account_balance

Investment manager · 13F filer · SEC CIK 2108708

Curtis Wealth Management LLC

Reported value$124Mas of Sep 30, 2026
Positions59 10 new, 6 sold out
Top 10 weight59.4%ACWX alone is 8%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ACWX iShares Tr 8.2% Added +63%
IVV iShares Tr 8.2% Trimmed −10%
IVW iShares Tr 7.4% Held
DYNF BlackRock ETF Trust 7.0% Held
SPYM SPDR Series Trust 6.8% Held
CORO BlackRock ETF Trust 5.8% Added +31%
IALT BlackRock ETF Trust 4.6% Added +5%
GOVT iShares Tr 3.9% Added +3%
IUSB iShares Tr 3.8% Added +24%
BLCR BlackRock ETF Trust 3.7% Added +36%
SPYV SPDR Series Trust 3.6% Held
GGOV BlackRock ETF Trust II 3.0% Added +33%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • INRO $2.41M
  • SPY $1.61M
  • IDEF $1.48M
  • MBBA $924K
arrow_upwardAdded
  • IAU +89%
  • ACWX +63%
  • MUB +53%
  • BLCR +36%
arrow_downwardTrimmed
  • AVEM −84%
  • SHLD −71%
  • STIP −34%
  • IEMG −26%
remove_circleSold out
  • SPMO $3.44M
  • MBB $2.01M
  • IBIT $659K
  • IEF $300K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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