Curran Financial Partners, Llc Portfolio Stock Holdings
Curran Financial Partners, Llc disclosed 127 stock positions valued at approximately $558.6 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD STAR FDS, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 127
- Portfolio Value
- $558.6M
Holdings by Sector
Curran Financial Partners, Llc Portfolio Holdings in Q1 2026
124 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHD | Other | 7.53% | 1,371,246 | +73,867 | +5.69% | $42,069,820 |
| VANGUARD STAR FDS | VXUS | Other | 4.65% | 337,085 | +30,861 | +10.08% | $25,992,637 |
| SPDR SERIES TRUST | SPYD | Other | 4.53% | 556,216 | +36,573 | +7.04% | $25,318,937 |
| VANGUARD INDEX FDS | VB | Other | 4.51% | 96,187 | +9,676 | +11.18% | $25,193,313 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 4.12% | 405,584 | +35,918 | +9.72% | $22,988,480 |
| GLOBAL X FDS | MLPX | Other | 4.09% | 309,224 | +12,569 | +4.24% | $22,864,038 |
| VANGUARD INDEX FDS | VUG | Other | 3.72% | 47,563 | +6,772 | +16.60% | $20,774,872 |
| SPDR SERIES TRUST | SJNK | Other | 3.06% | 684,920 | +57,935 | +9.24% | $17,109,313 |
| FRANKLIN TEMPLETON ETF TR | FLBL | Other | 3.02% | 733,549 | +74,864 | +11.37% | $16,871,625 |
| LEGG MASON ETF INVT | LVHI | Other | 2.73% | 375,882 | +21,987 | +6.21% | $15,238,245 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.51% | 94,578 | +43,763 | +86.12% | $14,007,010 |
| BNY MELLON ETF TRUST | BKAG | Other | 2.42% | 320,689 | +211,511 | +193.73% | $13,533,076 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 2.35% | 269,732 | +22,062 | +8.91% | $13,138,639 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.16% | 56,029 | +4,461 | +8.65% | $12,049,674 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.15% | 145,227 | +96,169 | +196.03% | $12,017,534 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 2.02% | 635,777 | +59,922 | +10.41% | $11,285,048 |
| SPDR SERIES TRUST | BIL | Other | 1.91% | 116,134 | -27,484 | -19.14% | $10,642,520 |
| SPDR SERIES TRUST | SPHY | Other | 1.89% | 453,267 | +298,801 | +193.44% | $10,570,186 |
| VANGUARD INDEX FDS | VTV | Other | 1.68% | 47,870 | +12,384 | +34.90% | $9,392,041 |
| PGIM ETF TR | PULS | Other | 1.60% | 180,139 | -42,014 | -18.91% | $8,916,899 |
| ISHARES TR | LQD | Other | 1.48% | 75,937 | +12,217 | +19.17% | $8,276,354 |
| ISHARES TR | AOK | Other | 1.45% | 203,036 | +28,469 | +16.31% | $8,099,105 |
| VANGUARD BD INDEX FDS | BND | Other | 1.36% | 103,300 | +16,422 | +18.90% | $7,606,998 |
| DBX ETF TR | HYLB | Other | 1.36% | 209,424 | +36,163 | +20.87% | $7,572,778 |
| APPLE INC | AAPL | Technology | 1.27% | 28,028 | +691 | +2.53% | $7,113,111 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.25% | 262,584 | +171,859 | +189.43% | $6,987,360 |
| SPDR GOLD TR | GLD | Other | 1.22% | 15,896 | +6,763 | +74.05% | $6,839,675 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.14% | 127,408 | +20,752 | +19.46% | $6,364,022 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.90% | 85,950 | +13,914 | +19.32% | $5,031,521 |
| WISDOMTREE TR | USFR | Other | 0.79% | 87,899 | -20,852 | -19.17% | $4,424,836 |
| VANGUARD WORLD FD | VIS | Other | 0.68% | 12,134 | -2,138 | -14.98% | $3,788,477 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.63% | 5,421 | +742 | +15.86% | $3,525,287 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 19,058 | +1,632 | +9.37% | $3,323,634 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.52% | 9,121 | -172 | -1.85% | $2,923,737 |
| INVESCO QQQ TR | QQQ | Other | 0.50% | 4,868 | +796 | +19.55% | $2,809,817 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 7,030 | +914 | +14.94% | $2,602,390 |
| VANGUARD INDEX FDS | VOO | Other | 0.46% | 4,305 | -835 | -16.25% | $2,572,207 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.46% | 2,554 | -93 | -3.51% | $2,545,258 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.45% | 50,801 | +7,077 | +16.19% | $2,520,213 |
| SPDR SERIES TRUST | SPYG | Other | 0.42% | 23,830 | +42 | +0.18% | $2,333,163 |
| VANGUARD WORLD FD | VDC | Other | 0.39% | 9,763 | -2,191 | -18.33% | $2,192,672 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 9,943 | +2,264 | +29.48% | $2,070,790 |
| EA SERIES TRUST | STRV | Other | 0.30% | 39,681 | +6,998 | +21.41% | $1,665,412 |
| EXXON MOBIL CORP | XOM | Energy | 0.27% | 8,978 | +115 | +1.30% | $1,523,175 |
| VANGUARD WORLD FD | VPU | Other | 0.27% | 7,678 | -972 | -11.24% | $1,521,366 |
| VANGUARD WORLD FD | VDE | Other | 0.27% | 8,768 | -3,311 | -27.41% | $1,517,215 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 5,225 | -69 | -1.30% | $1,502,582 |
