Vault-13

CURTIS WEALTH MANAGEMENT LLC

HENDERSON, NV · CIK 2108708 · 13F filing filed 2026-02-11

SEC-registered investment adviser since 2024 · limited liability company

$114.9m reported value
52positions
52.4%in top 10
—no comparable previous quarter

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BLACKROCK ETF TRUST ISHARES US EQUIT DYNF DYNF 149,125 $9.1m7.95% 7.95% First filing
2 ISHARES TR S&P 500 GRWT ETF IVW IVW 63,032 $7.8m6.82% 6.82% First filing
3 ISHARES TR 20 YR TR BD ETF TLT TLT 74,263 $6.6m5.71% 5.71% First filing
4 ISHARES TR EAFE VALUE ETF EFV EFV 79,666 $5.9m5.15% 5.15% First filing
5 SPDR SERIES TRUST PRTFLO S&P500 VL SPYV SPYV 101,077 $5.9m5.12% 5.12% First filing
6 AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM AVEM 70,236 $5.8m5.08% 5.08% First filing
7 ISHARES TR S&P 100 ETF OEF OEF 16,810 $5.8m5.03% 5.03% First filing
8 ISHARES TR MSCI USA QLT FCT QUAL QUAL 22,354 $4.6m3.96% 3.96% First filing
9 ISHARES TR CORE S&P500 ETF IVV IVV 6,278 $4.4m3.80% 3.80% First filing
10 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 52,675 $4.3m3.74% 3.74% First filing
11 ISHARES TR S&P 500 VAL ETF IVE IVE 16,785 $3.6m3.17% 3.17% First filing
12 BLACKROCK ETF TRUST ISHARES US THEMA THRO THRO 90,608 $3.5m3.09% 3.09% First filing
13 BLACKROCK ETF TRUST ISHA I IN TE ETF BAI BAI 102,149 $3.5m3.07% 3.07% First filing
14 BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC BINC 66,205 $3.5m3.06% 3.06% First filing
15 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO SPMO 28,291 $3.4m2.93% 2.93% First filing
16 ISHARES TR CORE TOTAL USD IUSB IUSB 61,865 $2.9m2.52% 2.52% First filing
17 SCHWAB STRATEGIC TR US AGGREGATE B SCHZ SCHZ 120,239 $2.8m2.45% 2.45% First filing
18 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG XLG 41,332 $2.4m2.12% 2.12% First filing
19 ISHARES INC CORE MSCI EMKT IEMG IEMG 28,609 $2.1m1.81% 1.81% First filing
20 ISHARES TR MBS ETF MBB MBB 20,948 $2.0m1.75% 1.75% First filing
21 BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN XTEN 41,662 $1.9m1.68% 1.68% First filing
22 ISHARES TR JPMORGAN USD EMG EMB EMB 18,847 $1.8m1.59% 1.59% First filing
23 ISHARES TR SYSTEMATIC BD ET SYSB SYSB 18,775 $1.7m1.47% 1.47% First filing
24 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 31,117 $1.6m1.37% 1.37% First filing
25 ISHARES GOLD TR ISHARES NEW IAU IAU 15,602 $1.5m1.29% 1.29% First filing
26 WORLD GOLD TR SPDR GLD MINIS GLDM GLDM 14,474 $1.4m1.26% 1.26% First filing
27 GLOBAL X FDS DEFENSE TECH ETF SHLD SHLD 17,201 $1.3m1.14% 1.14% First filing
28 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS SIVR SIVR 12,671 $1.3m1.14% 1.14% First filing
29 ISHARES TR CORE INTL AGGR IAGG IAGG 23,067 $1.2m1.01% 1.01% First filing
30 ISHARES TR 10-20 YR TRS ETF TLH TLH 9,658 $989.4k0.86% 0.86% First filing
31 ISHARES TR NATIONAL MUN ETF MUB MUB 9,126 $982.5k0.86% 0.86% First filing
32 ISHARES TR CONV BD ETF ICVT ICVT 7,950 $823.9k0.72% 0.72% First filing
33 WYNN RESORTS LTD COM WYNN WYNN 6,901 $787.3k0.69% 0.69% First filing
34 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT IBIT 13,818 $686.1k0.60% 0.60% First filing
35 ISHARES TR RUS 1000 GRW ETF IWF IWF 1,410 $664.5k0.58% 0.58% First filing
36 ISHARES TR MSCI INTL VLU FT IVLU IVLU 14,358 $575.3k0.50% 0.50% First filing
37 ISHARES TR US TREAS BD ETF GOVT GOVT 23,871 $550.6k0.48% 0.48% First filing
38 ISHARES TR EUROPE ETF IEV IEV 7,518 $539.0k0.47% 0.47% First filing
39 ISHARES TR ESG AWR MSCI USA ESGU ESGU 3,498 $528.6k0.46% 0.46% First filing
40 ISHARES TR RUS 1000 VAL ETF IWD IWD 1,926 $422.1k0.37% 0.37% First filing
41 ISHARES TR CORE MSCI EAFE IEFA IEFA 4,152 $389.7k0.34% 0.34% First filing
42 BLACKROCK ETF TRUST II ISHARES HIGH YIE HIMU HIMU 7,464 $366.0k0.32% 0.32% First filing
43 ISHARES TR RUS MID CAP ETF IWR IWR 3,597 $361.4k0.31% 0.31% First filing
44 BLACKROCK ETF TRUST US CARBON TRANS LCTU LCTU 4,597 $344.8k0.30% 0.30% First filing
45 ISHARES TR ESG AWRE USD ETF SUSC SUSC 14,306 $336.3k0.29% 0.29% First filing
46 ISHARES TR CORE S&P TTL STK ITOT ITOT 2,143 $324.9k0.28% 0.28% First filing
47 ISHARES TR U.S. TECH ETF IYW IYW 1,537 $309.3k0.27% 0.27% First filing
48 ISHARES TR ESG AWR US AGRGT EAGG EAGG 5,536 $265.9k0.23% 0.23% First filing
49 REVVITY INC COM RVTY RVTY 2,277 $261.2k0.23% 0.23% First filing
50 ISHARES TR MSCI KLD400 SOC DSI DSI 1,841 $242.4k0.21% 0.21% First filing
51 ISHARES TR EAFE GRWTH ETF EFG EFG 1,848 $222.0k0.19% 0.19% First filing
52 EMERSON ELEC CO COM EMR EMR 1,392 $207.6k0.18% 0.18% First filing