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, VFLO, VOOG, OMFL, GSY, and represent 47.01% of Curry Webb Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VFLO, LMT, JMEE, OMFL, AGG, GTO, GLDM, JNJ, OGE, CAT.
- Started 192 new stock positions in ENB, OGE, CNP, BND, VXUS, DGRO, MUB, CVX, IYW, PNW.
- Reduced shares in these 10 stocks: IJH, VOOG, IFLN, IVV, IEFA, GSY, IMFL, SCHK, XHLF, JSCP.
- Curry Webb Wealth Management was a net buyer of stock by $16M.
- Curry Webb Wealth Management has $260M in assets under management (AUM), dropping by 7.59%.
- Central Index Key (CIK): 0002060114
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Portfolio Holdings for Curry Webb Wealth Management
Curry Webb Wealth Management holds 259 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.8 | $41M | 54k | 765.85 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 9.5 | $25M | +16% | 480k | 51.19 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 8.9 | $23M | -4% | 270k | 85.48 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 8.7 | $23M | +5% | 324k | 69.71 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 4.2 | $11M | -4% | 216k | 49.93 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.3 | $8.7M | +13% | 92k | 94.54 |
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| Invesco Actively Managed Exc Total Return (GTO) | 3.0 | $7.9M | +12% | 177k | 44.59 |
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| Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) | 2.7 | $7.1M | -4% | 212k | 33.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.7 | $7.0M | 18k | 380.84 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $6.8M | -7% | 70k | 96.88 |
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| Ishares Core Msci Emkt (IEMG) | 2.6 | $6.8M | 84k | 81.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $6.5M | 8.6k | 762.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $5.3M | -31% | 74k | 71.95 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 1.9 | $4.9M | +66% | 66k | 73.58 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 1.9 | $4.9M | 90k | 54.43 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.8 | $4.7M | 13k | 374.24 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 1.3 | $3.3M | +9% | 66k | 49.74 |
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| Huntington Bancshares Incorporated (HBAN) | 1.2 | $3.0M | 200k | 15.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $2.8M | 40k | 70.61 |
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| Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) | 1.0 | $2.6M | 104k | 25.26 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 1.0 | $2.6M | -4% | 57k | 45.98 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $2.4M | +23% | 29k | 82.18 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.4M | -3% | 2.1k | 1156.89 |
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| Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) | 0.9 | $2.3M | -22% | 133k | 17.44 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $2.3M | NEW | 4.5k | 509.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $2.3M | -4% | 46k | 50.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.1M | 3.0k | 700.94 |
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| Flexshares Tr Nrtrn Tr Intl Ql (IQDF) | 0.8 | $2.0M | 59k | 34.40 |
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| Flexshares Tr Nrthrn Tr Us Qlt (QLV) | 0.8 | $2.0M | 25k | 78.37 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.6 | $1.6M | -7% | 32k | 50.25 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.5 | $1.3M | 16k | 79.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.3M | 21k | 59.31 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.5 | $1.2M | -10% | 34k | 36.66 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.2M | -5% | 5.8k | 208.03 |
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| Apple (AAPL) | 0.4 | $1.2M | +12% | 3.5k | 333.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.2M | 8.2k | 142.27 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.1M | -9% | 40k | 27.47 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $919k | -5% | 6.8k | 136.04 |
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| Flexshares Tr Northern Trust (ESG) | 0.3 | $808k | 4.5k | 179.55 |
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| Citigroup Com New (C) | 0.3 | $780k | 6.0k | 129.48 |
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| Merchants Bancorp Ind (MBIN) | 0.3 | $693k | 14k | 48.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $655k | +22% | 1.9k | 344.16 |
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| Amazon (AMZN) | 0.3 | $650k | +18% | 2.6k | 249.15 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $619k | 1.4k | 431.66 |
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| Flexshares Tr Nrthrn Tr Emrng (QLVE) | 0.2 | $611k | 18k | 33.62 |
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| Microsoft Corporation (MSFT) | 0.2 | $609k | 1.2k | 512.70 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $608k | 2.7k | 222.21 |
