Curtis Wealth Management LLC
Net seller this quarter
$118M
7
-$659K
6.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 THRO | $2.71M | 2.30% | 0.80% | -33.7% | Q4 2025 |
 SHLD | $2.49M | 2.11% | 0.04% | +20.7% | Q4 2025 |
| IAU | $821K | 0.70% | 0.00% | +20.4% | Q4 2025 |
| IBIT | $659K | 0.56% | 0.00% | +3.7% | Q4 2025 |
 GLDM | $565K | 0.48% | 0.00% | +2.0% | Q4 2025 |
 WYNN | $546K | 0.46% | 0.01% | -18.5% | Q4 2025 |
 RVTY | $243K | 0.21% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| THRO | $3.43M | 3.22% | 1.20% | +4.7% | Q4 2025 |
| SHLD | $2.45M | 2.30% | 0.03% | +101.3% | Q4 2025 |
| IAU | $796K | 0.75% | 0.00% | -42.2% | Q4 2025 |
| IBIT | $733K | 0.69% | 0.00% | +38.1% | Q4 2025 |
| WYNN | $701K | 0.66% | 0.01% | Not reported | Q4 2025 |
| GLDM | $646K | 0.61% | 0.00% | -51.8% | Q4 2025 |
| Q4 2025 | |||||
| THRO | $3.55M | 3.09% | 1.15% | New | Q4 2025 |
| IAU | $1.48M | 1.29% | 0.00% | New | Q4 2025 |
| GLDM | $1.45M | 1.26% | 0.01% | New | Q4 2025 |
| SHLD | $1.31M | 1.14% | 0.02% | New | Q4 2025 |
 SIVR | $1.31M | 1.14% | 0.02% | New | Q4 2025 |
| WYNN | $787K | 0.69% | 0.01% | New | Q4 2025 |
| IBIT | $686K | 0.60% | 0.00% | New | Q4 2025 |
| RVTY | $261K | 0.23% | 0.00% | New | Q4 2025 |
 EMR | $208K | 0.18% | 0.00% | New | Q4 2025 |