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Curry Webb Wealth Management

Latest statistics and disclosures from Curry Webb Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOOG, OMFL, VFLO, GSY, and represent 47.77% of Curry Webb Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$20M), AGG, OMFL, GOVI, GTO, VFLO, IMFL, IVV, IEMG, IEFA.
Started 6 new stock positions in MTUM, SPHQ, ONEQ, ESGD, USVM, COF.
Reduced shares in these 10 stocks: VTI, SPY, C, JAVA, IFLN, QLV, AAPL, XHLF, PRF, IQDF.
Sold out of its positions in SLV, USMV.
Curry Webb Wealth Management was a net buyer of stock by $26M.
Curry Webb Wealth Management has $242M in assets under management (AUM), dropping by 14.11%.
Central Index Key (CIK): 0002060114

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Portfolio Holdings for Curry Webb Wealth Management

Curry Webb Wealth Management holds 67 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
Ishares Tr Core S&p500 Etf (IVV)	16.9	$41M		54k	748.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	9.7	$23M	+510%	284k	82.62	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	8.7	$21M	+10%	306k	68.54	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	7.8	$19M	+5%	411k	45.75	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	4.7	$11M	+2%	227k	50.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$8.3M		108k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$8.0M	+46%	81k	98.98	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	3.2	$7.7M	+11%	223k	34.34	View chart
Invesco Actively Managed Exc Total Return (GTO)	3.0	$7.3M	+16%	157k	46.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$7.3M	+7%	76k	96.58	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$6.9M	+11%	84k	82.84	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$6.8M		19k	368.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$6.5M	-8%	8.7k	746.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.0	$4.8M	-5%	90k	54.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$4.7M	-13%	13k	370.04	View chart
Huntington Bancshares Incorporated (HBAN)	1.5	$3.5M	-2%	200k	17.73	View chart
Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN)	1.3	$3.2M	-10%	173k	18.29	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.3	$3.1M	+10%	40k	78.03	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$2.9M	+15%	61k	48.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.9M		40k	71.25	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	1.2	$2.8M	+143%	105k	27.15	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.2	$2.8M	-3%	59k	47.15	View chart
Eli Lilly & Co. (LLY)	1.1	$2.6M		2.1k	1199.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$2.4M	-5%	48k	50.57	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.8	$2.0M	-10%	59k	34.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.0M	-2%	3.0k	686.85	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	0.8	$1.9M	-16%	26k	75.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$1.9M		24k	79.42	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.7	$1.7M	-15%	35k	50.30	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.6	$1.4M	-13%	38k	36.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.3M	-14%	6.1k	212.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$1.3M	-24%	16k	79.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.3M	-2%	21k	59.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.2M	-4%	44k	27.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.1M	-10%	8.2k	137.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.1M	-14%	7.1k	148.32	View chart
Apple (AAPL)	0.4	$900k	-27%	3.1k	289.32	View chart
Citigroup Com New (C)	0.3	$843k	-36%	6.0k	139.96	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$788k		4.5k	175.78	View chart
Merchants Bancorp Ind (MBIN)	0.3	$706k		14k	50.00	View chart
Flexshares Tr Emrg Mkt Qt Lw (QLVE)	0.3	$616k	-15%	18k	33.76	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$612k		1.4k	426.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$606k	-2%	2.8k	219.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$555k		1.6k	357.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$549k		1.5k	365.70	View chart
Amazon (AMZN)	0.2	$526k	+3%	2.2k	238.34	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$472k		8.2k	57.67	View chart
NVIDIA Corporation (NVDA)	0.2	$457k	+11%	2.3k	200.06	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$448k		3.8k	117.06	View chart
Microsoft Corporation (MSFT)	0.2	$443k	+2%	1.2k	373.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$442k	-31%	1.5k	300.54	View chart
McDonald's Corporation (MCD)	0.2	$387k		1.4k	270.31	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$339k		8.9k	38.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$319k	-22%	904.00	353.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$314k	-14%	4.2k	75.51	View chart
Meta Platforms Cl A (META)	0.1	$312k	+19%	553.00	563.25	View chart
Wal-Mart Stores (WMT)	0.1	$307k	-2%	2.7k	113.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$278k		1.3k	217.93	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$248k	-5%	2.0k	124.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$246k		1.5k	163.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$236k		1.5k	156.33	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$222k	NEW	2.5k	90.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$212k	NEW	618.00	342.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$206k	NEW	2.0k	103.22	View chart
Capital One Financial (COF)	0.1	$204k	NEW	1.0k	200.62	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.1	$204k	NEW	1.9k	109.82	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$202k	NEW	2.0k	102.81	View chart

Past Filings by Curry Webb Wealth Management

SEC 13F filings are viewable for Curry Webb Wealth Management going back to 2025

Curry Webb Wealth Management 2026 Q2 filed Aug. 13, 2026
Curry Webb Wealth Management 2026 Q1 filed June 10, 2026
Curry Webb Wealth Management 2025 Q4 filed June 10, 2026

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