Curran Financial Partners, LLC
CIK: 0001843867Latest portfolio: $526.5M · Q4 2025
Holdings
129
Total Value
$526.5M
New Positions
129
Closed Positions
0
Top Holdings
View All 129 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | YALLTIDAL TRUST I | 1,331,658 | $57.6M | 10.94% | NEW | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,297,379 | $35.6M | 6.76% | NEW | |
| 3 | VXUSVANGUARD STAR FDS | 306,224 | $23.1M | 4.39% | NEW | |
| 4 | SPYDSPDR SERIES TRUST | 519,643 | $22.5M | 4.27% | NEW | |
| 5 | VBVANGUARD INDEX FDS | 86,511 | $22.3M | 4.24% | NEW | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 369,666 | $21.2M | 4.02% | NEW | |
| 7 | VUGVANGUARD INDEX FDS | 40,791 | $19.9M | 3.78% | NEW | |
| 8 | MLPXGLOBAL X FDS | 296,655 | $18.0M | 3.41% | NEW | |
| 9 | VGTVANGUARD WORLD FD | 22,947 | $17.3M | 3.28% | NEW | |
| 10 | SJNKSPDR SERIES TRUST | 626,985 | $15.9M | 3.02% | NEW | |
| 11 | FLBLFRANKLIN TEMPLETON ETF TR | 658,685 | $15.4M | 2.93% | NEW | |
| 12 | BILSPDR SERIES TRUST | 143,618 | $13.1M | 2.49% | NEW | |
| 13 | LVHILEGG MASON ETF INVT | 353,895 | $13.0M | 2.47% | NEW | |
| 14 | KNGFIRST TR EXCHANGE-TRADED FD | 247,670 | $12.2M | 2.31% | NEW | |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 51,568 | $11.3M | 2.15% | NEW | |
| 16 | PULSPGIM ETF TR | 222,153 | $11.0M | 2.09% | NEW | |
| 17 | XFEBFIRST TR EXCH TRADED FD III | 575,855 | $10.5M | 1.99% | NEW | |
| 18 | AAPLAPPLE INC | 27,337 | $7.4M | 1.41% | NEW | |
| 19 | VYMVANGUARD WHITEHALL FDS | 50,815 | $7.3M | 1.38% | NEW | |
| 20 | LQDISHARES TR | 63,720 | $7.0M | 1.33% | NEW | |
| 21 | AOKISHARES TR | 174,567 | $7.0M | 1.33% | NEW | |
| 22 | VFHVANGUARD WORLD FD | 51,841 | $6.9M | 1.31% | NEW | |
| 23 | VTVVANGUARD INDEX FDS | 35,486 | $6.8M | 1.29% | NEW | |
| 24 | BNDVANGUARD BD INDEX FDS | 86,878 | $6.4M | 1.22% | NEW | |
| 25 | HYLBDBX ETF TR | 173,261 | $6.4M | 1.21% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.431325029571103e+29T)
Unknown0.0% ($1049236192501.8T)
Consumer Cyclical0.0% ($1772911.8T)
Healthcare0.0% ($426342.3T)
Consumer Defensive0.0% ($2282.7T)
Communication Services0.0% ($1.7T)
Industrials0.0% ($730.4B)
Energy0.0% ($10.7B)
Utilities0.0% ($412.2M)
Basic Materials0.0% ($3.0M)
Filing History
Fund Information
Curran Financial Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $526.5M across 129 holdings. The largest position is TIDAL TRUST I (YALL), representing 10.9% of the portfolio. Compared to the previous quarter, the fund opened 129 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.