Curran Financial Partners, LLC: 13F holdings
CIK 18438672026Q2
| Positions | 140 |
|---|---|
| Reported value | $671.8m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| YORKVILLE AMER INVTS TR | 2,164,820 | $91.7m | 13.7% |
| SCHD SCHWAB STRATEGIC TR | 1,490,202 | $47.3m | 7.0% |
| VB VANGUARD INDEX FDS | 106,081 | $32.2m | 4.8% |
| VXUS VANGUARD STAR FDS | 370,419 | $31.7m | 4.7% |
| SPYD SPDR SERIES TRUST | 611,552 | $29.2m | 4.3% |
| VUG VANGUARD INDEX FDS | 338,321 | $29.1m | 4.3% |
| JEPI J P MORGAN EXCHANGE TRADED F | 461,348 | $26.1m | 3.9% |
| MLPX GLOBAL X FDS | 333,537 | $24.6m | 3.7% |
| SJNK SPDR SERIES TRUST | 771,545 | $19.3m | 2.9% |
| FRANKLIN TEMPLETON ETF TR | 831,237 | $19.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843867")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.