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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, SPYD, VXUS, JEPI, and represent 30.66% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: BKAG, VHT, FLBL, VCIT, SPHY, KNG, LVHI, SCHD, VXUS, VB.
Started 13 new stock positions in BKAG, ETHE, SHLD, ARKF, SCHX, AGNC, VCIT, BNDX, DTCR, SO. SPHY, IJR, SCHP.
Reduced shares in these 10 stocks: LQD, AOK, HYG, BIL, BND, PULS, TIP, IDV, NOBL, SCHO.
Sold out of its positions in IBM, PHO, HYG, PNFP.
Curran Financial Partners was a net buyer of stock by $31M.
Curran Financial Partners has $505M in assets under management (AUM), dropping by 11.67%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I God Bless Amer (YALL)	12.1	$61M		1.4M	44.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.5	$33M	+10%	1.2M	27.30	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	4.2	$21M	+7%	485k	44.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.0	$20M	+17%	277k	73.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.8	$19M	+12%	340k	57.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.8	$19M	+18%	76k	254.28	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$17M	+16%	36k	479.61	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.4	$17M	+9%	275k	62.71	View chart
Vanguard World Inf Tech Etf (VGT)	3.3	$17M	+3%	22k	746.63	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	3.0	$15M	+10%	583k	25.60	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.8	$14M	-17%	156k	91.75	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	2.5	$13M	+49%	533k	24.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.4	$12M	-18%	241k	49.83	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.1	$10M	+43%	300k	34.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$10M	+12%	48k	215.79	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.0	$10M	+47%	202k	49.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.7	$8.7M	+47%	475k	18.24	View chart
Apple (AAPL)	1.5	$7.4M	+2%	29k	254.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$7.2M	+14%	51k	140.95	View chart
Vanguard World Financials Etf (VFH)	1.4	$6.8M	-3%	52k	131.24	View chart
NVIDIA Corporation (NVDA)	1.3	$6.8M	+4%	36k	186.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$6.3M	-38%	57k	111.47	View chart
Ishares Tr Core 30/70 Conse (AOK)	1.2	$6.2M	-38%	155k	40.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$6.2M	-33%	83k	74.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.2	$6.1M	-16%	121k	50.27	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.1	$5.6M	+23%	150k	37.11	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$5.1M	+26%	27k	186.49	View chart
Vanguard World Consum Dis Etf (VCR)	1.0	$4.9M	-2%	13k	396.15	View chart
Vanguard World Health Car Etf (VHT)	1.0	$4.9M	+846%	19k	259.60	View chart
Vanguard World Comm Srvc Etf (VOX)	1.0	$4.8M	-2%	26k	187.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$4.6M	+23%	91k	50.63	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.9	$4.4M	NEW	103k	42.60	View chart
Vanguard World Industrial Etf (VIS)	0.8	$4.2M	-3%	14k	296.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$3.9M	NEW	46k	84.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$3.6M	+24%	62k	58.85	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.7	$3.5M	NEW	144k	23.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$3.4M	+4%	9.6k	355.45	View chart
Microsoft Corporation (MSFT)	0.7	$3.3M	+2%	6.5k	517.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.2M	+3%	4.8k	666.13	View chart
Sherwin-Williams Company (SHW)	0.6	$3.0M		8.7k	346.26	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$2.5M	-3%	12k	213.73	View chart
Costco Wholesale Corporation (COST)	0.5	$2.5M		2.7k	925.73	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$2.4M		23k	104.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.3M	-3%	3.8k	612.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$2.3M	NEW	85k	26.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.0M	+22%	6.2k	328.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.0M	+29%	3.4k	600.38	View chart
Amazon (AMZN)	0.4	$2.0M	-2%	8.9k	219.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$1.9M	+23%	38k	49.45	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.7M	-9%	13k	125.86	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.6M		8.5k	189.41	View chart
Broadcom (AVGO)	0.3	$1.5M	-10%	4.6k	329.92	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$1.4M		15k	89.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M	-6%	5.4k	243.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.2M	-54%	11k	103.07	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$1.2M	-60%	32k	36.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.1M	+53%	21k	52.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M	-3%	12k	91.42	View chart
Lowe's Companies (LOW)	0.2	$1.1M	-5%	4.3k	251.33	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		1.5k	734.54	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.2	$1.0M	+63%	24k	43.20	View chart
