Curran Financial Partners

Curran Financial Partners as of June 30, 2026

Portfolio Holdings for Curran Financial Partners

Curran Financial Partners holds 140 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
Yorkville Amer Invts Tr Truth Social God 13.7 $92M 2.2M 42.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.0 $47M 1.5M 31.71
Vanguard Index Fds Small Cp Etf (VB) 4.8 $32M 106k 303.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $32M 370k 85.49
Spdr Series Trust St Str Sp500div (SPYD) 4.3 $29M 612k 47.71
Vanguard Index Fds Growth Etf (VUG) 4.3 $29M 338k 86.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.9 $26M 461k 56.48
Global X Fds Glb X Mlp Enrg I (MLPX) 3.7 $25M 334k 73.66
Spdr Series Trust St Term High Etf (SJNK) 2.9 $19M 772k 25.03
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 2.8 $19M 831k 22.92
Vanguard World Inf Tech Etf (VGT) 2.8 $19M 158k 119.52
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.5 $17M 409k 40.59
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.3 $15M 306k 50.50
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $15M 62k 236.62
Vanguard Index Fds Value Etf (VTV) 2.0 $14M 63k 217.93
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.9 $13M 716k 17.88
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.4 $9.6M 105k 91.64
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $9.5M 60k 158.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $9.4M 87k 109.07
Ishares Tr Core 30 70 Etf (AOK) 1.4 $9.4M 226k 41.48
Dbx Etf Tr Xtrack Usd High (HYLB) 1.3 $8.8M 240k 36.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $8.7M 119k 73.41
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $8.1M 163k 49.55
Apple (AAPL) 1.2 $8.1M 28k 289.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $7.3M 146k 50.23
Vanguard World Financials Etf (VFH) 0.9 $6.3M 48k 131.60
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.9 $6.3M 149k 41.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $5.7M 99k 58.20
Vanguard World Health Car Etf (VHT) 0.8 $5.4M 18k 299.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $5.2M 63k 82.65
Vanguard World Consum Dis Etf (VCR) 0.7 $4.7M 12k 396.61
Vanguard World Industrial Etf (VIS) 0.7 $4.5M 13k 360.38
Spdr Series Trust St Port High Etf (SPHY) 0.6 $4.3M 186k 23.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $4.3M 5.9k 736.42
Spdr Gold Tr Gold Shs (GLD) 0.6 $4.1M 11k 368.36
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $4.0M 80k 50.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $4.0M 5.4k 746.73
NVIDIA Corporation (NVDA) 0.6 $3.9M 20k 200.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $3.3M 4.8k 686.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $3.3M 124k 26.50
Sherwin-Williams Company (SHW) 0.4 $3.0M 8.6k 344.32
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $3.0M 58k 50.84
Spdr Series Trust ST STR P500GRW (SPYG) 0.4 $2.9M 24k 118.99
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $2.6M 4.0k 655.87
Ea Series Trust Strive 500 Etf (STXF) 0.4 $2.6M 54k 48.30
Microsoft Corporation (MSFT) 0.4 $2.6M 7.0k 373.03
Vanguard World Consum Stp Etf (VDC) 0.4 $2.5M 11k 225.49
Amazon (AMZN) 0.4 $2.4M 10k 238.34
Costco Wholesale Corporation (COST) 0.3 $2.3M 2.5k 935.65
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $2.1M 39k 52.60
Global X Fds Artificial Etf (AIQ) 0.3 $2.0M 30k 65.61
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.9M 5.4k 357.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M 4.6k 370.08
New York Life Invts Active E Mackay Mun Inter (MMIT) 0.2 $1.6M 68k 24.35
Vanguard World Utilities Etf (VPU) 0.2 $1.5M 7.8k 195.74
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.2 $1.5M 17k 89.85
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $1.5M 11k 133.25
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $1.4M 28k 48.49
Global X Fds Defense Tech Etf (SHLD) 0.2 $1.3M 21k 59.71
Ark Etf Tr Bloc Fin Inn Etf (ARKF) 0.2 $1.2M 31k 39.46
Chevron Corporation (CVX) 0.2 $1.2M 7.3k 165.76
Global X Fds Data Ctr Dig Etf (DTCR) 0.2 $1.2M 40k 30.37
Exxon Mobil Corporation (XOM) 0.2 $1.2M 8.8k 136.73
