Curran Financial Partners, LLC 13F Holdings · Q2 2026
Curran Financial Partners, LLC reported 140 securities worth $671.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: YALL (13.65%), SCHD (7.03%), VB (4.79%). Among its top 25 positions this quarter: 1 new, 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YALL | YORKVILLE AMER INVTS TR | $91.7M | 13.65% | 2.2M | New |
| 2 | SCHD | SCHWAB STRATEGIC TR | $47.3M | 7.03% | 1.5M | Added |
| 3 | VB | VANGUARD INDEX FDS | $32.2M | 4.79% | 106,081 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $31.7M | 4.71% | 370,419 | Added |
| 5 | SPYD | SPDR SERIES TRUST | $29.2M | 4.34% | 611,552 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $29.1M | 4.34% | 338,321 | Added |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $26.1M | 3.88% | 461,348 | Added |
| 8 | MLPX | GLOBAL X FDS | $24.6M | 3.66% | 333,537 | Added |
| 9 | SJNK | SPDR SERIES TRUST | $19.3M | 2.87% | 771,545 | Added |
| 10 | FLBL | FRANKLIN TEMPLETON ETF TR | $19.1M | 2.84% | 831,237 | Added |
| 11 | VGT | VANGUARD WORLD FD | $18.9M | 2.81% | 157,913 | Added |
| 12 | LVHI | LEGG MASON ETF INVT | $16.6M | 2.47% | 408,814 | Added |
| 13 | KNG | FIRST TR EXCHANGE-TRADED FD | $15.4M | 2.30% | 305,615 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $14.5M | 2.16% | 61,459 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $13.7M | 2.03% | 62,697 | Added |
| 16 | FPE | FIRST TR EXCH TRADED FD III | $12.8M | 1.91% | 715,791 | Added |
| 17 | BIL | SPDR SERIES TRUST | $9.6M | 1.43% | 105,092 | Trimmed |
| 18 | LQD | ISHARES TR | $9.4M | 1.41% | 86,541 | Added |
| 19 | VYM | VANGUARD WHITEHALL FDS | $9.5M | 1.41% | 59,995 | Trimmed |
| 20 | AOK | ISHARES TR | $9.4M | 1.40% | 226,292 | Added |
| 21 | BND | VANGUARD BD INDEX FDS | $8.7M | 1.30% | 118,753 | Added |
| 22 | HYLB | DBX ETF TR | $8.8M | 1.30% | 239,750 | Added |
| 23 | PULS | PGIM ETF TR | $8.1M | 1.21% | 163,396 | Trimmed |
| 24 | AAPL | APPLE INC | $8.1M | 1.20% | 27,833 | Trimmed |
| 25 | VTIP | VANGUARD MALVERN FDS | $7.3M | 1.09% | 145,576 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR