Q2 2026 13F · SEC CIK 1843867

Curran Financial Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $671.8M
Reported positions: 140
Top holdings a year, 3 yrs: +12.2%
Assets under management: $749.4M

Curran Financial Partners, LLC is a wealth manager that reported 140 positions worth $671.8M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Yorkville Amer Invts Tr (YALL, 13.7%), Schwab Strategic Tr (SCHD, 7.0%), Vanguard Index Fds (VB, 4.8%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 20.4% for the S&P 500.

Curran Financial Partners, LLC holdings largest 50 of 140 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Curran Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
YALLYorkville Amer Invts Tr	13.7%	—	2,164,820	—	$91.7M
SCHDSchwab Strategic Tr	7.0%	7.5%	1,490,202	+8.7%	$47.3M
VBVanguard Index Fds	4.8%	4.5%	106,081	+10.3%	$32.2M
VXUSVanguard Star Fds	4.7%	4.7%	370,419	+9.9%	$31.7M
SPYDSpdr Ser Tr	4.3%	4.5%	611,552	+9.9%	$29.2M
VUGVanguard Index Fds	4.3%	3.7%	338,321	+611.3%	$29.1M
JEPIJ P Morgan Exchange Traded F	3.9%	4.1%	461,348	+13.7%	$26.1M
MLPXGlobal X Fds	3.7%	4.1%	333,537	+7.9%	$24.6M
SJNKState Street SPDR Bloomberg Short Term H	2.9%	3.1%	771,545	+12.6%	$19.3M
FLBLFranklin Templeton ETF Tr	2.8%	3.0%	831,237	+13.3%	$19.1M
VGTVanguard World Fd	2.8%	—	157,913	—	$18.9M
LVHILegg Mason ETF Invt	2.5%	2.7%	408,814	+8.8%	$16.6M
KNGFirst Tr Exchange-Traded Fd	2.3%	2.4%	305,615	+13.3%	$15.4M
VIGVanguard Specialized Funds	2.2%	2.2%	61,459	+9.7%	$14.5M
VTVVanguard Index Fds	2.0%	1.7%	62,697	+31.0%	$13.7M
FPEFirst Tr Exch Traded Fd III	1.9%	2.0%	715,791	+12.6%	$12.8M
BILSpdr Series Trust	1.4%	1.9%	105,092	-9.5%	$9.6M
VYMVanguard Whitehall Fds	1.4%	2.5%	59,995	-36.6%	$9.5M
LQDIshares Tr	1.4%	1.5%	86,541	+14.0%	$9.4M
AOKIshares Tr	1.4%	1.4%	226,292	+11.5%	$9.4M
HYLBDbx ETF Tr	1.3%	1.4%	239,750	+14.5%	$8.8M
BNDVanguard Bd Index Fds	1.3%	1.4%	118,753	+15.0%	$8.7M
PULSPgim ETF Tr	1.2%	1.6%	163,396	-9.3%	$8.1M
AAPLApple Inc	1.2%	1.3%	27,833	-0.7%	$8.1M
VTIPVanguard Malvern Fds	1.1%	1.1%	145,576	+14.3%	$7.3M
VFHVanguard World Fd	0.9%	—	48,196	—	$6.3M
BKAGBny Mellon ETF Trust	0.9%	2.4%	149,356	-53.4%	$6.3M
VGSHVanguard Scottsdale Fds	0.9%	0.9%	98,763	+14.9%	$5.7M
VHTVanguard World Fd	0.8%	—	18,101	—	$5.4M
VCITVanguard Scottsdale Fds	0.8%	2.2%	62,476	-57.0%	$5.2M
VCRVanguard Consumer Discretionary ETF	0.7%	—	11,803	—	$4.7M
VISVanguard Industrials ETF	0.7%	0.7%	12,537	+3.3%	$4.5M
SPHYSpdr Series Trust	0.6%	1.9%	185,462	-59.1%	$4.3M
QQQInvesco Qqq Tr	0.6%	0.5%	5,852	+20.2%	$4.3M
GLDSpdr Gold Tr	0.6%	1.2%	11,075	-30.3%	$4.1M
USFRWisdomtree Tr	0.6%	0.8%	79,645	-9.4%	$4.0M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	5,365	-1.0%	$4.0M
NVDANvidia Corporation	0.6%	0.6%	19,487	+2.3%	$3.9M
VOOVanguard Index Fds	0.5%	0.5%	4,842	+12.5%	$3.3M
SCHPSchwab Strategic Tr	0.5%	1.3%	123,738	-52.9%	$3.3M
SHWSherwin Williams Co	0.4%	0.5%	8,615	-5.5%	$3.0M
SPHDInvesco Exch Traded Fd Tr II	0.4%	0.5%	58,037	+14.2%	$3.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.4%	0.4%	23,999	+0.7%	$2.9M
SMHVaneck ETF Trust	0.4%	0.2%	4,017	+13.4%	$2.6M
STXFEa Series Trust	0.4%	0.3%	54,303	+36.8%	$2.6M
MSFTMicrosoft Corp	0.4%	0.5%	7,001	-0.4%	$2.6M
VDCVanguard World Fd	0.4%	0.4%	11,232	+15.0%	$2.5M
AMZNAmazon Com Inc	0.4%	0.4%	10,025	+0.8%	$2.4M
COSTCostco Wholesale Corporation	0.3%	0.5%	2,471	-3.2%	$2.3M
MUNIPimco ETF Tr	0.3%	—	39,363	—	$2.1M

