Long-term investor
Curtis Wealth Management LLC @curtiswealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108708).
Record
- Tracked since 2025-12-31 (261 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.4% · long · since 2025-12-31
- IVW · 7.5% · long · since 2025-12-31
- DYNF · 7.2% · long · since 2025-12-31
- SPYM · 7.1% · long · since 2025-12-31
- ACWX · 5.3% · long · since 2026-03-31
- CORO · 4.7% · long · since 2026-03-31
- IALT · 4.3% · long · since 2026-06-30
- GOVT · 4.2% · long · since 2025-12-31
- SPYV · 3.8% · long · since 2025-12-31
- BAI · 3.7% · long · since 2025-12-31
- IUSB · 3.4% · long · since 2025-12-31
- BLCR · 2.9% · long · since 2026-03-31