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Curran Financial Partners reported holdings

Quarter ended 31 March 2026. Filed with the SEC on 15 April 2026, signed by Ryan Westerbeck, Consultant. Retrieved 14 October 2026. Page updated 21 October 2026.

Curran Financial Partners’ reported 13F holdings total $559M across 127 positions as of 31 March 2026. The ten largest make up 49.2% of it.

$559M
Reported 13F value
127
Positions
49.2%
In the 10 largest
—
Value vs. prior quarter

Largest positions

Tidal Trust IGOD BLESS AMER$55.4M
Class
GOD BLESS AMER
Share
9.9%
Schwab Strategic TRUS DIVIDEND EQ$42.1M
Class
US DIVIDEND EQ
Share
7.5%
Vanguard Star FdsVG TL INTL STK F$26M
Class
VG TL INTL STK F
Share
4.7%
SPDR Series TrustSTATE STREET SPD$25.3M
Class
STATE STREET SPD
Share
4.5%
Vanguard Index FdsSMALL CP ETF$25.2M
Class
SMALL CP ETF
Share
4.5%
J P Morgan Exchange Traded FEQUITY PREMIUM$23M
Class
EQUITY PREMIUM
Share
4.1%
Global X FdsGLB X MLP ENRG I$22.9M
Class
GLB X MLP ENRG I
Share
4.1%
Vanguard Index FdsGROWTH ETF$20.8M
Class
GROWTH ETF
Share
3.7%
SPDR Series TrustSTATE STREET SPD$17.1M
Class
STATE STREET SPD
Share
3.1%
Franklin Templeton ETF TRSENIOR LOAN ETF$16.9M
Class
SENIOR LOAN ETF
Share
3.0%
Legg Mason ETF InvtFRANKLIN INTL LW$15.2M
Class
FRANKLIN INTL LW
Share
2.7%
Vanguard Whitehall FdsHIGH DIV YLD$14M
Class
HIGH DIV YLD
Share
2.5%
Bny Mellon ETF TrustCORE BOND ETF$13.5M
Class
CORE BOND ETF
Share
2.4%
First TR Exchange-traded FDFT VEST S&P 500$13.1M
Class
FT VEST S&P 500
Share
2.4%
Vanguard Specialized FundsDIV APP ETF$12M
Class
DIV APP ETF
Share
2.2%
Vanguard Scottsdale FdsINT-TERM CORP$12M
Class
INT-TERM CORP
Share
2.2%
First TR Exch Traded FD IiiPFD SECS INC ETF$11.3M
Class
PFD SECS INC ETF
Share
2.0%
SPDR Series TrustSTATE STREET SPD$10.6M
Class
STATE STREET SPD
Share
1.9%
SPDR Series TrustSTATE STREET SPD$10.6M
Class
STATE STREET SPD
Share
1.9%
Vanguard Index FdsVALUE ETF$9.39M
Class
VALUE ETF
Share
1.7%
Pgim ETF TRPGIM ULTRA SH BD$8.92M
Class
PGIM ULTRA SH BD
Share
1.6%
iShares TRIBOXX INV CP ETF$8.28M
Class
IBOXX INV CP ETF
Share
1.5%
iShares TRCORE 30/70 CONSE$8.1M
Class
CORE 30/70 CONSE
Share
1.4%
Vanguard BD Index FdsTOTAL BND MRKT$7.61M
Class
TOTAL BND MRKT
Share
1.4%
Dbx ETF TRXTRACK USD HIGH$7.57M
Class
XTRACK USD HIGH
Share
1.4%
Apple Inc.COM$7.11M
Class
COM
Share
1.3%
Schwab Strategic TRUS TIPS ETF$6.99M
Class
US TIPS ETF
Share
1.3%
SPDR Gold TRGOLD SHS$6.84M
Class
GOLD SHS
Share
1.2%
Vanguard Malvern FdsSTRM INFPROIDX$6.36M
Class
STRM INFPROIDX
Share
1.1%
Vanguard Scottsdale FdsSHORT TERM TREAS$5.03M
Class
SHORT TERM TREAS
Share
0.9%
Wisdomtree TRFLOATNG RAT TREA$4.42M
Class
FLOATNG RAT TREA
Share
0.8%
Vanguard World FDINDUSTRIAL ETF$3.79M
Class
INDUSTRIAL ETF
Share
0.7%
State Str SPDR S&P 500 ETF TTR UNIT$3.53M
Class
TR UNIT
Share
0.6%
Nvidia CorporationCOM$3.32M
Class
COM
Share
0.6%
Sherwin Williams COCOM$2.92M
Class
COM
Share
0.5%
Invesco Qqq TRUNIT SER 1$2.81M
Class
UNIT SER 1
Share
0.5%
Microsoft Corp.COM$2.6M
Class
COM
Share
0.5%
Vanguard Index FdsS&P 500 ETF SHS$2.57M
Class
S&P 500 ETF SHS
Share
0.5%
Costco Wholesale CorporationCOM$2.55M
Class
COM
Share
0.5%
Invesco Exch Traded FD TR IIS&P500 HDL VOL$2.52M
Class
S&P500 HDL VOL
Share
0.5%
SPDR Series TrustSTATE STREET SPD$2.33M
Class
STATE STREET SPD
Share
0.4%
Vanguard World FDCONSUM STP ETF$2.19M
Class
CONSUM STP ETF
Share
0.4%
Amazon Com Inc.COM$2.07M
Class
COM
Share
0.4%
EA Series TrustSTRIVE 500 ETF$1.67M
Class
STRIVE 500 ETF
Share
0.3%
Exxon Mobil Corp.COM$1.52M
Class
COM
Share
0.3%
Vanguard World FDUTILITIES ETF$1.52M
Class
UTILITIES ETF
Share
0.3%
Vanguard World FDENERGY ETF$1.52M
Class
ENERGY ETF
Share
0.3%
Alphabet Inc.CAP STK CL A$1.5M
Class
CAP STK CL A
Share
0.3%
Vanguard Index FdsTOTAL STK MKT$1.47M
Class
TOTAL STK MKT
Share
0.3%
Vaneck ETF TrustSEMICONDUCTR ETF$1.36M
Class
SEMICONDUCTR ETF
Share
0.2%

The share class is shown on a wider screen.

The 50 largest of 127 positions by value, with holdings of the same security combined. The 127 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1843867
File number
028-21080
Options
0 call, 0 put
In the 25 largest
78.2%

Common questions

What are Curran Financial Partners’ 13F holdings worth?

$559 million across 127 positions for the quarter ended 31 March 2026.

What is Curran Financial Partners’ largest 13F holding?

TIDAL TRUST I (GOD BLESS AMER) was the largest position at $55.4 million, or 9.9% of reported 13F value, as of 31 March 2026.

How concentrated is Curran Financial Partners’ 13F portfolio?

The ten largest positions accounted for 49.2% of reported value and the twenty-five largest for 78.2%, across 127 positions as of 31 March 2026.

Does Form 13F show everything Curran Financial Partners manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Curran Financial Partners file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.

Answered from this filing and the prior quarter's.

Back to the Curran Financial Partners profile

Sources

  1. Form 13F-HR, accession 0001843867-26-000003, filed 15 April 2026 for the quarter ended 31 March 2026.
  2. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Curran Financial Partners, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.