13F Insight
DOSSIER · 13F-HR · Q1 2026

Curran Financial Partners, LLC

Curran Financial's family office based in Boston, MA — $559M in tracked AUM across 127 positions as of Q1 2026.

CF
Curran Financial·Boston, MA·Family Office
CIK 0001843867 · last filed Mar 31, 2026
Total AUM
$559M
▼ 5.4%
vs prior
Holdings
127
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Curran Financial Partners, LLC SEC 13F Filing
Portfolio Overview

Curran Financial Partners, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 111.6% from approximately $248.86 million to $526.52 million during the quarter ended December 31, 2025. The portfolio consists of 129 holdings, reflecting a highly diversified approach. The most striking aspect of this quarter is the massive...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
YALL
TIDAL TRUST I
$55M1.3M9.9%
02
SCHD
SCHWAB STRATEGIC TR
$42M1.4M7.5%
03
VXUS
VANGUARD STAR FDS
$26M337K4.7%
04
SPYD
SPDR SERIES TRUST
$25M556K4.5%
05
VB
VANGUARD INDEX FDS
$25M96K4.5%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$23M406K4.1%
07
MLPX
GLOBAL X FDS
$23M309K4.1%
08
VUG
VANGUARD INDEX FDS
$21M48K3.7%
09
SJNK
SPDR SERIES TRUST
$17M685K3.1%
10
FLBL
FRANKLIN TEMPLETON ETF TR
$17M734K3.0%

Filing history

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