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CIK: 0001843867
Total reported value
$671.8M
$671.8M
129 檔
24.0%
At the close of Q4 2025, Curran Financial Partners, LLC disclosed equity holdings valued at approximately $671.8M, spread across 129 reported holdings.
In Q4 2025, Curran Financial Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Tidal ETF Tr | ETF-Other | 10.94% | -9.92% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.76% | -0.50% | +8.35% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.39% | +0.06% | +10.56% | |
| 4 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 4.27% | -0.19% | +7.12% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.24% | +0.28% | +14.20% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.02% | -0.24% | +8.64% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.78% | +0.62% | +13.58% | |
| 8 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 3.41% | -0.43% | +8.04% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.29% | +2.67% | +2.35% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.02% | -0.19% | +7.56% | |
| 11 | FLBL | Franklin Senior Loan ETF | ETF-Other | 2.93% | -0.18% | +23.61% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.49% | -0.48% | -8.18% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.47% | -0.26% | +17.93% | |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.31% | -0.05% | +22.64% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.15% | — | +7.02% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.09% | -0.39% | -7.70% | |
| 17 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.99% | -0.11% | +21.18% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.07% | -6.26% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | -1.10% | -0.59% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.33% | -0.08% | +12.54% | |
| 21 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.33% | -0.05% | +12.91% | |
| 22 | VFH | Vanguard Financials ETF | ETF-Other | 1.31% | +0.94% | NEW | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 1.29% | +0.35% | +30.08% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.22% | -0.06% | +4.80% | |
| 25 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.21% | -0.06% | +15.82% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.04% | -0.19% | -10.33% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.00% | -0.05% | +16.82% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 0.97% | +0.71% | -5.25% | |
| 29 | VOX | Vanguard Communication Servi | ETF-Other | 0.96% | — | +2.01% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.96% | +0.70% | NEW | |
| 31 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.88% | -1.49% | +5.90% | |
| 32 | VIS | Vanguard Industrials ETF | ETF-Other | 0.81% | -0.01% | +0.93% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | -0.04% | +16.17% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.78% | -1.38% | +5.88% | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.69% | -1.24% | +7.15% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -0.61% | -5.01% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.02% | -51.89% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.04% | +36.52% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.03% | -2.22% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | -0.08% | +7.28% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.08% | -5.33% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | +1.88% | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.48% | -0.01% | +0.43% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.14% | +21.37% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.46% | -0.76% | +7.00% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.12% | -0.56% | |
| 47 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.40% | -0.01% | +16.18% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | -13.72% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.01% | -16.52% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | -1.78% |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TIDAL ETF TR, SCHD, VXUS) accounted for 24.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
HCA
市值: $342.2K
Top Position Liquidated / Trimmed
IDV
前期市值: $1.2M
During Q4 2025, Curran Financial Partners, LLC's top holdings by market value included TIDAL ETF TR (10.9%)、SCHD (6.8%)、VXUS (4.4%). The largest single position, TIDAL ETF TR, represented 10.9% of total portfolio value.
In Q4 2025, Curran Financial Partners, LLC made 129 total portfolio adjustments, initiating 10 new buys, adding to 68 positions, trimming 41 holdings, and fully liquidating 10 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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