Curran Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Curran Financial Partners, LLC held in its portfolio 123 assets valued at $526,516,880 (i.e. $526.52M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($58.25M), TIDAL TRUST I ($57.58M), and SCHWAB STRATEGIC TR ($35.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Curran Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1477131 | 58253728 | STATE STREET SPD |
| TIDAL TRUST I | 1331658 | 57580902 | GOD BLESS AMER |
| SCHWAB STRATEGIC TR | 1297379 | 35587113 | US DIVIDEND EQ |
| VANGUARD STAR FDS | 306224 | 23101519 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 86511 | 22315560 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 369666 | 21159697 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 40791 | 19900418 | GROWTH ETF |
| GLOBAL X FDS | 296655 | 17956535 | GLB X MLP ENRG I |
| VANGUARD WORLD FD | 22947 | 17296990 | INF TECH ETF |
| FRANKLIN TEMPLETON ETF TR | 658685 | 15426409 | SENIOR LOAN ETF |
| LEGG MASON ETF INVT | 353895 | 13030414 | FRANKLIN INTL LW |
| FIRST TR EXCHANGE-TRADED FD | 247670 | 12172981 | FT VEST S&P 500 |
| VANGUARD SPECIALIZED FUNDS | 51568 | 11333660 | DIV APP ETF |
| PGIM ETF TR | 222153 | 11016583 | PGIM ULTRA SH BD |
| FIRST TR EXCH TRADED FD III | 575855 | 10492071 | PFD SECS INC ETF |
| APPLE INC | 27337 | 7431891 | COM |
| VANGUARD WHITEHALL FDS | 50815 | 7292960 | HIGH DIV YLD |
| ISHARES TR | 63720 | 7021290 | IBOXX INV CP ETF |
| ISHARES TR | 174567 | 7005379 | CORE 30/70 CONSE |
| VANGUARD WORLD FD | 51841 | 6920255 | FINANCIALS ETF |
| VANGUARD INDEX FDS | 35486 | 6777404 | VALUE ETF |
| VANGUARD BD INDEX FDS | 86878 | 6435042 | TOTAL BND MRKT |
| DBX ETF TR | 173261 | 6381208 | XTRACK USD HIGH |
| WISDOMTREE TR | 108751 | 5472351 | FLOATNG RAT TREA |
| VANGUARD MALVERN FDS | 106656 | 5275197 | STRM INFPROIDX |
| VANGUARD WORLD FD | 17788 | 5120291 | HEALTH CAR ETF |
| VANGUARD WORLD FD | 26176 | 5068459 | COMM SRVC ETF |
| VANGUARD WORLD FD | 12830 | 5053994 | CONSUM DIS ETF |
| BNY MELLON ETF TRUST | 109178 | 4627292 | CORE BOND ETF |
| VANGUARD WORLD FD | 14272 | 4258479 | INDUSTRIAL ETF |
| VANGUARD SCOTTSDALE FDS | 72036 | 4230675 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 49058 | 4108608 | INT-TERM CORP |
| SPDR GOLD TR | 9133 | 3619301 | GOLD SHS |
| NVIDIA CORPORATION | 17426 | 3250032 | COM |
| VANGUARD INDEX FDS | 5140 | 3223443 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 4679 | 3190673 | TR UNIT |
| SHERWIN WILLIAMS CO | 9293 | 3011211 | COM |
| MICROSOFT CORP | 6116 | 2957624 | COM |
| VANGUARD WORLD FD | 11954 | 2525163 | CONSUM STP ETF |
| INVESCO QQQ TR | 4072 | 2501552 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 90725 | 2403305 | US TIPS ETF |
| COSTCO WHSL CORP NEW | 2647 | 2282900 | COM |
| INVESCO EXCH TRADED FD TR II | 43724 | 2098756 | S&P500 HDL VOL |
| AMAZON COM INC | 7679 | 1772538 | COM |
| VANGUARD INDEX FDS | 5169 | 1733090 | TOTAL STK MKT |
| ALPHABET INC | 5294 | 1657013 | CAP STK CL A |
| VANGUARD WORLD FD | 8650 | 1600632 | UTILITIES ETF |
| VANGUARD WORLD FD | 12079 | 1520988 | ENERGY ETF |
| EA SERIES TRUST | 32683 | 1440830 | STRIVE 500 ETF |
| PIMCO ETF TR | 24778 | 1298615 | INTER MUN BD ACT |
| RBB FD INC | 23075 | 1158250 | US TREASRY 12 MT |
| RBB FD INC | 23231 | 1157717 | US TREAS 3 YR NT |
| RBB FD INC | 23116 | 1157418 | US TRSRY 6 MNTH |
| RBB FD INC | 23778 | 1154779 | US TREASY 2 YR |
| ISHARES SILVER TR | 17102 | 1101711 | ISHARES |
