Curran Financial Partners, LLC
CIK: 0001843867SEC EDGAR →
Portfolio Value
$526.5M
Holdings
129
As of
Q4 2025
New Positions
129
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TIDAL TRUST I | 1,331,658 | $57.6M | 10.94% |
| 2 | SCHWAB STRATEGIC TR | 1,297,379 | $35.6M | 6.76% |
| 3 | VANGUARD STAR FDS | 306,224 | $23.1M | 4.39% |
| 4 | SPDR SERIES TRUST | 519,643 | $22.5M | 4.27% |
| 5 | VANGUARD INDEX FDS | 86,511 | $22.3M | 4.24% |
| 6 | J P MORGAN EXCHANGE TRADED F | 369,666 | $21.2M | 4.02% |
| 7 | VANGUARD INDEX FDS | 40,791 | $19.9M | 3.78% |
| 8 | GLOBAL X FDS | 296,655 | $18.0M | 3.41% |
| 9 | VANGUARD WORLD FD | 22,947 | $17.3M | 3.28% |
| 10 | SPDR SERIES TRUST | 626,985 | $15.9M | 3.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (129)
$57.6M · 1.3M shares
$35.6M · 1.3M shares
$23.1M · 306K shares
$22.5M · 520K shares
$22.3M · 87K shares
$21.2M · 370K shares
$19.9M · 41K shares
$18.0M · 297K shares
$17.3M · 23K shares
$15.9M · 627K shares
$15.4M · 659K shares
$13.1M · 144K shares
$13.0M · 354K shares
$12.2M · 248K shares
$11.3M · 52K shares
$11.0M · 222K shares
$10.5M · 576K shares
$7.4M · 27K shares
$7.3M · 51K shares
$7.0M · 64K shares
$7.0M · 175K shares
$6.9M · 52K shares
$6.8M · 35K shares
$6.4M · 87K shares
$6.4M · 173K shares
$5.5M · 109K shares
$5.3M · 107K shares
$5.1M · 18K shares
$5.1M · 26K shares
$5.1M · 13K shares
$4.6M · 109K shares
$4.3M · 14K shares
$4.2M · 72K shares
$4.1M · 49K shares
$3.7M · 154K shares
$3.6M · 9K shares
$3.3M · 17K shares
$3.2M · 5K shares
$3.2M · 5K shares
$3.0M · 9K shares
$3.0M · 6K shares
$2.5M · 24K shares
$2.5M · 12K shares
$2.5M · 4K shares
$2.4M · 91K shares
$2.3M · 3K shares
$2.1M · 44K shares
$1.8M · 8K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.6M · 9K shares
$1.5M · 12K shares
$1.4M · 33K shares
$1.3M · 25K shares
$1.2M · 23K shares
$1.2M · 23K shares
$1.2M · 23K shares
$1.2M · 24K shares
$1.1M · 17K shares
$1.1M · 12K shares
$1.1M · 3K shares
$1.1M · 9K shares
$1.1M · 21K shares
$1.0M · 43K shares
$1.0M · 7K shares
$1.0M · 2K shares
$996K · 15K shares
$911K · 4K shares
$895K · 4K shares
$857K · 18K shares
$845K · 2K shares
$826K · 4K shares
$824K · 2K shares
$822K · 62K shares
$742K · 8K shares
$732K · 1K shares
$730K · 2K shares
$722K · 11K shares
$721K · 15K shares
$713K · 4K shares
$686K · 10K shares
$680K · 10K shares
$675K · 5K shares
$641K · 13K shares
$511K · 24K shares
$471K · 4K shares
$426K · 2K shares
$420K · 1K shares
$417K · 11K shares
$412K · 631 shares
$407K · 3K shares
$401K · 8K shares
$360K · 7K shares
$359K · 6K shares
$352K · 13K shares
$350K · 686 shares
$346K · 10K shares
$342K · 733 shares
$327K · 2K shares
$323K · 4K shares
$320K · 8K shares
$303K · 864 shares
$300K · 4K shares
$299K · 930 shares
$282K · 3K shares
$268K · 604 shares
$268K · 3K shares
$241K · 4K shares
$241K · 7K shares
$240K · 3K shares
$234K · 683 shares
$232K · 814 shares
$232K · 7K shares
$226K · 2K shares
$226K · 9K shares
$221K · 400 shares
$221K · 5K shares
$217K · 7K shares
$211K · 2K shares
$211K · 3K shares
$210K · 2K shares
$209K · 604 shares
$207K · 2K shares
$205K · 2K shares
$202K · 1K shares
$200K · 8K shares
$200K · 607 shares
$94K · 15K shares
$70K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $471.6M | 89.6% |
| Unknown | 6 | $18.0M | 3.4% |
| Technology | 12 | $17.7M | 3.4% |
| Consumer Cyclical | 5 | $4.0M | 0.8% |
| Consumer Defensive | 4 | $3.7M | 0.7% |
| Basic Materials | 1 | $3.0M | 0.6% |
| Communication Services | 3 | $2.8M | 0.5% |
| Energy | 2 | $2.1M | 0.4% |
| Healthcare | 5 | $1.5M | 0.3% |
| Industrials | 3 | $1.3M | 0.3% |
| Utilities | 2 | $623K | 0.1% |