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Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but Curtis Advisory Group, LLC's latest available filing here is Q4 2025.
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
Other65.8%
Technology15.4%
ETF9.2%
Consumer6.6%
Financial0.9%
Energy0.6%
Healthcare0.5%
Communication0.5%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022