CURTIS WEALTH MANAGEMENT LLC - Portfolio overview

CURTIS WEALTH MANAGEMENT LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 7.04%
2. DYNF - BLACKROCK ETF TRUST, 6.94%
3. IVV - ISHARES TR, 5.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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