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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 Yorkville America Investment Trust, SCHD, VB, VXUS, SPYD, and represent 34.53% of Curran Financial Partners's stock portfolio.
Added to shares of these 10 stocks: Yorkville America Investment Trust (+$92M), VUG (+$25M), VGT (+$19M), VFH (+$6.3M), VHT, VCR, SCHD, VTV, JEPI, VB.
Started 18 new stock positions in SPCX, MAGS, UNH, MS, SCHF, BAR, XOVR, TRV, QQQM, REAX. VCR, PPL, Yorkville America Investment Trust, GLW, QCOM, VFH, LLY, INTC.
Reduced shares in these 10 stocks: YALL (-$55M), BKAG (-$7.2M), VCIT (-$6.8M), SPHY (-$6.3M), VYM (-$5.5M), SCHP, GLD, , BIL, PULS.
Sold out of its positions in GAB.R, IBRX, MCD, YALL, VDE.
Curran Financial Partners was a net buyer of stock by $110M.
Curran Financial Partners has $672M in assets under management (AUM), dropping by 20.27%.
Central Index Key (CIK): 0001843867

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Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Yorkville Amer Invts Tr Truth Social God	13.7	$92M	NEW	2.2M	42.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.0	$47M	+8%	1.5M	31.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.8	$32M	+10%	106k	303.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.7	$32M	+9%	370k	85.49	View chart
Spdr Series Trust St Str Sp500div (SPYD)	4.3	$29M	+9%	612k	47.71	View chart
Vanguard Index Fds Growth Etf (VUG)	4.3	$29M	+611%	338k	86.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.9	$26M	+13%	461k	56.48	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	3.7	$25M	+7%	334k	73.66	View chart
Spdr Series Trust St Term High Etf (SJNK)	2.9	$19M	+12%	772k	25.03	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	2.8	$19M	+13%	831k	22.92	View chart
Vanguard World Inf Tech Etf (VGT)	2.8	$19M	+14481%	158k	119.52	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.5	$17M	+8%	409k	40.59	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.3	$15M	+13%	306k	50.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$15M	+9%	62k	236.62	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$14M	+30%	63k	217.93	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.9	$13M	+12%	716k	17.88	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.4	$9.6M	-9%	105k	91.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$9.5M	-36%	60k	158.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$9.4M	+13%	87k	109.07	View chart
Ishares Tr Core 30 70 Etf (AOK)	1.4	$9.4M	+11%	226k	41.48	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.3	$8.8M	+14%	240k	36.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$8.7M	+14%	119k	73.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.2	$8.1M	-9%	163k	49.55	View chart
Apple (AAPL)	1.2	$8.1M		28k	289.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$7.3M	+14%	146k	50.23	View chart
Vanguard World Financials Etf (VFH)	0.9	$6.3M	NEW	48k	131.60	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.9	$6.3M	-53%	149k	41.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$5.7M	+14%	99k	58.20	View chart
Vanguard World Health Car Etf (VHT)	0.8	$5.4M	+808%	18k	299.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$5.2M	-56%	63k	82.65	View chart
Vanguard World Consum Dis Etf (VCR)	0.7	$4.7M	NEW	12k	396.61	View chart
Vanguard World Industrial Etf (VIS)	0.7	$4.5M	+3%	13k	360.38	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.6	$4.3M	-59%	186k	23.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.3M	+20%	5.9k	736.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$4.1M	-30%	11k	368.36	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$4.0M	-9%	80k	50.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$4.0M		5.4k	746.73	View chart
NVIDIA Corporation (NVDA)	0.6	$3.9M	+2%	20k	200.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$3.3M	+12%	4.8k	686.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$3.3M	-52%	124k	26.50	View chart
Sherwin-Williams Company (SHW)	0.4	$3.0M	-5%	8.6k	344.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$3.0M	+14%	58k	50.84	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$2.9M		24k	118.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.6M	+13%	4.0k	655.87	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.4	$2.6M	+36%	54k	48.30	View chart
Microsoft Corporation (MSFT)	0.4	$2.6M		7.0k	373.03	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$2.5M	+15%	11k	225.49	View chart
Amazon (AMZN)	0.4	$2.4M		10k	238.34	View chart
Costco Wholesale Corporation (COST)	0.3	$2.3M	-3%	2.5k	935.65	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$2.1M	+73%	39k	52.60	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$2.0M	+22%	30k	65.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.9M	+2%	5.4k	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M		4.6k	370.08	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.2	$1.6M	+72%	68k	24.35	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.5M	+2%	7.8k	195.74	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$1.5M	+37%	17k	89.85	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.5M	+29%	11k	133.25	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.4M	+73%	28k	48.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.3M	+39%	21k	59.71	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.2	$1.2M	+48%	31k	39.46	View chart
