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Curtis Wealth Management

Latest statistics and disclosures from Curtis Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002108708

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Positions held by Curtis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Curtis Wealth Management

Curtis Wealth Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	7.0	$7.5M	66k	113.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.9	$7.4M	127k	58.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$5.5M	8.4k	653.23	View chart
Spdr Series Trust State Street Spd (SPYV)	4.8	$5.1M	90k	56.58	View chart
Spdr Series Trust State Street Spd (SPYM)	4.7	$5.0M	66k	76.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.6	$4.9M	212k	22.91	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	4.5	$4.8M	150k	32.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$4.1M	21k	191.81	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	3.8	$4.0M	59k	68.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$3.6M	45k	80.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.4	$3.6M	109k	32.95	View chart
Ishares Tr Eafe Value Etf (EFV)	3.3	$3.5M	48k	74.35	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.2	$3.4M	95k	36.22	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.1	$3.3M	67k	50.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$3.3M	16k	211.15	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.1	$3.3M	29k	112.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.8	$3.0M	65k	46.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.7	$2.9M	125k	23.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.4	$2.6M	50k	51.93	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	2.4	$2.5M	61k	41.06	View chart
Global X Fds Defense Tech Etf (SHLD)	2.3	$2.5M	35k	70.84	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$2.1M	22k	94.95	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.9	$2.0M	44k	45.86	View chart
Ishares Tr S&p 100 Etf (OEF)	1.5	$1.6M	5.0k	318.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$1.5M	31k	49.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$1.4M	16k	86.69	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$1.2M	11k	106.15	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.9	$924k	10k	89.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$796k	9.0k	88.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$733k	19k	38.42	View chart
Wynn Resorts (WYNN)	0.7	$701k	6.9k	101.55	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$646k	7.0k	92.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$601k	1.4k	426.52	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$585k	5.8k	100.71	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.5	$576k	15k	39.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$492k	3.5k	141.41	View chart
Ishares Tr Europe Etf (IEV)	0.4	$477k	7.0k	67.94	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$437k	8.7k	49.93	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$417k	4.1k	101.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$412k	1.9k	213.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$376k	4.2k	90.54	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$374k	5.4k	69.75	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$350k	3.6k	97.23	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$339k	15k	23.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$318k	2.2k	142.43	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$307k	6.4k	47.55	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.3	$297k	4.2k	70.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$287k	2.6k	111.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$262k	1.4k	181.41	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$209k	9.1k	22.98	View chart

Past Filings by Curtis Wealth Management

SEC 13F filings are viewable for Curtis Wealth Management going back to 2026

Curtis Wealth Management 2026 Q1 filed May 8, 2026

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