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| NVIDIA Corporation (NVDA) | 0.2 | $522k | 2.3k | 228.34 |
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| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.2 | $507k | 1.5k | 337.83 |
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| Wal-Mart Stores (WMT) | 0.2 | $438k | +55% | 4.2k | 103.92 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $430k | 3.8k | 113.69 |
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| Johnson & Johnson (JNJ) | 0.2 | $430k | NEW | 1.6k | 264.74 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $406k | 1.5k | 277.97 |
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| Meta Platforms Cl A (META) | 0.2 | $401k | 553.00 | 725.24 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.2 | $400k | -7% | 7.6k | 52.86 |
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| Oge Energy Corp (OGE) | 0.1 | $361k | NEW | 7.9k | 45.42 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $351k | 8.9k | 39.56 |
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| Caterpillar (CAT) | 0.1 | $350k | NEW | 432.00 | 810.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $331k | NEW | 664.00 | 497.95 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $325k | 4.2k | 78.10 |
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| McDonald's Corporation (MCD) | 0.1 | $319k | -3% | 1.4k | 230.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $308k | 905.00 | 340.74 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $276k | 1.3k | 216.08 |
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| Williams Companies (WMB) | 0.1 | $272k | NEW | 4.0k | 67.97 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $267k | NEW | 2.3k | 114.01 |
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| Southern Company (SO) | 0.1 | $257k | NEW | 3.1k | 82.89 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $250k | 1.5k | 166.74 |
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| Abbvie (ABBV) | 0.1 | $240k | NEW | 916.00 | 261.62 |
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| Enterprise Products Partners (EPD) | 0.1 | $239k | NEW | 6.7k | 35.61 |
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| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.1 | $237k | 2.0k | 118.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $231k | 1.5k | 152.05 |
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| CenterPoint Energy (CNP) | 0.1 | $228k | NEW | 6.2k | 36.80 |
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| Evergy (EVRG) | 0.1 | $220k | NEW | 2.8k | 78.44 |
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| Goldman Sachs (GS) | 0.1 | $216k | NEW | 240.00 | 900.36 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $212k | 2.0k | 105.84 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $207k | 2.5k | 84.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $204k | NEW | 617.00 | 330.83 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $201k | 2.0k | 103.05 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $198k | NEW | 2.3k | 84.96 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $198k | NEW | 2.0k | 97.45 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $196k | 618.00 | 317.41 |
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| Capital One Financial (COF) | 0.1 | $196k | 1.0k | 193.07 |
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| Sherwin-Williams Company (SHW) | 0.1 | $194k | NEW | 600.00 | 323.27 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $191k | NEW | 1.3k | 150.80 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $186k | NEW | 2.0k | 93.04 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $184k | NEW | 3.7k | 49.46 |
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| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.1 | $183k | -4% | 1.8k | 103.23 |
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| Home Depot (HD) | 0.1 | $182k | NEW | 638.00 | 284.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $177k | NEW | 2.1k | 82.97 |
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| ConocoPhillips (COP) | 0.1 | $175k | NEW | 1.4k | 125.15 |
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| Bank of America Corporation (BAC) | 0.1 | $169k | NEW | 3.1k | 54.43 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $168k | NEW | 3.1k | 54.51 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $165k | NEW | 1.5k | 113.44 |
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| Advanced Micro Devices (AMD) | 0.1 | $161k | NEW | 263.00 | 611.76 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $152k | NEW | 399.00 | 382.08 |
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| American Express Company (AXP) | 0.1 | $152k | NEW | 500.00 | 304.10 |
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| Fidelity Covington Trust Momentum Factr (FDMO) | 0.1 | $145k | NEW | 1.5k | 95.02 |
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| Ge Aerospace Com New (GE) | 0.1 | $144k | NEW | 460.00 | 312.31 |
