Curry Webb Wealth Management LLC Top Holdings and 13F Report (2026) About Curry Webb Wealth Management LLCInvestment ActivityCurry Webb Wealth Management LLC has $241.47 million in total holdings as of June 30, 2026.Curry Webb Wealth Management LLC owns shares of 67 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 13.59% of the portfolio was purchased this quarter.About 2.71% of the portfolio was sold this quarter.This quarter, Curry Webb Wealth Management LLC has purchased 63 new stocks and bought additional shares in 21 stocks.Curry Webb Wealth Management LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $40,775,578Vanguard S&P 500 Growth ETF $23,430,899Invesco Russell 1000 Dynamic Multifactor ETF $20,959,990VictoryShares Free Cash Flow ETF $18,820,700Invesco Ultra Short Duration ETF $11,368,238 Largest New Holdings this Quarter 46137V241 - Invesco S&P 500 Quality ETF $221,466 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $211,808 Holding315912808 - Fidelity NASDAQ Composite Index ETF $206,440 Holding14040H105 - Capital One Financial $203,830 Holding92647N568 - VictoryShares US Small Mid Cap Value Momentum ETF $203,712 Holding Largest Purchases this Quarter Vanguard S&P 500 Growth ETF 237,143 shares (about $19.59M)iShares Core U.S. Aggregate Bond ETF 25,785 shares (about $2.55M)Invesco Russell 1000 Dynamic Multifactor ETF 29,381 shares (about $2.01M)INVESCO EXCH TRADED FD TR II 61,551 shares (about $1.67M)Invesco Total Return Bond ETF 22,185 shares (about $1.04M) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,030 shares (about $751.18K)SPDR S&P 500 ETF Trust 830 shares (about $619.82K)Citigroup 3,396 shares (about $475.30K)JPMorgan Active Value ETF 5,156 shares (about $409.44K)Invesco Fundamental High Yield Corporate Bond ETF 21,058 shares (about $385.15K) 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$40,775,578$704,706 â–²1.8%54,44816.9%ETFVOOGVanguard S&P 500 Growth ETF$23,430,899$19,592,782 â–²510.5%283,5989.7%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$20,959,990$2,013,772 â–²10.6%305,8078.7%ETFVFLOVictoryShares Free Cash Flow ETF$18,820,700$907,132 â–²5.1%411,3817.8%ETFGSYInvesco Ultra Short Duration ETF$11,368,238$260,228 â–²2.3%226,6854.7%ETFIJHiShares Core S&P Mid-Cap ETF$8,306,028$65,235 â–¼-0.8%107,7173.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,022,253$2,552,207 â–²46.7%81,0493.3%ETFIMFLInvesco International Developed Dynamic Multifactor ETF$7,663,848$814,509 â–²11.9%223,1763.2%ETFGTOInvesco Total Return Bond ETF$7,341,241$1,039,810 â–²16.5%156,6303.0%ETFIEFAiShares Core MSCI EAFE ETF$7,334,912$482,324 â–²7.0%75,9463.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,940,321$704,553 â–²11.3%83,7802.9%ETFGLDSPDR Gold Shares$6,830,134$137,406 â–¼-2.0%18,5412.8%ETFSPYSPDR S&P 500 ETF Trust$6,459,561$619,819 â–¼-8.8%8,6502.7%ETFPRFInvesco RAFI US 1000 ETF$4,840,621$269,557 â–¼-5.3%89,5912.0%ETFVTIVanguard Total Stock Market ETF$4,700,248$751,181 â–¼-13.8%12,7021.9%ETFHBANHuntington Bancshares$3,537,791$92,356 â–¼-2.5%199,5371.5%FinancePHBInvesco Fundamental High Yield Corporate Bond ETF$3,157,574$385,152 â–¼-10.9%172,6391.3%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$3,111,371$284,029 â–²10.0%39,8741.3%ETFSCHCSchwab International Small-Cap Equity ETF$2,928,265$393,335 â–²15.5%60,8531.2%ETFVEAVanguard FTSE Developed Markets ETF$2,876,312$7,980 â–¼-0.3%40,3691.2%ETFINVESCO EXCH TRADED FD TR II$2,837,419$1,671,109 â–²143.3%104,5091.2%EQUAL