DOSSIER · 13F-HR · Q2 2026

Curran Financial Partners, LLC

$672M in tracked AUM across 140 positions as of Q2 2026.

CF
CIK 0001843867 · last filed Jun 30, 2026
Total AUM
$672M
as of Q2 2026
Holdings
140
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
YALL
YORKVILLE AMER INVTS TR
$92M2.2M13.7%
02
SCHD
SCHWAB STRATEGIC TR
$47M1.5M7.0%
03
VB
VANGUARD INDEX FDS
$32M106K4.8%
04
VXUS
VANGUARD STAR FDS
$32M370K4.7%
05
SPYD
SPDR SERIES TRUST
$29M612K4.3%
06
VUG
VANGUARD INDEX FDS
$29M338K4.3%
07
JEPI
J P MORGAN EXCHANGE TRADED F
$26M461K3.9%
08
MLPX
GLOBAL X FDS
$25M334K3.7%
09
SJNK
SPDR SERIES TRUST
$19M772K2.9%
10
FLBL
FRANKLIN TEMPLETON ETF TR
$19M831K2.8%

Filing history

2026Q2Jun 30
$672M 20.3%
140 positionsView →
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
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