Curran Financial Partners, LLC — 13F Holdings & Portfolio
CIK 1843867 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$558.6M
Long-equity book
Holdings
127
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+10 / −12 / ↑55 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BNY MELLON ETF TRUST$8.9M +192.5%
- VANGUARD SCOTTSDALE FDS$7.9M +192.5%
- SPDR SERIES TRUST$6.9M +189.1%
- VANGUARD WHITEHALL FDS$6.7M +92.1%
- SCHWAB STRATEGIC TR$6.5M +18.2%
Top Trims
- VANGUARD WORLD FD-$16.5M -95.6%
- VANGUARD WORLD FD-$4.6M -89.4%
- SPDR SERIES TRUST-$2.5M -18.9%
- PGIM ETF TR-$2.1M -19.1%
- WISDOMTREE TR-$1.0M -19.1%
New Positions
- ISHARES TR$550.6K
- AT&T INC$285.8K
- INNOVATOR ETFS TRUST$262.3K
- MCDONALDS CORP$231.7K
- CATERPILLAR INC$225.4K
Exited Positions
- VANGUARD WORLD FD$6.9M
- VANGUARD WORLD FD$5.1M
- VANGUARD WORLD FD$5.1M
- VANGUARD ADMIRAL FDS INC$268.5K
- HOME DEPOT INC$235.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TIDAL TRUST I | YALL | 886364462 | $55.4M | 9.92% | 1,324,146 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $42.1M | 7.53% | 1,371,246 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $26.0M | 4.65% | 337,085 | SH |
| 4 | SPDR SERIES TRUST | SPYD | 78468R788 | $25.3M | 4.53% | 556,216 | SH |
| 5 | VANGUARD INDEX FDS | VB | 922908751 | $25.2M | 4.51% | 96,187 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $23.0M | 4.12% | 405,584 | SH |
| 7 | GLOBAL X FDS | MLPX | 37954Y293 | $22.9M | 4.09% | 309,224 | SH |
| 8 | VANGUARD INDEX FDS | VUG | 922908736 | $20.8M | 3.72% | 47,563 | SH |
| 9 | SPDR SERIES TRUST | SJNK | 78468R408 | $17.1M | 3.06% | 684,920 | SH |
| 10 | FRANKLIN TEMPLETON ETF TR | FLBL | 35473P595 | $16.9M | 3.02% | 733,549 | SH |
| 11 | LEGG MASON ETF INVT | LVHI | 52468L505 | $15.2M | 2.73% | 375,882 | SH |
| 12 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $14.0M | 2.51% | 94,578 | SH |
| 13 | BNY MELLON ETF TRUST | BKAG | 09661T602 | $13.5M | 2.42% | 320,689 | SH |
| 14 | FIRST TR EXCHANGE-TRADED FD | KNG | 33739Q705 | $13.1M | 2.35% | 269,732 | SH |
| 15 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $12.0M | 2.16% | 56,029 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $12.0M | 2.15% | 145,227 | SH |
| 17 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $11.3M | 2.02% | 635,777 | SH |
| 18 | SPDR SERIES TRUST | BIL | 78468R663 | $10.6M | 1.91% | 116,134 | SH |
| 19 | SPDR SERIES TRUST | SPHY | 78468R606 | $10.6M | 1.89% | 453,267 | SH |
| 20 | VANGUARD INDEX FDS | VTV | 922908744 | $9.4M | 1.68% | 47,870 | SH |
| 21 | PGIM ETF TR | PULS | 69344A107 | $8.9M | 1.60% | 180,139 | SH |
| 22 | ISHARES TR | LQD | 464287242 | $8.3M | 1.48% | 75,937 | SH |
| 23 | ISHARES TR | AOK | 464289883 | $8.1M | 1.45% | 203,036 | SH |
| 24 | VANGUARD BD INDEX FDS | BND | 921937835 | $7.6M | 1.36% | 103,300 | SH |
| 25 | DBX ETF TR | HYLB | 233051432 | $7.6M | 1.36% | 209,424 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $7.1M | 1.27% | 28,028 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $7.0M | 1.25% | 262,584 | SH |
| 28 | SPDR GOLD TR | GLD | 78463V107 | $6.8M | 1.22% | 15,896 | SH |
| 29 | VANGUARD MALVERN FDS | VTIP | 922020805 | $6.4M | 1.14% | 127,408 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $5.0M | 0.90% | 85,950 | SH |
| 31 | WISDOMTREE TR | USFR | 97717Y527 | $4.4M | 0.79% | 87,899 | SH |
| 32 | VANGUARD WORLD FD | VIS | 92204A603 | $3.8M | 0.68% | 12,134 | SH |
| 33 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.5M | 0.63% | 5,421 | SH |
| 34 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 0.60% | 19,058 | SH |
| 35 | SHERWIN WILLIAMS CO | SHW | 824348106 | $2.9M | 0.52% | 9,121 | SH |
| 36 | INVESCO QQQ TR | QQQ | 46090E103 | $2.8M | 0.50% | 4,868 | SH |
| 37 | MICROSOFT CORP | MSFT | 594918104 | $2.6M | 0.47% | 7,030 | SH |
| 38 | VANGUARD INDEX FDS | VOO | 922908363 | $2.6M | 0.46% | 4,305 | SH |
| 39 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.5M | 0.46% | 2,554 | SH |
| 40 | INVESCO EXCH TRADED FD TR II | SPHD | 46138E362 | $2.5M | 0.45% | 50,801 | SH |
| 41 | SPDR SERIES TRUST | SPYG | 78464A409 | $2.3M | 0.42% | 23,830 | SH |
| 42 | VANGUARD WORLD FD | VDC | 92204A207 | $2.2M | 0.39% | 9,763 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $2.1M | 0.37% | 9,943 | SH |
| 44 | EA SERIES TRUST | STRV | 02072L680 | $1.7M | 0.30% | 39,681 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $1.5M | 0.27% | 8,978 | SH |
| 46 | VANGUARD WORLD FD | VPU | 92204A876 | $1.5M | 0.27% | 7,678 | SH |
| 47 | VANGUARD WORLD FD | VDE | 92204A306 | $1.5M | 0.27% | 8,768 | SH |
| 48 | ALPHABET INC | GOOGL | 02079K305 | $1.5M | 0.27% | 5,225 | SH |
| 49 | VANGUARD INDEX FDS | VTI | 922908769 | $1.5M | 0.26% | 4,576 | SH |
| 50 | VANECK ETF TRUST | SMH | 92189F676 | $1.4M | 0.24% | 3,542 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $558.6M | 127 | 0001843867-26-000003 |
| 2025-12-31 | 2026-01-22 | $526.5M | 129 | 0001843867-26-000001 |