CURTIS WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, CURTIS WEALTH MANAGEMENT LLC held in its portfolio 51 assets valued at $114,900,946 (i.e. $114.90M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($10.17M), BLACKROCK ETF TRUST ($9.13M), and ISHARES TR ($7.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CURTIS WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 153752 | 10172141 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 149125 | 9133915 | ISHARES US EQUIT |
| ISHARES TR | 63032 | 7835512 | S&P 500 GRWT ETF |
| ISHARES TR | 74263 | 6561140 | 20 YR TR BD ETF |
| ISHARES TR | 79666 | 5916823 | EAFE VALUE ETF |
| AMERICAN CENTY ETF TR | 70236 | 5836602 | AVANTIS EMGMKT |
| ISHARES TR | 16810 | 5776890 | S&P 100 ETF |
| ISHARES TR | 22354 | 4554259 | MSCI USA QLT FCT |
| ISHARES TR | 6278 | 4369120 | CORE S&P500 ETF |
| ISHARES TR | 16785 | 3644666 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 90608 | 3546414 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 102149 | 3530272 | ISHARES A I INNO |
| BLACKROCK ETF TRUST II | 66205 | 3512839 | ISHARES FLEXIBLE |
| INVESCO EXCH TRADED FD TR II | 28291 | 3361783 | S&P 500 MOMNTM |
| ISHARES TR | 61865 | 2890967 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 120239 | 2820811 | US AGGREGATE B |
| INVESCO EXCHANGE TRADED FD T | 41332 | 2438986 | S&P 500 TOP 50 |
| ISHARES INC | 28609 | 2077019 | CORE MSCI EMKT |
| ISHARES TR | 20948 | 2005810 | MBS ETF |
| BONDBLOXX ETF TRUST | 41662 | 1933545 | BLOOMBERG TEN YR |
| ISHARES TR | 18847 | 1824746 | JPMORGAN USD EMG |
| ISHARES TR | 18775 | 1692025 | SYSTEMATIC BD ET |
| VANGUARD MUN BD FDS | 31117 | 1572653 | TAX EXEMPT BD |
| ISHARES GOLD TR | 15602 | 1484998 | ISHARES NEW |
| WORLD GOLD TR | 14474 | 1448268 | SPDR GLD MINIS |
| GLOBAL X FDS | 17201 | 1310368 | DEFENSE TECH ETF |
| ABRDN SILVER ETF TRUST | 12671 | 1308914 | PHYSCL SILVR SHS |
| ISHARES TR | 23067 | 1158657 | CORE INTL AGGR |
| ISHARES TR | 9658 | 989449 | 10-20 YR TRS ETF |
| ISHARES TR | 9126 | 982505 | NATIONAL MUN ETF |
| ISHARES TR | 7950 | 823945 | CONV BD ETF |
| WYNN RESORTS LTD | 6901 | 787266 | COM |
| ISHARES BITCOIN TRUST ETF | 13818 | 686067 | SHS BEN INT |
| ISHARES TR | 1410 | 664546 | RUS 1000 GRW ETF |
| ISHARES TR | 14358 | 575340 | MSCI INTL VLU FT |
| ISHARES TR | 23871 | 550584 | US TREAS BD ETF |
| ISHARES TR | 7518 | 538991 | EUROPE ETF |
| ISHARES TR | 3498 | 528619 | ESG AWR MSCI USA |
| ISHARES TR | 1926 | 422060 | RUS 1000 VAL ETF |
| ISHARES TR | 4152 | 389710 | CORE MSCI EAFE |
| BLACKROCK ETF TRUST II | 7464 | 366035 | ISHARES HIGH YIE |
| ISHARES TR | 3597 | 361355 | RUS MID CAP ETF |
| BLACKROCK ETF TRUST | 4597 | 344756 | ISHARES US CARBO |
| ISHARES TR | 14306 | 336328 | ESG AWRE USD ETF |
| ISHARES TR | 2143 | 324900 | CORE S&P TTL STK |
| ISHARES TR | 1537 | 309284 | U.S. TECH ETF |
| ISHARES TR | 5536 | 265896 | ESG AWR US AGRGT |
| REVVITY INC | 2277 | 261172 | COM |
| ISHARES TR | 1841 | 242401 | ESG MSCI KLD 400 |
| ISHARES TR | 1848 | 222005 | EAFE GRWTH ETF |
| EMERSON ELEC CO | 1392 | 207589 | COM |
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