Curran Financial Partners, LLC

Est. AUM

$558.6M

13F long equity, this entity only

Positions

127

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TIDAL TRUST I	GOD BLESS AMER	$55.4M	1324146	9.92%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$42.1M	1371246	7.53%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$26.0M	337085	4.65%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$25.3M	556216	4.53%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$25.2M	96187	4.51%	SOLE
6	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$23.0M	405584	4.12%	SOLE
7	GLOBAL X FDS	GLB X MLP ENRG I	$22.9M	309224	4.09%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$20.8M	47563	3.72%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$17.1M	684920	3.06%	SOLE
10	FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$16.9M	733549	3.02%	SOLE
11	LEGG MASON ETF INVT	FRANKLIN INTL LW	$15.2M	375882	2.73%	SOLE
12	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$14.0M	94578	2.51%	SOLE
13	BNY MELLON ETF TRUST	CORE BOND ETF	$13.5M	320689	2.42%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$13.1M	269732	2.35%	SOLE
15	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.1M	56029	2.16%	SOLE
16	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.0M	145227	2.15%	SOLE
17	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$11.3M	635777	2.02%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$10.6M	116134	1.91%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$10.6M	453267	1.89%	SOLE
20	VANGUARD INDEX FDS	VALUE ETF	$9.4M	47870	1.68%	SOLE
21	PGIM ETF TR	PGIM ULTRA SH BD	$8.9M	180139	1.60%	SOLE
22	ISHARES TR	IBOXX INV CP ETF	$8.3M	75937	1.48%	SOLE
23	ISHARES TR	CORE 30/70 CONSE	$8.1M	203036	1.45%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.6M	103300	1.36%	SOLE
25	DBX ETF TR	XTRACK USD HIGH	$7.6M	209424	1.36%	SOLE
26	APPLE INC	COM	$7.1M	28028	1.27%	SOLE
27	SCHWAB STRATEGIC TR	US TIPS ETF	$7.0M	262584	1.25%	SOLE
28	SPDR GOLD TR	GOLD SHS	$6.8M	15896	1.22%	SOLE
29	VANGUARD MALVERN FDS	STRM INFPROIDX	$6.4M	127408	1.14%	SOLE
30	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.0M	85950	0.90%	SOLE
31	WISDOMTREE TR	FLOATNG RAT TREA	$4.4M	87899	0.79%	SOLE
32	VANGUARD WORLD FD	INDUSTRIAL ETF	$3.8M	12134	0.68%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5421	0.63%	SOLE
34	NVIDIA CORPORATION	COM	$3.3M	19058	0.60%	SOLE
35	SHERWIN WILLIAMS CO	COM	$2.9M	9121	0.52%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$2.8M	4868	0.50%	SOLE
37	MICROSOFT CORP	COM	$2.6M	7030	0.47%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4305	0.46%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2554	0.46%	SOLE
40	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$2.5M	50801	0.45%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	23830	0.42%	SOLE
42	VANGUARD WORLD FD	CONSUM STP ETF	$2.2M	9763	0.39%	SOLE
43	AMAZON COM INC	COM	$2.1M	9943	0.37%	SOLE
44	EA SERIES TRUST	STRIVE 500 ETF	$1.7M	39681	0.30%	SOLE
45	EXXON MOBIL CORP	COM	$1.5M	8978	0.27%	SOLE
46	VANGUARD WORLD FD	UTILITIES ETF	$1.5M	7678	0.27%	SOLE
47	VANGUARD WORLD FD	ENERGY ETF	$1.5M	8768	0.27%	SOLE
48	ALPHABET INC	CAP STK CL A	$1.5M	5225	0.27%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4576	0.26%	SOLE
50	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.4M	3542	0.24%	SOLE

1–50 of 127

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.