Curry Webb Wealth Management LLC
CIK 0002060114 · INDIANAPOLIS, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$241.5M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
16.9%
VOOG
VANGUARD ADMIRAL FDS INC
9.7%
OMFL
INVESCO EXCH TRD SLF IDX FD
8.7%
VFLO
VICTORY PORTFOLIOS II
7.8%
GSY
INVESCO ACTIVELY MANAGED EXC
4.7%
IJH
ISHARES TR
3.4%
AGG
ISHARES TR
3.3%
IMFL
INVESCO EXCH TRD SLF IDX FD
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.