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| Marriott Intl Cl A (MAR) | 0.1 | $143k | NEW | 403.00 | 355.67 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $139k | NEW | 2.7k | 52.00 |
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| Procter & Gamble Company (PG) | 0.1 | $130k | NEW | 897.00 | 145.28 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $127k | NEW | 2.3k | 54.16 |
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| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $116k | NEW | 1.6k | 73.81 |
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| Mueller Industries (MLI) | 0.0 | $116k | NEW | 1.9k | 60.61 |
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| DTE Energy Company (DTE) | 0.0 | $115k | NEW | 946.00 | 121.80 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $114k | NEW | 207.00 | 551.47 |
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| Pfizer (PFE) | 0.0 | $113k | NEW | 4.0k | 28.52 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $111k | NEW | 5.6k | 19.77 |
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| Ge Vernova (GEV) | 0.0 | $107k | NEW | 113.00 | 950.49 |
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| Travelers Companies (TRV) | 0.0 | $107k | NEW | 300.00 | 356.51 |
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| Horizon Fds Anfield Us Eqty (AESR) | 0.0 | $101k | NEW | 5.1k | 19.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $100k | NEW | 962.00 | 103.89 |
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| Consolidated Edison (ED) | 0.0 | $89k | NEW | 873.00 | 102.21 |
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| Cardinal Health (CAH) | 0.0 | $81k | NEW | 364.00 | 222.59 |
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| Coca-Cola Company (KO) | 0.0 | $78k | NEW | 900.00 | 86.08 |
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| Hawkins (HWKN) | 0.0 | $77k | NEW | 613.00 | 125.92 |
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| Phillips 66 (PSX) | 0.0 | $77k | NEW | 300.00 | 255.31 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $71k | NEW | 961.00 | 73.64 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $70k | NEW | 1.1k | 61.13 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $68k | NEW | 1.3k | 52.50 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $68k | NEW | 103.00 | 656.71 |
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| Philip Morris International (PM) | 0.0 | $67k | NEW | 352.00 | 190.82 |
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| Myr (MYRG) | 0.0 | $64k | NEW | 217.00 | 292.46 |
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| Tesla Motors (TSLA) | 0.0 | $63k | NEW | 178.00 | 354.81 |
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| Ares Capital Corporation (ARCC) | 0.0 | $61k | NEW | 3.2k | 19.10 |
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| Essential Utils (WTRG) | 0.0 | $57k | NEW | 1.5k | 39.19 |
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| Ark Etf Tr Next Gen Tech (ARKW) | 0.0 | $55k | NEW | 345.00 | 160.14 |
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| Flexshares Tr Nrtrn Tr Hgh Yld (HYGV) | 0.0 | $55k | NEW | 1.4k | 38.85 |
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| Visa Com Cl A (V) | 0.0 | $55k | NEW | 152.00 | 359.33 |
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| Public Service Enterprise (PEG) | 0.0 | $51k | NEW | 750.00 | 67.34 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $49k | NEW | 800.00 | 61.50 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $49k | NEW | 1.5k | 32.63 |
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| Broadcom (AVGO) | 0.0 | $41k | NEW | 117.00 | 351.19 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $41k | NEW | 606.00 | 66.79 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $40k | NEW | 224.00 | 180.55 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $40k | NEW | 900.00 | 44.46 |
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| Amkor Technology (AMKR) | 0.0 | $39k | NEW | 751.00 | 52.35 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $39k | NEW | 85.00 | 456.19 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $38k | NEW | 21.00 | 1811.67 |
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| Flexshares Tr Nrthn Tr Dev Mrk (QLVD) | 0.0 | $38k | NEW | 1.2k | 33.06 |
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| Fortune Brands (FBIN) | 0.0 | $38k | NEW | 999.00 | 38.05 |
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| McKesson Corporation (MCK) | 0.0 | $38k | NEW | 44.00 | 853.82 |
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| AES Corporation (AES) | 0.0 | $37k | NEW | 2.5k | 14.90 |
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| Enbridge (ENB) | 0.0 | $37k | NEW | 798.00 | 46.49 |
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| Palo Alto Networks (PANW) | 0.0 | $36k | NEW | 91.00 | 397.31 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $34k | NEW | 356.00 | 95.04 |
