Holders — by stockHoldings — by fund
Curran Financial Partners, 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 1843867
$671.8M
disclosed book value
140
positions
13.7%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 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 | YORKVILLE AMER INVTS TR | 2.2M | $91.7M | 13.7% |
| 2 | SCHDSCHWAB STRATEGIC TR | 1.5M | $47.3M | 7% |
| 3 | VBVANGUARD INDEX FDS | 106,081 | $32.2M | 4.8% |
| 4 | VXUSVANGUARD STAR FDS | 370,419 | $31.7M | 4.7% |
| 5 | SPYDSPDR SERIES TRUST | 611,552 | $29.2M | 4.3% |
| 6 | VUGVANGUARD INDEX FDS | 338,321 | $29.1M | 4.3% |
| 7 | JEPIJ P MORGAN EXCHANGE TRADED F | 461,348 | $26.1M | 3.9% |
| 8 | MLPXGLOBAL X FDS | 333,537 | $24.6M | 3.7% |
| 9 | SJNKSPDR SERIES TRUST | 771,545 | $19.3M | 2.9% |
| 10 | FLBLFRANKLIN TEMPLETON ETF TR | 831,237 | $19.1M | 2.8% |
| 11 | VGTVANGUARD WORLD FD | 157,913 | $18.9M | 2.8% |
| 12 | LVHILEGG MASON ETF INVT | 408,814 | $16.6M | 2.5% |
| 13 | KNGFIRST TR EXCHANGE-TRADED FD | 305,615 | $15.4M | 2.3% |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 61,459 | $14.5M | 2.2% |
| 15 | VTVVANGUARD INDEX FDS | 62,697 | $13.7M | 2% |
| 16 | FPEFIRST TR EXCH TRADED FD III | 715,791 | $12.8M | 1.9% |
| 17 | BILSPDR SERIES TRUST | 105,092 | $9.6M | 1.4% |
| 18 | VYMVANGUARD WHITEHALL FDS | 59,995 | $9.5M | 1.4% |
| 19 | LQDISHARES TR | 86,541 | $9.4M | 1.4% |
| 20 | ISHARES TR | 226,292 | $9.4M | 1.4% |
| 21 | HYLBDBX ETF TR | 239,750 | $8.8M | 1.3% |
| 22 | BNDVANGUARD BD INDEX FDS | 118,753 | $8.7M | 1.3% |
| 23 | PULSPGIM ETF TR | 163,396 | $8.1M | 1.2% |
| 24 | AAPLAPPLE INC | 27,833 | $8.1M | 1.2% |
| 25 | VTIPVANGUARD MALVERN FDS | 145,576 | $7.3M | 1.1% |
| 26 | VFHVANGUARD WORLD FD | 48,196 | $6.3M | 0.9% |
| 27 | BKAGBNY MELLON ETF TRUST | 149,356 | $6.3M | 0.9% |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 98,763 | $5.7M | 0.9% |
| 29 | VHTVANGUARD WORLD FD | 18,101 | $5.4M | 0.8% |
| 30 | VCITVANGUARD SCOTTSDALE FDS | 62,476 | $5.2M | 0.8% |
| 31 | VCRVANGUARD WORLD FD | 11,803 | $4.7M | 0.7% |
| 32 | VISVANGUARD WORLD FD | 12,537 | $4.5M | 0.7% |
| 33 | SPHYSPDR SERIES TRUST | 185,462 | $4.3M | 0.6% |
| 34 | QQQINVESCO QQQ TR | 5,852 | $4.3M | 0.6% |
| 35 | GLDSPDR GOLD TR | 11,075 | $4.1M | 0.6% |
| 36 | USFRWISDOMTREE TR | 79,645 | $4.0M | 0.6% |
| 37 | SPYSTATE STR SPDR S&P 500 ETF T | 5,365 | $4.0M | 0.6% |
| 38 | NVDANVIDIA CORPORATION | 19,487 | $3.9M | 0.6% |
| 39 | VOOVANGUARD INDEX FDS | 4,842 | $3.3M | 0.5% |
| 40 | SCHPSCHWAB STRATEGIC TR | 123,738 | $3.3M | 0.5% |
| 41 | SHWSHERWIN WILLIAMS CO | 8,615 | $3.0M | 0.4% |
| 42 | SPHDINVESCO EXCH TRADED FD TR II | 58,037 | $3.0M | 0.4% |
| 43 | SPYGSPDR SERIES TRUST | 23,999 | $2.9M | 0.4% |
| 44 | SMHVANECK ETF TRUST | 4,017 | $2.6M | 0.4% |
| 45 | EA SERIES TRUST | 54,303 | $2.6M | 0.4% |
| 46 | MSFTMICROSOFT CORP | 7,001 | $2.6M | 0.4% |
| 47 | VDCVANGUARD WORLD FD | 11,232 | $2.5M | 0.4% |
| 48 | AMZNAMAZON COM INC | 10,025 | $2.4M | 0.4% |
