Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curtis Advisory Group, LLC (CIK 1664656) reported $464.0M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($50.7M, 10.93%), SPY ($41.3M, 8.89%), SCHG ($34.8M, 7.50%), AMZN ($23.7M, 5.12%), SPLG ($17.6M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $50.7M | 10.93% | 290,665 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $41.3M | 8.89% | 63,429 | Hold |
| 3 | SCHG | SCHWAB STRATEGIC TR | $34.8M | 7.50% | 1.2M | Added |
| 4 | AMZN | AMAZON COM INC | $23.7M | 5.12% | 114,032 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $17.6M | 3.78% | 229,338 | Added |
| 6 | IWF | ISHARES TR | $17.1M | 3.68% | 40,040 | Trimmed |
| 7 | VGT | VANGUARD WORLD FD | $15.5M | 3.34% | 22,183 | Hold |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.0M | 3.02% | 247,101 | Trimmed |
| 9 | PKW | INVESCO EXCHANGE TRADED FD T | $10.8M | 2.34% | 82,555 | Added |
| 10 | CLIP | GLOBAL X FDS | $10.4M | 2.25% | 104,042 | Trimmed |
| 11 | HELO | J P MORGAN EXCHANGE TRADED F | $9.6M | 2.06% | 149,721 | Added |
| 12 | QQQ | INVESCO QQQ TR | $9.4M | 2.04% | 16,363 | Trimmed |
| 13 | SCHD | SCHWAB STRATEGIC TR | $8.8M | 1.89% | 285,594 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $7.6M | 1.65% | 96,389 | Trimmed |
| 15 | SHYG | ISHARES TR | $7.4M | 1.60% | 175,197 | Trimmed |
| 16 | SCHZ | SCHWAB STRATEGIC TR | $6.7M | 1.45% | 289,516 | Added |
| 17 | AIQ | GLOBAL X FDS | $6.7M | 1.44% | 142,881 | Added |
| 18 | SCHV | SCHWAB STRATEGIC TR | $6.6M | 1.41% | 215,099 | Trimmed |
| 19 | JAAA | JANUS DETROIT STR TR | $6.1M | 1.32% | 121,488 | Added |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $6.1M | 1.32% | 55,637 | Added |
| 21 | VONV | VANGUARD SCOTTSDALE FDS | $6.1M | 1.31% | 64,831 | Trimmed |
| 22 | DIA | STATE STR SPDR DOW JONES IND | $6.0M | 1.29% | 12,878 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.26% | 12,236 | Trimmed |
| 24 | USMV | ISHARES TR | $5.5M | 1.18% | 59,223 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $5.1M | 1.10% | 5,117 | Added |
Source: SEC Form 13F filings · as of 2026-03-31