§ 13F · FUND PROFILE
Curtis Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $398.0T (13F)Positions · 105Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 281K | $52.4T | 11.0% | +1% |
| 2 | SPY | SPDR S&P 500 ETF TR | 63K | $43.3T | 9.1% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.19M | $38.7T | 8.1% | +2% |
| 4 | AMZN | AMAZON COM INC | 103K | $23.8T | 5.0% | +5% |
| 5 | IWF | ISHARES TR | 44K | $21.0T | 4.4% | −12% |
| 6 | SPYM | SPDR SERIES TRUST | 223K | $17.9T | 3.8% | −20% |
| 7 | VGT | VANGUARD WORLD FD | 22K | $16.7T | 3.5% | ±0% |
| 8 | QQQ | INVESCO QQQ TR | 23K | $14.3T | 3.0% | +14% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 248K | $14.2T | 3.0% | +5% |
| 10 | CLIP | GLOBAL X FDS | 117K | $11.7T | 2.5% | +33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CURTIS SIGNAL
AC read
Curtis Advisory Group, LLC is a Other fund managing $397984.1 trillion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed