Institutions / Curtis Wealth Management LLC
Curtis Wealth Management LLC
CIK 2108708 · Institution · as of Dec 31, 2025
Portfolio value
$114.90M
Positions
52
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 52 →
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.13M | 7.9% |
| iShares Tr | $7.84M | 6.8% |
| iShares MSCI UAE ETF | $6.56M | 5.7% |
| iShares Tr | $5.92M | 5.1% |
| SPDR Series Trust | $5.88M | 5.1% |
| American Centy ETF Tr | $5.84M | 5.1% |
| iShares Tr | $5.78M | 5.0% |
| iShares MSCI UAE ETF | $4.55M | 4.0% |
| iShares Tr | $4.37M | 3.8% |
| SPDR Series Trust | $4.29M | 3.7% |
| iShares Tr | $3.64M | 3.2% |
| BlackRock ETF Trust | $3.55M | 3.1% |
| BlackRock ETF Trust | $3.53M | 3.1% |
| BlackRock ETF Trust II | $3.51M | 3.1% |
| Invesco Exch Traded Fd Tr II | $3.36M | 2.9% |
| iShares Tr | $2.89M | 2.5% |
| Schwab Strategic Tr | $2.82M | 2.5% |
| Invesco Exchange Traded Fd T | $2.44M | 2.1% |
| iShares Inc | $2.08M | 1.8% |
| iShares Tr | $2.01M | 1.7% |
| Bondbloxx ETF Trust | $1.93M | 1.7% |
| iShares Tr | $1.82M | 1.6% |
| iShares Tr | $1.69M | 1.5% |
| Vanguard Mun Bd Fds | $1.57M | 1.4% |
| iShares Gold Tr | $1.48M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.