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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 31.15% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: BKAG (+$8.9M), VCIT (+$8.0M), SPHY (+$7.0M), VYM (+$6.5M), SCHP, VUG, GLD, VB, VTV, VXUS.
Started 10 new stock positions in MCD, CAT, IVV, BALT, GAB.R, VEA, JNJ, IBRX, TSM, T.
Reduced shares in these 10 stocks: VGT (-$15M), , VOX (-$5.1M), , VHT, BIL, PULS, USFR, VIS, VDE.
Sold out of its positions in FSCO, ETHE, HD, MS, AKRE, UNH, VOOG, VCR, VFH, VOX. IVES, WSBC.
Curran Financial Partners was a net buyer of stock by $27M.
Curran Financial Partners has $559M in assets under management (AUM), dropping by 6.09%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 127 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust I God Bless Amer (YALL)	9.9	$55M		1.3M	41.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.5	$42M	+5%	1.4M	30.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.7	$26M	+10%	337k	77.11	View chart
Spdr Series Trust State Street Spd (SPYD)	4.5	$25M	+7%	556k	45.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.5	$25M	+11%	96k	261.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.1	$23M	+9%	406k	56.68	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	4.1	$23M	+4%	309k	73.94	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$21M	+16%	48k	436.79	View chart
Spdr Series Trust State Street Spd (SJNK)	3.1	$17M	+9%	685k	24.98	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	3.0	$17M	+11%	734k	23.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.7	$15M	+6%	376k	40.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.5	$14M	+86%	95k	148.10	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	2.4	$14M	+193%	321k	42.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.4	$13M	+8%	270k	48.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$12M	+8%	56k	215.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$12M	+196%	145k	82.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.0	$11M	+10%	636k	17.75	View chart
Spdr Series Trust State Street Spd (BIL)	1.9	$11M	-19%	116k	91.64	View chart
Spdr Series Trust State Street Spd (SPHY)	1.9	$11M	+193%	453k	23.32	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$9.4M	+34%	48k	196.20	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.6	$8.9M	-18%	180k	49.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$8.3M	+19%	76k	108.99	View chart
Ishares Tr Core 30/70 Conse (AOK)	1.4	$8.1M	+16%	203k	39.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$7.6M	+18%	103k	73.64	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.4	$7.6M	+20%	209k	36.16	View chart
Apple (AAPL)	1.3	$7.1M	+2%	28k	253.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.3	$7.0M	+189%	263k	26.61	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$6.8M	+74%	16k	430.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$6.4M	+19%	127k	49.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$5.0M	+19%	86k	58.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$4.4M	-19%	88k	50.34	View chart
Vanguard World Industrial Etf (VIS)	0.7	$3.8M	-14%	12k	312.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$3.5M	+15%	5.4k	650.30	View chart
NVIDIA Corporation (NVDA)	0.6	$3.3M	+9%	19k	174.40	View chart
Sherwin-Williams Company (SHW)	0.5	$2.9M		9.1k	320.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.8M	+19%	4.9k	577.20	View chart
Microsoft Corporation (MSFT)	0.5	$2.6M	+14%	7.0k	370.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.6M	-16%	4.3k	597.49	View chart
Costco Wholesale Corporation (COST)	0.5	$2.5M	-3%	2.6k	996.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.5	$2.5M	+16%	51k	49.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$2.3M		24k	97.91	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$2.2M	-18%	9.8k	224.59	View chart
Amazon (AMZN)	0.4	$2.1M	+29%	9.9k	208.27	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.3	$1.7M	+21%	40k	41.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.5M		9.0k	169.66	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.5M	-11%	7.7k	198.15	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.5M	-27%	8.8k	173.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.5M		5.2k	287.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M	-11%	4.6k	320.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.4M	+19%	3.5k	383.39	View chart
Chevron Corporation (CVX)	0.2	$1.4M		6.6k	206.90	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.2M	+13%	70k	17.32	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.2M	-8%	23k	52.19	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.1M	+16%	24k	46.67	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.1M	-4%	16k	68.14	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.1M	+34%	15k	70.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.0M	-3%	12k	88.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$958k	+21%	2.0k	479.20	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$942k	+12%	8.5k	110.78	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$942k	-8%	39k	24.11	View chart
