Curry Webb Wealth Management

Curry Webb Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Curry Webb Wealth Management

Curry Webb Wealth Management holds 67 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
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 9.6 $19M 44k 444.59
Ishares Tr Core S&p500 Etf (IVV) 9.5 $19M 28k 684.95
Victory Portfolios Ii Shares Free Cash (VFLO) 6.7 $14M 344k 39.38
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 6.3 $13M 207k 61.13
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 5.4 $11M 183k 59.28
Spdr Gold Tr Gold Shs (GLD) 4.3 $8.7M 22k 396.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $7.0M 10k 681.92
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $6.9M 69k 99.88
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $5.6M 85k 66.00
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $5.5M 17k 335.27
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 2.5 $5.0M 168k 29.79
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 2.5 $5.0M 99k 50.25
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 2.4 $4.8M 102k 46.92
Ishares Tr Core Msci Eafe (IEFA) 2.4 $4.8M 53k 89.46
Invesco Actively Managed Exc Total Return (GTO) 2.2 $4.5M 94k 47.42
Ishares Core Msci Emkt (IEMG) 2.2 $4.4M 65k 67.22
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (IFLN) 2.1 $4.2M 228k 18.60
Cadence Bank 1.9 $3.8M 88k 42.84
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 1.7 $3.4M 122k 27.55
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.6 $3.2M 66k 47.56
Flexshares Tr Us Qt Lw Vlty (QLV) 1.5 $3.1M 42k 72.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $2.9M 57k 50.59
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 1.4 $2.8M 56k 50.25
Flexshares Tr Intl Qltdv Idx (IQDF) 1.3 $2.5M 84k 30.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $2.5M 40k 62.47
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 1.2 $2.5M 38k 64.38
Eli Lilly & Co. (LLY) 1.2 $2.4M 2.3k 1074.75
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $2.3M 27k 85.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $2.1M 45k 45.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.0M 3.2k 627.09
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.9 $1.8M 25k 71.72
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $1.7M 8.8k 191.57
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.8 $1.5M 47k 32.80
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 12k 120.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.2M 10k 123.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 22k 53.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.1M 47k 24.04
Citigroup Com New (C) 0.5 $1.1M 9.4k 116.69
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.5 $993k 24k 41.08
Flexshares Tr Emrg Mkt Qt Lw (QLVE) 0.5 $936k 32k 29.40
Apple (AAPL) 0.4 $791k 2.9k 271.84
Ishares Gold Tr Ishares New (IAU) 0.4 $767k 9.5k 81.17
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $692k 4.4k 158.25
Merchants Bancorp Ind (MBIN) 0.3 $587k 17k 34.06
Microsoft Corporation (MSFT) 0.3 $580k 1.2k 483.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $580k 2.4k 246.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $562k 2.8k 198.62
Ishares Tr Russell 3000 Etf (IWV) 0.3 $555k 1.4k 386.85
Alphabet Cap Stk Cl A (GOOGL) 0.3 $533k 1.7k 313.00
Amazon (AMZN) 0.3 $515k 2.2k 230.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $453k 1.5k 302.11
McDonald's Corporation (MCD) 0.2 $439k 1.4k 305.63
NVIDIA Corporation (NVDA) 0.2 $406k 2.2k 186.51
Spdr Series Trust State Street Spd (SPSM) 0.2 $387k 8.3k 46.86
Alphabet Cap Stk Cl C (GOOG) 0.2 $376k 1.2k 313.80
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $353k 4.7k 75.05
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $331k 3.4k 97.80
Meta Platforms Cl A (META) 0.1 $293k 444.00 659.72
Wal-Mart Stores (WMT) 0.1 $291k 2.6k 111.41
Ishares Silver Tr Ishares (SLV) 0.1 $291k 4.5k 64.42
Vanguard Index Fds Value Etf (VTV) 0.1 $273k 1.4k 190.99
Capital One Financial (COF) 0.1 $246k 1.0k 242.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $233k 3.1k 75.44
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.1 $228k 2.1k 108.66
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $223k 1.5k 148.98
Ishares Tr Select Divid Etf (DVY) 0.1 $211k 1.5k 141.18
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $204k 2.2k 94.15