Curry Webb Wealth Management

Curry Webb Wealth Management as of June 30, 2026

Portfolio Holdings for Curry Webb Wealth Management

Curry Webb Wealth Management holds 67 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
Ishares Tr Core S&p500 Etf (IVV) 16.9 $41M 54k 748.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 9.7 $23M 284k 82.62
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 8.7 $21M 306k 68.54
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) 7.8 $19M 411k 45.75
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 4.7 $11M 227k 50.15
Ishares Tr Core S&p Mcp Etf (IJH) 3.4 $8.3M 108k 77.11
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $8.0M 81k 98.98
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 3.2 $7.7M 223k 34.34
Invesco Actively Managed Exc Total Return (GTO) 3.0 $7.3M 157k 46.87
Ishares Tr Core Msci Eafe (IEFA) 3.0 $7.3M 76k 96.58
Ishares Core Msci Emkt (IEMG) 2.9 $6.9M 84k 82.84
Spdr Gold Tr Gold Shs (GLD) 2.8 $6.8M 19k 368.38
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $6.5M 8.7k 746.77
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 2.0 $4.8M 90k 54.03
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $4.7M 13k 370.04
Huntington Bancshares Incorporated (HBAN) 1.5 $3.5M 200k 17.73
Invesco Exch Traded Fd Tr Ii Bloo En Ange Etf (IFLN) 1.3 $3.2M 173k 18.29
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 1.3 $3.1M 40k 78.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $2.9M 61k 48.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.9M 40k 71.25
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 1.2 $2.8M 105k 27.15
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.2 $2.8M 59k 47.15
Eli Lilly & Co. (LLY) 1.1 $2.6M 2.1k 1199.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $2.4M 48k 50.57
Flexshares Tr Intl Qltdv Idx (IQDF) 0.8 $2.0M 59k 34.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.0M 3.0k 686.85
Flexshares Tr Us Qt Lw Vlty (QLV) 0.8 $1.9M 26k 75.49
World Gold Tr Spdr Gld Minis (GLDM) 0.8 $1.9M 24k 79.42
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.7 $1.7M 35k 50.30
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.6 $1.4M 38k 36.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.3M 6.1k 212.77
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $1.3M 16k 79.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.3M 21k 59.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.2M 44k 27.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M 8.2k 137.53
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 7.1k 148.32
Apple (AAPL) 0.4 $900k 3.1k 289.32
Citigroup Com New (C) 0.3 $843k 6.0k 139.96
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $788k 4.5k 175.78
Merchants Bancorp Ind (MBIN) 0.3 $706k 14k 50.00
Flexshares Tr Emrg Mkt Qt Lw (QLVE) 0.3 $616k 18k 33.76
Ishares Tr Russell 3000 Etf (IWV) 0.3 $612k 1.4k 426.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $606k 2.8k 219.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $555k 1.6k 357.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $549k 1.5k 365.70
Amazon (AMZN) 0.2 $526k 2.2k 238.34
Spdr Series Trust ST STR SP600 SML (SPSM) 0.2 $472k 8.2k 57.67
NVIDIA Corporation (NVDA) 0.2 $457k 2.3k 200.06
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $448k 3.8k 117.06
Microsoft Corporation (MSFT) 0.2 $443k 1.2k 373.13
Ishares Tr Russell 2000 Etf (IWM) 0.2 $442k 1.5k 300.54
McDonald's Corporation (MCD) 0.2 $387k 1.4k 270.31
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $339k 8.9k 38.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $319k 904.00 353.33
Ishares Gold Tr Ishares New (IAU) 0.1 $314k 4.2k 75.51
Meta Platforms Cl A (META) 0.1 $312k 553.00 563.25
Wal-Mart Stores (WMT) 0.1 $307k 2.7k 113.26
Vanguard Index Fds Value Etf (VTV) 0.1 $278k 1.3k 217.93
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.1 $248k 2.0k 124.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $246k 1.5k 163.64
Ishares Tr Select Divid Etf (DVY) 0.1 $236k 1.5k 156.33
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $222k 2.5k 90.10
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $212k 618.00 342.73
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $206k 2.0k 103.22
Capital One Financial (COF) 0.1 $204k 1.0k 200.62
Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 0.1 $204k 1.9k 109.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $202k 2.0k 102.81