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Curran Financial Partners

Latest statistics and disclosures from Curran Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are YALL, SCHD, VXUS, SPYD, VB, and represent 30.59% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: FLBL, VB, SCHD, VUG, KNG, VXUS, LVHI, FPE, JEPI, VTV.
Started 10 new stock positions in DTD, HCA, MU, MS, CSCO, VOOG, GAB, IVES, AKRE, PFE.
Reduced shares in these 10 stocks: NVDA, AVGO, YALL, BIL, IDV, PFF, PULS, NOBL, SCHO, .
Sold out of its positions in AGNC, FERG, DIV, IDV, PFF, NFLX, ORCL, RTX, SCHO, BNDX.
Curran Financial Partners was a net buyer of stock by $22M.
Curran Financial Partners has $527M in assets under management (AUM), dropping by 4.19%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I God Bless Amer (YALL)	10.9	$58M		1.3M	43.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.8	$36M	+8%	1.3M	27.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.4	$23M	+10%	306k	75.44	View chart
Spdr Series Trust State Street Spd (SPYD)	4.3	$23M	+7%	520k	43.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.2	$22M	+14%	87k	257.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.0	$21M	+8%	370k	57.24	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$20M	+13%	41k	487.86	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.4	$18M	+8%	297k	60.53	View chart
Vanguard World Inf Tech Etf (VGT)	3.3	$17M	+2%	23k	753.78	View chart
Spdr Series Trust State Street Spd (SJNK)	3.0	$16M	+7%	627k	25.32	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	2.9	$15M	+23%	659k	23.42	View chart
Spdr Series Trust State Street Spd (BIL)	2.5	$13M	-8%	144k	91.38	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.5	$13M	+17%	354k	36.82	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.3	$12M	+22%	248k	49.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$11M	+7%	52k	219.78	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.1	$11M	-7%	222k	49.59	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.0	$11M	+21%	576k	18.22	View chart
Apple (AAPL)	1.4	$7.4M	-6%	27k	271.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$7.3M		51k	143.52	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$7.0M	+12%	64k	110.19	View chart
Ishares Tr Core 30/70 Conse (AOK)	1.3	$7.0M	+12%	175k	40.13	View chart
Vanguard World Financials Etf (VFH)	1.3	$6.9M		52k	133.49	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$6.8M	+30%	36k	190.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$6.4M	+4%	87k	74.07	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.2	$6.4M	+15%	173k	36.83	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$5.5M	-10%	109k	50.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$5.3M	+16%	107k	49.46	View chart
Vanguard World Health Car Etf (VHT)	1.0	$5.1M	-5%	18k	287.85	View chart
Vanguard World Comm Srvc Etf (VOX)	1.0	$5.1M	+2%	26k	193.63	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$5.1M	+2%	13k	393.92	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.9	$4.6M	+5%	109k	42.38	View chart
Vanguard World Industrial Etf (VIS)	0.8	$4.3M		14k	298.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$4.2M	+16%	72k	58.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$4.1M	+5%	49k	83.75	View chart
Spdr Series Trust State Street Spd (SPHY)	0.7	$3.7M	+7%	155k	23.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$3.6M	-5%	9.1k	396.29	View chart
NVIDIA Corporation (NVDA)	0.6	$3.3M	-51%	17k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$3.2M	+36%	5.1k	627.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.2M	-2%	4.7k	681.91	View chart
Sherwin-Williams Company (SHW)	0.6	$3.0M	+7%	9.3k	324.03	View chart
Microsoft Corporation (MSFT)	0.6	$3.0M	-5%	6.1k	483.59	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$2.5M		24k	106.70	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$2.5M		12k	211.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.5M	+21%	4.1k	614.33	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$2.4M	+6%	91k	26.49	View chart
Costco Wholesale Corporation (COST)	0.4	$2.3M		2.6k	862.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$2.1M	+16%	44k	48.00	View chart
Amazon (AMZN)	0.3	$1.8M	-13%	7.7k	230.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M	-16%	5.2k	335.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.7M		5.3k	313.00	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.6M		8.7k	185.04	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.5M	-8%	12k	125.92	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.3	$1.4M	+35%	33k	44.09	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.3M	+16%	25k	52.41	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$1.2M	+12%	23k	50.20	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.2	$1.2M	+12%	23k	49.84	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$1.2M	+12%	23k	50.07	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.2M	+12%	24k	48.56	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.1M	-4%	17k	64.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M		12k	88.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.1M	+22%	3.0k	360.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	+7%	8.9k	120.35	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.1M	+19%	21k	50.86	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$1.0M	+16%	43k	24.33	View chart
