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CIK: 0001843867
Total reported value
$671.8M
$671.8M
120 檔
20.7%
The Q2 2025 SEC filing reveals that Curran Financial Partners, LLC held a total portfolio value of $671.8M, covering 120 public equity positions.
In Q2 2025, Curran Financial Partners, LLC displayed an active expansion posture, initiating 26 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 12.48% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.35% | -0.50% | +7.66% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 4.23% | -0.19% | -4.68% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.87% | -0.48% | -2.16% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.80% | -0.24% | +9.79% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.60% | +0.06% | +12.20% | |
| 7 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.47% | -0.43% | +3.70% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.36% | +0.28% | +18.00% | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.24% | -0.39% | -1.60% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.19% | +2.67% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.99% | +0.62% | +22.72% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.97% | -0.19% | +4.33% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.24% | -0.08% | -36.55% | |
| 14 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 2.18% | -0.05% | -38.07% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.04% | -0.06% | -38.03% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | — | +14.36% | |
| 17 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.91% | -0.18% | — | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.62% | -0.19% | -1.79% | |
| 19 | VFH | Vanguard Financials ETF | ETF-Other | 1.52% | +0.94% | NEW | |
| 20 | LVHI | Franklin International Low V | ETF-Other | 1.50% | -0.26% | — | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.48% | -0.05% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | -1.10% | -34.90% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.07% | +7.20% | |
| 24 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.26% | -0.11% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.02% | +64.12% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.03% | +0.70% | NEW | |
| 27 | VOX | Vanguard Communication Servi | ETF-Other | 1.00% | — | — | |
| 28 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.98% | -0.06% | +15.53% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 0.91% | -0.01% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.35% | +36.34% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.82% | -0.05% | +15.71% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.80% | — | -56.46% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.08% | +31.72% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | -0.08% | — | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.64% | -0.04% | +16.12% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.03% | +4.02% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.61% | -41.00% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.61% | -0.01% | -50.83% | |
| 39 | IDV | Ishares International Select | ETF-Other | 0.61% | — | -64.15% | |
| 40 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.60% | -0.01% | +8.34% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.12% | -0.19% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | — | -62.61% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | -1.74% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | +3.01% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.49% | — | -65.04% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.48% | — | -64.93% | |
| 47 | DIV | Global X Superdividend Use | ETF-Other | 0.47% | — | -65.16% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.01% | +16.80% | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.38% | -0.27% | EXIT | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | +4.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +3.2% | NEW | New buy |
| 2 | FLBL | Franklin Senior Loan ETF | +1.9% | NEW | New buy |
| 3 | VFH | Vanguard Financials ETF | +1.5% | NEW | New buy |
| 4 | LVHI | Franklin International Low V | +1.5% | NEW | New buy |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +1.5% | NEW | New buy |
| 6 | FPE | Ft-preferred Secur & Inc ETF | +1.3% | NEW | New buy |
| 7 | VCR | Vanguard Consumer Discre ETF | +1% | NEW | New buy |
| 8 | VOX | Vanguard Communication Servi | +1% | NEW | New buy |
| 9 | VIS | Vanguard Industrials ETF | +0.9% | NEW | New buy |
| 10 | VUG | Vanguard Growth ETF | +0.7% | +22.72% | Add |
| 11 | NVDA | Nvidia CORP | +0.7% | +64.12% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.4% | +12.20% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.4% | +18.00% | Add |
| 14 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 15 | MSFT | Microsoft CORP | +0.3% | +31.72% | Add |
| 16 | VNQ | Vanguard Real Estate ETF | +0.3% | NEW | New buy |
| 17 | VAW | Vanguard Materials ETF | +0.2% | NEW | New buy |
| 18 | VTV | Vanguard Value ETF | +0.2% | +36.34% | Add |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +14.36% | Add |
| 20 | XT | Ishar Fture Exp Tech Etf-usd | +0.1% | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +40.15% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | +0.1% | +16.80% | Add |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 26 | AIRR | First Trust Rba American Ind | +0.1% | NEW | New buy |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +61.80% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +43.51% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 30 | PHO | Invesco Water Resources ETF | +0.1% | NEW | New buy |
| 31 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +15.53% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.01% | Add |
| 33 | VPU | Vanguard Utilities ETF | +0.1% | +26.92% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.75% | Add |
| 35 | MSTR | Strategy Inc | +0.1% | -1.80% | Trim |
| 36 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | New buy |
| 37 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 38 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 39 | NFLX | Netflix Inc | +0.1% | +28.62% | Add |
| 40 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 41 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 42 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 43 | CASY | Casey's General Stores Inc | +0.1% | NEW | New buy |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
| 45 | IWF | Ishares Russell 1000 Growth | 0% | +13.13% | Add |
| 46 | STXF | Strive 500 ETF | 0% | +39.11% | Add |
| 47 | VTIP | Vanguard Short-term Tips | 0% | +15.71% | Add |
| 48 | UTRE | F/m US Treasury 3 Year Note | 0% | +38.89% | Add |
| 49 | UTWO | F/m US Treasury 2 Year Note | 0% | +38.79% | Add |
| 50 | OBIL | F/m US Treasury 12 Month Bil | 0% | +38.80% | Add |
According to official SEC Form 13F filings, Curran Financial Partners, LLC reported a total U.S. public equity portfolio value of $671.8M across 120 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TIDAL ETF TR, SCHD, SPYD) accounted for 20.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
VGT
市值: $14.4M
Top Position Liquidated / Trimmed
T
前期市值: $255.4K
During Q2 2025, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (12.5%)、SCHD (6.3%)、SPYD (4.2%). The largest single position, TIDAL ETF TR, represented 12.5% of total portfolio value.
In Q2 2025, Curran Financial Partners, LLC made 118 total portfolio adjustments, initiating 26 new buys, adding to 52 positions, trimming 34 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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