Curran Financial Partners

Curran Financial Partners as of March 31, 2026

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 127 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
Tidal Trust I God Bless Amer (YALL) 9.9 $55M 1.3M 41.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.5 $42M 1.4M 30.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $26M 337k 77.11
Spdr Series Trust State Street Spd (SPYD) 4.5 $25M 556k 45.52
Vanguard Index Fds Small Cp Etf (VB) 4.5 $25M 96k 261.92
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.1 $23M 406k 56.68
Global X Fds Glb X Mlp Enrg I (MLPX) 4.1 $23M 309k 73.94
Vanguard Index Fds Growth Etf (VUG) 3.7 $21M 48k 436.79
Spdr Series Trust State Street Spd (SJNK) 3.1 $17M 685k 24.98
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 3.0 $17M 734k 23.00
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.7 $15M 376k 40.54
Vanguard Whitehall Fds High Div Yld (VYM) 2.5 $14M 95k 148.10
Bny Mellon Etf Trust Core Bond Etf (BKAG) 2.4 $14M 321k 42.20
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.4 $13M 270k 48.71
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $12M 56k 215.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $12M 145k 82.75
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.0 $11M 636k 17.75
Spdr Series Trust State Street Spd (BIL) 1.9 $11M 116k 91.64
Spdr Series Trust State Street Spd (SPHY) 1.9 $11M 453k 23.32
Vanguard Index Fds Value Etf (VTV) 1.7 $9.4M 48k 196.20
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.6 $8.9M 180k 49.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $8.3M 76k 108.99
Ishares Tr Core 30/70 Conse (AOK) 1.4 $8.1M 203k 39.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $7.6M 103k 73.64
Dbx Etf Tr Xtrack Usd High (HYLB) 1.4 $7.6M 209k 36.16
Apple (AAPL) 1.3 $7.1M 28k 253.79
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $7.0M 263k 26.61
Spdr Gold Tr Gold Shs (GLD) 1.2 $6.8M 16k 430.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $6.4M 127k 49.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $5.0M 86k 58.54
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $4.4M 88k 50.34
Vanguard World Industrial Etf (VIS) 0.7 $3.8M 12k 312.22
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $3.5M 5.4k 650.30
NVIDIA Corporation (NVDA) 0.6 $3.3M 19k 174.40
Sherwin-Williams Company (SHW) 0.5 $2.9M 9.1k 320.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.8M 4.9k 577.20
Microsoft Corporation (MSFT) 0.5 $2.6M 7.0k 370.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.6M 4.3k 597.49
Costco Wholesale Corporation (COST) 0.5 $2.5M 2.6k 996.58
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.5 $2.5M 51k 49.61
Spdr Series Trust State Street Spd (SPYG) 0.4 $2.3M 24k 97.91
Vanguard World Consum Stp Etf (VDC) 0.4 $2.2M 9.8k 224.59
Amazon (AMZN) 0.4 $2.1M 9.9k 208.27
Ea Series Trust Strive 500 Etf (STRV) 0.3 $1.7M 40k 41.97
Exxon Mobil Corporation (XOM) 0.3 $1.5M 9.0k 169.66
Vanguard World Utilities Etf (VPU) 0.3 $1.5M 7.7k 198.15
Vanguard World Energy Etf (VDE) 0.3 $1.5M 8.8k 173.04
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.5M 5.2k 287.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.5M 4.6k 320.84
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.4M 3.5k 383.39
Chevron Corporation (CVX) 0.2 $1.4M 6.6k 206.90
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.2M 70k 17.32
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $1.2M 23k 52.19
Global X Fds Artificial Etf (AIQ) 0.2 $1.1M 24k 46.67
Ishares Silver Tr Ishares (SLV) 0.2 $1.1M 16k 68.14
Global X Fds Defense Tech Etf (SHLD) 0.2 $1.1M 15k 70.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.0M 12k 88.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $958k 2.0k 479.20