Vanguard World Materials Etf (VAW)	0.2	$936k	-3%	4.2k	225.34	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.2	$929k	-19%	19k	50.03	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$928k	-19%	19k	50.08	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$927k	-19%	19k	48.28	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.2	$925k	-19%	19k	49.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$902k		2.1k	426.41	View chart
Lowe's Companies (LOW)	0.2	$891k		3.8k	236.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$840k		3.9k	213.65	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$795k	+36%	33k	23.96	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$785k	+36%	21k	38.01	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$778k	+29%	12k	62.68	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$773k	-9%	16k	47.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$756k	-95%	1.1k	697.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$742k	-3%	14k	52.76	View chart
Tesla Motors (TSLA)	0.1	$728k	+4%	2.0k	371.75	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$687k		13k	52.33	View chart
Ge Aerospace Com New (GE)	0.1	$675k		2.4k	283.79	View chart
Ishares Tr Future Exponenti (XT)	0.1	$665k		9.8k	68.15	View chart
Meta Platforms Cl A (META)	0.1	$660k	+3%	1.2k	572.34	View chart
Procter & Gamble Company (PG)	0.1	$650k	-4%	4.5k	144.43	View chart
Wal-Mart Stores (WMT)	0.1	$566k	+7%	4.6k	124.27	View chart
Ge Vernova (GEV)	0.1	$553k		633.00	873.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$551k	NEW	843.00	653.17	View chart
Vanguard World Health Car Etf (VHT)	0.1	$543k	-88%	2.0k	272.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$536k	+39%	1.9k	286.92	View chart
Palantir Technologies Cl A (PLTR)	0.1	$459k	-21%	3.1k	146.29	View chart
Abbvie (ABBV)	0.1	$445k	+9%	2.0k	217.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$381k	+39%	1.3k	294.21	View chart
Cummins (CMI)	0.1	$369k		686.00	538.02	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$368k	-8%	7.2k	50.98	View chart
United Bankshares (UBSI)	0.1	$366k	-18%	8.8k	41.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$359k		6.6k	54.05	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$358k		6.3k	56.58	View chart
Hca Holdings (HCA)	0.1	$346k		732.00	473.24	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$345k		2.1k	165.74	View chart
Strategy Cl A New (MSTR)	0.1	$335k		2.7k	124.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$327k	-2%	13k	25.64	View chart
Merck & Co (MRK)	0.1	$327k		2.7k	120.30	View chart
Coca-Cola Company (KO)	0.1	$313k	-4%	4.1k	76.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$294k	-2%	4.8k	61.25	View chart
Southern Company (SO)	0.1	$293k	+24%	3.0k	96.52	View chart
Micron Technology (MU)	0.1	$291k	+6%	863.00	337.68	View chart
Casey's General Stores (CASY)	0.1	$291k		400.00	727.86	View chart
First Interstate Bancsystem (FIBK)	0.1	$288k	-13%	8.6k	33.40	View chart
At&t (T)	0.1	$286k	NEW	9.9k	28.99	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$280k	+12%	9.3k	29.99	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$262k	NEW	7.8k	33.47	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$254k		4.3k	59.03	View chart
Pfizer (PFE)	0.0	$254k		9.0k	28.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$247k		3.7k	67.53	View chart
CSX Corporation (CSX)	0.0	$246k	-10%	6.0k	41.05	View chart
Cisco Systems (CSCO)	0.0	$239k		3.1k	77.60	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$234k		2.3k	100.98	View chart
McDonald's Corporation (MCD)	0.0	$232k	NEW	745.00	310.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$231k	-15%	2.2k	106.00	View chart
Visa Com Cl A (V)	0.0	$231k	-11%	765.00	302.24	View chart
Caterpillar (CAT)	0.0	$225k	NEW	318.00	708.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$220k	NEW	651.00	337.95	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$213k		2.5k	86.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$211k	NEW	3.3k	64.08	View chart
Broadcom (AVGO)	0.0	$211k	+12%	680.00	309.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$209k		1.9k	110.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$205k	-3%	1.7k	124.31	View chart
Johnson & Johnson (JNJ)	0.0	$205k	NEW	838.00	244.44	View chart
Gabelli Equity Trust (GAB)	0.0	$86k		15k	5.60	View chart
Immunitybio (IBRX)	0.0	$82k	NEW	11k	7.67	View chart
Gabelli Equity Tr Right 04/14/2026 (GAB.R)	0.0	$107.310000	NEW	15k	0.01	View chart

Past Filings by Curran Financial Partners

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

Curran Financial Partners 2026 Q1 filed April 15, 2026
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

View all past filings

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