| VANGUARD INDEX FDS | VTI | Other | 0.26% | 4,576 | -593 | -11.47% | $1,468,157 |
| VANECK ETF TRUST | SMH | Other | 0.24% | 3,542 | +576 | +19.42% | $1,357,957 |
| CHEVRON CORPORATION | CVX | Energy | 0.24% | 6,559 | -16 | -0.24% | $1,357,082 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.22% | 70,184 | +8,101 | +13.05% | $1,215,587 |
| PIMCO ETF TR | MUNI | Other | 0.21% | 22,724 | -2,054 | -8.29% | $1,185,966 |
| GLOBAL X FDS | AIQ | Other | 0.20% | 24,347 | +3,445 | +16.48% | $1,136,274 |
| ISHARES SILVER TR | SLV | Other | 0.20% | 16,267 | -835 | -4.88% | $1,108,433 |
| GLOBAL X FDS | SHLD | Other | 0.19% | 15,015 | +3,863 | +34.64% | $1,063,663 |
| VANGUARD INDEX FDS | VNQ | Other | 0.19% | 11,781 | -420 | -3.44% | $1,044,933 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 1,999 | +359 | +21.89% | $957,921 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.17% | 8,504 | +954 | +12.64% | $942,074 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 0.17% | 39,077 | -3,535 | -8.30% | $941,951 |
| VANGUARD WORLD FD | VAW | Other | 0.17% | 4,155 | -162 | -3.75% | $936,288 |
| RBB FD INC | XBIL | Other | 0.17% | 18,560 | -4,556 | -19.71% | $928,557 |
| RBB FD INC | OBIL | Other | 0.17% | 18,535 | -4,540 | -19.67% | $928,140 |
| RBB FD INC | UTWO | Other | 0.17% | 19,198 | -4,580 | -19.26% | $926,924 |
| ISHARES TR | IWF | Other | 0.16% | 2,115 | - | - | $901,863 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.16% | 3,770 | -10 | -0.26% | $890,741 |
| ISHARES TR | IWD | Other | 0.15% | 3,930 | +2 | +0.05% | $839,662 |
| GLOBAL X FDS | DTCR | Other | 0.14% | 33,193 | +8,940 | +36.86% | $795,304 |
| ARK ETF TR | ARKF | Other | 0.14% | 20,651 | +5,495 | +36.26% | $784,945 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.14% | 12,413 | +2,805 | +29.19% | $778,056 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.14% | 16,263 | -1,632 | -9.12% | $773,143 |
| VANGUARD WORLD FD | VGT | Other | 0.14% | 1,083 | -21,864 | -95.28% | $755,631 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.13% | 14,069 | -505 | -3.47% | $742,280 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 1,958 | +77 | +4.09% | $727,887 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.12% | 13,122 | +88 | +0.68% | $686,676 |
| GE AEROSPACE | GE | Industrials | 0.12% | 2,380 | +8 | +0.34% | $675,421 |
| ISHARES TR | XT | Other | 0.12% | 9,760 | - | - | $665,137 |
| META PLATFORMS INC | META | Communication Services | 0.12% | 1,153 | +44 | +3.97% | $659,908 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 4,501 | -210 | -4.46% | $650,076 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 4,551 | +322 | +7.61% | $565,543 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 633 | +2 | +0.32% | $552,663 |
| ISHARES TR | IVV | Other | 0.10% | 843 | +843 | +100.00% | $550,622 |
| VANGUARD WORLD FD | VHT | Other | 0.10% | 1,992 | -15,796 | -88.80% | $542,495 |
| ALPHABET INC | GOOG | Communication Services | 0.10% | 1,868 | +527 | +39.30% | $535,972 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.08% | 3,136 | -877 | -21.85% | $458,752 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 2,048 | +183 | +9.81% | $445,390 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.07% | 1,294 | +364 | +39.14% | $380,708 |
| CUMMINS INC | CMI | Industrials | 0.07% | 686 | - | - | $369,082 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.07% | 7,224 | -661 | -8.38% | $368,280 |
| UNITED BANKSHARES INC WEST V | UBSI | Financial Services | 0.07% | 8,841 | -2,040 | -18.75% | $366,194 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.06% | 6,639 | -74 | -1.10% | $358,834 |
| SPDR SERIES TRUST | SPYV | Other | 0.06% | 6,327 | - | - | $357,982 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.06% | 732 | -1 | -0.14% | $346,412 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.06% | 2,083 | -9 | -0.43% | $345,232 |
| STRATEGY INC | MSTR | Technology | 0.06% | 2,684 | -1 | -0.04% | $334,963 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.06% | 12,768 | -339 | -2.59% | $327,372 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 2,721 | +41 | +1.53% | $327,323 |
| COCA COLA CO | KO | Consumer Defensive | 0.06% | 4,120 | -177 | -4.12% | $313,364 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.05% | 4,806 | -138 | -2.79% | $294,388 |
| SOUTHERN CO | SO | Utilities | 0.05% | 3,033 | +604 | +24.87% | $292,759 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.05% | 863 | +49 | +6.02% | $291,418 |