DOSSIER · 13F-HR · Q2 2026

Curry Webb Wealth Management LLC

$241M in tracked AUM across 67 positions as of Q2 2026.

CW
CIK 0002060114 · last filed Jun 30, 2026
Total AUM
$241M
as of Q2 2026
Holdings
67
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Curry Webb Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
IVV
ISHARES TR
$41M54K16.9%
02
VOOG
VANGUARD ADMIRAL FDS INC
$23M284K9.7%
03
OMFL
INVESCO EXCH TRD SLF IDX FD
$21M306K8.7%
04
VFLO
VICTORY PORTFOLIOS II
$19M411K7.8%
05
GSY
INVESCO ACTIVELY MANAGED EXC
$11M227K4.7%
06
IJH
ISHARES TR
$8M108K3.4%
07
AGG
ISHARES TR
$8M81K3.3%
08
IMFL
INVESCO EXCH TRD SLF IDX FD
$8M223K3.2%
09
GTO
INVESCO ACTIVELY MANAGED EXC
$7M157K3.0%
10
IEFA
ISHARES TR
$7M76K3.0%

Filing history

2026Q2Jun 30
$241M 14.1%
67 positionsView →
2026Q1Mar 31
$212M 5.0%
63 positionsView →
2025Q4Dec 31
$202M
67 positionsView →