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CIK: 0001843867
Total reported value
$671.8M
$671.8M
129 檔
23.1%
In Q3 2025, Curran Financial Partners, LLC's U.S. equity holdings reached a combined market value of $671.8M, distributed across 129 disclosed stock positions.
In Q3 2025, Curran Financial Partners, LLC displayed an active expansion posture, initiating 36 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 12.09% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.47% | -0.50% | +10.47% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 4.22% | -0.19% | +7.63% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.03% | +0.06% | +17.55% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.84% | -0.24% | +12.52% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.81% | +0.28% | +18.03% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.41% | +0.62% | +16.34% | |
| 8 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.41% | -0.43% | +9.66% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.31% | +2.67% | +3.01% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.95% | -0.19% | +10.39% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.84% | -0.48% | -17.98% | |
| 12 | FLBL | Franklin Senior Loan ETF | ETF-Other | 2.53% | -0.18% | +49.37% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.37% | -0.39% | -18.40% | |
| 14 | LVHI | Franklin International Low V | ETF-Other | 2.06% | -0.26% | +43.94% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.06% | — | +12.93% | |
| 16 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.97% | -0.05% | +47.58% | |
| 17 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.72% | -0.11% | +47.97% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.07% | +2.24% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | -1.10% | +14.98% | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.35% | +0.94% | NEW | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | -0.02% | +4.02% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.25% | -0.08% | -38.71% | |
| 23 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.23% | -0.05% | -38.66% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.22% | -0.06% | -33.74% | |
| 25 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.21% | -0.19% | -16.83% | |
| 26 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.10% | -0.06% | +23.91% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | +0.35% | +26.60% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.98% | +0.70% | NEW | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.96% | +0.71% | +846.75% | |
| 30 | VOX | Vanguard Communication Servi | ETF-Other | 0.95% | — | -2.85% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.91% | -0.05% | +23.10% | |
| 32 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.87% | -1.49% | — | |
| 33 | VIS | Vanguard Industrials ETF | ETF-Other | 0.83% | -0.01% | -3.61% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.77% | -1.38% | — | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.72% | -0.04% | +24.98% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.68% | -1.24% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.61% | +4.72% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.08% | +2.02% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.03% | +3.93% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.59% | -0.08% | -0.95% | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.50% | -0.01% | -3.81% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.12% | +1.33% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | +0.57% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | -3.44% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.45% | -0.76% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.01% | +22.30% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.14% | +29.89% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.01% | -2.22% | |
| 49 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.37% | -0.01% | +23.13% | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 0.33% | -0.27% | EXIT |
According to official SEC Form 13F filings, Curran Financial Partners, LLC reported a total U.S. public equity portfolio value of $671.8M across 129 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TIDAL ETF TR, SCHD, SPYD) accounted for 23.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VGT
市值: $16.7M
Top Position Liquidated / Trimmed
HYG
前期市值: $8.1M
During Q3 2025, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (12.1%)、SCHD (6.5%)、SPYD (4.2%). The largest single position, TIDAL ETF TR, represented 12.1% of total portfolio value.
In Q3 2025, Curran Financial Partners, LLC made 133 total portfolio adjustments, initiating 36 new buys, adding to 57 positions, trimming 33 holdings, and fully liquidating 7 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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