| VANGUARD INDEX FDS | 12201 | 1079624 | REAL ESTATE ETF |
| VANECK ETF TRUST | 2966 | 1068102 | SEMICONDUCTR ETF |
| EXXON MOBIL CORP | 8863 | 1066632 | COM |
| GLOBAL X FDS | 20902 | 1063076 | ARTIFICIAL ETF |
| NEW YORK LIFE INVTS ACTIVE E | 42612 | 1036750 | NYLI MACKAY MUN |
| CHEVRON CORP NEW | 6575 | 1002149 | COM |
| ISHARES TR | 2115 | 1000961 | RUS 1000 GRW ETF |
| GRAYSCALE BITCOIN TRUST ETF | 14574 | 996279 | SHS REP COM UT |
| LOWES COS INC | 3780 | 911563 | COM |
| VANGUARD WORLD FD | 4317 | 895993 | MATERIALS ETF |
| FIRST TR EXCH TRADED FD III | 17895 | 857786 | MUNI HI INCM ETF |
| TESLA INC | 1881 | 845923 | COM |
| ISHARES TR | 3928 | 826214 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1640 | 824346 | CL B NEW |
| INVESCO ACTVELY MNGD ETC FD | 62083 | 822601 | OPTIMUM YIELD |
| FIRST TR EXCHANGE TRADED FD | 7550 | 742316 | RBA INDL ETF |
| META PLATFORMS INC | 1109 | 732280 | CL A |
| GE AEROSPACE | 2372 | 730632 | COM NEW |
| GLOBAL X FDS | 11152 | 722538 | DEFENSE TECH ETF |
| ARK ETF TR | 15156 | 721880 | BLOCKCHAIN & FIN |
| PALANTIR TECHNOLOGIES INC | 4013 | 713384 | CL A |
| FIRST TR EXCHANGE TRADED FD | 9608 | 686492 | NASDAQ CYB ETF |
| ISHARES TR | 9760 | 680662 | FUTURE EXPONENTI |
| PROCTER AND GAMBLE CO | 4711 | 675108 | COM |
| FIDELITY COVINGTON TRUST | 13034 | 641144 | CONSMR STAPLES |
| GLOBAL X FDS | 24253 | 511738 | DATA CTR & DIGIT |
| WALMART INC | 4229 | 471194 | COM |
| ABBVIE INC | 1865 | 426245 | COM |
| ALPHABET INC | 1341 | 420839 | CAP STK CL C |
| UNITED BANKSHARES INC WEST V | 10881 | 417830 | COM |
| GE VERNOVA INC | 631 | 412420 | COM |
| STRATEGY INC | 2685 | 407986 | CL A NEW |
| J P MORGAN EXCHANGE TRADED F | 7885 | 401662 | ULTRA SHT MUNCPL |
| VANGUARD INTL EQUITY INDEX F | 6713 | 360887 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 13107 | 352709 | US LRG CAP ETF |
| CUMMINS INC | 686 | 350169 | COM |
| FIRST INTST BANCSYSTEM INC | 10000 | 346000 | COM |
| HCA HEALTHCARE INC | 733 | 342208 | COM |
| INVESCO EXCHANGE TRADED FD T | 2092 | 327744 | AEROSPACE DEFN |
| FIDELITY WISE ORIGIN BITCOIN | 4238 | 323063 | SHS |
| GRAYSCALE BITCOIN MINI TR ET | 8281 | 320723 | SHS NEW |
| VISA INC | 864 | 303013 | COM CL A |
| COCA COLA CO | 4297 | 300406 | COM |
| JPMORGAN CHASE & CO. | 930 | 299605 | COM |
| MERCK & CO INC | 2680 | 282107 | COM |
| PROSHARES TR | 2581 | 268584 | S&P 500 DV ARIST |
| VANGUARD ADMIRAL FDS INC | 604 | 268532 | 500 GRTH IDX F |
| CSX CORP | 6666 | 241643 | COM |
| ISHARES TR | 3661 | 241626 | CORE S&P MCP ETF |
| CISCO SYS INC | 3126 | 240825 | COM |
| HOME DEPOT INC | 683 | 234959 | COM |
| WESBANCO INC | 7001 | 232713 | COM |
| MICRON TECHNOLOGY INC | 814 | 232406 | COM |
| PFIZER INC | 9116 | 226983 | COM |
| CASEYS GEN STORES INC | 400 | 221084 | COM |
| SELECT SECTOR SPDR TR | 4944 | 221037 | STATE STREET ENE |
| WEDBUSH SER TR | 6872 | 217224 | DAN IVES WEDBUSH |
| SOUTHERN CO | 2429 | 211791 | COM |
| PROFESIONALLY MANAGED PORTFO | 3226 | 211335 | AKRE FOCUS ETF |
| WISDOMTREE TR | 2485 | 210927 | US TOTAL DIVIDND |
| BROADCOM INC | 604 | 209166 | COM |
| ISHARES TR | 1890 | 207700 | TIPS BD ETF |
| ISHARES TR | 1706 | 205015 | CORE S&P SCP ETF |
| MORGAN STANLEY | 1138 | 202029 | COM NEW |
| UNITEDHEALTH GROUP INC | 607 | 200442 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 8224 | 200419 | SHS |
| GABELLI EQUITY TR INC | 15325 | 94555 | COM |
| FS CREDIT OPPORTUNITIES CORP | 11112 | 70006 | COMMON STOCK |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.