Curran Financial Partners

Curran Financial Partners as of Dec. 31, 2025

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust I God Bless Amer (YALL) 10.9 $58M 1.3M 43.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.8 $36M 1.3M 27.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $23M 306k 75.44
Spdr Series Trust State Street Spd (SPYD) 4.3 $23M 520k 43.25
Vanguard Index Fds Small Cp Etf (VB) 4.2 $22M 87k 257.95
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $21M 370k 57.24
Vanguard Index Fds Growth Etf (VUG) 3.8 $20M 41k 487.86
Global X Fds Glb X Mlp Enrg I (MLPX) 3.4 $18M 297k 60.53
Vanguard World Inf Tech Etf (VGT) 3.3 $17M 23k 753.78
Spdr Series Trust State Street Spd (SJNK) 3.0 $16M 627k 25.32
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 2.9 $15M 659k 23.42
Spdr Series Trust State Street Spd (BIL) 2.5 $13M 144k 91.38
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.5 $13M 354k 36.82
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.3 $12M 248k 49.15
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $11M 52k 219.78
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.1 $11M 222k 49.59
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.0 $11M 576k 18.22
Apple (AAPL) 1.4 $7.4M 27k 271.86
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $7.3M 51k 143.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $7.0M 64k 110.19
Ishares Tr Core 30/70 Conse (AOK) 1.3 $7.0M 175k 40.13
Vanguard World Financials Etf (VFH) 1.3 $6.9M 52k 133.49
Vanguard Index Fds Value Etf (VTV) 1.3 $6.8M 36k 190.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $6.4M 87k 74.07
Dbx Etf Tr Xtrack Usd High (HYLB) 1.2 $6.4M 173k 36.83
Wisdomtree Tr Floatng Rat Trea (USFR) 1.0 $5.5M 109k 50.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $5.3M 107k 49.46
Vanguard World Health Car Etf (VHT) 1.0 $5.1M 18k 287.85
Vanguard World Comm Srvc Etf (VOX) 1.0 $5.1M 26k 193.63
Vanguard World Consum Dis Etf (VCR) 1.0 $5.1M 13k 393.92
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.9 $4.6M 109k 42.38
Vanguard World Industrial Etf (VIS) 0.8 $4.3M 14k 298.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $4.2M 72k 58.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $4.1M 49k 83.75
Spdr Series Trust State Street Spd (SPHY) 0.7 $3.7M 155k 23.67
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.6M 9.1k 396.29
NVIDIA Corporation (NVDA) 0.6 $3.3M 17k 186.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.2M 5.1k 627.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 4.7k 681.91
Sherwin-Williams Company (SHW) 0.6 $3.0M 9.3k 324.03
Microsoft Corporation (MSFT) 0.6 $3.0M 6.1k 483.59
Spdr Series Trust State Street Spd (SPYG) 0.5 $2.5M 24k 106.70
Vanguard World Consum Stp Etf (VDC) 0.5 $2.5M 12k 211.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.5M 4.1k 614.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $2.4M 91k 26.49
Costco Wholesale Corporation (COST) 0.4 $2.3M 2.6k 862.45
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $2.1M 44k 48.00
Amazon (AMZN) 0.3 $1.8M 7.7k 230.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M 5.2k 335.29
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.7M 5.3k 313.00
Vanguard World Utilities Etf (VPU) 0.3 $1.6M 8.7k 185.04
Vanguard World Energy Etf (VDE) 0.3 $1.5M 12k 125.92
Ea Series Trust Strive 500 Etf (STRV) 0.3 $1.4M 33k 44.09
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $1.3M 25k 52.41
RBB Us Treasry 12 Mt (OBIL) 0.2 $1.2M 23k 50.20
RBB Us Treas 3 Yr Nt (UTRE) 0.2 $1.2M 23k 49.84
RBB Us Trsry 6 Mnth (XBIL) 0.2 $1.2M 23k 50.07
RBB Us Treasy 2 Yr (UTWO) 0.2 $1.2M 24k 48.56
Ishares Silver Tr Ishares (SLV) 0.2 $1.1M 17k 64.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 12k 88.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.1M 3.0k 360.12