What Curran Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+611.3% shares
STXF Ea Series Trust+36.8% shares
VTV Vanguard Index Fds+31.0% shares
QQQ Invesco Qqq Tr+20.2% shares
VDC Vanguard World Fd+15.0% shares
BND Vanguard Bd Index Fds+15.0% shares
VGSH Vanguard Scottsdale Fds+14.9% shares
HYLB Dbx ETF Tr+14.5% shares

Reduced

SPHY Spdr Series Trust-59.1% shares
VCIT Vanguard Scottsdale Fds-57.0% shares
BKAG Bny Mellon ETF Trust-53.4% shares
SCHP Schwab Strategic Tr-52.9% shares
VYM Vanguard Whitehall Fds-36.6% shares
GLD Spdr Gold Tr-30.3% shares
BIL Spdr Series Trust-9.5% shares
USFR Wisdomtree Tr-9.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.0% /yr; S&P 500 +20.1%
3 years: +12.2% /yr; S&P 500 +20.4%
5 years: +5.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$671.8M	140
Q1 2026	$558.6M	127
Q4 2025	$526.5M	129
Q3 2025	$505.4M	129
Q2 2025	$452.5M	120
Q1 2025	$407.4M	100
Q4 2024	$380.9M	96
Q3 2024	$352.1M	90
Q2 2024	$299.0M	83
Q1 2024	$287.5M	82
Q4 2023	$260.9M	75
Q3 2023	$229.4M	76

Questions about Curran Financial Partners, LLC's portfolio

What stocks does Curran Financial Partners, LLC own?

Curran Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 140 positions worth $671.8M. The largest are Yorkville Amer Invts Tr (YALL) at 13.7%, Schwab Strategic Tr (SCHD) at 7.0%, Vanguard Index Fds (VB) at 4.8%, Vanguard Star Fds (VXUS) at 4.7% and Spdr Ser Tr (SPYD) at 4.3%.

What did Curran Financial Partners, LLC buy last quarter?

In Q2 2026, Curran Financial Partners, LLC added Vanguard Index Fds (VUG) (+611.3% shares), Ea Series Trust (STXF) (+36.8% shares) and Vanguard Index Fds (VTV) (+31.0% shares), compared with its Q1 2026 filing.

What did Curran Financial Partners, LLC sell last quarter?

In Q2 2026, Curran Financial Partners, LLC cut from its top 50 Tidal Trust I (YALL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard World Fd (VPU), cut from its top 50 Vanguard World Fd (VDE), cut from its top 50 Alphabet Inc (GOOGL), Spdr Series Trust (SPHY) (-59.1% shares), Vanguard Scottsdale Fds (VCIT) (-57.0% shares) and Bny Mellon ETF Trust (BKAG) (-53.4% shares), compared with its Q1 2026 filing.

How has Curran Financial Partners, LLC's portfolio performed?

A portfolio copying Curran Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.0% against +20.1%. Over 5 years: +5.4% a year against +11.6%.

When is Curran Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Curran Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Curran Financial Partners, LLC manage?

Curran Financial Partners, LLC reported $749.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $671.8M.