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Curry Webb Wealth Management LLC Top Holdings and 13F Report (2026)

About Curry Webb Wealth Management LLC

Investment Activity

  • Curry Webb Wealth Management LLC has $241.47 million in total holdings as of September 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.
  • This quarter, Curry Webb Wealth Management LLC has purchased 67 new stocks and bought additional shares in 0 stocks.
  • Curry Webb Wealth Management LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Sector Allocation Over Time

Map of 500 Largest Holdings ofCurry Webb Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$40,775,5780.0%54,44816.9%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$23,430,8990.0%283,5989.7%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$20,959,9900.0%305,8078.7%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$18,820,7000.0%411,3817.8%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$11,368,2380.0%226,6854.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,306,0280.0%107,7173.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$8,022,2530.0%81,0493.3%ETF
IMFL
Invesco International Developed Dynamic Multifactor ETF
$7,663,8480.0%223,1763.2%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$7,341,2410.0%156,6303.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,334,9120.0%75,9463.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,940,3210.0%83,7802.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,830,1340.0%18,5412.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,459,5610.0%8,6502.7%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$4,840,6210.0%89,5912.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,700,2480.0%12,7021.9%ETF
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$3,537,7910.0%199,5371.5%Finance
Invesco Fundamental High Yield Corporate Bond ETF stock logo
PHB
Invesco Fundamental High Yield Corporate Bond ETF
$3,157,5740.0%172,6391.3%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$3,111,3710.0%39,8741.3%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$2,928,2650.0%60,8531.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,876,3120.0%40,3691.2%ETF
Invesco Equal Weight 0-30 Year Treasury ETF stock logo
GOVI
Invesco Equal Weight 0-30 Year Treasury ETF
$2,837,4190.0%104,5091.2%ETF
JSCP
JPMorgan Short Duration Core Plus ETF
$2,796,6420.0%59,3201.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,567,3730.0%2,1401.1%Healthcare
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,422,1510.0%47,8971.0%ETF
IQDF
FlexShares International Quality Dividend Index Fund
$2,047,4010.0%59,2420.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,044,7550.0%2,9770.8%ETF
FlexShares US Quality Low Volatility Index Fund stock logo
QLV
FlexShares US Quality Low Volatility Index Fund
$1,937,0440.0%25,6590.8%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,873,5970.0%23,5910.8%ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$1,741,8390.0%34,6290.7%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$1,365,3440.0%37,8630.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,297,4480.0%6,0980.5%ETF
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$1,274,2130.0%16,0460.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,269,2170.0%21,2630.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,217,4170.0%43,9500.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,121,0170.0%8,1510.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,058,5440.0%7,1370.4%ETF
Apple Inc. stock logo
AAPL
Apple
$899,7920.0%3,1100.4%Technology
Citigroup Inc. stock logo
C
Citigroup
$843,1190.0%6,0240.3%Finance
FlexShares STOXX US ESG Select Index Fund stock logo
ESG
FlexShares STOXX US ESG Select Index Fund
$787,4820.0%4,4800.3%ETF
Merchants Bancorp stock logo
MBIN
Merchants Bancorp
$705,9120.0%14,1180.3%Finance
QLVE
FlexShares Emerging Markets Quality Low Volatility Index Fund
$615,8240.0%18,2390.3%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$611,8840.0%1,4350.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$606,2860.0%2,7630.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$555,0060.0%1,5530.2%Communication Services
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$548,5500.0%1,5000.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$526,2550.0%2,2080.2%Consumer Discretionary
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$471,5910.0%8,1770.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$457,1290.0%2,2850.2%Technology
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$448,3220.0%3,8300.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$442,5320.0%1,1860.2%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$441,7930.0%1,4700.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$386,5430.0%1,4300.2%Consumer Discretionary
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$339,3290.0%8,8760.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$319,4100.0%9040.1%Communication Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$314,3480.0%4,1630.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$311,4790.0%5530.1%Communication Services
WALMART INC
$307,3880.0%2,7140.1%COM
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$277,8610.0%1,2750.1%ETF
JPMorgan Diversified Return U.S. Mid Cap Equity ETF stock logo
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
$247,6840.0%1,9940.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$245,4530.0%1,5000.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$235,7480.0%1,5080.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$221,4660.0%2,4580.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$211,8080.0%6180.1%ETF
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$206,4400.0%2,0000.1%ETF
Capital One Financial Corporation stock logo
COF
Capital One Financial
$203,8300.0%1,0160.1%Finance
VictoryShares US Small Mid Cap Value Momentum ETF stock logo
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
$203,7120.0%1,8550.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$201,6050.0%1,9610.1%ETF

Showing largest 100 holdings. View all holdings.
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