WEGT 0-30JSCPJPMorgan Short Duration Core Plus ETF$2,796,642$101,692 â–¼-3.5%59,3201.2%ETFLLYEli Lilly and Company$2,567,373$7,198 â–¼-0.3%2,1401.1%HealthcareJPSTJPMorgan Ultra-Short Income ETF$2,422,151$137,348 â–¼-5.4%47,8971.0%ETFIQDFFlexShares International Quality Dividend Index Fund$2,047,401$229,444 â–¼-10.1%59,2420.8%ETFVOOVanguard S&P 500 ETF$2,044,755$49,453 â–¼-2.4%2,9770.8%ETFQLVFlexShares US Quality Low Volatility Index Fund$1,937,044$382,592 â–¼-16.5%25,6590.8%ETFGLDMSPDR Gold MiniShares Trust$1,873,597$22,714 â–¼-1.2%23,5910.8%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$1,741,839$325,944 â–¼-15.8%34,6290.7%ETFSCHKSchwab 1000 Index ETF$1,365,344$221,265 â–¼-13.9%37,8630.6%ETFRSPInvesco S&P 500 Equal Weight ETF$1,297,448$219,787 â–¼-14.5%6,0980.5%ETFJAVAJPMorgan Active Value ETF$1,274,213$409,438 â–¼-24.3%16,0460.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,269,217$38,680 â–¼-3.0%21,2630.5%ETFSCHFSchwab International Equity ETF$1,217,417$53,849 â–¼-4.2%43,9500.5%ETFIVWiShares S&P 500 Growth ETF$1,121,017$125,841 â–¼-10.1%8,1510.5%ETFIJRiShares Core S&P Small-Cap ETF$1,058,544$177,833 â–¼-14.4%7,1370.4%ETFAAPLApple$899,792$337,639 â–¼-27.3%3,1100.4%TechnologyCCitigroup$843,119$475,304 â–¼-36.1%6,0240.3%FinanceESGFlexShares STOXX US ESG Select Index Fund$787,482$4,043 â–²0.5%4,4800.3%ETFMBINMerchants Bancorp$705,912$1,750 â–²0.2%14,1180.3%FinanceQLVEFlexShares Emerging Markets Quality Low Volatility Index Fund$615,824$109,430 â–¼-15.1%18,2390.3%ETFIWViShares Russell 3000 ETF$611,8840.0%1,4350.3%ETFQUALiShares MSCI USA Quality Factor ETF$606,286$15,360 â–¼-2.5%2,7630.3%ETFGOOGLAlphabet$555,006$357 â–¼-0.1%1,5530.2%Communication ServicesVBKVanguard Small-Cap Growth ETF$548,5500.0%1,5000.2%ETFAMZNAmazon.com$526,255$20,021 â–²4.0%2,2080.2%Consumer DiscretionarySPSMSPDR Portfolio S&P 600 Small Cap ETF$471,591$5,133 â–¼-1.1%8,1770.2%ETFNVDANVIDIA$457,129$46,213 â–²11.2%2,2850.2%TechnologyNULGNuveen ESG Large-Cap Growth ETF$448,3220.0%3,8300.2%ETFMSFTMicrosoft$442,532$10,821 â–²2.5%1,1860.2%TechnologyIWMiShares Russell 2000 ETF$441,793$201,963 â–¼-31.4%1,4700.2%ETFMCDMcDonald's$386,5430.0%1,4300.2%Consumer DiscretionarySGOLabrdn Physical Gold Shares ETF$339,3290.0%8,8760.1%ETFGOOGAlphabet$319,410$93,632 â–¼-22.7%9040.1%Communication ServicesIAUiShares Gold Trust$314,348$51,271 â–¼-14.0%4,1630.1%ETFMETAMeta Platforms$311,479$50,693 â–²19.4%5530.1%Communication ServicesWALMART INC$307,388$8,155 â–¼-2.6%2,7140.1%COMVTVVanguard Value ETF$277,8610.0%1,2750.1%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$247,684$13,291 â–¼-5.1%1,9940.1%ETFESGUiShares ESG Aware MSCI USA ETF$245,453$164 â–²0.1%1,5000.1%ETFDVYiShares Select Dividend ETF$235,748$1,251 â–²0.5%1,5080.1%ETFSPHQInvesco S&P 500 Quality ETF$221,466$221,466 â–²New Holding2,4580.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$211,808$211,808 â–²New Holding6180.1%ETFONEQFidelity NASDAQ Composite Index ETF$206,440$206,440 â–²New Holding2,0000.1%ETFCOFCapital One Financial$203,830$203,830 â–²New Holding1,0160.1%FinanceUSVMVictoryShares US Small Mid Cap Value Momentum ETF$203,712$203,712 â–²New Holding1,8550.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$201,605$201,605 â–²New Holding1,9610.1%ETFSLViShares Silver Trust$0$210,007 â–¼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$201,359 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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