Curran Financial Partners, LLC

CIK 0001843867 · DANIEL ISLAND, SC · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Curran Financial Partners, LLC reported 140 positions worth $671.8M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: YALL (13.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$671.8M
2026 Q2
Positions
140
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.1%
Est. Net Flow (Q)
2026 Q2
10 / 140 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1YALLYORKVILLE AMER INVTS TRSH$91.7M13.65%2,164,820
2SCHDSCHWAB STRATEGIC TRSH$47.3M7.03%1,490,202
3VBVANGUARD INDEX FDSSH$32.2M4.79%106,081
4VXUSVANGUARD STAR FDSSH$31.7M4.71%370,419
5SPYDSPDR SERIES TRUSTSH$29.2M4.34%611,552
6VUGVANGUARD INDEX FDSSH$29.1M4.34%338,321
7JEPIJ P MORGAN EXCHANGE TRADED FSH$26.1M3.88%461,348
8MLPXGLOBAL X FDSSH$24.6M3.66%333,537
9SJNKSPDR SERIES TRUSTSH$19.3M2.87%771,545
10FLBLFRANKLIN TEMPLETON ETF TRSH$19.1M2.84%831,237

The free plan shows the top 10 positions. The remaining 130 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Curran Financial Partners, LLC hold as of Q2 2026?

Curran Financial Partners, LLC reported 140 positions worth $671.8M in its Q2 2026 13F filing. Largest positions: YALL (13.7%), SCHD (7.0%), VB (4.8%), VXUS (4.7%) and SPYD (4.3%).

What did Curran Financial Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Curran Financial Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.