Curtis Wealth Management

Curtis Wealth Management as of March 31, 2026

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