Curtis Wealth Management LLC - Q12026 Holdings

Curtis Wealth Management LLC holds 50 stocks with a total portfolio value of $ 106.51M as of Q12026. In Q12026, Curtis Wealth Management LLC added 5 new positions, increased stakes in 20 stocks, reduced 20 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IVW), representing 7.04% of the total portfolio.