Curry Webb Wealth Management LLC
CIK: 2060114SEC EDGAR →
Portfolio Value
$122.7B
Holdings
63
As of
Q1 2026
New Positions
63
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCH TRD SLF IDX FD | 276,426 | $16.6B | 13.55% |
| 2 | VICTORY PORTFOLIOS II | 391,553 | $15.5B | 12.60% |
| 3 | INVESCO ACTIVELY MANAGED EXC | 221,496 | $11.1B | 9.05% |
| 4 | ISHARES TR | 108,563 | $7.3B | 5.98% |
| 5 | ISHARES TR | 70,952 | $6.4B | 5.24% |
| 6 | INVESCO EXCH TRD SLF IDX FD | 199,457 | $6.3B | 5.14% |
| 7 | INVESCO ACTIVELY MANAGED EXC | 134,445 | $6.3B | 5.13% |
| 8 | ISHARES TR | 55,264 | $5.5B | 4.47% |
| 9 | ISHARES INC | 75,275 | $5.3B | 4.28% |
| 10 | INVESCO EXCHANGE TRADED FD T | 94,580 | $4.5B | 3.66% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $109.9B | 89.6% |
| Unknown | 6 | $10.3B | 8.4% |
| Technology | 5 | $2.4B | 2.0% |
| Healthcare | 1 | $2.0M | 0.0% |
| Communication Services | 3 | $1.0M | 0.0% |
| Consumer Cyclical | 2 | $887K | 0.0% |
| Consumer Defensive | 1 | $346K | 0.0% |