Curry Webb Wealth Management

Curry Webb Wealth Management as of March 31, 2026

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