StockDriftsStockDriftsTop 50 Curtis Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.36% | 14.7K | $11.0M | +75.44%(+6.34K) | $682.32(+13.93%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.55% | 64.8K | $8.9M | -2.34%(-1.55K) | $121.80(+16.39%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 7.17% | 124.4K | $8.5M | -2.17%(-2.76K) | $60.01(+16.69%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.08% | 95.0K | $8.4M | +45.15%(+29.56K) | $79.73(+14.18%) | 2026-06-30 | |
| ACWX | ISHARES TR | 5.33% | 82.6K | $6.3M | +41.14%(+24.09K) | $68.79(+12.65%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 4.7% | 151.6K | $5.5M | +1.31%(+1.96K) | $31.64(+16.74%) | 2026-06-30 | |
| IALT | BLACKROCK ETF TRUST | 4.29% | 180.6K | $5.1M | new | $27.55(+5.49%) | 2026-06-30 | |
| GOVT | ISHARES TR | 4.19% | 216.8K | $4.9M | +2.05%(+4.35K) | $22.98(-2.30%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.81% | 74.0K | $4.5M | -17.64%(-15.86K) | $56.07(+13.06%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.74% | 83.7K | $4.4M | -22.85%(-24.80K) | $33.69(+31.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.96% |
Curtis Wealth Management LLC reports $118.00M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.4%), IVW (7.5%) and DYNF (7.2%). The top 20 holdings account for 81.9% of reported assets. Its disclosed equity book has returned +11.99% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curtis Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108708). View Curtis Wealth Management LLC’s 13F filings on SEC