account_balance

Investment manager · 13F filer · SEC CIK 1664656

Curtis Advisory Group, LLC

Reported value$537Mas of Sep 30, 2026

Positions119 4 new, 2 sold out

Top 10 weight53.7%NVDA alone is 12%

FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

NVDANVIDIA Corp

12.3%

SPYSPDR S&P 500 ETF Trust

9.0%

SCHGSchwab Strategic Tr

8.5%

AMZNAmazon.com Inc

5.3%

VGTVanguard World Fd

4.3%

SPYMSPDR Series Trust

3.8%Added +13%

IWFiShares Tr

3.7%

QQQInvesco QQQ Tr

2.5%Added +17%

PKWInvesco Exchange Traded Fd T

2.2%

HELOJ P Morgan Exchange Traded F

2.0%

JEPIJ P Morgan Exchange Traded F

1.7%

AIQGlobal X FDS

1.7%

NVDANVIDIA Corp

12.3%

SPYSPDR S&P 500 ETF Trust

9.0%

SCHGSchwab Strategic Tr

8.5%

AMZNAmazon.com Inc

5.3%

VGTVanguard World Fd

4.3%

SPYMSPDR Series Trust

3.8%

IWFiShares Tr

3.7%

QQQ2.5%

PKW

HELO

JEPI

AIQ

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

NVDA NVIDIA Corp 12.3% Held SPY SPDR S&P 500 ETF Trust 9.0% Held

SCHG Schwab Strategic Tr 8.5% Held

AMZN Amazon.com Inc 5.3% Held

VGT Vanguard World Fd 4.3% Held

SPYM SPDR Series Trust 3.8% Added +13%

IWF iShares Tr 3.7% Held

QQQ Invesco QQQ Tr 2.5% Added +17%

PKW Invesco Exchange Traded Fd T 2.2% Held

HELO J P Morgan Exchange Traded F 2.0% Added +5%

JEPI J P Morgan Exchange Traded F 1.7% Trimmed −13%

AIQ Global X FDS 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 29, 2026 filing

add_circleNew

FBCG $2.5M
FRDM $2.41M
PBAM $219K
ROCQ $207K

arrow_upwardAdded

JEPQ +50%
DIA +24%
QQQ +17%
CVX +16%

arrow_downwardTrimmed

JEPI −13%
HD −10%
META −10%
NFLX −10%

remove_circleSold out

HONA $310K
ESML $215K

Curtis Advisory Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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