Chevron Corporation (CVX)	0.2	$1.0M		6.6k	152.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.0M		2.1k	473.27	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$996k	-4%	15k	68.36	View chart
Lowe's Companies (LOW)	0.2	$912k	-13%	3.8k	241.15	View chart
Vanguard World Materials Etf (VAW)	0.2	$896k	-2%	4.3k	207.55	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$858k	+16%	18k	47.93	View chart
Tesla Motors (TSLA)	0.2	$846k	+6%	1.9k	449.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$826k		3.9k	210.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$824k	+6%	1.6k	502.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$823k	+15%	62k	13.25	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$742k	+33%	7.6k	98.32	View chart
Meta Platforms Cl A (META)	0.1	$732k	-23%	1.1k	660.31	View chart
Ge Aerospace Com New (GE)	0.1	$731k		2.4k	308.02	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$723k	+36%	11k	64.79	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$722k	+34%	15k	47.63	View chart
Palantir Technologies Cl A (PLTR)	0.1	$713k	+16%	4.0k	177.77	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$687k	+38%	9.6k	71.45	View chart
Ishares Tr Future Exponenti (XT)	0.1	$681k		9.8k	69.74	View chart
Procter & Gamble Company (PG)	0.1	$675k		4.7k	143.30	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$641k		13k	49.19	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$512k	+32%	24k	21.10	View chart
Wal-Mart Stores (WMT)	0.1	$471k	-5%	4.2k	111.42	View chart
Abbvie (ABBV)	0.1	$426k		1.9k	228.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$421k	+5%	1.3k	313.82	View chart
United Bankshares (UBSI)	0.1	$418k		11k	38.40	View chart
Ge Vernova (GEV)	0.1	$412k	+6%	631.00	653.60	View chart
Strategy Cl A New (MSTR)	0.1	$408k		2.7k	151.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$402k	+17%	7.9k	50.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$361k		6.7k	53.76	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$359k		6.3k	56.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$353k	+17%	13k	26.91	View chart
Cummins (CMI)	0.1	$350k	-34%	686.00	510.45	View chart
First Interstate Bancsystem (FIBK)	0.1	$346k		10k	34.60	View chart
Hca Holdings (HCA)	0.1	$342k	NEW	733.00	466.86	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$328k	-22%	2.1k	156.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$323k	-12%	4.2k	76.23	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$321k	+17%	8.3k	38.73	View chart
Visa Com Cl A (V)	0.1	$303k		864.00	350.71	View chart
Coca-Cola Company (KO)	0.1	$300k		4.3k	69.91	View chart
JPMorgan Chase & Co. (JPM)	0.1	$300k	-15%	930.00	322.16	View chart
Merck & Co (MRK)	0.1	$282k	-3%	2.7k	105.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$269k	-77%	2.6k	104.06	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$269k	NEW	604.00	444.59	View chart
CSX Corporation (CSX)	0.0	$242k	-11%	6.7k	36.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$242k	-4%	3.7k	66.00	View chart
Cisco Systems (CSCO)	0.0	$241k	NEW	3.1k	77.04	View chart
Home Depot (HD)	0.0	$235k		683.00	344.01	View chart
WesBan (WSBC)	0.0	$233k		7.0k	33.24	View chart
Micron Technology (MU)	0.0	$232k	NEW	814.00	285.51	View chart
Pfizer (PFE)	0.0	$227k	NEW	9.1k	24.90	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$226k		2.3k	98.24	View chart
Casey's General Stores (CASY)	0.0	$221k		400.00	552.71	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$221k	+78%	4.9k	44.71	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.0	$217k	NEW	6.9k	31.61	View chart
Southern Company (SO)	0.0	$212k	+12%	2.4k	87.19	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$211k	NEW	3.2k	65.51	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$211k	NEW	2.5k	84.88	View chart
Broadcom (AVGO)	0.0	$209k	-86%	604.00	346.30	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$208k	-24%	1.9k	109.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$205k		1.7k	120.17	View chart
Morgan Stanley Com New (MS)	0.0	$202k	NEW	1.1k	177.53	View chart
UnitedHealth (UNH)	0.0	$200k	-33%	607.00	330.22	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$200k	-13%	8.2k	24.37	View chart
Gabelli Equity Trust (GAB)	0.0	$95k	NEW	15k	6.17	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$70k		11k	6.30	View chart

Past Filings by Curran Financial Partners

SEC 13F filings are viewable for Curran Financial Partners going back to 2020

Curran Financial Partners 2025 Q4 filed Jan. 22, 2026
Curran Financial Partners 2025 Q3 filed Oct. 16, 2025
Curran Financial Partners 2025 Q2 filed July 21, 2025
Curran Financial Partners 2025 Q1 filed April 21, 2025
Curran Financial Partners 2024 Q4 filed Jan. 22, 2025
Curran Financial Partners 2024 Q3 filed Oct. 16, 2024
Curran Financial Partners 2024 Q2 filed July 22, 2024
Curran Financial Partners 2024 Q1 filed May 2, 2024
Curran Financial Partners 2023 Q4 filed Jan. 31, 2024
Curran Financial Partners 2023 Q3 filed Nov. 9, 2023
Curran Financial Partners 2023 Q2 filed July 11, 2023
Curran Financial Partners 2023 Q1 filed May 2, 2023
Curran Financial Partners 2022 Q4 filed Feb. 14, 2023
Curran Financial Partners 2022 Q3 filed Nov. 3, 2022
Curran Financial Partners 2022 Q2 filed Aug. 5, 2022
Curran Financial Partners 2022 Q1 filed April 27, 2022

View all past filings

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