Curtis Advisory Group, LLC: 13F holdings
CIK 16646562026Q2
| Positions | 117 |
|---|
| Reported value | $514.9m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 117 (-1 vs prior quarter) |
|---|
| Reported value | $514.9m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 290,601 | $58.1m | 11.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 63,354 | $47.3m | 9.2% |
| SCHG SCHWAB STRATEGIC TR | 1,258,702 | $42.6m | 8.3% |
| AMZN AMAZON COM INC | 113,913 | $27.2m | 5.3% |
| VGT VANGUARD WORLD FD | 184,664 | $22.1m | 4.3% |
| IWF ISHARES TR | 158,913 | $19.7m | 3.8% |
| SPYM SPDR SERIES TRUST | 203,168 | $17.9m | 3.5% |
| QQQ INVESCO QQQ TR | 15,785 | $11.6m | 2.3% |
| PKW INVESCO EXCHANGE TRADED FD T | 81,437 | $11.5m | 2.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 191,292 | $10.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1664656")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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