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Curran Financial Partners, LLC Top Holdings and 13F Report (2026)

About Curran Financial Partners, LLC

Investment Activity

  • Curran Financial Partners, LLC has $558.58 million in total holdings as of March 31, 2026.
  • Curran Financial Partners, LLC owns shares of 127 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 13.67% of the portfolio was purchased this quarter.
  • About 8.77% of the portfolio was sold this quarter.
  • This quarter, Curran Financial Partners, LLC has purchased 129 new stocks and bought additional shares in 64 stocks.
  • Curran Financial Partners, LLC sold shares of 47 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF
$550,622 Holding
00206R102 - AT&T
$285,772 Holding
45783Y855 - Innovator Defined Wealth Shield ETF
$262,332 Holding
580135101 - McDonald's
$231,691 Holding
149123101 - Caterpillar
$225,447 Holding

Largest Purchases this Quarter

BNY Mellon Core Bond ETF
211,511 shares (about $8.93M)
SPDR Portfolio High Yield Bond ETF
298,801 shares (about $6.97M)
Vanguard High Dividend Yield ETF
43,763 shares (about $6.48M)
Schwab U.S. TIPS ETF
171,859 shares (about $4.57M)

Largest Sales this Quarter

Vanguard Information Technology ETF
21,864 shares (about $15.25M)
Vanguard Health Care ETF
15,796 shares (about $4.30M)
SPDR Bloomberg 1-3 Month T-Bill ETF
27,484 shares (about $2.52M)
PGIM Ultra Short Bond ETF
42,014 shares (about $2.08M)
WisdomTree Floating Rate Treasury Fund
20,852 shares (about $1.05M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCurran Financial Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
God Bless America ETF stock logo
YALL
God Bless America ETF
$55,428,756$314,452 â–¼-0.6%1,324,1469.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$42,069,820$2,266,239 â–²5.7%1,371,2467.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$25,992,637$2,379,693 â–²10.1%337,0854.7%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$25,318,937$1,664,802 â–²7.0%556,2164.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$25,193,313$2,534,339 â–²11.2%96,1874.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$22,988,480$2,035,830 â–²9.7%405,5844.1%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$22,864,038$929,352 â–²4.2%309,2244.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$20,774,872$2,957,918 â–²16.6%47,5633.7%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$17,109,313$1,447,217 â–²9.2%684,9203.1%ETF
FLBL
Franklin Senior Loan ETF
$16,871,625$1,721,872 â–²11.4%733,5493.0%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$15,238,245$891,352 â–²6.2%375,8822.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$14,007,010$6,481,304 â–²86.1%94,5782.5%Financial Services
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$13,533,076$8,925,764 â–²193.7%320,6892.4%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$13,138,639$1,074,639 â–²8.9%269,7322.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$12,049,674$959,389 â–²8.7%56,0292.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$12,017,534$7,957,985 â–²196.0%145,2272.2%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$11,285,048$1,063,616 â–²10.4%635,7772.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$10,642,520$2,518,634 â–¼-19.1%116,1341.9%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$10,570,186$6,968,039 â–²193.4%453,2671.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,392,041$2,429,727 â–²34.9%47,8701.7%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$8,916,899$2,079,697 â–¼-18.9%180,1391.6%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$8,276,354$1,331,528 â–²19.2%75,9371.5%Finance
iShares Core 30/70 Conservative Allocation ETF stock logo
AOK
iShares Core 30/70 Conservative Allocation ETF
$8,099,105$1,135,628 â–²16.3%203,0361.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$7,606,998$1,209,314 â–²18.9%103,3001.4%ETF
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$7,572,778$1,307,655 â–²20.9%209,4241.4%ETF
Apple Inc. stock logo
AAPL
Apple
$7,113,111$175,366 â–²2.5%28,0281.3%Computer and Technology
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$6,987,360$4,573,168 â–²189.4%262,5841.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,839,675$2,909,960 â–²74.1%15,8961.2%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$6,364,022$1,036,561 â–²19.5%127,4081.1%Manufacturing
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$5,031,521$814,527 â–²19.3%85,9500.9%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$4,424,836$1,049,690 â–¼-19.2%87,8990.8%Finance
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$3,788,477$667,526 â–¼-15.0%12,1340.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,525,287$482,524 â–²15.9%5,4210.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,323,634$284,614 â–²9.4%19,0580.6%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$2,923,737$55,135 â–¼-1.9%9,1210.5%Basic Materials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,809,817$459,452 â–²19.5%4,8680.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$2,602,390$338,348 â–²14.9%7,0300.5%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,572,207$498,907 â–¼-16.2%4,3050.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,545,258$92,682 â–¼-3.5%2,5540.5%Retail/Wholesale
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,520,213$351,087 â–²16.2%50,8010.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,333,163$4,112 â–²0.2%23,8300.4%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$2,192,672$492,077 â–¼-18.3%9,7630.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,070,790$471,514 â–²29.5%9,9430.4%Retail/Wholesale
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$1,665,412$293,706 â–²21.4%39,6810.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,523,175$19,510 â–²1.3%8,9780.3%Energy
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$1,521,366$192,598 â–¼-11.2%7,6780.3%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,517,215$572,936 â–¼-27.4%8,7680.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,502,582$19,843 â–¼-1.3%5,2250.3%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,468,157$190,257 â–¼-11.5%4,5760.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,357,957$220,831 â–²19.4%3,5420.2%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$1,357,082$3,310 â–¼-0.2%6,5590.2%Energy
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$1,215,587$140,309 â–²13.0%70,1840.2%Manufacturing
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,185,966$107,198 â–¼-8.3%22,7240.2%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$1,136,274$160,778 â–²16.5%24,3470.2%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,108,433$56,897 â–¼-4.9%16,2670.2%ETF
GLOBAL X FDS
$1,063,663$273,655 â–²34.6%15,0150.2%DEFENSE TECH ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,044,933$37,253 â–¼-3.4%11,7810.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$957,921$172,033 â–²21.9%1,9990.2%Finance
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$942,074$105,684 â–²12.6%8,5040.2%Manufacturing
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$941,951$85,211 â–¼-8.3%39,0770.2%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$936,288$36,505 â–¼-3.8%4,1550.2%ETF
US Treasury 6 Month Bill ETF stock logo
XBIL
US Treasury 6 Month Bill ETF
$928,557$227,937 â–¼-19.7%18,5600.2%ETF
US Treasury 12 Month Bill ETF stock logo
OBIL
US Treasury 12 Month Bill ETF
$928,140$227,340 â–¼-19.7%18,5350.2%ETF
US Treasury 2 Year Note ETF stock logo
UTWO
US Treasury 2 Year Note ETF
$926,924$221,133 â–¼-19.3%19,1980.2%ETF
US Treasury 3 Year Note ETF stock logo
UTRE
US Treasury 3 Year Note ETF
$924,770$224,686 â–¼-19.5%18,6900.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$901,8630.0%2,1150.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$890,741$2,363 â–¼-0.3%3,7700.2%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$839,662$427 â–²0.1%3,9300.2%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$795,304$214,202 â–²36.9%33,1930.1%Manufacturing
ARK ETF TR
$784,945$208,865 â–²36.3%20,6510.1%BLOCKCHAIN & FIN
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$778,056$175,819 â–²29.2%12,4130.1%Manufacturing
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$773,143$77,585 â–¼-9.1%16,2630.1%Manufacturing
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$755,631$15,254,955 â–¼-95.3%1,0830.1%ETF
GRAYSCALE BITCOIN TRUST ETF
$742,280$26,644 â–¼-3.5%14,0690.1%SHS REP COM UT
Tesla, Inc. stock logo
TSLA
Tesla
$727,887$28,625 â–²4.1%1,9580.1%Auto/Tires/Trucks
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$686,676$4,605 â–²0.7%13,1220.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$675,421$2,270 â–²0.3%2,3800.1%Aerospace
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$665,1370.0%9,7600.1%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$659,908$25,183 â–²4.0%1,1530.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$650,076$30,330 â–¼-4.5%4,5010.1%Consumer Staples
WALMART INC
$565,543$40,014 â–²7.6%4,5510.1%COM
GE VERNOVA INC
$552,663$1,746 â–²0.3%6330.1%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$550,622$550,622 â–²New Holding8430.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$542,495$4,301,833 â–¼-88.8%1,9920.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$535,972$151,208 â–²39.3%1,8680.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$458,752$128,293 â–¼-21.9%3,1360.1%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$445,390$39,798 â–²9.8%2,0480.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$380,708$107,093 â–²39.1%1,2940.1%Finance
Cummins Inc. stock logo
CMI
Cummins
$369,0820.0%6860.1%Auto/Tires/Trucks
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$368,280$33,698 â–¼-8.4%7,2240.1%ETF
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$366,194$84,497 â–¼-18.7%8,8410.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$358,834$4,000 â–¼-1.1%6,6390.1%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$357,9820.0%6,3270.1%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$346,412$473 â–¼-0.1%7320.1%Medical
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$345,232$1,492 â–¼-0.4%2,0830.1%ETF
Strategy Inc stock logo
MSTR
Strategy
$334,963$125 â–¼0.0%2,6840.1%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$327,372$8,692 â–¼-2.6%12,7680.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$327,323$4,932 â–²1.5%2,7210.1%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$313,364$13,462 â–¼-4.1%4,1200.1%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$294,388$8,453 â–¼-2.8%4,8060.1%ETF

Showing largest 100 holdings. View all holdings.
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