CURTIS WEALTH MANAGEMENT LLC
CURTIS WEALTH MANAGEMENT LLC reported 55 positions worth $118.0M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $11.0M | 9.36% | 14,742 | — | — | |
| ▸ 2 | IVW | SH | $8.9M | 7.55% | 64,754 | — | — | |
| ▸ 3 | DYNF | SH | $8.5M | 7.17% | 124,354 | — | — | |
| ▸ 4 | SPYM | SH | $8.4M | 7.08% | 95,034 | — | — | |
| ▸ 5 | ACWX | SH | $6.3M | 5.33% | 82,628 | — | — | |
| ▸ 6 | CORO | SH | $5.5M | 4.70% | 151,605 | — | — | |
| ▸ 7 | IALT | SH | $5.1M | 4.29% | 180,588 | — | — | |
| ▸ 8 | GOVT | SH | $4.9M | 4.18% | 216,785 | — | — | |
| ▸ 9 | SPYV | SH | $4.5M | 3.81% | 74,036 | — | — | |
| ▸ 10 | BAI | SH | $4.4M | 3.74% | 83,711 | — | — |
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Frequently Asked Questions
What stocks does CURTIS WEALTH MANAGEMENT LLC hold as of Q2 2026?
CURTIS WEALTH MANAGEMENT LLC reported 55 positions worth $118.0M in its Q2 2026 13F filing. Largest positions: IVV (9.4%), IVW (7.5%), DYNF (7.2%), SPYM (7.1%) and ACWX (5.3%).
What did CURTIS WEALTH MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CURTIS WEALTH MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.