CW
Curry Webb Wealth Management LLC 13F Filings Tracker & Latest Positions (Q2 2026)
Curry Webb Wealth Management LLCCIK: 0002060114
Diversified strategyLong-term holderSector-focused
Total reported value
$241.5M
Reporting period: 2026-06-30 · Number of holdings: 67
Curry Webb Wealth Management LLC disclosed 67 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $241.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 25.59
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 77.17
- Diversification
- 100
- Sizing Uniformity
- 81.74
Curry Webb Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.064 — mathematically equivalent to about 16 equally-sized positions, well below its 67 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.83), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 5% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.89% | — | — | — |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.70% | — | — | — |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 8.68% | — | — | — |
| 4 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 7.79% | — | — | — |
| 5 | GSY | Invesco Ultra Short Duration | ETF-Other | 4.71% | — | — | — |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.44% | — | — | — |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.32% | — | — | — |
| 8 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 3.17% | — | — | — |
| 9 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.04% | — | — | — |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.04% | — | — | — |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.87% | — | — | — |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.83% | — | — | — |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | — | — | — |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.00% | — | — | — |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.95% | — | — | — |
| 16 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.47% | — | — | — |
| 17 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 1.31% | — | — | — |
| 18 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.29% | — | — | — |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.21% | — | — | — |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | — | — | — |
| 21 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.18% | — | — | — |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.16% | — | — | — |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | — | — | — |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.00% | — | — | — |
| 25 | IQDF | Flexshares-int Qual Dvd Inde | ETF-Other | 0.85% | — | — | — |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | — | — | — |
| 27 | QLV | Flexshares US Quality Low Vo | ETF-Other | 0.80% | — | — | — |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.78% | — | — | — |
| 29 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.72% | — | — | — |
| 30 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.57% | — | — | — |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | — | — | — |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.53% | — | — | — |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | — | — | — |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | — | — | — |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | — | — |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | — | — | — |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.37% | — | — | — |
| 38 | C | Citigroup Inc | Stock-Financials | 0.35% | — | — | — |
| 39 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.33% | — | — | — |
| 40 | MBIN | Merchants Bancorp/in | Stock-Other | 0.29% | — | — | — |
| 41 | QLVE | Flexshares Emerging Markets | ETF-Emerging Markets | 0.26% | — | — | — |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.25% | — | — | — |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | — | — | — |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | — | — | — |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.23% | — | — | — |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | — | — |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.20% | — | — | — |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | — | — |
| 49 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.19% | — | — | — |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | — | — | — |
1–50 of 67
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Curry Webb Wealth Management LLC and what type of investor is it?
Curry Webb Wealth Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $241.5M, spread across 67 disclosed positions.
What are Curry Webb Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Curry Webb Wealth Management LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $40.8M (16.9%)
2. Vanguard S&p 500 Growth ETF (VOOG) — $23.4M (9.7%)
3. Invesco Russell 1000 Dyn M/f (OMFL) — $21.0M (8.7%)
4. Victoryshares Free Cash Flow (VFLO) — $18.8M (7.8%)
5. Invesco Ultra Short Duration (GSY) — $11.4M (4.7%)
What changes did Curry Webb Wealth Management LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Curry Webb Wealth Management LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Curry Webb Wealth Management LLC focus on?
Curry Webb Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 40.4%
• Health Care: 22.6%
• Information Technology: 15.8%
• Communication Services: 10.4%
• Consumer Discretionary: 8.0%
• Consumer Staples: 2.7%
Investment Profile
Curry Webb Wealth Management LLC's portfolio is broadly diversified and long-term-holding, with 40.4% of the portfolio concentrated in Financials.
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