Curtis Advisory Group, LLC
โขCIK: 1664656โขFiling: Q4 2025
**Curtis Advisory Group, LLC** manages $477M across a diversified portfolio of 116 positions. The strategy shows significant concentration in technology and broad market exposure, highlighted by the top holdings in NVDA ($52.4M) and SPY ($43.3M). Further allocations include substantial positions in SCHG ($38.7M) and AMZN ($23.8M). This structure suggests a conviction in large-cap growth names alongside core index exposure.
Total AUM
$476.7M
QoQ Performance
+8.1%
Positions
62
Top 10 Concentration
53.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
SPY
SCHG
NVDA11.0%
SPY9.1%
SCHG8.1%
AMZN5.0%
IWF4.4%
SPYM3.8%
VGT3.5%
NDQ3.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other64.8%
Technology15.4%
ETF9.2%
Consumer6.6%
Financial2.2%
Healthcare0.5%
Communication0.5%
Industrial0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
โ51 increased
โ36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023