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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 45.87% of Curry Webb Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$17M), GSY (+$6.1M), OMFL, HBAN, GTO, VFLO, IJH, IEFA, VOOG, IMFL.
Started 1 new stock position in HBAN.
Reduced shares in these 10 stocks: XLG (-$11M), Cadence Bank, GOVI, AGG, GLD, QLV, XHLF, SGOL, IFLN, IQDF.
Sold out of its positions in Cadence Bank, COF, XLG, SPHQ, VXUS.
Curry Webb Wealth Management was a net buyer of stock by $12M.
Curry Webb Wealth Management has $212M in assets under management (AUM), dropping by 4.99%.
Central Index Key (CIK): 0002060114

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Portfolio Holdings for Curry Webb Wealth Management

Curry Webb Wealth Management holds 63 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
Ishares Tr Core S&p500 Etf (IVV)	16.5	$35M	+91%	54k	653.21	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	8.9	$19M	+6%	47k	407.69	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	7.9	$17M	+33%	276k	60.12	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	7.3	$16M	+13%	392k	39.48	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	5.2	$11M	+123%	222k	50.12	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$8.1M	-13%	19k	430.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$7.3M	+28%	109k	67.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$6.4M	+33%	71k	90.53	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	3.0	$6.3M	+18%	200k	31.64	View chart
Invesco Actively Managed Exc Total Return (GTO)	3.0	$6.3M	+42%	134k	46.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$6.2M	-8%	9.5k	650.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$5.5M	-19%	55k	99.27	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$5.3M	+16%	75k	69.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$4.7M	-10%	15k	320.81	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	2.1	$4.5M	-7%	95k	47.53	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (IFLN)	1.6	$3.5M	-15%	194k	17.94	View chart
Huntington Bancshares Incorporated (HBAN)	1.5	$3.2M	NEW	205k	15.65	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	1.4	$2.9M	-7%	62k	47.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.6M		41k	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$2.6M	-10%	51k	50.61	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$2.5M	+16%	53k	46.74	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.1	$2.4M	-5%	36k	66.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.0	$2.2M	-10%	24k	92.69	View chart
Flexshares Tr Us Qt Lw Vlty (QLV)	1.0	$2.2M	-27%	31k	71.89	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	1.0	$2.1M	-21%	66k	31.67	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	1.0	$2.1M	-26%	41k	50.33	View chart
Eli Lilly & Co. (LLY)	0.9	$2.0M	-5%	2.1k	919.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.8M	-5%	3.0k	597.55	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.7	$1.5M	-14%	21k	71.75	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.7	$1.4M	-5%	44k	31.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$1.4M	-18%	7.1k	191.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.2M		22k	54.05	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.6	$1.2M	-64%	43k	27.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$1.1M		46k	24.75	View chart
Apple (AAPL)	0.5	$1.1M	+47%	4.3k	253.81	View chart
Citigroup Com New (C)	0.5	$1.1M		9.4k	113.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.0M	-30%	8.3k	124.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.0M	-9%	9.1k	113.11	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$676k		4.5k	151.75	View chart
Flexshares Tr Emrg Mkt Qt Lw (QLVE)	0.3	$638k	-32%	22k	29.68	View chart
Merchants Bancorp Ind (MBIN)	0.3	$604k	-18%	14k	42.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$543k		2.8k	191.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$532k		1.4k	370.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$531k	-9%	2.1k	248.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$453k		1.5k	302.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$447k	-8%	1.6k	287.56	View chart
McDonald's Corporation (MCD)	0.2	$444k		1.4k	310.79	View chart
Amazon (AMZN)	0.2	$442k	-4%	2.1k	208.27	View chart
Microsoft Corporation (MSFT)	0.2	$428k	-3%	1.2k	370.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$427k	-48%	4.8k	88.16	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$399k		8.3k	48.32	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$396k	-63%	8.9k	44.62	View chart
NVIDIA Corporation (NVDA)	0.2	$358k	-5%	2.1k	174.41	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$348k	+13%	3.8k	90.94	View chart
Wal-Mart Stores (WMT)	0.2	$346k	+6%	2.8k	124.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$335k	-2%	1.2k	286.86	View chart
Meta Platforms Cl A (META)	0.1	$265k	+4%	463.00	571.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$250k	-10%	1.3k	196.20	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$241k		2.1k	114.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$227k		1.5k	151.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$212k		1.5k	141.41	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$210k	-31%	3.1k	68.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$201k		2.2k	92.75	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 Q1 filed June 10, 2026
Curry Webb Wealth Management 2025 Q4 filed June 10, 2026

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