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.2M 74k 15.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 12k 96.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.1M 4.4k 242.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 8.5k 124.17
Vanguard World Materials Etf (VAW) 0.1 $957k 4.2k 228.79
Micron Technology (MU) 0.1 $938k 813.00 1154.31
Ishares Silver Tr Ishares (SLV) 0.1 $929k 17k 53.47
Ishares Tr Futu Expo Te Etf (XT) 0.1 $913k 11k 82.63
Ge Aerospace Com New (GE) 0.1 $911k 2.4k 373.80
RBB Us Trsry 6 Mnth (XBIL) 0.1 $889k 18k 50.00
RBB Us Treasry 12 Mt (OBIL) 0.1 $888k 18k 49.98
RBB Us Treasy 2 Yr (UTWO) 0.1 $885k 19k 47.96
RBB Us Treas 3 Yr Nt (UTRE) 0.1 $883k 18k 49.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $867k 1.7k 500.39
Lowe's Companies (LOW) 0.1 $825k 3.7k 220.50
Tesla Motors (TSLA) 0.1 $824k 2.0k 420.60
Ge Vernova (GEV) 0.1 $730k 621.00 1174.97
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $690k 13k 52.54
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $690k 4.0k 170.87
Ishares Tr Core S&p500 Etf (IVV) 0.1 $675k 901.00 748.92
Meta Platforms Cl A (META) 0.1 $661k 1.2k 563.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $656k 1.9k 353.27
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $656k 13k 51.00
Procter & Gamble Company (PG) 0.1 $645k 4.4k 146.65
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $595k 13k 45.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $574k 20k 29.43
Abbvie (ABBV) 0.1 $501k 2.0k 251.68
Cummins (CMI) 0.1 $489k 686.00 713.21
Wal-Mart Stores (WMT) 0.1 $486k 4.3k 113.26
Spdr Series Trust St Str P500val (SPYV) 0.1 $479k 7.9k 60.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $457k 7.7k 59.69
Palantir Technologies Cl A (PLTR) 0.1 $414k 3.6k 116.66
United Bankshares (UBSI) 0.1 $405k 8.8k 45.83
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $375k 4.0k 93.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $361k 4.7k 77.11
Merck & Co (MRK) 0.1 $359k 2.8k 128.52
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $347k 2.0k 176.69
Corning Incorporated (GLW) 0.1 $347k 1.4k 255.43
Caterpillar (CAT) 0.1 $344k 323.00 1066.37
JPMorgan Chase & Co. (JPM) 0.1 $343k 1.0k 327.22
Cisco Systems (CSCO) 0.1 $343k 2.9k 117.47
Intel Corporation (INTC) 0.1 $336k 2.4k 139.61
First Interstate Bancsystem (FIBK) 0.0 $333k 8.6k 38.56
Coca-Cola Company (KO) 0.0 $326k 4.0k 81.27
Casey's General Stores (CASY) 0.0 $318k 400.00 794.79
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $301k 631.00 477.57
Southern Company (SO) 0.0 $299k 3.1k 95.70
Hca Holdings (HCA) 0.0 $282k 722.00 389.89
CSX Corporation (CSX) 0.0 $277k 5.8k 47.53
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $269k 1.8k 148.32
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $268k 7.8k 34.27
Spdr Series Trust St Str Dow Reit (RWR) 0.0 $261k 2.3k 112.98
Broadcom (AVGO) 0.0 $260k 689.00 377.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $250k 3.5k 71.25
Visa Com Cl A (V) 0.0 $250k 728.00 343.09
Travelers Companies (TRV) 0.0 $248k 752.00 329.91
Eli Lilly & Co. (LLY) 0.0 $248k 206.00 1201.70
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $245k 4.4k 56.16
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $243k 4.6k 53.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $240k 792.00 302.97
Strategy Cl A New (MSTR) 0.0 $235k 2.7k 86.93
Morgan Stanley Com New (MS) 0.0 $233k 1.1k 209.04
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $231k 4.5k 51.05
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $230k 8.9k 25.95
Graniteshares Gold Tr Shs Ben Int (BAR) 0.0 $224k 5.7k 39.53
UnitedHealth (UNH) 0.0 $222k 533.00 415.74
Pfizer (PFE) 0.0 $221k 9.2k 24.08
At&t (T) 0.0 $220k 11k 20.70
Ishares Tr Tips Bd Etf (TIP) 0.0 $210k 1.9k 109.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $209k 7.6k 27.70
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.0 $209k 3.3k 64.30
Qualcomm (QCOM) 0.0 $208k 1.1k 184.79
Johnson & Johnson (JNJ) 0.0 $206k 810.00 254.05
PPL Corporation (PPL) 0.0 $206k 5.7k 36.35
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) 0.0 $204k 9.7k 21.05
Gabelli Equity Trust (GAB) 0.0 $87k 15k 5.66
The Real Brokerage Com New (REAX) 0.0 $36k 20k 1.82