CURTIS WEALTH MANAGEMENT LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Henderson, NV
CIK
0002108708
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
55
117,996
IVV, IVW, DYNF, SPYM
13F-HR
8/3/2026
000210870826000003
Q1 2026
50
106,512
IVW, DYNF, IVV, SPYV
13F-HR
5/8/2026
000210870826000002
Q4 2025
52
114,900
DYNF, IVW, TLT, EFV
13F-HR
2/10/2026
000210870826000001