Arkolith/Funds/Curtis Advisory Group, LLC

Curtis Advisory Group, LLC

CIK 1664656
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Curtis Advisory Group, LLC holds a focused book of 117 stocks worth $514.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
23
new positions
Added to
33
existing
Trimmed
55
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.4%
+13.8%/yr · since Nov '24
Their reported book
+27.2%
held from quarter-end
S&P 500
+36.1%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Curtis Advisory Group, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.2%, a 1.8-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Curtis Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
52%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
16%
Consumer Discretionary
7%
Financials
2%
Energy
1%
Communication Services
1%
Health Care
1%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Curtis Advisory Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$507.2B
LPL Financial LLC80 / 80$95.3B
ENVESTNET ASSET MANAGEMENT INC80 / 80$84.3B
RAYMOND JAMES FINANCIAL INC80 / 80$79.5B
Cetera Investment Advisers80 / 80$26.9B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$21.1B
OSAIC HOLDINGS, INC.80 / 80$20.1B
TRUIST FINANCIAL CORP80 / 80$20.0B

Ranked by how many of Curtis Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

117 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$58.1M290.6K
11.3%
~0%
Reduced · −64 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$47.3M63.4K
9.2%
−0.1%
Reduced · −75 sh
3Schwab Strategic TR
US LCAP GR ETF
$42.6M1.26M
8.3%
+5.4%
Added · +65K sh
4Amazon Com Inc
COM
$27.2M113.9K
5.3%
−0.1%
Reduced · −119 sh
5Vanguard World FD
INF TECH ETF
$22.1M184.7K
4.3%
+732%
Added · +162K sh
6Ishares TR
RUS 1000 GRW ETF
$19.7M158.9K
3.8%
+297%
Added · +119K sh
7SPDR Series Trust
ST STR P500ETF
$17.9M203.2K
3.5%
−11%
Reduced · −26K sh
8Invesco QQQ TR
UNIT SER 1
$11.6M15.8K
2.3%
−3.5%
Reduced · −578 sh
9Invesco Exchange Traded FD T
BUYBACK ACHIEV
$11.5M81.4K
2.2%
−1.4%
Reduced · −1K sh
10J P Morgan Exchange Traded F
EQUITY PREMIUM
$10.8M191.3K
2.1%
−23%
Reduced · −56K sh
11J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$10.2M151.3K
2.0%
+1.0%
Added · +2K sh
12Global X FDS
ARTIFICIAL ETF
$9.4M142.8K
1.8%
−0.1%
Reduced · −83 sh
13Schwab Strategic TR
US DIVIDEND EQ
$9.1M285.6K
1.8%
~0%
Reduced · −25 sh
14Global X FDS
1 3 MO T BI ET
$8.7M87.0K
1.7%
−16%
Reduced · −17K sh
15Ishares TR
0-5YR HI YL CP
$8.7M205.2K
1.7%
+17%
Added · +30K sh
16Vanguard Scottsdale FDS
SHRT TRM CORP BD
$7.8M98.1K
1.5%
+1.8%
Added · +2K sh
17Schwab Strategic TR
US LCAP VA ETF
$7.3M210.9K
1.4%
−1.9%
Reduced · −4K sh
18Vanguard Scottsdale FDS
VNG RUS1000GRW
$7.3M56.8K
1.4%
+2.1%
Added · +1K sh
19Vanguard Scottsdale FDS
VNG RUS1000VAL
$7.0M66.0K
1.4%
+1.8%
Added · +1K sh
20State STR SPDR Dow Jones Ind
UT SER 1
$6.7M12.8K
1.3%
−0.4%
Reduced · −52 sh
21Berkshire Hathaway Inc Del
CL B NEW
$6.3M12.5K
1.2%
+2.5%
Added · +301 sh
22Janus Detroit STR TR
HENDRSON AAA CL
$6.2M123.4K
1.2%
+1.6%
Added · +2K sh
23Schwab Strategic TR
US AGGREGATE B
$6.1M262.6K
1.2%
−9.3%
Reduced · −27K sh
24Alphabet Inc
CAP STK CL C
$5.6M15.8K
1.1%
+0.7%
Added · +111 sh
25BlackRock ETF Trust
ISHARES US EQUIT
$5.4M79.0K
1.0%
+11%
Added · +8K sh
26Schwab Strategic TR
INTL EQTY ETF
$5.4M193.2K
1.0%
+0.8%
Added · +2K sh
27Costco Wholesale Corporation
COM
$5.0M5.3K
1.0%
+3.9%
Added · +200 sh
28Vanguard Index FDS
EXTEND MKT ETF
$4.9M19.9K
1.0%
−3.1%
Reduced · −645 sh
29Pacer FDS TR
TRENDP US LAR CP
$4.8M82.1K
0.9%
+1.6%
Added · +1K sh
30J P Morgan Exchange Traded F
NASDAQ EQT PREM
$4.2M68.0K
0.8%
+869%
Added · +61K sh
31Microsoft Corp
COM
$4.0M10.7K
0.8%
−2.3%
Reduced · −256 sh
32Vanguard Scottsdale FDS
VNG RUS2000IDX
$4.0M32.9K
0.8%
+6.4%
Added · +2K sh
33Apple Inc
COM
$3.9M13.6K
0.8%
~0%
Added · +2 sh
34Capital Group Dividend Value
SHS CREAT UNIT
$3.5M71.4K
0.7%
+1.7%
Added · +1K sh
35Broadcom Inc
COM
$3.5M9.2K
0.7%
+0.8%
Added · +75 sh
36Ishares TR
MSCI USA MIN ETF
$3.4M34.8K
0.7%
−41%
Reduced · −24K sh
37Vanguard Charlotte FDS
TOTAL INT BD ETF
$3.3M68.6K
0.6%
+401%
Added · +55K sh
38Schwab Strategic TR
FUNDAMENTAL INTL
$3.0M57.3K
0.6%
+10%
Added · +5K sh
39Fidelity Covington Trust
ENHANCED SML CAP
$2.9M60.4K
0.6%
+465%
Added · +50K sh
40Home Depot Inc
COM
$2.8M8.0K
0.5%
−4.8%
Reduced · −409 sh
41JPMorgan Chase & Co
COM
$2.8M8.5K
0.5%
Held
42American Centy ETF TR
US LARGE CAP VLU
$2.8M30.5K
0.5%
+1.8%
Added · +527 sh
43Vanguard Index FDS
SML CP GRW ETF
$2.6M7.2K
0.5%
−5.9%
Reduced · −453 sh
44Meta Platforms Inc
CL A
$2.6M4.6K
0.5%
−0.4%
Reduced · −20 sh
45Schwab Strategic TR
FUNDAMENTAL US L
$2.5M81.6K
0.5%
+698%
Added · +71K sh
46Vanguard Index FDS
TOTAL STK MKT
$2.5M6.8K
0.5%
−0.4%
Reduced · −28 sh
47Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.5M8.3K
0.5%
New
New position
48Vanguard Index FDS
SM CP VAL ETF
$2.3M9.5K
0.4%
−0.6%
Reduced · −61 sh
49Invesco Exchange Traded FD T
S&P 500 TOP 50
$2.2M35.7K
0.4%
New
New position
50Visa Inc
COM CL A
$2.1M6.1K
0.4%
Held
Showing 50 of 117 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026117$514.9M13F-HR
Q1 2026Mar 31, 2026May 8, 2026118$464.0M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026116$476.7M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025107$441.1M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025105$398.0M13F-HR
Q1 2025Mar 31, 2025May 1, 2025100$340.5M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202596$378.1M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202497$352.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.