Exxon Mobil Corporation (XOM) 0.2 $1.1M 8.9k 120.35
Global X Fds Artificial Etf (AIQ) 0.2 $1.1M 21k 50.86
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $1.0M 43k 24.33
Chevron Corporation (CVX) 0.2 $1.0M 6.6k 152.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.1k 473.27
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $996k 15k 68.36
Lowe's Companies (LOW) 0.2 $912k 3.8k 241.15
Vanguard World Materials Etf (VAW) 0.2 $896k 4.3k 207.55
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $858k 18k 47.93
Tesla Motors (TSLA) 0.2 $846k 1.9k 449.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $826k 3.9k 210.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $824k 1.6k 502.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $823k 62k 13.25
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $742k 7.6k 98.32
Meta Platforms Cl A (META) 0.1 $732k 1.1k 660.31
Ge Aerospace Com New (GE) 0.1 $731k 2.4k 308.02
Global X Fds Defense Tech Etf (SHLD) 0.1 $723k 11k 64.79
Ark Etf Tr Blockchain & Fin (ARKF) 0.1 $722k 15k 47.63
Palantir Technologies Cl A (PLTR) 0.1 $713k 4.0k 177.77
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $687k 9.6k 71.45
Ishares Tr Future Exponenti (XT) 0.1 $681k 9.8k 69.74
Procter & Gamble Company (PG) 0.1 $675k 4.7k 143.30
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $641k 13k 49.19
Global X Fds Data Ctr & Digit (DTCR) 0.1 $512k 24k 21.10
Wal-Mart Stores (WMT) 0.1 $471k 4.2k 111.42
Abbvie (ABBV) 0.1 $426k 1.9k 228.55
Alphabet Cap Stk Cl C (GOOG) 0.1 $421k 1.3k 313.82
United Bankshares (UBSI) 0.1 $418k 11k 38.40
Ge Vernova (GEV) 0.1 $412k 631.00 653.60
Strategy Cl A New (MSTR) 0.1 $408k 2.7k 151.95
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $402k 7.9k 50.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $361k 6.7k 53.76
Spdr Series Trust State Street Spd (SPYV) 0.1 $359k 6.3k 56.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $353k 13k 26.91
Cummins (CMI) 0.1 $350k 686.00 510.45
First Interstate Bancsystem (FIBK) 0.1 $346k 10k 34.60
Hca Holdings (HCA) 0.1 $342k 733.00 466.86
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $328k 2.1k 156.67
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $323k 4.2k 76.23
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $321k 8.3k 38.73
Visa Com Cl A (V) 0.1 $303k 864.00 350.71
Coca-Cola Company (KO) 0.1 $300k 4.3k 69.91
JPMorgan Chase & Co. (JPM) 0.1 $300k 930.00 322.16
Merck & Co (MRK) 0.1 $282k 2.7k 105.26
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $269k 2.6k 104.06
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $269k 604.00 444.59
CSX Corporation (CSX) 0.0 $242k 6.7k 36.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $242k 3.7k 66.00
Cisco Systems (CSCO) 0.0 $241k 3.1k 77.04
Home Depot (HD) 0.0 $235k 683.00 344.01
WesBan (WSBC) 0.0 $233k 7.0k 33.24
Micron Technology (MU) 0.0 $232k 814.00 285.51
Pfizer (PFE) 0.0 $227k 9.1k 24.90
Spdr Series Trust State Street Spd (RWR) 0.0 $226k 2.3k 98.24
Casey's General Stores (CASY) 0.0 $221k 400.00 552.71
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $221k 4.9k 44.71
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $217k 6.9k 31.61
Southern Company (SO) 0.0 $212k 2.4k 87.19
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $211k 3.2k 65.51
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $211k 2.5k 84.88
Broadcom (AVGO) 0.0 $209k 604.00 346.30
Ishares Tr Tips Bd Etf (TIP) 0.0 $208k 1.9k 109.89
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $205k 1.7k 120.17
Morgan Stanley Com New (MS) 0.0 $202k 1.1k 177.53
UnitedHealth (UNH) 0.0 $200k 607.00 330.22
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $200k 8.2k 24.37
Gabelli Equity Trust (GAB) 0.0 $95k 15k 6.17
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $70k 11k 6.30