CURTIS WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
CURTIS WEALTH MANAGEMENT LLC disclosed 65 stock positions in a recent SEC 13F filing. $122,726,119 of stock holdings were filed, with the largest holdings including ACWX, IVV, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $148,504,942 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
65Est. Stock Holding Value:
$122,726,119Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - CURTIS WEALTH MANAGEMENT LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...