Curry Webb Wealth Management LLC
Curry Webb Wealth Management LLC reported 67 positions worth $241.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $40.8M | 16.89% | 54,448 | — | — | |
| ▸ 2 | VOOG | SH | $23.4M | 9.70% | 283,598 | — | — | |
| ▸ 3 | OMFL | SH | $21.0M | 8.68% | 305,807 | — | — | |
| ▸ 4 | VFLO | SH | $18.8M | 7.79% | 411,381 | — | — | |
| ▸ 5 | GSY | SH | $11.4M | 4.71% | 226,685 | — | — | |
| ▸ 6 | IJH | SH | $8.3M | 3.44% | 107,717 | — | — | |
| ▸ 7 | AGG | SH | $8.0M | 3.32% | 81,049 | — | — | |
| ▸ 8 | IMFL | SH | $7.7M | 3.17% | 223,176 | — | — | |
| ▸ 9 | GTO | SH | $7.3M | 3.04% | 156,630 | — | — | |
| ▸ 10 | IEFA | SH | $7.3M | 3.04% | 75,946 | — | — |
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Frequently Asked Questions
What stocks does Curry Webb Wealth Management LLC hold as of Q2 2026?
Curry Webb Wealth Management LLC reported 67 positions worth $241.5M in its Q2 2026 13F filing. Largest positions: IVV (16.9%), VOOG (9.7%), OMFL (8.7%), VFLO (7.8%) and GSY (4.7%).
What did Curry Webb Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Curry Webb Wealth Management 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.