§ 13F · FUND PROFILE
CURTIS WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 52Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$114.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | 149K | $9.1T | 7.9% | NEW |
| 2 | IVW | ISHARES TR | 63K | $7.8T | 6.8% | NEW |
| 3 | TLT | ISHARES TR | 74K | $6.6T | 5.7% | NEW |
| 4 | EFV | ISHARES TR | 80K | $5.9T | 5.1% | NEW |
| 5 | SPYV | SPDR SERIES TRUST | 101K | $5.9T | 5.1% | NEW |
| 6 | AVEM | AMERICAN CENTY ETF TR | 70K | $5.8T | 5.1% | NEW |
| 7 | OEF | ISHARES TR | 17K | $5.8T | 5.0% | NEW |
| 8 | QUAL | ISHARES TR | 22K | $4.6T | 4.0% | NEW |
| 9 | IVV | ISHARES TR | 6K | $4.4T | 3.8% | NEW |
| 10 | SPYM | SPDR SERIES TRUST | 53K | $4.3T | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURTIS SIGNAL
AC read
CURTIS WEALTH MANAGEMENT LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed