Curry Webb Wealth Management LLC Top Holdings and 13F Report (2026) About Curry Webb Wealth Management LLCInvestment ActivityCurry Webb Wealth Management LLC has $211.62 million in total holdings as of December 31, 2025.Curry Webb Wealth Management LLC owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 19.35% of the portfolio was purchased this quarter.About 13.56% of the portfolio was sold this quarter.This quarter, Curry Webb Wealth Management LLC has purchased 67 new stocks and bought additional shares in 22 stocks.Curry Webb Wealth Management LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,951,379Vanguard S&P 500 Growth ETF $18,939,200Invesco Russell 1000 Dynamic Multifactor ETF $16,618,718VictoryShares Free Cash Flow ETF $15,458,511Invesco Ultra Short Duration ETF $11,101,398 Largest New Holdings this Quarter 446150104 - Huntington Bancshares $3,204,275 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 25,616 shares (about $16.73M)Invesco Ultra Short Duration ETF 122,420 shares (about $6.14M)Invesco Russell 1000 Dynamic Multifactor ETF 69,802 shares (about $4.20M)Huntington Bancshares 204,746 shares (about $3.20M)Invesco Total Return Bond ETF 40,250 shares (about $1.88M) Largest Sales this Quarter INVESCO EXCH TRADED FD TR II 78,660 shares (about $2.15M)iShares Core U.S. Aggregate Bond ETF 13,528 shares (about $1.34M)SPDR Gold Shares 3,028 shares (about $1.30M)FlexShares US Quality Low Volatility Index Fund 11,665 shares (about $838.60K)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 15,204 shares (about $765.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurry Webb Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,951,379$16,732,662 â–²91.8%53,50716.5%ETFVOOGVanguard S&P 500 Growth ETF$18,939,200$1,192,083 â–²6.7%46,4558.9%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$16,618,718$4,196,493 â–²33.8%276,4267.9%ETFVFLOVictoryShares Free Cash Flow ETF$15,458,511$1,874,273 â–²13.8%391,5537.3%ETFGSYInvesco Ultra Short Duration ETF$11,101,398$6,135,701 â–²123.6%221,4965.2%ETFGLDSPDR Gold Shares$8,138,505$1,302,918 â–¼-13.8%18,9143.8%FinanceIJHiShares Core S&P Mid-Cap ETF$7,331,279$1,610,527 â–²28.2%108,5633.5%ETFIEFAiShares Core MSCI EAFE ETF$6,423,283$1,595,319 â–²33.0%70,9523.0%ETFIMFLInvesco International Developed Dynamic Multifactor ETF$6,310,810$1,003,493 â–²18.9%199,4573.0%ETFGTOInvesco Total Return Bond ETF$6,296,044$1,884,903 â–²42.7%134,4453.0%ETFSPYSPDR S&P 500 ETF Trust$6,165,223$547,586 â–¼-8.2%9,4802.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,486,057$1,342,924 â–¼-19.7%55,2642.6%FinanceIEMGiShares Core MSCI Emerging Markets ETF$5,250,424$729,863 â–²16.1%75,2752.5%ETFVTIVanguard Total Stock Market ETF$4,726,173$563,342 â–¼-10.7%14,7322.2%ETFPRFInvesco RAFI US 1000 ETF$4,495,396$354,955 â–¼-7.3%94,5802.1%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$3,474,926$619,791 â–¼-15.1%193,6971.6%ETFHBANHuntington Bancshares$3,204,275$3,204,275 â–²New Holding204,7461.5%FinanceJSCPJPMorgan Short Duration Core Plus ETF$2,907,862$225,621 â–¼-7.2%61,4771.4%ETFVEAVanguard FTSE Developed Markets ETF$2,593,998$3,204 â–²0.1%40,4811.2%ETFJPSTJPMorgan Ultra-Short Income ETF$2,561,524$299,358 â–¼-10.5%50,6131.2%ETFSCHCSchwab International Small-Cap Equity ETF$2,462,203$342,883 â–²16.2%52,6791.2%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$2,419,346$139,082 â–¼-5.4%36,2341.1%ETFGLDMSPDR Gold MiniShares Trust$2,213,159$268,430 â–¼-10.8%23,8771.0%FinanceQLVFlexShares US Quality Low Volatility Index Fund$2,208,964$838,597 â–¼-27.5%30,7271.0%ETFIQDFFlexShares International Quality Dividend Index Fund$2,086,447$569,172 â–¼-21.4%65,8811.0%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$2,069,016$765,217 â–¼-27.0%41,1091.0%ETFLLYEli Lilly and Company$1,974,130$105,790 â–¼-5.1%2,1460.9%MedicalVOOVanguard S&P 500 ETF$1,821,931$102,181 â–¼-5.3%3,0490.9%ETFJAVAJPMorgan Active Value ETF$1,521,244$260,237 â–¼-14.6%21,2020.7%ETFSCHKSchwab 1000 Index ETF$1,378,501$85,751 â–¼-5.9%43,9990.7%ETFRSPInvesco S&P 500 Equal Weight ETF$1,368,502$318,569 â–¼-18.9%7,1310.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,184,301$5,027 â–¼-0.4%21,9110.6%ETFINVESCO EXCH TRADED FD TR II$1,171,881$2,145,821 â–¼-64.7%42,9580.6%EQUAL WEGT 0-30SCHFSchwab International Equity ETF$1,135,885$13,835 â–¼-1.2%45,8940.5%ETFAAPLApple$1,085,527$347,460 â–²47.1%4,2770.5%Computer and TechnologyCCitigroup$1,068,322$113 â–¼0.0%9,4200.5%Financial ServicesIJRiShares Core S&P Small-Cap ETF$1,036,305$445,427 â–¼-30.1%8,3360.5%ETFIVWiShares S&P 500 Growth ETF$1,025,416$103,944 â–¼-9.2%9,0660.5%ETFESGFlexShares STOXX US ESG Select Index Fund$676,351$12,595 â–²1.9%4,4570.3%ETFQLVEFlexShares Emerging Markets Quality Low Volatility Index Fund$637,546$307,613 â–¼-32.5%21,4800.3%ETFMBINMerchants Bancorp$604,303$135,124 â–¼-18.3%14,0830.3%FinanceQUALiShares MSCI USA Quality Factor ETF$543,364$575 â–²0.1%2,8330.3%ETFIWViShares Russell 3000 ETF$531,9260.0%1,4350.3%ETFIWMiShares Russell 2000 ETF$531,325$53,083 â–¼-9.1%2,1420.3%FinanceVBKVanguard Small-Cap Growth ETF$453,3750.0%1,5000.2%ETFGOOGLAlphabet$446,876$42,847 â–¼-8.7%1,5540.2%Computer and TechnologyMCDMcDonald's$444,430$1,865 â–¼-0.4%1,4300.2%Retail/WholesaleAMZNAmazon.com$442,365$21,868 â–¼-4.7%2,1240.2%Retail/WholesaleMSFTMicrosoft$428,331$15,919 â–¼-3.6%1,1570.2%Computer and TechnologyIAUiShares Gold Trust$426,871$406,506 â–¼-48.8%4,8420.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$399,391$725 â–²0.2%8,2660.2%ETFSGOLabrdn Physical Gold Shares ETF$396,047$682,195 â–¼-63.3%8,8760.2%ETFNVDANVIDIA$358,244$21,802 â–¼-5.7%2,0540.2%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$348,287$40,921 â–²13.3%3,8300.2%ETFWALMART INC$346,244$21,252 â–²6.5%2,7860.2%COMGOOGAlphabet$335,339$8,032 â–¼-2.3%1,1690.2%Computer and TechnologyMETAMeta Platforms$264,814$10,867 â–²4.3%4630.1%Computer and TechnologyVTVVanguard Value ETF$250,155$30,411 â–¼-10.8%1,2750.1%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$240,6280.0%2,1010.1%ETFDVYiShares Select Dividend ETF$227,136$1,211 â–²0.5%1,5000.1%ETFESGUiShares ESG Aware MSCI USA ETF$211,978$141 â–²0.1%1,4990.1%ManufacturingSLViShares Silver Trust$210,007$97,985 â–¼-31.8%3,0820.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$201,359$371 â–²0.2%2,1710.1%ETFXLGInvesco S&P 500 Top 50 ETF$0$10,848,354 â–¼-100.0%00.0%ETFCADECadence Bank$0$3,767,821 â–¼-100.0%00.0%FinanceSPHQInvesco S&P 500 Quality ETF$0$353,185 â–¼-100.0%00.0%ETFCOFCapital One Financial$0$246,238 â–¼-100.0%00.0%FinanceVXUSVanguard Total International Stock ETF$0$232,657 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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