Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curran Financial Partners, LLC (CIK 1843867) reported $558.6M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YALL ($55.4M, 9.92%), SCHD ($42.1M, 7.53%), VXUS ($26.0M, 4.65%), SPYD ($25.3M, 4.53%), VB ($25.2M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YALL | TIDAL TRUST I | $55.4M | 9.92% | 1.3M | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $42.1M | 7.53% | 1.4M | Added |
| 3 | VXUS | VANGUARD STAR FDS | $26.0M | 4.65% | 337,085 | Added |
| 4 | SPYD | SPDR SERIES TRUST | $25.3M | 4.53% | 556,216 | Added |
| 5 | VB | VANGUARD INDEX FDS | $25.2M | 4.51% | 96,187 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $23.0M | 4.12% | 405,584 | Added |
| 7 | MLPX | GLOBAL X FDS | $22.9M | 4.09% | 309,224 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $20.8M | 3.72% | 47,563 | Added |
| 9 | SJNK | SPDR SERIES TRUST | $17.1M | 3.06% | 684,920 | Added |
| 10 | FLBL | FRANKLIN TEMPLETON ETF TR | $16.9M | 3.02% | 733,549 | Added |
| 11 | LVHI | LEGG MASON ETF INVT | $15.2M | 2.73% | 375,882 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $14.0M | 2.51% | 94,578 | Added |
| 13 | BKAG | BNY MELLON ETF TRUST | $13.5M | 2.42% | 320,689 | Added |
| 14 | KNG | FIRST TR EXCHANGE-TRADED FD | $13.1M | 2.35% | 269,732 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $12.0M | 2.16% | 56,029 | Added |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $12.0M | 2.15% | 145,227 | Added |
| 17 | FPE | FIRST TR EXCH TRADED FD III | $11.3M | 2.02% | 635,777 | Added |
| 18 | BIL | SPDR SERIES TRUST | $10.6M | 1.91% | 116,134 | Trimmed |
| 19 | SPHY | SPDR SERIES TRUST | $10.6M | 1.89% | 453,267 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $9.4M | 1.68% | 47,870 | Added |
| 21 | PULS | PGIM ETF TR | $8.9M | 1.60% | 180,139 | Trimmed |
| 22 | LQD | ISHARES TR | $8.3M | 1.48% | 75,937 | Added |
| 23 | AOK | ISHARES TR | $8.1M | 1.45% | 203,036 | Added |
| 24 | BND | VANGUARD BD INDEX FDS | $7.6M | 1.36% | 103,300 | Added |
| 25 | HYLB | DBX ETF TR | $7.6M | 1.36% | 209,424 | Added |
Source: SEC Form 13F filings · as of 2026-03-31