DOSSIER · 13F-HR · Q1 2026

Curry Webb Wealth Management LLC

$212M in tracked AUM across 63 positions as of Q1 2026.

CW
CIK 0002060114 · last filed Mar 31, 2026
Total AUM
$212M
as of Q1 2026
Holdings
63
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Curry Webb Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
IVV
ISHARES TR
$35M54K16.5%
02
VOOG
VANGUARD ADMIRAL FDS INC
$19M46K8.9%
03
OMFL
INVESCO EXCH TRD SLF IDX FD
$17M276K7.9%
04
VFLO
VICTORY PORTFOLIOS II
$15M392K7.3%
05
GSY
INVESCO ACTIVELY MANAGED EXC
$11M221K5.2%
06
GLD
SPDR GOLD TR
$8M19K3.8%
07
IJH
ISHARES TR
$7M109K3.5%
08
IEFA
ISHARES TR
$6M71K3.0%
09
IMFL
INVESCO EXCH TRD SLF IDX FD
$6M199K3.0%
10
GTO
INVESCO ACTIVELY MANAGED EXC
$6M134K3.0%

Filing history

2026Q1Mar 31
$212M 5.0%
63 positionsView →
2025Q4Dec 31
$202M
67 positionsView →