13F Filings History of CURTIS WEALTH MANAGEMENT LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$113,592,032
Signature - Title
Douglass McCrae - Compliance Manager
Location
Henderson, NV
Summary
This page shows a list of all the recent 13F filings made by CURTIS WEALTH MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CURTIS WEALTH MANAGEMENT LLC reported 52 stock holdings with total value $113,592,032 as of Q4 2025. Top holdings included DYNF, IVW, TLT, EFV, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $113,592,032 $0 $0 $0 DYNF, IVW, TLT, EFV, SPYV 13F-HR 10 Feb 2026, 19:34