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $942k 8.5k 110.78
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.2 $942k 39k 24.11
Vanguard World Materials Etf (VAW) 0.2 $936k 4.2k 225.34
RBB Us Trsry 6 Mnth (XBIL) 0.2 $929k 19k 50.03
RBB Us Treasry 12 Mt (OBIL) 0.2 $928k 19k 50.08
RBB Us Treasy 2 Yr (UTWO) 0.2 $927k 19k 48.28
RBB Us Treas 3 Yr Nt (UTRE) 0.2 $925k 19k 49.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $902k 2.1k 426.41
Lowe's Companies (LOW) 0.2 $891k 3.8k 236.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $840k 3.9k 213.65
Global X Fds Data Ctr & Digit (DTCR) 0.1 $795k 33k 23.96
Ark Etf Tr Blockchain & Fin (ARKF) 0.1 $785k 21k 38.01
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $778k 12k 62.68
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $773k 16k 47.54
Vanguard World Inf Tech Etf (VGT) 0.1 $756k 1.1k 697.72
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $742k 14k 52.76
Tesla Motors (TSLA) 0.1 $728k 2.0k 371.75
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $687k 13k 52.33
Ge Aerospace Com New (GE) 0.1 $675k 2.4k 283.79
Ishares Tr Future Exponenti (XT) 0.1 $665k 9.8k 68.15
Meta Platforms Cl A (META) 0.1 $660k 1.2k 572.34
Procter & Gamble Company (PG) 0.1 $650k 4.5k 144.43
Wal-Mart Stores (WMT) 0.1 $566k 4.6k 124.27
Ge Vernova (GEV) 0.1 $553k 633.00 873.09
Ishares Tr Core S&p500 Etf (IVV) 0.1 $551k 843.00 653.17
Vanguard World Health Car Etf (VHT) 0.1 $543k 2.0k 272.34
Alphabet Cap Stk Cl C (GOOG) 0.1 $536k 1.9k 286.92
Palantir Technologies Cl A (PLTR) 0.1 $459k 3.1k 146.29
Abbvie (ABBV) 0.1 $445k 2.0k 217.48
JPMorgan Chase & Co. (JPM) 0.1 $381k 1.3k 294.21
Cummins (CMI) 0.1 $369k 686.00 538.02
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $368k 7.2k 50.98
United Bankshares (UBSI) 0.1 $366k 8.8k 41.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $359k 6.6k 54.05
Spdr Series Trust State Street Spd (SPYV) 0.1 $358k 6.3k 56.58
Hca Holdings (HCA) 0.1 $346k 732.00 473.24
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $345k 2.1k 165.74
Strategy Cl A New (MSTR) 0.1 $335k 2.7k 124.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $327k 13k 25.64
Merck & Co (MRK) 0.1 $327k 2.7k 120.30
Coca-Cola Company (KO) 0.1 $313k 4.1k 76.06
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $294k 4.8k 61.25
Southern Company (SO) 0.1 $293k 3.0k 96.52
Micron Technology (MU) 0.1 $291k 863.00 337.68
Casey's General Stores (CASY) 0.1 $291k 400.00 727.86
First Interstate Bancsystem (FIBK) 0.1 $288k 8.6k 33.40
At&t (T) 0.1 $286k 9.9k 28.99
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $280k 9.3k 29.99
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $262k 7.8k 33.47
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $254k 4.3k 59.03
Pfizer (PFE) 0.0 $254k 9.0k 28.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $247k 3.7k 67.53
CSX Corporation (CSX) 0.0 $246k 6.0k 41.05
Cisco Systems (CSCO) 0.0 $239k 3.1k 77.60
Spdr Series Trust State Street Spd (RWR) 0.0 $234k 2.3k 100.98
McDonald's Corporation (MCD) 0.0 $232k 745.00 310.99
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $231k 2.2k 106.00
Visa Com Cl A (V) 0.0 $231k 765.00 302.24
Caterpillar (CAT) 0.0 $225k 318.00 708.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $220k 651.00 337.95
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $213k 2.5k 86.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $211k 3.3k 64.08
Broadcom (AVGO) 0.0 $211k 680.00 309.63
Ishares Tr Tips Bd Etf (TIP) 0.0 $209k 1.9k 110.34
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $205k 1.7k 124.31
Johnson & Johnson (JNJ) 0.0 $205k 838.00 244.44
Gabelli Equity Trust (GAB) 0.0 $86k 15k 5.60
Immunitybio (IBRX) 0.0 $82k 11k 7.67
Gabelli Equity Tr Right 04/14/2026 (GAB.R) 0.0 $107.310000 15k 0.01