CURTIS WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Henderson, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 117,996
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 55 | 117,996 | 13F-HR | CURTIS WEALTH MANAGEMENT LLC |
| Q1 2026 | 5/8/2026 | 50 | 106,512 | 13F-HR | CURTIS WEALTH MANAGEMENT LLC |
| Q4 2025 | 2/11/2026 | 52 | 114,901 | 13F-HR | CURTIS WEALTH MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 789 | 0.7% | 88 | 0 | 88 |
| ETFs | 117.2 K | 99.3% | 11.4 K | 0 | 11.4 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
117,996
Holdings
55
QoQ value change ($000)
11,484
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.