Chevron Corporation (CVX)	0.2	$1.2M	+11%	7.3k	165.76	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.2	$1.2M	+19%	40k	30.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	-2%	8.8k	136.73	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.2M	+5%	74k	15.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.1M		12k	96.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	+12%	4.4k	242.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	+300%	8.5k	124.17	View chart
Vanguard World Materials Etf (VAW)	0.1	$957k		4.2k	228.79	View chart
Micron Technology (MU)	0.1	$938k	-5%	813.00	1154.31	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$929k	+6%	17k	53.47	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$913k	+13%	11k	82.63	View chart
Ge Aerospace Com New (GE)	0.1	$911k	+2%	2.4k	373.80	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$889k	-4%	18k	50.00	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$888k	-4%	18k	49.98	View chart
RBB Us Treasy 2 Yr (UTWO)	0.1	$885k	-3%	19k	47.96	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.1	$883k	-3%	18k	49.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$867k	-13%	1.7k	500.39	View chart
Lowe's Companies (LOW)	0.1	$825k		3.7k	220.50	View chart
Tesla Motors (TSLA)	0.1	$824k		2.0k	420.60	View chart
Ge Vernova (GEV)	0.1	$730k		621.00	1174.97	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$690k		13k	52.54	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$690k	NEW	4.0k	170.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$675k	+6%	901.00	748.92	View chart
Meta Platforms Cl A (META)	0.1	$661k		1.2k	563.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$656k		1.9k	353.27	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$656k	+77%	13k	51.00	View chart
Procter & Gamble Company (PG)	0.1	$645k	-2%	4.4k	146.65	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$595k	-7%	13k	45.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$574k	+52%	20k	29.43	View chart
Abbvie (ABBV)	0.1	$501k	-2%	2.0k	251.68	View chart
Cummins (CMI)	0.1	$489k		686.00	713.21	View chart
Wal-Mart Stores (WMT)	0.1	$486k	-5%	4.3k	113.26	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$479k	+24%	7.9k	60.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$457k	+15%	7.7k	59.69	View chart
Palantir Technologies Cl A (PLTR)	0.1	$414k	+13%	3.6k	116.66	View chart
United Bankshares (UBSI)	0.1	$405k		8.8k	45.83	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$375k	+62%	4.0k	93.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$361k	+27%	4.7k	77.11	View chart
Merck & Co (MRK)	0.1	$359k	+2%	2.8k	128.52	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$347k	-5%	2.0k	176.69	View chart
Corning Incorporated (GLW)	0.1	$347k	NEW	1.4k	255.43	View chart
Caterpillar (CAT)	0.1	$344k		323.00	1066.37	View chart
JPMorgan Chase & Co. (JPM)	0.1	$343k	-18%	1.0k	327.22	View chart
Cisco Systems (CSCO)	0.1	$343k	-5%	2.9k	117.47	View chart
Intel Corporation (INTC)	0.1	$336k	NEW	2.4k	139.61	View chart
First Interstate Bancsystem (FIBK)	0.0	$333k		8.6k	38.56	View chart
Coca-Cola Company (KO)	0.0	$326k	-2%	4.0k	81.27	View chart
Casey's General Stores (CASY)	0.0	$318k		400.00	794.79	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$301k	-3%	631.00	477.57	View chart
Southern Company (SO)	0.0	$299k	+3%	3.1k	95.70	View chart
Hca Holdings (HCA)	0.0	$282k		722.00	389.89	View chart
CSX Corporation (CSX)	0.0	$277k	-2%	5.8k	47.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$269k	+9%	1.8k	148.32	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$268k		7.8k	34.27	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.0	$261k		2.3k	112.98	View chart
Broadcom (AVGO)	0.0	$260k		689.00	377.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$250k	+6%	3.5k	71.25	View chart
Visa Com Cl A (V)	0.0	$250k	-4%	728.00	343.09	View chart
Travelers Companies (TRV)	0.0	$248k	NEW	752.00	329.91	View chart
Eli Lilly & Co. (LLY)	0.0	$248k	NEW	206.00	1201.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$245k	+99%	4.4k	56.16	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$243k	-4%	4.6k	53.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$240k	NEW	792.00	302.97	View chart
Strategy Cl A New (MSTR)	0.0	$235k		2.7k	86.93	View chart
Morgan Stanley Com New (MS)	0.0	$233k	NEW	1.1k	209.04	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$231k	+5%	4.5k	51.05	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$230k	-5%	8.9k	25.95	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$224k	NEW	5.7k	39.53	View chart
UnitedHealth (UNH)	0.0	$222k	NEW	533.00	415.74	View chart
Pfizer (PFE)	0.0	$221k		9.2k	24.08	View chart
At&t (T)	0.0	$220k	+7%	11k	20.70	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$210k		1.9k	109.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$209k	NEW	7.6k	27.70	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.0	$209k	NEW	3.3k	64.30	View chart
Qualcomm (QCOM)	0.0	$208k	NEW	1.1k	184.79	View chart
Johnson & Johnson (JNJ)	0.0	$206k	-3%	810.00	254.05	View chart
PPL Corporation (PPL)	0.0	$206k	NEW	5.7k	36.35	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.0	$204k	NEW	9.7k	21.05	View chart
Gabelli Equity Trust (GAB)	0.0	$87k		15k	5.66	View chart
The Real Brokerage Com New (REAX)	0.0	$36k	NEW	20k	1.82	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 Q2 filed Aug. 12, 2026
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

View all past filings

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