CURTIS WEALTH MANAGEMENT LLC
CIK: 0002108708SEC EDGAR →
Portfolio Value
$114.9M
Holdings
52
As of
Q4 2025
New Positions
52
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST | 149,125 | $9.1M | 7.95% |
| 2 | ISHARES TR | 63,032 | $7.8M | 6.82% |
| 3 | ISHARES TR | 74,263 | $6.6M | 5.71% |
| 4 | ISHARES TR | 79,666 | $5.9M | 5.15% |
| 5 | SPDR SERIES TRUST | 101,077 | $5.9M | 5.12% |
| 6 | AMERICAN CENTY ETF TR | 70,236 | $5.8M | 5.08% |
| 7 | ISHARES TR | 16,810 | $5.8M | 5.03% |
| 8 | ISHARES TR | 22,354 | $4.6M | 3.96% |
| 9 | ISHARES TR | 6,278 | $4.4M | 3.80% |
| 10 | SPDR SERIES TRUST | 52,675 | $4.3M | 3.74% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $104.7M | 91.2% |
| Unknown | 6 | $6.4M | 5.6% |
| Technology | 2 | $2.8M | 2.4% |
| Consumer Cyclical | 1 | $787K | 0.7% |
| Industrials | 1 | $207K | 0.2% |