Curran Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$558.6M
Q ending 2026-03-31
Prior quarter
$526.5M
Q ending 2025-12-31
Change
+6.1% QoQ · +37.1% YoY
Positions
127
reported holdings
Largest positions
Top 100 of 127 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tidal Trust I | Shares | $55.4M | 1.3M | |
| Schwab Strategic Tr | SCHD | Shares | $42.1M | 1.4M |
| Vanguard Star Fds | VXUS | Shares | $26.0M | 337K |
| Spdr Series Trust | SPYD | Shares | $25.3M | 556K |
| Vanguard Index Fds | VB | Shares | $25.2M | 96K |
| J P Morgan Exchange Traded F | JEPI | Shares | $23.0M | 406K |
| Global X Fds | MLPX | Shares | $22.9M | 309K |
| Vanguard Index Fds | VUG | Shares | $20.8M | 48K |
| Spdr Series Trust | SJNK | Shares | $17.1M | 685K |
| Franklin Templeton Etf Tr | FLBL | Shares | $16.9M | 734K |
| Legg Mason Etf Invt | LVHI | Shares | $15.2M | 376K |
| Vanguard Whitehall Fds | VYM | Shares | $14.0M | 95K |
| Bny Mellon Etf Trust | BKAG | Shares | $13.5M | 321K |
| First Tr Exchange-Traded Fd | KNG | Shares | $13.1M | 270K |
| Vanguard Specialized Funds | VIG | Shares | $12.0M | 56K |
| Vanguard Scottsdale Fds | VCIT | Shares | $12.0M | 145K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $11.3M | 636K |
| Spdr Series Trust | BIL | Shares | $10.6M | 116K |
| Spdr Series Trust | SPHY | Shares | $10.6M | 453K |
| Vanguard Index Fds | VTV | Shares | $9.4M | 48K |
| Pgim Etf Tr | PULS | Shares | $8.9M | 180K |
| Ishares Tr | LQD | Shares | $8.3M | 76K |
| Ishares Tr | AOK | Shares | $8.1M | 203K |
| Vanguard Bd Index Fds | BND | Shares | $7.6M | 103K |
| Dbx Etf Tr | HYLB | Shares | $7.6M | 209K |
| Apple Inc | AAPL | Shares | $7.1M | 28K |
| Schwab Strategic Tr | SCHP | Shares | $7.0M | 263K |
| Spdr Gold Tr | GLD | Shares | $6.8M | 16K |
| Vanguard Malvern Fds | VTIP | Shares | $6.4M | 127K |
| Vanguard Scottsdale Fds | VGSH | Shares | $5.0M | 86K |
| Wisdomtree Tr | USFR | Shares | $4.4M | 88K |
| Vanguard World Fd | VIS | Shares | $3.8M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.5M | 5K |
| Nvidia Corporation | NVDA | Shares | $3.3M | 19K |
| Sherwin Williams Co | SHW | Shares | $2.9M | 9K |
| Invesco Qqq Tr | QQQ | Shares | $2.8M | 5K |
| Microsoft Corp | MSFT | Shares | $2.6M | 7K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Costco Wholesale Corporation | COST | Shares | $2.5M | 3K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $2.5M | 51K |
| Spdr Series Trust | SPYG | Shares | $2.3M | 24K |
| Vanguard World Fd | VDC | Shares | $2.2M | 10K |
| Amazon Com Inc | AMZN | Shares | $2.1M | 10K |
| Ea Series Trust | STXF | Shares | $1.7M | 40K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| Vanguard World Fd | VPU | Shares | $1.5M | 8K |
| Vanguard World Fd | VDE | Shares | $1.5M | 9K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Vaneck Etf Trust | SMH | Shares | $1.4M | 4K |
| Chevron Corporation | CVX | Shares | $1.4M | 7K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $1.2M | 70K |
| Pimco Etf Tr | MUNI | Shares | $1.2M | 23K |
| Global X Fds | AIQ | Shares | $1.1M | 24K |
| Ishares Silver Tr | SLV | Shares | $1.1M | 16K |
| Global X Fds | SHLD | Shares | $1.1M | 15K |
| Vanguard Index Fds | VNQ | Shares | $1.0M | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $958K | 2K |
| First Tr Exchange Traded Fd | AIRR | Shares | $942K | 9K |
| New York Life Invts Active E | MMIT | Shares | $942K | 39K |
| Vanguard World Fd | VAW | Shares | $936K | 4K |
| Rbb Fd Inc | XBIL | Shares | $929K | 19K |
| Rbb Fd Inc | OBIL | Shares | $928K | 19K |
| Rbb Fd Inc | UTWO | Shares | $927K | 19K |
| Rbb Fd Inc | UTRE | Shares | $925K | 19K |
| Ishares Tr | IWF | Shares | $902K | 2K |
| Lowes Cos Inc | LOW | Shares | $891K | 4K |
| Ishares Tr | IWD | Shares | $840K | 4K |
| Global X Fds | DTCR | Shares | $795K | 33K |
| Ark Etf Tr | ARKF | Shares | $785K | 21K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $778K | 12K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $773K | 16K |
| Vanguard World Fd | VGT | Shares | $756K | 1K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $742K | 14K |
| Tesla Inc | TSLA | Shares | $728K | 2K |
| Fidelity Covington Trust | FSTA | Shares | $687K | 13K |
| Ge Aerospace | GE | Shares | $675K | 2K |
| Ishares Tr | XT | Shares | $665K | 10K |
| Meta Platforms Inc | META | Shares | $660K | 1K |
| Procter & Gamble Co | PG | Shares | $650K | 5K |
| Walmart Inc | WMT | Shares | $566K | 5K |
| Ge Vernova Inc | GEV | Shares | $553K | 633 |
| Ishares Tr | IVV | Shares | $551K | 843 |
| Vanguard World Fd | VHT | Shares | $542K | 2K |
| Alphabet Inc | GOOG | Shares | $536K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $459K | 3K |
| Abbvie Inc | ABBV | Shares | $445K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $381K | 1K |
| Cummins Inc | CMI | Shares | $369K | 686 |
| J P Morgan Exchange Traded F | JMST | Shares | $368K | 7K |
| United Bankshares Inc West V | UBSI | Shares | $366K | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $359K | 7K |
| Spdr Series Trust | SPYV | Shares | $358K | 6K |
| Hca Healthcare Inc | HCA | Shares | $346K | 732 |
| Invesco Exchange Traded Fd T | PPA | Shares | $345K | 2K |
| Strategy Inc | MSTR | Shares | $335K | 3K |
| Schwab Strategic Tr | SCHX | Shares | $327K | 13K |
| Merck & Co Inc | MRK | Shares | $327K | 3K |
| Coca Cola Co | KO | Shares | $313K | 4K |
| Select Sector Spdr Tr | XLE | Shares | $294K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.