SEC Form 13F

CURTIS WEALTH MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$117,996,089
Positions55

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$11,040,06314,742
ISHARES TRIVWS&P 500 GRWT ETF$8,905,55664,754
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$8,457,339124,354
SPDR SERIES TRUSTSPYMST STR P500ETF$8,351,59195,034
ISHARES TRACWXMSCI ACWI EX US$6,288,82282,628
BLACKROCK ETF TRUSTCOROISHA IN CTRY ETF$5,548,743151,605
BLACKROCK ETF TRUSTIALTISHA SYST AL ETF$5,065,506180,588
ISHARES TRGOVTUS TREAS BD ETF$4,938,355216,785
SPDR SERIES TRUSTSPYVST STR P500VAL$4,500,66874,036
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$4,413,24883,711

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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