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