Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CURTIS WEALTH MANAGEMENT LLC (CIK 2108708) reported $118.0M across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($11.0M, 9.36%), IVW ($8.9M, 7.55%), DYNF ($8.5M, 7.17%), SPYM ($8.4M, 7.08%), ACWX ($6.3M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.0M | 9.36% | 14,742 | Added |
| 2 | IVW | ISHARES TR | $8.9M | 7.55% | 64,754 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $8.5M | 7.17% | 124,354 | Trimmed |
| 4 | SPYM | SPDR SERIES TRUST | $8.4M | 7.08% | 95,034 | Added |
| 5 | ACWX | ISHARES TR | $6.3M | 5.33% | 82,628 | Added |
| 6 | CORO | BLACKROCK ETF TRUST | $5.5M | 4.70% | 151,605 | Added |
| 7 | IALT | BLACKROCK ETF TRUST | $5.1M | 4.29% | 180,588 | New |
| 8 | GOVT | ISHARES TR | $4.9M | 4.19% | 216,785 | Added |
| 9 | SPYV | SPDR SERIES TRUST | $4.5M | 3.81% | 74,036 | Trimmed |
| 10 | BAI | BLACKROCK ETF TRUST | $4.4M | 3.74% | 83,711 | Trimmed |
| 11 | IUSB | ISHARES TR | $4.0M | 3.40% | 87,012 | Added |
| 12 | BLCR | BLACKROCK ETF TRUST | $3.5M | 2.94% | 68,871 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $3.4M | 2.91% | 21,267 | Trimmed |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $2.9M | 2.43% | 124,040 | Trimmed |
| 15 | GGOV | BLACKROCK ETF TRUST II | $2.8M | 2.39% | 55,961 | New |
| 16 | IVE | ISHARES TR | $2.8M | 2.38% | 12,360 | Trimmed |
| 17 | THRO | BLACKROCK ETF TRUST | $2.7M | 2.30% | 62,837 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $2.5M | 2.12% | 25,931 | Trimmed |
| 19 | SHLD | GLOBAL X FDS | $2.5M | 2.11% | 41,784 | Added |
| 20 | MBB | ISHARES TR | $2.0M | 1.70% | 21,227 | Trimmed |
| 21 | OEF | ISHARES TR | $2.0M | 1.68% | 5,404 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $1.7M | 1.42% | 33,144 | Added |
| 23 | BINC | BLACKROCK ETF TRUST II | $1.3M | 1.14% | 25,732 | Trimmed |
| 24 | XTEN | BONDBLOXX ETF TRUST | $1.2M | 1.06% | 27,398 | Trimmed |
| 25 | MUB | ISHARES TR | $1.2M | 1.01% | 11,036 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30