Chevron Corporation (CVX)	0.2	$1.0M		6.6k	155.29	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$1.0M	+30%	21k	50.30	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$1.0M	+30%	21k	50.20	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.2	$1.0M	+30%	21k	49.84	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$1.0M	+29%	21k	48.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$984k		2.1k	468.33	View chart
Exxon Mobil Corporation (XOM)	0.2	$928k	-3%	8.2k	112.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$924k	-58%	29k	31.62	View chart
Vanguard World Materials Etf (VAW)	0.2	$908k	-3%	4.4k	204.86	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$887k	+52%	37k	24.30	View chart
Strategy Cl A New (MSTR)	0.2	$865k		2.7k	322.21	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$864k	+38%	18k	49.39	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$843k	-61%	35k	24.40	View chart
Global X Fds Globx Supdv Us (DIV)	0.2	$823k	-61%	47k	17.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$794k		3.9k	203.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$792k	+43%	2.4k	326.32	View chart
Tesla Motors (TSLA)	0.2	$787k	+10%	1.8k	444.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$774k		1.5k	502.74	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$762k	+5%	18k	42.37	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$730k	+51%	15k	47.51	View chart
Procter & Gamble Company (PG)	0.1	$727k		4.7k	153.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$721k		54k	13.43	View chart
Ge Aerospace Com New (GE)	0.1	$714k	+6%	2.4k	300.79	View chart
Ishares Tr Future Exponenti (XT)	0.1	$702k		9.8k	71.94	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$646k		13k	49.84	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$641k	NEW	11k	56.80	View chart
Palantir Technologies Cl A (PLTR)	0.1	$629k	-10%	3.4k	182.42	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$573k	NEW	8.2k	70.24	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$545k	+54%	5.6k	96.68	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$526k	+67%	6.9k	76.01	View chart
Oracle Corporation (ORCL)	0.1	$517k	-5%	1.8k	281.24	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$484k	+46%	4.8k	99.81	View chart
Wal-Mart Stores (WMT)	0.1	$459k	-8%	4.5k	103.07	View chart
Cummins (CMI)	0.1	$443k	-9%	1.0k	422.37	View chart
Abbvie (ABBV)	0.1	$432k	-15%	1.9k	231.56	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$420k	+6%	2.7k	155.48	View chart
United Bankshares (UBSI)	0.1	$405k		11k	37.21	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$376k	NEW	18k	20.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$364k	+3%	6.7k	54.18	View chart
Ge Vernova (GEV)	0.1	$363k	+7%	590.00	614.92	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$357k	+38%	7.0k	50.63	View chart
Netflix (NFLX)	0.1	$355k	-18%	296.00	1198.92	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$350k		6.3k	55.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$349k	-14%	1.1k	315.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$342k	+58%	6.7k	51.04	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$327k	NEW	9.5k	34.27	View chart
First Interstate Bancsystem (FIBK)	0.1	$319k		10k	31.87	View chart
UnitedHealth (UNH)	0.1	$316k	-4%	915.00	345.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$308k	-2%	1.3k	243.51	View chart
Visa Com Cl A (V)	0.1	$301k	-3%	881.00	341.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$294k	NEW	11k	26.34	View chart
Coca-Cola Company (KO)	0.1	$287k	+9%	4.3k	66.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$278k	-90%	2.5k	111.22	View chart
Home Depot (HD)	0.1	$275k	-10%	678.00	405.48	View chart
CSX Corporation (CSX)	0.1	$267k	-26%	7.5k	35.51	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$252k	-16%	1.1k	224.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$250k	+2%	3.8k	65.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$247k	+13%	2.8k	89.32	View chart
Merck & Co (MRK)	0.0	$233k		2.8k	83.94	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.0	$229k		2.3k	100.30	View chart
Casey's General Stores (CASY)	0.0	$226k		400.00	565.32	View chart
WesBan (WSBC)	0.0	$224k		7.0k	31.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$217k	NEW	4.4k	49.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$207k	NEW	1.7k	118.81	View chart
Southern Company (SO)	0.0	$205k	NEW	2.2k	94.77	View chart
Raytheon Technologies Corp (RTX)	0.0	$202k	-13%	1.2k	167.32	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$106k	NEW	11k	9.79	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$77k		11k	6.91	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 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
Curran Financial Partners 2021 Q4 filed Feb. 10, 2022

View all past filings

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