
IUSBISHARES TR87.0K$4.0M3.4%
BLCRBLACKROCK ETF TRUST68.9K$3.5M2.9%
SPMOINVESCO EXCH TRADED FD TR II21.3K$3.4M2.9%
SCHZSCHWAB STRATEGIC TR124.0K$2.9M2.4%
GGOVBLACKROCK ETF TRUST II56.0K$2.8M2.4%
IVEISHARES TR12.4K$2.8M2.4%
THROBLACKROCK ETF TRUST62.8K$2.7M2.3%
AVEMAMERICAN CENTY ETF TR25.9K$2.5M2.1%
SHLDGLOBAL X FDS41.8K$2.5M2.1%
MBBISHARES TR21.2K$2.0M1.7%
OEFISHARES TR5.4K$2.0M1.7%
VTEBVANGUARD MUN BD FDS33.1K$1.7M1.4%
BINCBLACKROCK ETF TRUST II25.7K$1.3M1.1%
XTENBONDBLOXX ETF TRUST27.4K$1.2M1.1%
MUBISHARES TR11.0K$1.2M1.0%
SYSBISHARES TR11.0K$973,0490.8%
IAUISHARES GOLD TR10.9K$820,7180.7%
QUALISHARES TR3.2K$704,6900.6%
IWFISHARES TR5.6K$700,5110.6%
IBITISHARES BITCOIN TRUST ETF19.8K$658,9110.6%
EFVISHARES TR8.4K$643,7070.5%
LMUBISHARES TR11.9K$607,4690.5%
STIPISHARES TR5.8K$594,4510.5%
IVLUISHARES TR13.9K$581,1460.5%
GLDMWORLD GOLD TR7.1K$564,9940.5%
ESGUISHARES TR3.4K$558,7330.5%
WYNNWYNN RESORTS LTD5.6K$545,8020.5%
IEVISHARES TR6.9K$505,0950.4%
IWDISHARES TR1.9K$466,9800.4%
IEFAISHARES TR4.2K$401,0460.3%
ITOTISHARES TR2.4K$397,6980.3%
IWRISHARES TR3.6K$396,8210.3%
IYWISHARES TR1.5K$387,6510.3%
PZAINVESCO EXCH TRADED FD TR II15.7K$368,1350.3%
ACWIISHARES INC4.4K$360,8750.3%
EAGGISHARES TR7.5K$356,7140.3%
EFGISHARES TR2.6K$322,3670.3%
LCTUBLACKROCK ETF TRUST3.9K$309,6070.3%
IEFISHARES TR3.2K$300,0710.3%
SUSCISHARES TR10.6K$244,9600.2%
RVTYREVVITY INC2.2K$243,1030.2%
TLHISHARES TR2.4K$242,3200.2%
TLTISHARES TR2.8K$240,1320.2%
DSIISHARES TR1.5K$219,0320.2%
XARSPDR SERIES TRUST742$210,5720.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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