Curran Financial Partners, LLC
CIK 1843867
13F filing for Q2 2026・No. 3,283
- Holdings
- US$671.81M
- Quarter change
- +US$113.23M
- Entries
- 140
- Net bought (estimate)
- +US$84.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 5
- Cut 43
- Added 74
- Corporate actions 0
- Unchanged 5
Largest holdings
140 stocks worth US$671.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| YORKVILLE AMER INVTS TRTRUTH SOCIAL GOD | New | 2,164,820 | US$91.7M | 13.65% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,490,202 | US$47.25M | 7.03% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 106,081 | US$32.16M | 4.79% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 370,419 | US$31.67M | 4.71% |
| SPDR SERIES TRUSTST STR SP500DIV | Added | 611,552 | US$29.18M | 4.34% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 7:1 | 338,321 | US$29.14M | 4.34% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Added | 461,348 | US$26.06M | 3.88% |
| GLOBAL X FDSGLB X MLP ENRG I | Added | 333,537 | US$24.57M | 3.66% |
| SPDR SERIES TRUSTST TERM HIGH ETF | Added | 771,545 | US$19.31M | 2.87% |
| FRANKLIN TEMPLETON ETF TRSENIOR LOAN ETF | Added | 831,237 | US$19.05M | 2.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.