StockDriftsStockDriftsTop 50 Curtis Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.29% | 290.6K | $58.1M | -0.02%(-64) | $118.03(+91.54%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 9.19% | 63.4K | $47.3M | -0.12%(-75) | $467.02(+66.02%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.27% | 1.26M | $42.6M | +5.41%(+64.66K) | $17.53(+103.24%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.27% | 113.9K | $27.2M | -0.10%(-119) | $174.67(+50.30%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.29% | 184.7K | $22.1M | +4.06%(+7.20K) | $40.36(+203.74%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.83% | 158.9K | $19.7M | -0.78%(-1.25K) | $75.19(+64.11%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.47% | 203.2K | $17.9M | -11.41%(-26.17K) | $68.66(+32.91%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.26% | 15.8K | $11.6M | -3.53%(-578) | $288.51(+153.90%) | 2026-06-30 | |
| PKW | INVESCO EXCHANGE TRADED FD T | 2.24% | 81.4K | $11.5M | -1.35%(-1.12K) | $85.16(+76.60%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.1% | 191.3K | $10.8M | -22.59%(-55.81K) | $56.32(+2.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.79% | +63.42% | +10.10% | +61.82% |
| Top 20 Holdings Unweighted | +15.46% | +53.90% | +8.65% | +51.38% |
Curtis Advisory Group, LLC reports $514.89M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.3%), SPY (9.2%) and SCHG (8.3%). The top 20 holdings account for 68.18% of reported assets. Its disclosed equity book has returned +63.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curtis Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664656). View Curtis Advisory Group, LLC’s 13F filings on SEC