CURTIS WEALTH MANAGEMENT LLC: 13F holdings
CIK 21087082026Q2
| Positions | 55 |
|---|---|
| Reported value | $118.0m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 14,742 | $11.0m | 9.4% |
| IWF ISHARES TR | 64,754 | $8.9m | 7.5% |
| DYNF BLACKROCK ETF TRUST | 124,354 | $8.5m | 7.2% |
| SPYM SPDR SERIES TRUST | 95,034 | $8.4m | 7.1% |
| ACWX ISHARES TR | 82,628 | $6.3m | 5.3% |
| BLACKROCK ETF TRUST | 151,605 | $5.5m | 4.7% |
| BLACKROCK ETF TRUST | 180,588 | $5.1m | 4.3% |
| GOVT ISHARES TR | 216,785 | $4.9m | 4.2% |
| SPYV SPDR SERIES TRUST | 74,036 | $4.5m | 3.8% |
| BAI BLACKROCK ETF TRUST | 83,711 | $4.4m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108708")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.