Curtis Wealth Management Llc Investor Activity Analysis: Q2 2026 Portfolio Changes
A detailed analysis of Curtis Wealth Management Llc's portfolio adjustments during the quarter ending June 30, 2026.
Curtis Wealth Management Llc has made significant changes to its investment strategy in Q2 2026. The firm demonstrated substantial buying activity across several exchange-traded funds (ETFs), while simultaneously reducing or exiting positions in others.
Key observations from the investor's filing include:
- Purchasing ETFs: Curtis Wealth Management Llc significantly increased its holdings in established large-cap ETFs like ISHAES TR (IVV) and SPDR SERIES TRUST (SPLG), which saw share increases of 75.44% and 45.15%, respectively.
- Reducing Exposure: The investor notably decreased positions in several smaller or specialized ETFs, including ISHAES TR (ACWX) (-82.28%), SCHWAB STRATEGIC TRUST (SCHZ), and AMERICAN CENTY ETF TRUST (AVEM).
- New Position: Curtis Wealth Management Llc initiated a new position in SPDR SERIES TRUST (STIP). This fund, available at this link, represents an addition to the investor's portfolio.
- Exiting Positions: The firm completely exited positions in ISHAES TR (TLT) and INVESCO EXCH TRADED FD TR II (PZA), as indicated by their removal from the current holdings list.
The buying momentum was particularly strong for certain funds:
- ISHARES TR (IVV): Curtis Wealth Management Llc increased its stake in this large-cap core ETF, which tracks the S&P 500. The investor purchased additional shares during Q2.
- SPDR SERIES TRUST (SPLG): This fund experienced a substantial increase of over 45% in holdings by Curtis Wealth Management Llc.
- ISHARES TR (IUSB): The investor boosted their position in this small-cap index ETF during the quarter.
Conversely, the investor reduced exposure significantly across multiple sectors:
- Sector Focus Shifts: While maintaining a large allocation to broad market ETFs (91.36% in "Unknown" category), Curtis Wealth Management Llc specifically decreased holdings in smaller or thematic funds like ISHAES TR (ACWX) and SCHWAB STRATEGIC TRUST (SCHZ).
- Reducing Specific Holdings: The investor's position in INVESCO EXCH TRADED FD TR II (SPMO) was reduced by 27.42%, and they exited the TLT holding entirely.
The overall portfolio value stood at $92,120,129 as of June 30, 2026. Curtis Wealth Management Llc's filing indicates a dynamic approach to managing its investments within this quarter framework.