Q3 2026 13F · SEC CIK 2060114

Curry Webb Wealth Management LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $259.8M
Reported positions: 259
Holdings vs S&P 500, 3 yrs: —
Assets under management: $332.4M

Curry Webb Wealth Management LLC is a wealth manager that reported 259 positions worth $259.8M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Ishares Tr (IVV, 15.8%), Victory Portfolios II Victoryshares Free (VFLO, 9.5%), Vanguard Admiral Fds Inc (VOOG, 8.9%).

Curry Webb Wealth Management LLC holdings largest 50 of 259 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Curry Webb Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	15.8%	16.9%	53,703	-1.4%	$41.1M
VFLOVictory Portfolios II Victoryshares Free	9.5%	7.8%	480,176	+16.7%	$24.6M
VOOGVanguard Admiral Fds Inc	8.9%	9.7%	269,453	-5.0%	$23.0M
OMFLInvesco Exch Trd Slf Idx Fd	8.7%	8.7%	323,927	+5.9%	$22.6M
GSYInvesco Actively Managed Exc	4.2%	4.7%	216,261	-4.6%	$10.8M
AGGIshares Tr	3.3%	3.3%	91,696	+13.1%	$8.7M
46090A804Invesco Actively Managed Exc	3.0%	3.0%	176,730	+12.8%	$7.9M
IMFLInvesco Exch Trd Slf Idx Fd	2.7%	3.2%	212,050	-5.0%	$7.1M
GLDSpdr Gold Tr	2.7%	2.8%	18,260	-1.5%	$7.0M
IEFAIshares Tr	2.6%	3.0%	70,359	-7.4%	$6.8M
IEMGIshares Inc	2.6%	2.9%	83,757	-0.0%	$6.8M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.7%	8,554	-1.1%	$6.5M
IJHIshares Tr	2.0%	3.4%	73,736	-31.5%	$5.3M
JMEEJ P Morgan Exchange Traded F	1.9%	1.3%	66,430	+66.6%	$4.9M
PRFInvesco Exchange Traded Fd T	1.9%	2.0%	89,546	-0.1%	$4.9M
VTIVanguard Index Fds	1.8%	1.9%	12,459	-1.9%	$4.7M
SCHCSchwab Strategic Tr	1.3%	1.2%	66,436	+9.2%	$3.3M
HBANHuntington Bancshares Inc	1.2%	1.5%	199,537	+0.0%	$3.0M
VEAVanguard Ftse Developed Markets Index Fu	1.1%	1.2%	40,135	-0.6%	$2.8M
PLWInvesco Exch Traded Fd Tr II	1.0%	1.2%	103,840	-0.6%	$2.6M
JSCPJpmorgan Short Duration Core Plus ETF	1.0%	1.2%	56,768	-4.3%	$2.6M
GLDMWorld Gold Tr	0.9%	0.8%	29,145	+23.5%	$2.4M
LLYEli Lilly & Co	0.9%	1.1%	2,055	-4.0%	$2.4M
PHBInvesco Exch Traded Fd Tr II	0.9%	1.3%	133,407	-22.7%	$2.3M
LMTLockheed Martin Corp	0.9%	—	4,542	—	$2.3M
JPSTJ P Morgan Exchange Traded F	0.9%	1.0%	45,717	-4.6%	$2.3M
VOOVanguard Index Fds	0.8%	0.8%	2,977	+0.0%	$2.1M
IQDFFlexshares Tr	0.8%	0.8%	59,383	+0.2%	$2.0M
QLVFlexshares Tr	0.8%	0.8%	25,328	-1.3%	$2.0M
XHLFBondbloxx ETF Trust	0.6%	0.7%	31,888	-7.9%	$1.6M
JAVAJ P Morgan Exchange Traded F	0.5%	0.5%	15,937	-0.7%	$1.3M
VWOVanguard Intl Equity Index F	0.5%	0.5%	21,231	-0.2%	$1.3M
SCHKSchwab Strategic Tr	0.5%	0.6%	33,788	-10.8%	$1.2M
RSPInvesco Exchange Traded Fd T	0.5%	0.5%	5,791	-5.0%	$1.2M
AAPLApple Inc	0.5%	0.4%	3,510	+12.9%	$1.2M
IVWIshares Tr	0.4%	0.5%	8,154	+0.0%	$1.2M
SCHFSchwab Strategic Tr	0.4%	0.5%	39,914	-9.2%	$1.1M
IJRIshares Tr	0.4%	0.4%	6,754	-5.4%	$919K
ESGFlexshares Tr	0.3%	0.3%	4,498	+0.4%	$808K
CCitigroup Inc	0.3%	0.3%	6,024	+0.0%	$780K
MBINMerchants Bancorp Ind	0.3%	0.3%	14,149	+0.2%	$693K
GOOGLAlphabet Inc	0.3%	0.2%	1,904	+22.6%	$655K
AMZNAmazon Com Inc	0.3%	0.2%	2,608	+18.1%	$650K
IWVIshares Tr	0.2%	0.3%	1,435	+0.0%	$619K
QLVEFlexshares Tr	0.2%	0.3%	18,166	-0.4%	$611K
MSFTMicrosoft Corp	0.2%	0.2%	1,187	+0.1%	$609K
QUALIshares Tr	0.2%	0.3%	2,734	-1.0%	$608K
NVDANvidia Corporation	0.2%	0.2%	2,285	+0.0%	$522K
VBKVanguard Index Fds	0.2%	0.2%	1,500	+0.0%	$507K
WMTWalmart Inc	0.2%	—	4,214	—	$438K

What Curry Webb Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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: —
3 years: —
5 years: —

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
Q3 2026	$259.8M	259
Q2 2026	$241.5M	67
Q1 2026	$211.6M	63
Q4 2025	$201.6M	67

Questions about Curry Webb Wealth Management LLC's portfolio

What stocks does Curry Webb Wealth Management LLC own?

Curry Webb Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 259 positions worth $259.8M. The largest are Ishares Tr (IVV) at 15.8%, Victory Portfolios II Victoryshares Free (VFLO) at 9.5%, Vanguard Admiral Fds Inc (VOOG) at 8.9%, Invesco Exch Trd Slf Idx Fd (OMFL) at 8.7% and Invesco Actively Managed Exc (GSY) at 4.2%.

What did Curry Webb Wealth Management LLC buy last quarter?

In Q3 2026, Curry Webb Wealth Management LLC added J P Morgan Exchange Traded F (JMEE) (+66.6% shares), World Gold Tr (GLDM) (+23.5% shares) and Alphabet Inc (GOOGL) (+22.6% shares), compared with its Q2 2026 filing.

What did Curry Webb Wealth Management LLC sell last quarter?

In Q3 2026, Curry Webb Wealth Management LLC cut from its top 50 Spdr Series Trust (SPSM), cut from its top 50 Nuveen Esg (NULG), Ishares Tr (IJH) (-31.5% shares), Invesco Exch Traded Fd Tr II (PHB) (-22.7% shares) and Schwab Strategic Tr (SCHK) (-10.8% shares), compared with its Q2 2026 filing.

When is Curry Webb Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Curry Webb Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Curry Webb Wealth Management LLC manage?

Curry Webb Wealth Management LLC reported $332.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $259.8M.