Holders — by stockHoldings — by fund
Curry Webb Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002060114
$241.5M
disclosed book value
67
positions
16.9%
largest position share
Positions, as of 2026-06-30
top 67 of 67 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 54,448 | $40.8M | 16.9% |
| 2 | VOOGVANGUARD ADMIRAL FDS INC | 283,598 | $23.4M | 9.7% |
| 3 | OMFLINVESCO EXCH TRD SLF IDX FD | 305,807 | $21.0M | 8.7% |
| 4 | VFLOVICTORY PORTFOLIOS II | 411,381 | $18.8M | 7.8% |
| 5 | GSYINVESCO ACTIVELY MANAGED EXC | 226,685 | $11.4M | 4.7% |
| 6 | IJHISHARES TR | 107,717 | $8.3M | 3.4% |
| 7 | AGGISHARES TR | 81,049 | $8.0M | 3.3% |
| 8 | IMFLINVESCO EXCH TRD SLF IDX FD | 223,176 | $7.7M | 3.2% |
| 9 | GTOINVESCO ACTIVELY MANAGED EXC | 156,630 | $7.3M | 3% |
| 10 | IEFAISHARES TR | 75,946 | $7.3M | 3% |
| 11 | IEMGISHARES INC | 83,780 | $6.9M | 2.9% |
| 12 | GLDSPDR GOLD TR | 18,541 | $6.8M | 2.8% |
| 13 | SPYSTATE STR SPDR S&P 500 ETF T | 8,650 | $6.5M | 2.7% |
| 14 | PRFINVESCO EXCHANGE TRADED FD T | 89,591 | $4.8M | 2% |
| 15 | VTIVANGUARD INDEX FDS | 12,702 | $4.7M | 1.9% |
| 16 | HBANHUNTINGTON BANCSHARES INC | 199,537 | $3.5M | 1.5% |
| 17 | IFLNINVESCO EXCH TRADED FD TR II | 172,639 | $3.2M | 1.3% |
| 18 | JMEEJ P MORGAN EXCHANGE TRADED F | 39,874 | $3.1M | 1.3% |
| 19 | SCHCSCHWAB STRATEGIC TR | 60,853 | $2.9M | 1.2% |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 40,369 | $2.9M | 1.2% |
| 21 | GOVIINVESCO EXCH TRADED FD TR II | 104,509 | $2.8M | 1.2% |
| 22 | JSCPJ P MORGAN EXCHANGE TRADED F | 59,320 | $2.8M | 1.2% |
| 23 | LLYELI LILLY & CO | 2,140 | $2.6M | 1.1% |
| 24 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,897 | $2.4M | 1% |
| 25 | IQDFFLEXSHARES TR | 59,242 | $2.0M | 0.8% |
| 26 | VOOVANGUARD INDEX FDS | 2,977 | $2.0M | 0.8% |
| 27 | QLVFLEXSHARES TR | 25,659 | $1.9M | 0.8% |
| 28 | GLDMWORLD GOLD TR | 23,591 | $1.9M | 0.8% |
| 29 | XHLFBONDBLOXX ETF TRUST | 34,629 | $1.7M | 0.7% |
| 30 | SCHKSCHWAB STRATEGIC TR | 37,863 | $1.4M | 0.6% |
| 31 | RSPINVESCO EXCHANGE TRADED FD T | 6,098 | $1.3M | 0.5% |
| 32 | JAVAJ P MORGAN EXCHANGE TRADED F | 16,046 | $1.3M | 0.5% |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 21,263 | $1.3M | 0.5% |
| 34 | SCHFSCHWAB STRATEGIC TR | 43,950 | $1.2M | 0.5% |
| 35 | IVWISHARES TR | 8,151 | $1.1M | 0.5% |
| 36 | IJRISHARES TR | 7,137 | $1.1M | 0.4% |
| 37 | AAPLAPPLE INC | 3,110 | $899,792 | 0.4% |
| 38 | CCITIGROUP INC | 6,024 | $843,119 | 0.3% |
| 39 | ESGFLEXSHARES TR | 4,480 | $787,482 | 0.3% |
| 40 | MBINMERCHANTS BANCORP IND | 14,118 | $705,912 | 0.3% |
| 41 | QLVEFLEXSHARES TR | 18,239 | $615,824 | 0.3% |
| 42 | IWVISHARES TR | 1,435 | $611,884 | 0.3% |
| 43 | QUALISHARES TR | 2,763 | $606,286 | 0.3% |
| 44 | GOOGLALPHABET INC | 1,553 | $555,006 | 0.2% |
| 45 | VBKVANGUARD INDEX FDS | 1,500 | $548,550 | 0.2% |
| 46 | AMZNAMAZON COM INC | 2,208 | $526,255 | 0.2% |
| 47 | SPSMSPDR SERIES TRUST | 8,177 | $471,591 | 0.2% |
| 48 | NVDANVIDIA CORPORATION | 2,285 | $457,129 | 0.2% |
| 49 | NULGNUSHARES ETF TR | 3,830 | $448,322 | 0.2% |
| 50 | MSFTMICROSOFT CORP | 1,186 | $442,532 | 0.2% |
| 51 | IWMISHARES TR | 1,470 | $441,793 | 0.2% |
| 52 | MCDMCDONALDS CORP | 1,430 | $386,543 | 0.2% |
| 53 | SGOLETFS GOLD TR | 8,876 | $339,329 | 0.1% |
| 54 | GOOGALPHABET INC | 904 | $319,410 | 0.1% |
| 55 | IAUISHARES GOLD TR | 4,163 | $314,348 | 0.1% |
| 56 | METAMETA PLATFORMS INC | 553 | $311,479 | 0.1% |
| 57 | WMTWALMART INC | 2,714 | $307,388 | 0.1% |
| 58 | VTVVANGUARD INDEX FDS | 1,275 | $277,861 | 0.1% |
| 59 | JPMEJ P MORGAN EXCHANGE TRADED F | 1,994 | $247,684 | 0.1% |
| 60 | ESGUISHARES TR | 1,500 | $245,453 | 0.1% |
| 61 | DVYISHARES TR | 1,508 | $235,748 | 0.1% |
| 62 | SPHQINVESCO EXCHANGE TRADED FD T | 2,458 | $221,466 | 0.1% |
| 63 | MTUMISHARES TR | 618 | $211,808 | 0.1% |
| 64 | ONEQFIDELITY COMWLTH TR | 2,000 | $206,440 | 0.1% |
| 65 | COFCAPITAL ONE FINL CORP | 1,016 | $203,830 | 0.1% |
| 66 | USVMVICTORY PORTFOLIOS II | 1,855 | $203,712 | 0.1% |
| 67 | ESGDISHARES TR | 1,961 | $201,605 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.