Curry Webb Wealth Management LLC

Est. AUM

$201.6M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$35.0M	53507	17.34%	SOLE
2	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$18.9M	46455	9.40%	SOLE
3	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$16.6M	276426	8.25%	SOLE
4	VICTORY PORTFOLIOS II	SHARES FREE CASH	$15.5M	391553	7.67%	SOLE
5	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$11.1M	221496	5.51%	SOLE
6	SPDR GOLD TR	GOLD SHS	$8.1M	18914	4.04%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$7.3M	108563	3.64%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$6.4M	70952	3.19%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$6.3M	199457	3.13%	SOLE
10	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$6.3M	134445	3.12%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.2M	9480	3.06%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$5.5M	55264	2.72%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$5.3M	75275	2.60%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	14732	2.34%	SOLE
15	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$4.5M	94580	2.23%	SOLE
16	INVESCO EXCH TRADED FD TR II	BLOOMBERG ENHANC	$3.5M	193697	1.72%	SOLE
17	HUNTINGTON BANCSHARES INC	COM	$3.2M	204746	1.59%	SOLE
18	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$2.9M	61477	1.44%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.6M	40481	1.29%	SOLE
20	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.6M	50613	1.27%	SOLE
21	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.5M	52679	1.22%	SOLE
22	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$2.4M	36234	1.20%	SOLE
23	WORLD GOLD TR	SPDR GLD MINIS	$2.2M	23877	1.10%	SOLE
24	FLEXSHARES TR	US QT LW VLTY	$2.2M	30727	1.10%	SOLE
25	FLEXSHARES TR	INTL QLTDV IDX	$2.1M	65881	1.03%	SOLE
26	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$2.1M	41109	1.03%	SOLE
27	ELI LILLY & CO	COM	$2.0M	2146	0.98%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3049	0.90%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.5M	21202	0.75%	SOLE
30	SCHWAB STRATEGIC TR	1000 INDEX ETF	$1.4M	43999	0.68%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.4M	7131	0.68%	SOLE
32	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	21911	0.59%	SOLE
33	INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$1.2M	42958	0.58%	SOLE
34	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.1M	45894	0.56%	SOLE
35	APPLE INC	COM	$1.1M	4277	0.54%	SOLE
36	CITIGROUP INC	COM NEW	$1.1M	9420	0.53%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$1.0M	8336	0.51%	SOLE
38	ISHARES TR	S&P 500 GRWT ETF	$1.0M	9066	0.51%	SOLE
39	FLEXSHARES TR	STOX US ESG SLCT	$676K	4457	0.34%	SOLE
40	FLEXSHARES TR	EMRG MKT QT LW	$638K	21480	0.32%	SOLE
41	MERCHANTS BANCORP IND	COM	$604K	14083	0.30%	SOLE
42	ISHARES TR	MSCI USA QLT FCT	$543K	2833	0.27%	SOLE
43	ISHARES TR	RUSSELL 3000 ETF	$532K	1435	0.26%	SOLE
44	ISHARES TR	RUSSELL 2000 ETF	$531K	2142	0.26%	SOLE
45	VANGUARD INDEX FDS	SML CP GRW ETF	$453K	1500	0.22%	SOLE
46	ALPHABET INC	CAP STK CL A	$447K	1554	0.22%	SOLE
47	MCDONALDS CORP	COM	$444K	1430	0.22%	SOLE
48	AMAZON COM INC	COM	$442K	2124	0.22%	SOLE
49	MICROSOFT CORP	COM	$428K	1157	0.21%	SOLE
50	ISHARES GOLD TR	ISHARES NEW	$427K	4842	0.21%	SOLE

1–50 of 63

1 / 2

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