Curtis Advisory Group, LLC

Institutional manager (13F) · CIK 1664656

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $417M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$51M	290,665
2	STATE STR SPDR S&P 500 ETF T	$41M	63,429
3	SCHWAB STRATEGIC TR	$35M	1,194,047
4	AMAZON COM INC	$24M	114,032
5	SPDR SERIES TRUST	$18M	229,338
6	ISHARES TR	$17M	40,040
7	VANGUARD WORLD FD	$15M	22,183
8	J P MORGAN EXCHANGE TRADED F	$14M	247,101
9	INVESCO EXCHANGE TRADED FD T	$11M	82,555
10	GLOBAL X FDS	$10M	104,042
11	J P MORGAN EXCHANGE TRADED F	$10M	149,721
12	INVESCO QQQ TR	$9M	16,363
13	SCHWAB STRATEGIC TR	$9M	285,594
14	VANGUARD SCOTTSDALE FDS	$8M	96,389
15	ISHARES TR	$7M	175,197
16	SCHWAB STRATEGIC TR	$7M	289,516
17	GLOBAL X FDS	$7M	142,881
18	SCHWAB STRATEGIC TR	$7M	215,099
19	JANUS DETROIT STR TR	$6M	121,488
20	VANGUARD SCOTTSDALE FDS	$6M	55,637
21	VANGUARD SCOTTSDALE FDS	$6M	64,831
22	STATE STR SPDR DOW JONES IND	$6M	12,878
23	BERKSHIRE HATHAWAY INC DEL	$6M	12,236
24	ISHARES TR	$5M	59,223
25	COSTCO WHOLESALE CORPORATION	$5M	5,117
26	SSGA ACTIVE ETF TR	$5M	126,978
27	SCHWAB STRATEGIC TR	$5M	191,606
28	ALPHABET INC	$5M	15,705
29	PACER FDS TR	$4M	80,764
30	VANGUARD INDEX FDS	$4M	20,568
31	BLACKROCK ETF TRUST	$4M	71,246
32	MICROSOFT CORP	$4M	10,978
33	APPLE INC	$3M	13,561
34	VANGUARD SCOTTSDALE FDS	$3M	30,872
35	INVESCO EXCHANGE TRADED FD T	$3M	39,992
36	CAPITAL GROUP DIVIDEND VALUE	$3M	70,215
37	BROADCOM INC	$3M	9,168
38	HOME DEPOT INC	$3M	8,438
39	NETFLIX INC.	$3M	27,777
40	META PLATFORMS INC	$3M	4,624
41	SCHWAB STRATEGIC TR	$3M	51,982
42	VANGUARD MALVERN FDS	$3M	50,544
43	JPMORGAN CHASE & CO	$3M	8,500
44	AMERICAN CENTY ETF TR	$2M	29,940
45	ISHARES TR	$2M	12,578
46	VANGUARD INDEX FDS	$2M	7,618
47	EXXON MOBIL CORP	$2M	13,030
48	VANGUARD INDEX FDS	$2M	6,837
49	ISHARES TR	$2M	9,996
50	VANGUARD INDEX FDS	$2M	9,590

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.