Curtis Advisory Group, LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 514,886
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 117 | 514,886 | 13F-HR | Curtis Advisory Group, LLC |
| Q1 2026 | 5/8/2026 | 118 | 463,954 | 13F-HR | Curtis Advisory Group, LLC |
| Q4 2025 | 1/23/2026 | 116 | 476,706 | 13F-HR | Curtis Advisory Group, LLC |
| Q3 2025 | 11/10/2025 | 107 | 441,119 | 13F-HR | Curtis Advisory Group, LLC |
| Q2 2025 | 8/7/2025 | 105 | 397,984 | 13F-HR | Curtis Advisory Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.1 K | 30.7% | 16.36 K | 0 | 16.36 K |
| ETFs | 356.1 K | 69.2% | 34.61 K | 0 | 34.61 K |
| Debt | 710 | 0.1% | 0 | 49 | -49 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
514,886
Holdings
117
QoQ value change ($000)
50,932
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.