DOSSIER · 13F-HR · Q1 2026

Curran Financial Partners, LLC

$559M in tracked AUM across 127 positions as of Q1 2026.

CF
CIK 0001843867 · last filed Mar 31, 2026
Total AUM
$559M
as of Q1 2026
Holdings
127
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · 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...

The investment strategy appears to be primarily "ETF-centric," utilizing exchange-traded funds to achieve broad market exposure, specific factor tilts, and income generation. The portfolio is heavily tilted toward passive investment vehicles, with direct individual equity positions playing a minor role. The rapid growth in AUM suggests either significant net inflows from clients or a strong performance of the underlying assets, though the high turnover points toward active fund management within an ETF wrapper.

Key Holdings

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

2026Q1Mar 31
$559M 6.1%
127 positionsView →
2025Q4Dec 31
$527M 4.2%
129 positionsView →
2025Q3Sep 30
$505M 11.7%
129 positionsView →
2025Q2Jun 30
$453M 11.1%
120 positionsLocked
2025Q1Mar 31
$407M 7.0%
100 positionsLocked
2024Q4Dec 31
$381M 8.2%
96 positionsLocked
2024Q3Sep 30
$352M 17.8%
90 positionsLocked
2024Q2Jun 30
$299M 4.0%
83 positionsLocked
2024Q1Mar 31
$288M 10.2%
82 positionsLocked
2023Q4Dec 31
$261M 13.8%
75 positionsLocked
2023Q3Sep 30
$229M 0.3%
80 positionsLocked
2023Q2Jun 30
$230M 9.2%
75 positionsLocked
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