| 49 | COSTCOSTCO WHOLESALE CORPORATION | 2,471 | $2.3M | 0.3% |
| 50 | MUNIPIMCO ETF TR | 39,363 | $2.1M | 0.3% |
| 51 | AIQGLOBAL X FDS | 29,849 | $2.0M | 0.3% |
| 52 | GOOGLALPHABET INC | 5,375 | $1.9M | 0.3% |
| 53 | VTIVANGUARD INDEX FDS | 4,589 | $1.7M | 0.3% |
| 54 | MMITNEW YORK LIFE INVTS ACTIVE E | 67,524 | $1.6M | 0.2% |
| 55 | VPUVANGUARD WORLD FD | 7,836 | $1.5M | 0.2% |
| 56 | CIBRFIRST TR EXCHANGE-TRADED FD | 17,065 | $1.5M | 0.2% |
| 57 | AIRRFIRST TR EXCHANGE TRADED FD | 11,048 | $1.5M | 0.2% |
| 58 | FMHIFIRST TR EXCH TRADED FD III | 28,207 | $1.4M | 0.2% |
| 59 | SHLDGLOBAL X FDS | 20,970 | $1.3M | 0.2% |
| 60 | ARK ETF TR | 30,691 | $1.2M | 0.2% |
| 61 | CVXCHEVRON CORPORATION | 7,296 | $1.2M | 0.2% |
| 62 | GLOBAL X FDS | 39,788 | $1.2M | 0.2% |
| 63 | EXMOCEXXON MOBIL CORP | 8,757 | $1.2M | 0.2% |
| 64 | PDBCINVESCO ACTVELY MNGD ETC FD | 73,990 | $1.2M | 0.2% |
| 65 | VNQVANGUARD INDEX FDS | 11,710 | $1.1M | 0.2% |
| 66 | IWDISHARES TR | 4,413 | $1.1M | 0.2% |
| 67 | IWFISHARES TR | 8,461 | $1.1M | 0.2% |
| 68 | VAWVANGUARD WORLD FD | 4,183 | $957,029 | 0.1% |
| 69 | MUMICRON TECHNOLOGY INC | 813 | $938,450 | 0.1% |
| 70 | SLVISHARES SILVER TR | 17,381 | $929,362 | 0.1% |
| 71 | XTISHARES TR | 11,049 | $912,979 | 0.1% |
| 72 | GEGE AEROSPACE | 2,436 | $910,579 | 0.1% |
| 73 | RBB FD INC | 17,781 | $889,050 | 0.1% |
| 74 | RBB FD INC | 17,768 | $887,956 | 0.1% |
| 75 | RBB FD INC | 18,461 | $885,390 | 0.1% |
| 76 | RBB FD INC | 18,008 | $883,127 | 0.1% |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,733 | $867,176 | 0.1% |
| 78 | LOWLOWES COS INC | 3,743 | $825,320 | 0.1% |
| 79 | TSLATESLA INC | 1,960 | $824,376 | 0.1% |
| 80 | GEVGE VERNOVA INC | 621 | $729,659 | 0.1% |
| 81 | FSTAFIDELITY COVINGTON TRUST | 13,141 | $690,430 | 0.1% |
| 82 | SPCXSPACE EXPLORATION TECHN CORP | 4,039 | $690,151 | 0.1% |
| 83 | IVVISHARES TR | 901 | $674,777 | 0.1% |
| 84 | METAMETA PLATFORMS INC | 1,173 | $661,011 | 0.1% |
| 85 | GOOGALPHABET INC | 1,856 | $655,665 | 0.1% |
| 86 | JMSTJ P MORGAN EXCHANGE TRADED F | 12,856 | $655,656 | 0.1% |
| 87 | PGPROCTER & GAMBLE CO | 4,399 | $645,095 | 0.1% |
| 88 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,069 | $594,901 | 0.1% |
| 89 | SCHXSCHWAB STRATEGIC TR | 19,495 | $573,738 | 0.1% |
| 90 | ABBVABBVIE INC | 1,990 | $500,835 | 0.1% |
| 91 | CMICUMMINS INC | 686 | $489,262 | 0.1% |
| 92 | WMTWALMART INC | 4,291 | $486,001 | 0.1% |
| 93 | SPYVSPDR SERIES TRUST | 7,874 | $478,660 | 0.1% |
| 94 | VWOVANGUARD INTL EQUITY INDEX F | 7,655 | $456,922 | 0.1% |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 3,552 | $414,362 | 0.1% |
| 96 | UBSIUNITED BANKSHARES INC WEST V | 8,841 | $405,183 | 0.1% |
| 97 | DTDWISDOMTREE TR | 4,017 | $374,572 | 0.1% |
| 98 | IJHISHARES TR | 4,687 | $361,415 | 0.1% |
| 99 | MRKMERCK & CO INC | 2,793 | $358,960 | 0.1% |
| 100 | PPAINVESCO EXCHANGE TRADED FD T | 1,966 | $347,378 | 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.