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| BP Sponsored Adr (BP) | 0.0 | $33k | NEW | 753.00 | 43.99 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $33k | NEW | 522.00 | 63.04 |
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| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.0 | $33k | NEW | 1.2k | 27.83 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $32k | NEW | 2.4k | 13.43 |
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| Cheniere Energy Com New (LNG) | 0.0 | $32k | NEW | 119.00 | 269.03 |
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| ConAgra Foods (CAG) | 0.0 | $30k | NEW | 2.2k | 13.44 |
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| Flexshares Tr Nrtrn Tr Qlt Div (QDF) | 0.0 | $30k | NEW | 329.00 | 90.26 |
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| Applied Materials (AMAT) | 0.0 | $30k | NEW | 58.00 | 511.38 |
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| Eaton Corp SHS (ETN) | 0.0 | $29k | NEW | 68.00 | 429.71 |
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| Merck & Co (MRK) | 0.0 | $29k | NEW | 200.00 | 145.31 |
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| Amphenol Corp Cl A (APH) | 0.0 | $29k | NEW | 342.00 | 84.30 |
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| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $29k | NEW | 383.00 | 74.61 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $28k | NEW | 123.00 | 228.28 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $28k | NEW | 193.00 | 142.57 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $26k | NEW | 459.00 | 57.31 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $26k | NEW | 881.00 | 29.50 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $25k | NEW | 313.00 | 79.14 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $25k | NEW | 723.00 | 34.00 |
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| Ufp Industries (UFPI) | 0.0 | $24k | NEW | 306.00 | 77.22 |
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| Blackrock (BLK) | 0.0 | $22k | NEW | 21.00 | 1058.29 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $22k | NEW | 36.00 | 609.00 |
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| Cisco Systems (CSCO) | 0.0 | $22k | NEW | 200.00 | 107.63 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.0 | $21k | NEW | 130.00 | 162.75 |
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| CSX Corporation (CSX) | 0.0 | $21k | NEW | 450.00 | 46.51 |
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| Boeing Company (BA) | 0.0 | $21k | NEW | 110.00 | 186.05 |
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| Chevron Corporation (CVX) | 0.0 | $20k | NEW | 100.00 | 204.21 |
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| Simon Property (SPG) | 0.0 | $20k | NEW | 100.00 | 200.76 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $20k | NEW | 2.5k | 7.90 |
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| NiSource (NI) | 0.0 | $20k | NEW | 501.00 | 39.00 |
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| Medtronic SHS (MDT) | 0.0 | $19k | NEW | 225.00 | 86.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $19k | NEW | 275.00 | 70.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $19k | NEW | 81.00 | 233.31 |
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| salesforce (CRM) | 0.0 | $19k | NEW | 81.00 | 229.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $19k | NEW | 25.00 | 739.76 |
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| Morgan Stanley Com New (MS) | 0.0 | $18k | NEW | 96.00 | 188.08 |
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| Hashdex Nasdaq Cme Crypto Shs Ben Int (NCIQ) | 0.0 | $18k | NEW | 823.00 | 21.22 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $17k | NEW | 194.00 | 89.63 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $17k | NEW | 63.00 | 264.90 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $16k | NEW | 81.00 | 195.75 |
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| Corteva (CTVA) | 0.0 | $16k | NEW | 200.00 | 77.65 |
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| Howmet Aerospace (HWM) | 0.0 | $15k | NEW | 66.00 | 226.18 |
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| Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) | 0.0 | $15k | NEW | 178.00 | 83.07 |
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| International Business Machines (IBM) | 0.0 | $14k | NEW | 65.00 | 219.92 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $14k | NEW | 196.00 | 69.26 |
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| Netflix (NFLX) | 0.0 | $14k | NEW | 195.00 | 69.58 |
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| MetLife (MET) | 0.0 | $14k | NEW | 144.00 | 94.16 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $13k | NEW | 110.00 | 119.83 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $13k | NEW | 278.00 | 45.24 |
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| Prologis (PLD) | 0.0 | $12k | NEW | 95.00 | 129.84 |
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| Prudential Financial (PRU) | 0.0 | $12k | NEW | 105.00 | 113.28 |
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| Oracle Corporation (ORCL) | 0.0 | $12k | NEW | 85.00 | 137.31 |
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| Comfort Systems USA (FIX) | 0.0 | $12k | NEW | 7.00 | 1654.14 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $12k | NEW | 280.00 | 40.91 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $10k | NEW | 476.00 | 21.76 |
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| Lamb Weston Hldgs (LW) | 0.0 | $10k | NEW | 240.00 | 41.69 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $10k | NEW | 95.00 | 104.77 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $9.8k | NEW | 67.00 | 146.48 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $9.8k | NEW | 24.00 | 406.62 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $9.7k | NEW | 98.00 | 99.08 |
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| Lowe's Companies (LOW) | 0.0 | $9.6k | NEW | 52.00 | 184.29 |
|
| Valens Semiconductor Ordinary Shares (VLN) | 0.0 | $9.4k | NEW | 5.0k | 1.88 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $9.2k | NEW | 98.00 | 94.34 |
|
| CBOE Holdings (CBOE) | 0.0 | $8.3k | NEW | 30.00 | 275.30 |
|
| Spyglass Pharma Com Shs (SGP) | 0.0 | $8.2k | NEW | 317.00 | 26.00 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $8.1k | NEW | 92.00 | 88.30 |
|
| Innio Nv Ordinary Shares (INIO) | 0.0 | $8.0k | NEW | 440.00 | 18.13 |
|
| Vistra Energy (VST) | 0.0 | $7.9k | NEW | 57.00 | 137.98 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $7.8k | NEW | 100.00 | 78.14 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $7.3k | NEW | 8.00 | 910.38 |
|
| Carrier Global Corporation (CARR) | 0.0 | $7.1k | NEW | 130.00 | 54.86 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $7.1k | NEW | 18.00 | 392.83 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.1k | NEW | 108.00 | 65.37 |
|
| Masterbrand Common Stock (MBC) | 0.0 | $7.0k | NEW | 999.00 | 7.00 |
|
| Viatris (VTRS) | 0.0 | $6.0k | NEW | 340.00 | 17.72 |
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $5.9k | NEW | 94.00 | 62.90 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $5.8k | NEW | 24.00 | 241.29 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $4.5k | NEW | 8.00 | 568.62 |
|
| Modine Manufacturing (MOD) | 0.0 | $4.5k | NEW | 24.00 | 187.21 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $4.4k | NEW | 69.00 | 63.61 |
|
| USA Rare Earth Inc A (USAR) | 0.0 | $4.2k | NEW | 300.00 | 14.08 |
|
| Southwest Airlines (LUV) | 0.0 | $4.2k | NEW | 100.00 | 41.64 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $4.0k | NEW | 45.00 | 89.11 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $3.8k | NEW | 255.00 | 14.94 |
|
| Uber Technologies (UBER) | 0.0 | $3.8k | NEW | 55.00 | 68.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $3.6k | NEW | 75.00 | 47.35 |
|
| At&t (T) | 0.0 | $3.5k | NEW | 142.00 | 24.40 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $3.4k | NEW | 78.00 | 43.65 |
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $3.3k | NEW | 50.00 | 65.46 |
|
| Pharvaris N V (PHVS) | 0.0 | $3.1k | NEW | 96.00 | 31.80 |
|
| Micron Technology (MU) | 0.0 | $3.0k | NEW | 3.00 | 993.67 |
|
| Arhaus Com Cl A (ARHS) | 0.0 | $2.8k | NEW | 300.00 | 9.47 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $2.7k | NEW | 130.00 | 21.05 |
|
| Devon Energy Corporation (DVN) | 0.0 | $2.7k | NEW | 59.00 | 46.12 |
|
| Skyward Specialty Insurance Gr (SKWD) | 0.0 | $2.5k | NEW | 48.00 | 52.73 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $2.5k | NEW | 18.00 | 138.17 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $2.5k | NEW | 100.00 | 24.54 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $2.2k | NEW | 31.00 | 71.55 |
|
| KBR (KBR) | 0.0 | $2.0k | NEW | 57.00 | 35.25 |
|
| Willdan (WLDN) | 0.0 | $2.0k | NEW | 27.00 | 73.19 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.9k | NEW | 23.00 | 82.48 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.8k | NEW | 113.00 | 16.15 |
|
| Chemours (CC) | 0.0 | $1.4k | NEW | 100.00 | 13.57 |
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $1.3k | NEW | 38.00 | 33.26 |
|
| Swarmer Com Shs (SWMR) | 0.0 | $1.2k | NEW | 70.00 | 17.83 |
|
| Walt Disney Company (DIS) | 0.0 | $1.2k | NEW | 11.00 | 104.91 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $754.000000 | NEW | 10.00 | 75.40 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $506.000000 | NEW | 5.00 | 101.20 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $498.999900 | NEW | 3.00 | 166.33 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $450.000000 | NEW | 40.00 | 11.25 |
|
| Owens & Minor (ACH) | 0.0 | $339.991600 | NEW | 604.00 | 0.56 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $303.000000 | NEW | 2.00 | 151.50 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $241.000100 | NEW | 11.00 | 21.91 |
|
| Mid-America Apartment (MAA) | 0.0 | $118.000000 | NEW | 1.00 | 118.00 |
|
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 Q3 filed Oct. 22, 2026
- Curry Webb Wealth Management 2026 Q3 restated filed Oct. 22, 2026
- 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